Investing alongside the unprecedented transformation in healthcare.

Focus

Our passion lies within the overlap between the evolving healthcare landscape and the dramatic shift technology enabled services are placing on the sector. Now could not be a more exciting time for the evolution of the industry. While payers and providers alike are adopting business models to fit this new paradigm, the consumer is gaining more power in the form of decision making and price clarity - we believe this shift will benefit all stakeholders in the long run.

Mission

We are committed to driving value to the healthcare market through the concepts of consumerism, data analytics, and price / payer transparency. This goes beyond simply continuing to eliminate waste and inefficiency from the system. The choice of care must exclusively remain in the hands of the patient and provide full price, payer, and provider transparency.

Today’s healthcare consumer should be able to proactively manage their care and have an unobstructed answer to the following three fundamental questions:

1. How much does my care cost?

2. What proportion of this care does my insurance provider cover?

3. Who is the best care provider for me and why?

Strategy

Our investment thesis centers around improving health outcomes while lowering the cost of care - which we believe can be achieved outside of the traditional approach underpinned through revenue optimization and payment formulary manipulation. We are interested in technology enabled services addressing the following areas, among others:

— Population health management

— Alternative payment models

— Consumer engagement

— Preventative vs. episodic care strategy

— Holistic care programs