Brentt Baltimore My introduction to the Bobsled team happened as they closed their seed round. Bobsled’s value proposition at the time, “data distribution as a service,” made sense — enterprise demand for external data had skyrocketed, yet the way in which it was shared was still an error-prone, time-intensive process…

The manufacturing sector is a core engine of economic growth in the US, representing more than $2.35T in spend and greater than 10% of US GDP. It’s estimated that each $1 invested in the manufacturing sector added $2.79 of value to the broader US economy. Because of this, industrial automation…

Our team saw a big influx of questions from our portfolio companies about generative AI broadly and LLMs specifically in the past few months as companies looked to be early adopters. This led to many great discussions with these management teams and other leaders in the space who have implemented…

This past fall, UnitedHealth closed on its $13B acquisition of Change Healthcare, after clearing a Department of Justice suit to block the merger on antitrust concerns. The acquisition represents one of the largest outcomes for a health tech startup, yet at times, the role Change plays in the healthcare ecosystem…

To state the obvious: 2022 has been a hard year for digital health companies. Markets pivoted to prioritizing profitability over growth, pummeling public and private companies alike. As the economy has worsened, layoffs have rippled across the startup ecosystem, including within digital health. …

“How do I land an early contract with a payor?” is a frequent question we hear and discuss. As many digital health startups plan to treat high acuity conditions and offer complex care, many seek out payor reimbursement early. We’ve gathered case studies and commentary from a handful of scaling…

As public markets sell off and gloom replaces the euphoric optimism of 2021, some have come to question the sustainability of venture-backed digital health (here and here, for instance). In particular, some question if care delivery businesses — with more headcount and less operating leverage than many software businesses —…

In the last few years, we have seen custom-built software for digital health become increasingly widespread. Previously, founders calculated how quickly and cost effectively they could build their entire tech stack. …

When COVID-19 first made landfall in the US, everyone speculated about when life would go back to “normal.” Two years later, it’s clear that some parts of our lives will never be the same, particularly what we expect of and how we consume health care. Telehealth utilization has stabilized at…