OUR FOCUS
We invest in the industries we know best.
Our focus in life sciences and disruptive technologies is based upon the deep operational experience of our Partners and key learnings since our founding over 25 years ago.
We are energized by opportunities requiring collaboration and creativity.
We pride ourselves on being independent thinkers, and our entrepreneurial spirit welcomes all ideas.
LIFE SCIENCES
When people hear the words life sciences, they typically think of drug development. While we do selectively invest in biotech and pharma opportunities, we’re more focused on some lesser-known areas including DIAGNOSTICS and ANIMAL HEALTH.
We believe the DIAGNOSTICS sector is a critical component to realizing PERSONALIZED MEDICINE. Despite sweeping changes to its regulatory and reimbursement landscape over the last decade, we did what we do best when things get hard: lean in and learn. Fast forward to today and we believe we’ve developed a quality track record. Looking ahead, we think we’ve only scratched the surface with opportunities in MOLECULAR TESTING and PRECISION MEDICINE.
Adding ANIMAL HEALTH to our historically human focus was a natural progression for our firm. In addition to the technical overlap between the two sectors and shorter development timelines, we love our pets. “COMPANION ANIMALS” have turned into true family members, and pet parents are willing to act (and spend) accordingly. We also look for opportunities to invest in technologies addressing INEFFICIENCIES IN PROTEIN PRODUCTION. From cats to cattle, we’re excited to bring innovation to this industry.
DISRUPTIVE TECHNOLOGIES
Similar to the approach we take in life sciences, our strategy in disruptive technologies doesn’t follow a well-worn path. While not as focused on “bleeding edge” technologies seeking to create a market, we emphasize applications showing real utility and traction across the HEALTHCARE, BUSINESS SERVICES AND RENEWABLE ENERGY sectors. We look for strong tailwinds in big growing markets.
In healthcare, we invest in technologies that drive PATIENT ENGAGEMENT, IMPROVE OUTCOMES, AND LOWER THE OVERALL COST OF CARE. We have focused on uncrowded and profitable niches. Examples include the complex pediatric and palliative care sectors.