Nate Lentz

Intelligent data platforms are the future of the healthcare industry. This compelling acquisition by Ardan Equity portfolio company Datavant positions the company as a continued leader in the sector. Most important are the benefits for life sciences customers and the impact to their pharma portfolios and their patients. Datavant enables more than 60 million healthcare records to move between thousands of organizations, more than 70,000 hospitals and clinics, 75% of the 100 largest health systems, and an ecosystem of 300+ real-world data partners. Always proud to partner with amazing leaders like CEO Kyle Armbrester, Arnaub Chatterjee and the team at New Mountain Capital led by great partner Matt Holt. #healthit #pharmait #lifesciences #digitalhealth #privateequity #mergers #acquisitions #healthcareit #healthcaresoftware #saasgrowth #healthcaredata #data #pharma #pharmadata #dataplatform #privateequity #ai #artificialintelligence #rwe #realworldevidence #rwd #realworlddata

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Distribution is becoming the moat in healthcare AI Anthropic’s recent Claude for Healthcare update was a good example: the main features were not focused on model performance, it was connectivity, making Claude usable inside the healthcare enterprise stack. The main drops were: -> Coverage rules (CMS Coverage Database connector): check whether a treatment is reimbursable and under what conditions -> Coding (ICD-10 connector): translate clinical language into billing/diagnosis codes -> Provider verification (NPI Registry connector): validate provider identity for credentialing and claims -> Prior Authorization Agent: assemble documentation and rationale for approvals/appeals -> Interoperability tooling: make it easier to plug into health IT systems This shift creates real opportunity for founders. Healthcare is fragmented by country, system, and workflow, so teams that can embed applications deeply in specific workflows can build meaningful markets, even from narrow starting points. Source: https://lnkd.in/dFEi8UDP

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It had to be said! 🎯 Epic's stranglehold on healthcare IT has stifled innovation for too long and the writing is on the wall. The consolidation myth needs to die already. We were promised efficiency and lower costs, but what we got was bloated bureaucracies that prioritize profits over patients. The data doesn't lie: smaller, agile providers consistently outperform these healthcare monopolies on both outcomes and patient satisfaction. Time for a major reset in how we think about healthcare delivery.

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💡THE BIGGEST OPPORTUNITY IN HEALTHCARE…is fixing how it runs/operates. Check out this research from CHIME (the largest assoc of healthcare CIOs) and RLDatix North America - hot off the press. ❗️THE SURVEY SAYS: What CIOs are saying we need to fix: 1️⃣ Modernization is no longer optional: Nearly 90% say operations must evolve to keep pace with rising clinical, regulatory and financial pressure. 2️⃣ Interoperability is the baseline expectation: 80% say tools must work together seamlessly to support coordinated execution. 3️⃣ Tool sprawl is slowing teams down: 76% report that managing too many point solutions makes operations harder, not easier. 🔨 WE CAN FIX THIS: Fixing this is a HUGE part of our focus here at TeamRLD - check out RLD360, our AI-driven platform: www.rldatix.com. https://lnkd.in/gh7x6Kkn

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Nice quote from one of our Partners Andrew Brackin in TechCrunch: “This was one of the biggest use cases of ChatGPT,” Andrew Brackin, a partner at Gradient who invests in health tech, told TechCrunch. “So it makes a lot of sense that they would want to build a more kind of private, secure, optimized version of ChatGPT for these healthcare questions.” https://lnkd.in/gY3TV5VD

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A great article in Modern Healthcare about the digital health outlook in light of VC's liquidity crunch featuring HC9 Ventures' very own, Charlie Falcone.

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U.S. digital health is entering a more focused era — and early-stage startups are leading the shift. The story is no longer about building all-in-one platforms that try to do everything. It is about solving narrower, harder, more valuable problems. Across the U.S. market, early-stage digital health is pivoting decisively toward hospital infrastructure, workflow-critical tools, and niche expertise that can earn adoption faster and prove value more clearly. That shift matters. Because the next wave of standout companies will not win by sounding broad. They will win by being essential. What is emerging now is a more disciplined model of innovation: - less platform ambition for its own sake, - more precision, - more relevance, and more alignment with how healthcare actually works. That is exactly why the HT250 matters. This is not about PR. It is about signal, discoverability, and helping the right partners find the right companies sooner. When founders are building in categories that are becoming more specialised, visibility becomes more important — not less. The companies shaping the next phase of U.S. digital health deserve to be seen in the right context: as serious builders responding to what the market now demands. See how these startups are driving the next wave of U.S. digital health: https://lnkd.in/eAUeCMve If you’re on the list and want your HT250 SharePack — including social tiles, copy/paste post templates, and tracking links — comment “PACK” and we’ll DM it to you. Tagged: Optain | Frame | General Medicine | avante | Zorro | Tally Health | Amenities Health | Oath Surgical #HT250 #DigitalHealth #HealthTech

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Caduceus Managing Partner Peter Micca contributed to this week's Crain's New York Business story on #digitalhealth investment. "For many years, the demand for innovation in healthcare has consistently been stronger than the supply of innovation,” said Peter Micca, managing partner at Caduceus Capital Partners, LLC and advisory board member of the business consortium Digital Health New York. “That created a fair amount of pent-up demand.” Nationwide, VC funding for health tech is on track to reach the highest level since 2022, part of the sector’s post-pandemic high-water mark, according PitchBook. https://lnkd.in/eWpTxHNq

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Check out the first in a series of Town Hall Ventures' perspectives on the potential of AI to improve healthcare in places where it is most needed!

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If any of you are working in Healthcare and are interested in some pro tips on leveraging Data, Cloud and GenAI in a regulated, high pressure environment filled to the brim with systems that range in age from cloud native to mainframe native, check out this summary from VentureBeat and Richard Clarke. It's possible [not easy] to modernize while putting patients and providers first, and the team at Highmark is really advancing the frontier. https://lnkd.in/gbnaw9jB Google Cloud, Chris Sakalosky, Andrea Holing

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Transforming healthcare with AI requires industry. Industry requires capital investment. Capital investment requires return. Return requires revenue. Revenue requires reimbursement. Medicare (and transitively private insurance) reimbursement policy for clinical AI will define the incentives for the technologies we build and deploy over the next decade. Our existing fee for service codes are what the military would call cost-plus contracting. We pay for every nail, screw, and hour of labor and don't care if that was a good and efficient way to build the tank or not. Our CMS Innovation Center director, Abe Sutton, believes cost-plus is the wrong path for the future of American healthcare. ACCESS and VBC models pay for outcomes. When we have AI that can manage heart failure can we link payment to making people healthier? Doing so would unleash the might of American techno-capitalism on exactly the thing we care about in society, but there are devils in the details.

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