Daniela Tudor

Introducing the Health Innovation Strategy Framework After two decades of building health startups, advising Fortune 500 life sciences firms, and designing care delivery programs at scale—I've distilled what works (and what fails) in transforming healthcare. 💡 That’s why I created the Health Innovation Strategy Framework—a blueprint to help healthcare leaders and organizations move beyond the buzzwords and into measurable outcomes. This framework is designed for: Health tech founders navigating go-to-market chaos Provider groups launching digital-first services Employers, payers & PBMs aiming to improve access, cost & experience Investors evaluating scalable models in a complex care ecosystem Organizations looking for the next best health innovation to partner, adopt or acquire 📊 Core pillars: •Innovation Culture and Infrastructure •Partnership Readiness •Product-Market Fit in Healthcare •Regulatory & Payer Navigation •Clinical Workflow Alignment •Patient Engagement •Sustainable Growth Strategy Here’s a quick look ⬇️ I’ll be diving into each of these in subsequent posts. 🔍 Want to see how this applies to your organization? 📬 DM me or contact me directly for a custom Innovation Readiness Assessment. Let’s build smarter, faster, and with real impact. #HealthcareInnovation #HealthTech #PartnershipStrategy #DigitalHealth #GoToMarket #ValueBasedCare #HealthEquity #LifeSciences #StrategicGrowth #HealthStrategy

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Say you know me without saying it ... "Hey, let's improve healthcare purchasing!" Durable goods, every day disposables, every part of purchasing in healthcare products continues to be broken. Natan Wise and team Conduit Health are improving the spend process for consumers, healthcare providers. This moves $100b in annual spend, but also improves people's lives. You can read our deeper take at XYZ here: https://lnkd.in/gEhfACtB Thrilled to have more money to run with the Drive Capital partnership! And Maybe you want to improve people's everyday lives? Live in NYC? You probably want to work here: https://lnkd.in/gtGEB8Ku

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⚠️When founders pitch “design partnerships,” health system leaders hear something different. ⚠️ As Jordan Asher, MD, MS, previously EVP & Chief Clinical Officer at Sentara, one of the nation’s leading risk-bearing IDNs, explained in our interview: "𝗪𝗵𝗲𝗻 𝗮 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗮𝘀𝗸𝘀 𝗳𝗼𝗿 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽 𝗲𝗮𝗿𝗹𝘆 𝗼𝗻, 𝘄𝗵𝗮𝘁 𝗜’𝗺 𝗿𝗲𝗮𝗹𝗹𝘆 𝗱𝗼𝗶𝗻𝗴 𝗶𝘀 𝗽𝗮𝘆𝗶𝗻𝗴 𝘆𝗼𝘂 𝘁𝗼 𝗴𝗲𝘁 𝗯𝗲𝘁𝘁𝗲𝗿 𝘀𝗼 𝘆𝗼𝘂 𝗰𝗮𝗻 𝘀𝗲𝗹𝗹 𝘁𝗼 𝗼𝘁𝗵𝗲𝗿 𝗽𝗲𝗼𝗽𝗹𝗲." It’s fine to be a vendor — but calling yourself a partner without real shared upside (equity, warrants, co-development) might backfire. 👉 Watch the full interview with Jordan (link in comments). 

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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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Clinicians want to use AI but don’t have the bandwidth to evaluate all the different models. Meet Health Olymp, an AI tool purpose-built for clinicians. Here’s why this matters 👇 1. Health and life science experts gain instant access to frontier models for free. No procurement hoops or IT bottlenecks. Every clinician gets their own sandbox to explore. 2. Clinicians can compare models side by side and pick the one that works best for their use case. That transparency builds trust and sparks ideas for novel AI applications in care delivery, diagnostics, and research. 3. Most AI benchmarks are too generic or disconnected from clinical reality. Health Olymp brings frontline feedback into the loop, helping the industry identify models that perform reliably in real world clinical environments. Congrats to Ruslan Nazarenko and the Lumos team as they put AI model benchmarking directly into the hands of healthcare professionals. ⬇️ (link in comments)

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A great thesis for folks investing or building in healthcare lies around the fact that smaller clinics can't justify the overhead of on-site specialized services due to low patient volumes. Building virtual platforms that serve these use cases is a proven playbook. In the US, digital pharmacies are partnering with smaller specialty clinics, and MSK solutions are crushing it in rural areas... there's still a huge amount of whitespace in Canada. Pediatrics, Sleep and Mental Health are all additional areas with potential, and there are even more to list. The most exciting part of these solutions actually goes beyond better access to care--they have the potential to make work much more fulfilling, rewarding, and flexible for independent practitioners. Lemoine Fitzgerald, The Prairie, 1929

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Check out the latest from Limbic - their breakthrough study in Nature Portfolio, shows how Limbic turns frontier language models into behavioral health specialists. In their pre-registered, double-blind randomized trial they showed that: 1️⃣ Adding the Limbic Layer improves AI-led therapy performance by 43% 2️⃣ Clinicians preferred Limbic over general-purpose LLMs 83% of the time 3️⃣ 74% of Limbic's AI sessions ranked among the top 10% of therapists 4️⃣ Patients rate the Limbic experience as comparable to clinician-led sessions Amazing stuff from Ross Harper and Sebastiaan de Vries - delighted to have them in the Entrepreneurs First portfolio.

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FORCING CHANGE IN SITE OF CARE McKinsey & Company's recent paper on the forces pressuring healthcare, including the possibility of margin compression of up to 13 percentage points for health systems, does a good job of putting numbers around what most operators already feel. Two of the biggest drivers they mention are policy shifts in reimbursement and rising utilization driven by an aging population. The cohort of 70+ year old Americans will grow the fastest over the next 5 years, and it is well established that older patients have more complex needs, more chronic disease, and more touchpoints within the healthcare system. Layer that on top of continued clinical workforce shortages, and the supply-demand gap widens further. From my perspective, optimizing for site of care is the most important lever we have to address this challenge. We can’t quickly reduce how much care older patients need, but we can change where and how services are delivered. Supporting aging patients in lower-cost settings like the home, ambulatory sites, and virtual environments is no longer just a preference or convenience, it’s a necessity. This is where the conversation around site-neutral payments becomes so relevant. CMS is moving quickly in this direction, and hospital outpatient departments (HOPDs) are squarely in the crosshairs. The shift will undoubtedly clamp down further on hospital margins, but it shouldn’t be surprising. We’ve been talking about the demise of HOPD reimbursement for years, and the health systems that will fare best are the ones who are working towards aligning their approach with where patients can be treated safely, efficiently, and at lower cost, rather than relying on legacy reimbursement structures to fill the gap. And just like it doesn’t make sense to try to replicate a hospital or nursing home environment in a patient’s home, we also shouldn’t try to carry the same clinical staffing model into every care setting. Yes, there are non-negotiables when it comes to patient safety and clinical expertise, but there’s also a meaningful opportunity to rethink how teams are built. That means clinicians at every level working at the top of their licenses, thoughtfully involving family members and community resources, and using technology to surround these sites of care with non-clinical operational support. From my health system days, I understand why rising costs, margin pressure, and site-neutral payments feel like threats. While painful, I’m hopeful they can also serve as a positive forcing function, pushing us toward care models that are better aligned with our aging population and the realities of today’s workforce.

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Exciting news! MoldCo is now live and available in California. Our clinician-led digital health platform standardizes mold detox as routine preventive care rising to meet the growing, often hidden health risks mold poses. A recent LA Times article perfectly captures the challenge: modern, energy-efficient homes can unintentionally trap moisture, creating an ideal environment for mold growth that affects both home durability and occupant health. At MoldCo, we combine advanced lab testing and personalized therapies to detect and prevent mold-related illness before it starts. Prevention is better than remediation. Californians now have a trusted partner in MoldCo to help protect their homes and health. Read the article here: https://lnkd.in/gxdkjyf5

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Bret Anderson has spent 20 years working with hospitals and health systems on the economics of care delivery. His read on IVF was straight-forward on the Inside Reproductive Health podcast with Griffin Jones: "Over the last decade or so, there has probably been a greater focus on the revenue side and less so on the cost side. I think that the next five to ten years are going to be much more focused on the economics of the operating model," Anderson said. That's exactly what we found building the activity-based costing framework published in the Journal of Assisted Reproduction and Genetics last December. The revenue side of IVF is well understood. Coverage mandates are expanding. Managed care is rising. What isn't well understood is what it actually costs to deliver a cycle — down to the activity level, by procedure type, by egg count, by lab scale. The payers are going to figure this out. The question is whether clinic operators figure it out first? Full paper and episode link in comments. #IVFEconomics #FertilityBusiness #ActivityBasedCosting #JARG Conceivable Life Sciences

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