Jason M. Lemkin

📈 Demand for fertility services is rising -> 💼 PE recognizes this and wants in -> 🏜 but opportunities are scarce (https://lnkd.in/g6zXEVZh). Highly recommend anyone who wants a deeper understanding of what's going with fertility and fertility tech read Aya Spencer's *2024 State of fertility tech report* (https://lnkd.in/gVjK_UpX) - it's a great summary

20

That's why it's often very difficult to recognize new leaders – their ideas go beyond the conventional frameworks we're accustomed to. Keep your mind open. Don't let yesterday's templates define your future. #Leadership, #Innovation, #OpenMind, #FutureThinking, #venturethinking,   https://lnkd.in/eASPGsuu

4

Why Buying Your First Business is the hardest & Financing The Fear is Being seen as too risky by lenders and investors. The Solution: Prepare a solid business plan with detailed financial projections. Work with a financial advisor to enhance your credibility. Consider alternative financing options like SBA loans or seller financing.

11

3 Comments

The webinar today overviewing Previ was a success! So, we are doing another one on Tuesday, May 28th from 12-12:30pm MT! Register below if... - you are an HR leader who prioritizes benefits that don't cost money to launch - you are an HR leader who wants to help your employees save money - you feel your employees spend too much money on their cell phone bill - you'd like to offer something that doesn't require HRIS or payroll integrations, contracts, or data sharing Previ saves employees over $100/month on their cell phone bill through enterprise-level partnerships with AT&T and T-Mobile. Join us for the webinar to learn more and see why companies like Hanes, Shutterstock, Welch's, Qualtrics, and Sunrun choose to partner with us! Register here 👉 https://lu.ma/zf8dy4on

4

In vertical SaaS, the very best companies landed with a product solving a specific, burning pain point that horizontal solutions solved badly and then became broad product suites over time (ServiceTitan, Veeva Systems, Doximity, etc). My partner Gordon Ritter calls this “layering the cake”. In vertical AI, the landing wedges are much more brittle. While the painpoints they solve are very real (and often unaddressable by SaaS alone), they’re also much more likely to commodotize in the near term as the tech advances. 👀 Therefore, the need to layer the cake in vertical AI is much more urgent than in vertical SaaS. 👀 The best vertical AI CEOs not only recognize the dynamic, but talk about it openly. Helps those around them keep up the speed of innovation and their eyes on the bigger prize.

83

13 Comments

In this video I discuss 5 Ways to Find Investors for Your SMB Acquisition in 2024 https://lnkd.in/equZPg5t

1

It was a pleasure being on Peak Human Labs Podcast! Thanks Sanjeev Goel MD for a great conversation on how neurofeedback can help with mental and physical health! #podcast #sharing #digitalHealth #functionalMedicine

12

Having a Cars and Capital event tomorrow in Southern California with Oren Klaff. If you want to join message me. https://lnkd.in/gDQ4D39u Oren Klaff Bridger Pennington #InvestorEvent #FamilyOffice #InvestmentOpportunity #CarlsbadEvent #PrivateEquity #WealthManagement #InvestmentConference #CapitalRaising #NetworkingEvent #IndustryLeaders #FinancialGrowth #InvestorsMeetup #WealthBuilding #BusinessGrowth #InvestmentForum

24

1 Comment

👀 HOW DO WE GET DIGITAL HEALTH TO REFOCUS ON PREVENTATIVE CARE?👀 Enter Inbal Tirosh co-founder and CEO of the incredible Livez on this week's episode!! My favorite question to ask founders is what is your founding story? Tune in to hear Inbal explain her founding story, and how they are impacting patients lives and futures! Livez is built to make preventative care easy, convenient, and reduce claims. The Livez screening solution detect 85% of preventable diseases!! Reduces a whopping 75% of healthcare claims. How do they do this? Inbal jumps into it all with me, explaining, "All together if you take every person and they get a plan of what they need to get screened for, based on their individual profile, and their specific data, you can do that with fusion of big data, and you take them on a journey to prevent their predicted risks, based on family history and their own history and so on..." Then you automatically book them with follow up appointments. This is backed by health authorities, and by large insurers! Key Points 🗝 🌐 Livez screening solution covers more than 50 clinical domains and 120 screenings and vaccines, impacting 75% of healthcare claims. Livez is a preventive health platform that focuses on holistic screening and interventions to prevent chronic diseases. 🏥 The platform helps employers and health plans prioritize the health of their population by identifying health risks and guiding individuals towards appropriate interventions. This is an absolutely fascinating conversation about the new frontier of preventative care. Get on board, and tune in to this week's episode of the Digital Health Heavyweights Podcast Also- major teaser that their pricing is FULLY at risk. Why NOT? Learn more about preventative care, and how Digital Health is continuing to evolve!

53

10 Comments

The (Healthcare) Ground Beneath Our Feet… This year it is likely that over $10 billion will be invested in the digital health sector – a robust amount, no doubt, but inconsequential when compared to the amount of capital tied up in healthcare real estate assets, which is estimated to be $1.2 trillion by Jones Lang Lasalle. Of that amount, approximately $790 billion is in the hospital sector while the remaining $490 billion is in medical office assets. It is estimated that there are 48.6k facilities with 3.4 billion square feet of healthcare real estate, 42% of which are owned by REITs and another 33% held by other private investment vehicles. Much of the digital health investment is meant to make the physical healthcare infrastructure more productive: greater operating efficiencies, greater patient throughput, more relevant personalized care models with better outcomes. As the healthcare system is being pushed to be more distributed to lower cost sites of care, accelerated now by the rapid proliferation of automation and AI capabilities, the potential impact on healthcare infrastructure assets will be profound. Thoughts on what that might look like... https://lnkd.in/eTfAdUbS #digitalhealth Flare Capital Partners

113

6 Comments

Choosing what critical telemedicine software to implement can be a tough process. But you’re not alone. Software Advice advisors spoke to buyers of telemedicine software for small-to-midsize enterprises to understand more about the process. Check out the article to find out how to get your deployment right the first time. #Telemedicine #Software

4

Open-source models can be a strong lever for increasing gross margins at AI companies, especially those that have hefty cost structures (e.g., enterprise sales orgs that require significant customer success or implementation resources, as well forward-deployed AI services models common in healthcare and life sciences). One of many reasons to maintain a modular and flexible stack with minimal dependencies when building an AI company. More on the importance of flexibility in the AI stack: https://lnkd.in/eA2XATRk h/t Delip Rao #ai #artificialintelligence #generativeai #healthcare

50

6 Comments

I want to invest in 2-3 more startups this year! What I'm interested in: 1️⃣ Startups building true AI-first interfaces that revolutionize how humans interact with computers 2️⃣ Autonomous Business Partners - AI co-workers that work alongside teams I’m investing €100K-€500k. I recently wrote down my thoughts on these two concepts: From command lines in the 70s to mouse-driven GUIs, touchscreens, and now LLMs, we’ve made tech more intuitive and seamless. LLMs let us state intents and get results, moving towards brain-computer interfaces. https://lnkd.in/dacBvMSz A transformative application of AI I see happening in the coming years will be Autonomous Business Partners. Imagine every department in a company having its own AI-powered work partner, seamlessly integrated and handling a bulk of daily operations. https://lnkd.in/d7h9YWqg

221

45 Comments

This is a great research article formulated from our tech. 👇 #mentalhealthai #ai #conversationaldataintelligence #CDI #data #chatbots #aipoweredchatbots #HIPAAcompliant #HIPAAchatbots #KBotLightning #HumanX

11

An interesting article below, that demonstrates out how San Diego is punching above its weight.  And how Connect's strategy and execution over time, contintues to be central to that success. The article describes the current state of the market in Seattle.  (And i love Seattle.) It's a market that we tend to track with relative to venture fundings.  They used to kick our butts, we outraised them each of the last three years.  This despite the fact they have 3x as many funds there, and 9x the amount of resident capital there. (per pitchbook) Some key takeaways:  * They continue to compare themselves to SIlicon Valley. Instead, we leverage our proximity. *They whine there's not enough local investors (see note above - they have more than us). We bring over 200 VCs to SD annually! * They say founders are not connected with one another. We bring CEOs together regularly, in a variety of ways - private dinners and through our Springboard program. * They say they need to elevate their image on a national & international stage. Why we created and continue to build Five.Ten.Thirty (aka Inno Day).  * And the last paragraph - they need to concentrate on making their region a great place to live. Our mantra: "It's about Better, not Bigger." (See XEO, TL Fund). THANK YOU FOR ALL OF YOUR SUPPORT. WE ARE ON A MISSION TOGETHER!!!  (Comments, whining, suggestions on SD always welcome.) https://lnkd.in/g6Rq_f2Y

109

10 Comments

With Americans over 65 projected to grow from 58 million to 82 million by 2050, AI solutions like Foundation Capital portco SafelyYou are becoming increasingly crucial. They’re also a powerful answer to the industry’s persistent staffing shortages, acting as a force multiplier for caregivers. The benefits extend beyond individual residents and their families. For senior living homes, SafelyYou’s AI-powered fall prevention and response system translates to longer lengths of stay and higher net operating income (NOI). With AI, we are working towards a future where every individual—regardless of age or health status—receives the highest quality care, tailored to their unique needs and circumstances. Companies like SafelyYou are leading the charge in making this future a reality, and I’m immensely proud to work alongside them as they use AI to build a better world.

47

1 Comment

Are you a woman between 35 and 50 years old and experiencing #hormonalimbalances, #digestive issues, #sugarcravings, #moodswings, low #libido, #fatigue, or #hotflashes? You might be going through #perimenopause. Many women feel lost during this phase, unsure where to turn for help. Thanks to NNABI and EJ Kim, there's now a powerful solution designed just for you. Discover how to alleviate these symptoms, regain #balance, improve your #sleep, boost your #energy, and embrace a more positive outlook on life. It's time to feel like yourself again! Watch this video to learn more and share with your networks! Thousands of women need desperate help!

2

1 Comment