Investment thesis

Built for the realities of emerging markets.

Most healthtech is designed for affluent systems — $150,000 gait robots, high-bandwidth VR, complex reimbursement codes. In LMICs, budgets are tight, connectivity is intermittent and out-of-pocket spending dominates. We back what actually works there.

Task-shifting & community workflows

Service models that empower community health workers, nurses and family caregivers to deliver support under remote supervision.

Unit economics geared for volume

D2C, B2B and B2B2C models built around high-volume, low-margin deployments that reach profitability through regional and global scale.

Designed around LMIC needs

Products built from the ground up for the specific users, use-cases and context of target markets.

Nurse guiding a patient through rehabilitation with a tablet

Enabling technologies

Tele-rehabilitation platforms
Exercise software
Home support solutions
Low-cost rehab robotics
Sensors
Assistive products

Service models

Clinic-in-clinic
Primary-care embedded
Hybrid digital
Omni-channel

Go-to-market moat

The failure mode isn't technology. It's distribution.

Invest in enabling technologies

Source and back top-tier software and hardware IP globally, standardizing clinical trial designs and operating models for cross-border scale.

Invest in disruptive distribution

Grow distribution with hub-and-spoke, digital and omni-channel approaches, leveraging existing infrastructure for capital efficiency.

Leverage portfolio synergies

Pair product and distribution companies across the portfolio to grow and achieve critical scale.

We also support the systemic and skill changes national healthcare systems need to fully benefit from breakthrough technologies.

Impact goals

SDG 3 · Good Health and Well-Being

SDG 8 · Decent Work and Economic Growth

SDG 10 · Reduced Inequalities

Targeting aging populations, persons with disabilities, rural and conflict-affected communities — applying a gender lens to unequal access and gender-specific needs.