Healthcare venture fund
Closing the physical rehabilitation gap.
We invest in technology and care models built for the realities of emerging markets — so recovery reaches everyone, not just the few.
2.4B
people who would benefit from rehabilitation
1B+
lack any meaningful access to care
1:100,000
therapist ratio in under-resourced regions
$2T
estimated global cost of the gap
The macro thesis
Technology as the equalizer in healthcare.
AI is restructuring healthcare delivery, shifting clinical capacity from scarce specialists to front-line staff empowered by technology.
Early healthcare AI focused on imaging and billing in high-income markets. The most profound opportunity lies in functional care — moving from episodic, labor-constrained visits to continuous, software-enabled support.
That breaks the historic trade-off between clinical quality and scale, expanding provider capacity by orders of magnitude while collapsing the marginal cost of care.
The underserved opportunity
Healthcare's most neglected critical sector.
Traditional rehabilitation relies on an asset-heavy model: one therapist, one patient, one expensive clinic. That bottleneck turns treatable impairments — stroke, injury, musculoskeletal and developmental conditions — into lifelong disability.
This mismatch is no longer an insurmountable crisis. It is an opportunity to build a multi-billion-dollar market.
How we invest →