Theses

Jul 16, 2025

Our Thesis on Molecular Biosensors

We see two inevitabilities: the rise of biosensors in clinical trials to enable real-world endpoints, and the shift toward non-invasive, continuous monitoring that decentralizes care and replaces traditional lab tests.

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Theses

Jun 30, 2025

Our Thesis on Chronic Care Management

We seek to fund embedded and vertically integrated chronic care management solutions.

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Theses

Feb 25, 2025

Our Thesis on Cell Therapy Infrastructure

We see two inevitabilities: the continued growth in cell therapy adoption and the increasing automation of manufacturing processes, together setting the stage for major advances in scalability, cost-efficiency, and reproducibility.

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Theses

Nov 21, 2024

Our Thesis on Sensors

We seek to find businesses that use low-cost sensors to capture proprietary and valuable data.

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Theses

Oct 8, 2024

11 Startup Ideas We Want to Fund

A collection of mini theses that we have been thinking about.

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Theses

Sep 16, 2024

Our Thesis on Systems of Record

We seek to invest in businesses that capture and own interesting data, turning it into long-term moats and venture-scale outcomes.

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Theses

May 5, 2024

Our Thesis on Digital Bioprocessing

By capturing unique data through existing bioprocess workflows and employing AI to fully reimagine these workflows, we can enhance the robustness and efficiency of biomanufacturing operations.

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Theses

Mar 12, 2024

Our Thesis on AI

We believe in two major AI opportunities - the first one is around unique data capture through existing workflows and the second is to use AI to fully reinvent the workflows.

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Theses

Feb 20, 2024

Our Thesis on Biobanking

We foresee a future in biobanking with emerging types of biological data and seamless sample management and exchange, all enhanced by a robust security and authenticity layer.

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Theses

Nov 3, 2023

Our Thesis on Molecular Diagnostics

We see a future of diagnostics where both data and technology have strong roles to play.

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