Led · Series A · Jul 2026

Karoo Health builds an operating system for cardiovascular care that unifies clinical, claims, pharmacy and patient data to enable earlier risk detection and coordinated care. The company operates programs with national and regional health plans and supports a network of more than 600 cardiology providers across 11 states. In deployed programs, independent analyses reported reductions of more than 40% in emergency department visits and inpatient admissions and early results showing greater than a 10% reduction in total cost of care for attributed populations. Karoo plans to continue developing its AI-native platform—advancing predictive models and clinical signal detection—and to expand its engineering and clinical teams. The company will also scale deployments with payer and provider partners nationwide. Karoo announced the $16.2 million Series A in July 2026.

Led · Series A · Feb 2026

When, founded by Andy Hamilton and Dan Wertheimer and based in Chicago, offers a software platform that guides organizations and their employees through healthcare and benefits changes triggered by events such as early retirements, career pivots, involuntary exits, Medicare eligibility, and other coverage transitions. The solution aims to reduce employer costs while delivering personalized support to transitioning workers. Since its launch in 2024, more than 6,000 companies have adopted the platform, giving over 1 million employees access to its tools. Current functionality centers on simplifying benefits navigation, but the company plans to broaden its coverage to additional transition scenarios, including Medicare and early retirement pathways. Proceeds from its recent Series A will be used to expand the team and enhance product capabilities to serve a wider array of workforce transitions. The company’s traction across thousands of employers demonstrates early product-market fit and provides a growing revenue base, although specific revenue figures were not disclosed.

Participated · Series A · Oct 2025

WellTheory offers a research-backed, virtual care program that addresses the root causes of autoimmune conditions through diet, lifestyle, and high-touch support from registered dietitians and certified health coaches. Its AI-powered platform, featuring proprietary tools Care Hub and Care Scribe, personalizes care plans and supports scalable delivery. In just 18 months on the market, the company has secured partnerships with Fortune 100 and 500 employers, high-growth companies such as Maven Clinic, Fortune Brands Innovations, and Dayforce, as well as payors like Sentara Health Plans and a top national payor. Independent claims analyses show the service reduces ER visits, imaging, hospitalizations, and biologics use, saving partners thousands of dollars per patient annually. Over the last year, WellTheory recorded 10× year-over-year member growth and 5× revenue growth, highlighting strong demand and business traction. With the latest financing, the company has raised $26.2 million in total and plans to deepen employer and payor partnerships, expand programs targeting high-cost autoimmune conditions, and further invest in its AI personalization capabilities.

Led · Equity · Nov 2024

Homethrive provides a technology-enabled, end-to-end caregiving platform that gives working caregivers access to 24/7 on-demand resources and live one-on-one support from care guides and social work professionals. The platform emphasizes personalized caregiving support to improve outcomes, lower costs, and save time for caregivers. Homethrive’s services are offered primarily as an employee benefit through employers and through select health plans, and are available nationally. The company is co‑led by co‑CEOs Dave Jacobs and David Greenberg. It plans to use the new funding to expand its end-to-end caregiving platform and to scale its AI-driven care navigation and recommendations. Homethrive is based in Chicago, Illinois. Homethrive offers a high-impact family caregiving platform called Dari that blends self-service digital caregiving and health support with one-on-one virtual Care Guides who provide concierge-level guidance and care coordination. Members have 24/7 access to resources on Medicare, Alzheimer’s, long-term care, family dynamics, self-care, and special needs; those needing more support are paired with a credentialed Care Guide. The service is offered nationally to employers, insurers, and affinity groups and has been implemented by over 100 clients and partners in the past 18 months, including Rockefeller Capital Management. Homethrive reports operating outcomes including an 80% reduction in voluntary turnover, 100% of employees feeling more supported, an average savings of 16.4 work hours per month per member, 96% of employees reporting significant stress reduction, a drop in need for high-cost senior living facility care from 75% to 10%, and 24% lower claims cost versus a control group. The company plans aggressive expansion with self-insured employers and insurance plans and will invest in its technology stack to create more personalized experiences enhanced by AI and machine learning. The recent financing is intended to scale the offering to help millions of older adults safely age in place while supporting their unpaid family caregivers. Homethrive provides a High Touch/High Tech program that combines 24x7 digital and human concierge services with expert coaching from certified Homethrive social workers to help older adults remain independent at home. Its program generates personalized recommendations and coordinates services including meals, transportation, home care, medication delivery, and Medicare plan selection assistance. The Homethrive offering is available nationally and is primarily distributed through insurance companies and self-insured employers. The company raised $18M in a Series A round led by 7wireVentures and Pitango HealthTech and will use the proceeds to accelerate expansion into health plans and the self-insured employer market and to further build out its technology stack and digital tools. Co-founded by Dave Jacobs and David Greenberg, Homethrive is headquartered in Chicago, IL. The company plans to scale payer and employer partnerships while enhancing its digital infrastructure to support growth.

Participated · Series B · Aug 2024

PayZen provides interest- and fee-free installment loans that let patients pay healthcare bills over time, integrated directly into medical record portals like Epic’s MyChart. The company positions its product as a way to make care more affordable while improving provider collections through tighter system integration. PayZen says revenue has expanded sixfold in each of the past two years and it now works with more than 60 health systems and large physician groups, including Geisinger and CommonSpirit. The startup reports that providers who work with PayZen increase their collections rate by 35%. Product expansion includes a recently introduced pre-care card for deposits and use of data and AI to identify patients who qualify for government financial assistance. PayZen closed a $32M Series B and paired the equity with a $200M warehouse credit facility to support growth and operations, and the deal values the company upward of $200M. PayZen offers a personalized, no-cost patient financing platform aimed at tackling healthcare affordability and has positioned itself as a pioneer of “Affordability Financing.” The company’s platform was introduced last year and has found strong demand among hospitals and health systems. Since its last round in November 2021, PayZen says it has doubled its revenue every month, a metric it attributes to rapidly accelerating industry demand. The company expanded its warehouse facility to meet growing provider demand and to directly improve the financial well-being of millions of U.S. healthcare consumers. PayZen plans to use the new capital to scale operations and product development and to accelerate its mission to make personalized, affordable payment options broadly available. Leadership emphasizes a goal of becoming the embedded finance platform for the healthcare industry. PayZen provides a 'care now, pay later' platform that leverages artificial intelligence to underwrite patients’ medical debt and create individualized, interest- and fee-free installment plans. Hospitals can offer these plans while keeping the financing costs on their own books, and PayZen says its underwriting increases payment adherence and reduces administrative costs. Geisinger Hospital reported a 23% increase in payment collection after implementing PayZen. The company was founded in 2019 by Ariel Rosenthal, Itzik Cohen (CEO), and Tobias Mezger; Cohen previously led consumer debt fintech Beyond Finance. PayZen currently has about 35 employees and expects to grow to roughly 100 by the end of next year. The startup, which launched its product less than a year ago, expects to announce a significant product expansion in January. PayZen provides a digital platform that pays hospitals upfront for patient invoices and offers patients zero-interest, fee-free payment plans. The system integrates into hospital systems and is designed to be seamless for both patients and hospital administrators. PayZen deployed an AI-backed technology platform through partnerships with RMS and Vim. Those partnerships have allowed the company to reach hundreds of hospital systems and thousands of patients across the country. PayZen came out of stealth after being incubated with Viola Ventures in 2019 and is led by founders Itzik Cohen and Tobias Mezger. The company raised $5 million in seed funding from investors including Picus Capital, TWO39 Ventures and others.