Participated · Series B · Jan 2023

Tredence is a global data science and AI solutions company focused on solving the 'last mile' between insight creation and value realization. Founded in 2013 by Shub Bhowmick, Sumit Mehra, and Shashank Dubey and headquartered in San Jose, CA, it serves large customers across retail, CPG, hi‑tech, telecom, healthcare, travel, and industrials. The company provides analytics and AI services to help clients accelerate value realization from their analytics investments. Tredence employs more than 1,800 people and maintains offices in San Jose, Foster City, Chicago, London, Toronto, and Bangalore. In September 2023 it raised $175M in a Series B led by Advent International. The company intends to use the funds to expand its business reach. Tredence is a San Jose, Calif.-based provider of analytics services and solutions that focuses on last‑mile delivery of insights into actions. The company combines business analytics, data science and software engineering to deliver prediction and optimization solutions deployed at scale by large enterprises. Tredence serves clients across the US, Canada, Europe, Australia and Southeast Asia and recently opened two new offices in India. It plans to broaden its geographic footprint and increase its presence in industry verticals including retail, CPG, industrials, technology and telecommunications. Management says the additional capital will support organic growth, accelerate last‑mile adoption and further fuel innovation and expansion. The company also intends to use the funding to expand into Europe and China.

Led · Equity · Dec 2022

Gold Kidney Health Plan is a Medicare Advantage plan that offers products for beneficiaries with chronic special needs, with a particular focus on patients with kidney diseases. Based in Scottsdale, Arizona, the company holds an insurance license in Arizona and a Medicare contract from the Centers for Medicare & Medicaid Services. Gold Kidney employs a unique nephrology-centric care model that integrates payor, provider, and care-management technology to improve patient outcomes and quality. The company's patient-centric approach emphasizes the well-being of patients as its top priority. Gold Kidney plans to expand Medicare Advantage choices for patients with kidney diseases across the U.S. and recently closed a $60 million funding deal to support that expansion.

Led · Series B · Dec 2022

Omny Health provides a compliant data platform that connects healthcare stakeholders with research-ready real-world data and insights to reduce bias and speed decision-making. The company’s solution reduces the burden of data acquisition and curation for provider organizations and life sciences customers. Omny’s platform commercially launched in May 2021 and today represents more than 56 million individuals from health systems and specialty provider networks across 42 states. More than a dozen life sciences companies are leveraging the platform and data network to meet research and analytic needs. Led by CEO Mitesh Rao and based in Atlanta, Omny plans to use new funding to expand operations and advance product development.

Led · Equity · Oct 2015

Marquee Dental Partners acquires the business aspects of dental practices and handles administrative and operational tasks so dentists can concentrate on patient interaction. The company eases administrative burdens such as filing and accounting for partner practices. It also helps practices implement expanded clinical offerings, including specialists in orthodontics, endodontics, periodontics and oral surgery. Marquee is led by CEO James Usdan, COO Christy Englehart, Chief Dental Officer Dr. Steve Hecklin, CFO Luke Lamphron and VP of Business Development Les Matthews. The company is based in Nashville, Tennessee, and in 2015 received a significant outside investment to support its operations and growth.

Participated · Equity · Apr 2014

Healthbox is a Chicago-based accelerator that provides programs and services for health startups and provider organizations. It has run seven startup accelerator programs over the last two years and has evaluated roughly 1,500 applicant companies. The company is expanding its offerings using $7 million in new funding to launch three business models under Healthbox Global Partners: Foundry, customized innovation and venture program development for health systems, and Healthbox Solutions to help startups with business development and provider introductions. Intermountain Healthcare, Health Care Service Corporation (the operator of certain Blue Cross Blue Shield plans) and Chicago Pacific Founders provided the new funding. Intermountain Health is Healthbox’s first client for Foundry, and Healthbox has assembled early-adopter providers to serve as initial customers for startups via Healthbox Solutions. Healthbox said it will invest in more than 50 new early-stage companies this year and continues to operate six accelerator programs across the U.S. and the U.K.