Participated · Series A · May 2026

Optura provides an enterprise platform that maps fragmented organizational data into a unified knowledge layer, scores and ranks AI use cases, simulates projected returns, and deploys and monitors AI agents across healthcare organizations. The ROAI™ discipline emphasizes measuring and tracking live performance against projected value to move organizations from experimentation to measurable outcomes. Optura reports more than $2 billion in AI initiatives on its platform, $120 million in tracked value, 700% ROAI™ on in-flight initiatives, and over 250 identified use cases. The company plans to invest the Series A proceeds in expanding AI capabilities, enlarging platform teams and scaling partnerships with large language model providers. Optura has commercial customers that include enterprise health plans and providers such as Independence Blue Cross, Prime Therapeutics and Ardent Health.

Participated · Series B · Sep 2024

XP Health offers a digital-first, AI-driven platform that provides employees eye exams and discounted eyewear as a corporate benefit. The company sources frames and lenses directly from factories in Asia and says it does not mark up those products, instead generating revenue through recurring membership fees. Its platform uses facial-recognition technology to recommend frames that fit a member’s style and face shape, and members can save as much as 69% versus retail — in many cases paying $0 for frames and an eye exam. XP Health shifted to this digital-first model during the pandemic and has expanded its business customer roster from 30 to over 3,000 in the last two years, including customers like DocuSign, Navistar, Chegg, and Sequoia Consulting. It has also formed partnerships with insurance providers such as Guardian Life Insurance. XP Health positions itself as a corporate benefit rather than a traditional insurance company and competes with direct-to-consumer eyewear brands and incumbent vision insurers. XP Health provides a digital vision benefits platform focused on eye care and eyewear that can be used to enhance or replace existing vision plans. The platform leverages artificial intelligence, augmented reality and customer-centric design to create the member experience. Led by CEO Antonio Moraes, the company partners with strategic insurers and employers, including Guardian Life Insurance and The Health Benefit Alliance, and counts customers such as Docusign, Chegg, Navistar and Sequoia Consulting. XP Health now services 1,500 customers and covers more than 250,000 people. In September 2022 the company raised $17.1M in a Series A and intends to use the funds to strengthen the platform’s functionality. The company is based in San Carlos, California. XP Health is a Palo Alto, CA-based artificial intelligence-powered vision benefits platform serving employees and their families. The company offers frames from leading designers including Tom Ford, Ray-Ban, Armani, Gucci, and Coach. Its proprietary deep learning model uses facial-recognition technology to recommend the best frames based on facial dimensions with 98% accuracy. Founded in 2019 by Antonio Moraes and James Wong, XP Health is working with employers such as Chegg, Zenefits, and Sequoia Consulting Group. The company raised $5M in seed funding and plans to use the proceeds to further develop its AI technology and scale its R&D and engineering teams. The product mix and partnerships position the company to expand benefits offerings to corporate customers and their dependents.

Led · Series A · May 2023

Laguna Health is a New York–based provider of an AI-powered contextual care management platform led by CEO Yoni Shtein. Its suite of NLP and AI solutions gives care managers insights into individuals' life circumstances, helping identify risk barriers, personalize care plans and improve care manager productivity. The company is scaling personalized care starting with hospital transitions. Customers include health plans, employers and integrated delivery networks that aim to improve member outcomes while increasing care management productivity. Laguna intends to use new funding to expand its AI capabilities in the care management context and to accelerate go-to-market efforts; the Series A brought the company's total funding to over $21M. Laguna Health offers a recovery platform that personalizes a "Waze of recovery" app, driven by a data analytics engine and proven behavioral-health interventions to guide patients after hospital discharge. Members can follow a fully digital recovery journey or engage with live recovery coaches via text, phone, or video. The company positions its episodic, risk-driven model to enable value-based arrangements with employers, health plans, and health systems, aiming to lower overall costs and shorten recovery times. Laguna publicly launched while announcing $6.6M in seed funding to support growth and product deployment. Under its clinical strategy, Laguna launched an inaugural clinical study at NorthShore with Dr. Mark Lampert serving as Chief Clinical Officer. Founders Yoni Shtein and Yael Adam lead the company from Tel Aviv and emphasize actuarial modeling and measurable outcomes such as reduced readmissions and lower post-discharge depression.

Led · Equity · Apr 2022

Forge Health is a mission-driven outpatient behavioral health and substance use care provider offering a “one-stop-shop” model that combines in-person clinics and nationwide virtual care. The company uses multidisciplinary clinical teams, data analytics, and streamlined care delivery to provide individualized, whole-person treatment for moderate to severe conditions. Forge operates clinics across New Jersey, New York, Pennsylvania, Massachusetts, and New Hampshire and is in-network with more than 30 commercial and government health plans. Through value-based partnerships with payors and health systems, Forge manages over 300,000 members. Recent service expansions include a new psycho-oncology program and continued investment in digital tools and outreach to underserved populations. The company plans to use the investment to optimize its platform, broaden virtual care integration, and form additional health system and payor partnerships. Forge Health delivers outpatient mental health and substance use treatment through a blended model that integrates digital care and in-person, technology-enabled clinics. The company operates clinics across New Jersey, New York, Pennsylvania, Massachusetts and New Hampshire and offers virtual services. Forge is in-network with more than 30 commercial and government health plans and manages over 270,000 members under its value-based partnership model. It plans to use new funding to accelerate expansion of its care model, enhance technology capabilities, and grow value-based partnerships with additional payers, health systems, ACOs, government agencies, and employers. Founded in 2016 by CEO Eric Frieman and based in White Plains, NY, Forge positions itself as a payer-validated provider that drives clinical outcomes across areas of health.