Participated · Equity · Sep 2025

Harbor Health is a primary and specialty care clinic group and health insurance company that pairs care delivery with longitudinal coverage models. The company connects each member to a dedicated health team and customized care pathways, integrating primary care with specialty services. Harbor Health serves more than 50,000 people in Central Texas, reports a net promoter score of 90, and has grown from three clinics in 2022 to 11 clinics, plus two mobile clinics and an infusion center. It plans to expand its clinical footprint across Texas and add specialty service lines including rheumatology, dermatology, cardiology, endocrinology, and mental health. In November 2025 Harbor Health will offer fully insured individual and family plans on healthcare.gov while continuing to provide quotes for large employer plans in Central Texas. The company says its integrated care-and-coverage model can deliver 10–20% savings while improving outcomes. Harbor Health is an Austin, TX-based primary and specialty clinic group that delivers primary care and expanded specialty services for employers, providers and individual consumers. The team connects consumers to a dedicated health team and customized care pathways, emphasizing a personalized, relationship-driven approach. The company says this model helps consumers get healthier faster and reduces the emotional and financial burdens of the current healthcare system. Harbor Health plans to use new funding to accelerate growth in primary care services, broaden its specialty care offerings, and develop plan designs that support care journeys co-created by consumers and their clinicians. The company was founded by Dr. Clay Johnston, Eric Scott (from 8VC) and Tony Miller.

Participated · Equity · Mar 2018

Digital Reasoning is a leader in artificial intelligence that understands human intentions and behaviors and provides communications analytics. Its AI platform automates tasks and uncovers insights across vast amounts of human communications for financial services and healthcare organizations. The company focuses on e-communications and voice surveillance for compliance, identifying risks and insights from language and behavior. Through a partnership with SC Ventures/Standard Chartered, Digital Reasoning plans to expand its communications surveillance offerings across Asia Pacific, the Middle East, and Africa. The investment will also support broadening its pre-trained model catalog to support growth in those financial markets. Digital Reasoning's Series D-1 funding round has reached a $40 million total. Digital Reasoning operates an AI platform focused on Language Process Automation (LPA) and Human Behavioral Insights (HBI). Its technology automates key tasks and uncovers insights across large volumes of human communications data for organizations and government agencies. The company completed a $30m Series D-1 funding round in March 2018 and has since received a strategic investment from Macquarie Group; the amount of the latest deal was not disclosed. As part of the investment, Digital Reasoning will partner with Macquarie to explore new financial‑services use cases for its platform. Macquarie’s global presence is expected to accelerate the company’s expansion into Australia and Asia. No operating metrics or additional financial details were disclosed in the article. Digital Reasoning provides AI-powered solutions that use patented technology to turn all forms of communications data, including audio and voice, into discoverable, understandable, and actionable insights for large enterprises. The company focuses on customer-centric data strategies and targets use cases in capital markets and wealth management. Led by CEO Brett Jackson and president and founder Tim Estes, Digital Reasoning combines speech analytics, natural language understanding and machine education in its product set. It raised $30M in funding to support its growth. Angel Rodriguez-Issa of BNP Paribas joined the company’s board as part of the round. The firm plans to use the proceeds to expand its product portfolio, accelerate AI innovations across speech analytics, NLU and machine education, and expand go-to-market capacity. Digital Reasoning builds a cognitive computing platform and intelligent assistants aimed at helping organizations with surveillance, compliance, and healthcare analytics. The company emphasizes applying state-of-the-art deep learning across its offerings to enhance customer outcomes and support data scientists and knowledge workers. It is pursuing partnerships to deliver holistic surveillance solutions and to surface insights from electronic health records to improve clinical care. The company plans to expand its team to pursue life‑saving analytics in health care with partners such as HCA and to drive novel data science initiatives at large enterprises. Recent governance changes include the addition of investor representatives to the board to support product and commercial expansion. Digital Reasoning is a cognitive computing company that develops the Synthesys® platform to unlock insights in unstructured patient and clinical records. The company is positioning Synthesys® to pair with existing Electronic Medical Records and Clinical Data Warehouses to surface clinically relevant insights. Leadership highlights in the release include CEO Tim Estes, Board Chairman Dr. Jack Lord, and CTO Matthew Russell; HCA’s Dr. Jonathan B. Perlin joined the board. Digital Reasoning says it is expanding from prior work in government and financial services into health care with a long-term commitment to providers and payers. The stated aim is to deliver an ecosystem of intelligent applications that improve clinical workflows, patient care, clinical outcomes, and operational efficiencies.

Led · Series A · Jun 2016

RetraceHealth provides concierge primary care via nurse practitioners through video visits and in‑home visits. It charges $60 for video visits, $150 for home visits and $190 for a home visit with a lab service. The company has tripled its provider pool (mostly nurse practitioners with some registered nurses) and aims to have 100 nurse practitioners within 12 months. Its primary market is Minneapolis–St. Paul and the surrounding metro area, and it also serves patients in Duluth and other areas. CEO Thompson Aderinkomi said RetraceHealth prefers to be seen as a primary care clinic that comes to patients and is pursuing technology partnerships and service automation to make the offering more delightful. The company plans to use new funding to market to regional insurers and to enhance and automate parts of its service.

Led · Series B · Aug 2015

PokitDok is a California-based healthcare company that is developing DokChain, an effort to apply blockchain technology to medical records. The company announced a $5 million raise from GIS Strategic Ventures, the VC arm of Guardian. PokitDok said the new capital will be used to fund DokChain development. The article notes a partnership with Pager, a mobile app offering doctor house calls. The raise brings PokitDok’s total funding to date to $48 million. No revenue or user metrics were disclosed in the article. PokitDok provides a suite of cloud-based web services and 16 APIs that let health systems, technology providers and developers integrate scheduling, payment processing, interoperability and medical-procedural code reconciliation into apps and products. The platform exposes insurance information and current cash and insurance prices across a marketplace of more than 40,000 providers in 44 U.S. markets and has developed relationships with over 300 insurers. PokitDok also offers e-commerce enabled scheduling, identity management to match patient records across EHRs/EMRs, and a marketplace for consumers to shop, book and pay for services. The company has advanced its platform with DokChain, an evolution using blockchain and distributed technologies to reduce administrative waste and enable new value creation. PokitDok says it will use the new funding to broaden the scope of its AI, including new administrative tasks. Founded in 2011, the company has pivoted from a consumer-facing marketplace toward an API-first business serving enterprise and developer customers. Its technology is used by partners such as telemedicine apps to create improved consumer experiences. PokItDok provides a software framework of healthcare-focused APIs that let mobile and web developers build applications for scheduling, payments, eligibility checks, referrals, claims submission, patient identity management, and provider search. Launched in 2011, the company enables data transfer between patients, providers, and insurers and reports relationships with more than 300 insurance providers nationally. Its platform is positioned to make it easier for developers to build services that various healthcare parties can adopt, streamlining workflows and saving time. The company has attracted investor interest, closing a major Series B and bringing total funding to date to $39 million. Product usage and traction are framed around its integrations with insurers and developer adoption rather than disclosed revenue figures. PokitDok operates an online health marketplace that allows consumers to research and shop for healthcare by specialty, condition, or provider and pay using insurance, cash, or an HSA. Providers can establish storefronts to market services, including traditional and alternative treatments, and publish prices. The company was founded in October 2011 by CEO Lisa Maki and is based in San Mateo, California, with an office in Charleston, South Carolina. PokitDok recently received $4M in Series A funding and intends to use the proceeds to expand its beta program. The company plans to add engineering, business development and marketing staff at both its Silicon Valley headquarters and Charleston office. As part of the financing, two investors will join the board of directors. PokitDok is a Menlo Park, CA-based health and wellness startup operating a community-based website for consumers. The platform combines an open discussion forum with a cash-based consumer marketplace for health and wellness services. It is led by CEO and Co-Founder Lisa Maki and CTO Theodore Tanner, Jr. The company was in private beta in Los Angeles and planned a national beta launch on July 17, 2012. PokitDok raised $1.3M in seed funding from a group of investors including Charles River Ventures, Jonathan Sposato, Jeff Entress, the Ballast Fund, Albert Prast, Jason Portnoy and Zach Zeitlin.

Led · Equity · Sep 2014

Sandlot Solutions offers a community health IT platform that enables clinical interoperability, population data analytics, and care coordination through a SaaS cloud model. Its product suite includes Sandlot Connect for data exchange, Sandlot Dimensions (data warehouse and BI), Sandlot Metrix (real-time prompts and gap-in-care alerts), and Sandlot Care Assist for care coordination. The company uses a proprietary, patent-pending digital envelope to integrate with existing EHR investments and surface actionable patient information in clinicians' workflows. Sandlot has completed implementations including a Midwest health network spanning 89 hospitals and over 6 million lives. Founded in 2006 and based in Dallas, the company says it will use new capital to serve existing clients, complete near-term contracts, and pursue a robust pipeline of new business. The announcement notes $23.3 million in fresh capital to accelerate growth and expand deployments.