Participated · Equity · Dec 2025

Tebra is a Newport Beach, CA-based health-tech company offering an EHR+ platform purpose-built for independent medical practices. Its software connects electronic health records, billing, automation, telehealth, and practice-marketing tools in a single system, allowing clinicians to minimize administrative work and focus on patient care. The platform is currently used by more than 140,000 private healthcare providers who collectively manage 125 million patient records through the service. Tebra positions its product as a comprehensive operating system for the modern practice, and the company plans to accelerate the rollout of new AI-driven capabilities across every module. Funds from its latest raise will be directed toward expanding AI features in areas such as billing, payments, patient experience, and marketing. By deepening automation and intelligence, Tebra aims to enhance efficiency and patient engagement for its growing customer base.

Participated · Series E · Jul 2024

Imperative Care is a commercial-stage medical technology company focused on advancing treatments for thromboembolic disease, including ischemic stroke and other vascular diseases caused by blood clots. Its commercially available product portfolio includes the Zoom Stroke System, the Symphony Thrombectomy System, and the Prodigy Thrombectomy System, which have been used in more than 78,000 procedures. The company is also developing the Telos endovascular robotic platform, currently in development and not approved for sale. Imperative Care said the $100 million convertible note financing will support commercialization of its existing stroke and vascular portfolios, next‑generation product development, and clinical evidence generation. The company is based in Campbell, Calif., and announced a new board appointment tied to the financing.

Led · Equity · Jun 2022

KEO World is a B2B Buy Now, Pay Later fintech that provides inventory financing and credit solutions for small and medium-sized businesses through its Workeo platform. Workeo issues SMEs a virtual KEO card and credit line after a digital approval process and enables suppliers to offer inventory financing instantly without systems integration. Founded in 2020 and headquartered in Miami, KEO operates in the U.S., Mexico, Colombia, Peru, Ecuador, and the Dominican Republic and currently supports over 16,000 businesses in the U.S. and LATAM. The company plans to use new capital to expand Workeo across the USA and LATAM, enhance its infrastructure and proprietary BNPL platform, and scale its SME inventory financing programs. Management reports strong transaction growth and increasing SME adoption of its all-digital credit solution. KEO has also strengthened its team with new senior hires and corporate governance changes following the financing.

Participated · Equity · Mar 2022

FinPay provides a technology-enabled, fully managed patient engagement and financial management platform built on proprietary patient analytics. The platform aims to improve patient education and engagement while maximizing patient satisfaction and capturing patient financial responsibility. The company serves providers in behavioral health and acute care markets and highlights a combination of technology and managed services. FinPay plans to use new capital to expand its patient engagement and financial management solution and accelerate product and technology innovation. The business has experienced rapid growth, reporting revenue growth of more than 360% over the last two years and an accelerating number of clients and patients supported. Leadership emphasizes the company’s proprietary analytics and data-driven approach as the foundation for continued scaling and value creation for providers and patients. FinPay Holdings, Inc. is a Ling of Prussia, PA-based patient financial management company led by president and CEO Tim Kowalski. It provides a patient financial management solution focused on improving patient education, financial literacy and affordable access to care. The platform also offers analytic insights to manage financial risk and maximize receipt of patient financial responsibility for healthcare providers. FinSMEs reported that the company closed a $5m Series C financing round. The round was led by Montreux Growth Partners. The company intends to use the funds to accelerate growth and advance product and technology innovation. FinPay is a King of Prussia, Pennsylvania-based provider of financial services for patients. The company raised a $1.9 million seed round, with the Baker family (owners of Edgewater, N.J.-based Riverside Medical Group) leading the investment. CEO Chris Wolfington said fundraising isn’t finished and another $1 million is scheduled to close on Nov. 11. The company plans to use the proceeds to expand operations in response to an uptick in demand for its patient financial services. The Baker family initially approached FinPay as customers before deciding to invest.

Participated · Series D · Oct 2020

TigerConnect delivers cloud-based clinical communication and collaboration solutions, including telehealth, to over 7,000 healthcare organizations and 700,000 caregivers. The company sells subscription-based software covering collaboration, communication, scheduling and patient engagement. Founded in 2010 and based in Santa Monica, California, TigerConnect saw its number of users more than double during the past year amid the pandemic. Management says it will use proceeds to invest in its product to meet growing clinical collaboration needs, pursue acquisition opportunities, and apply AI and machine learning to provide smart solutions from platform data. CEO and co-founder Brad Brooks described the company as a common communication network for clinical workflows aimed at improving efficiency and patient experience. TigerConnect provides a platform that modernizes care collaboration among doctors, nurses, care teams and patients. The platform combines a consumer-like user experience for clinical and patient communication with security, privacy and clinical workflow features. It is used by more than 7,000 healthcare organizations. Led by co-founder and CEO Brad Brooks and headquartered in Santa Monica, CA, the company focuses on telehealth and workflow collaboration. TigerConnect intends to use its new funding to accelerate investment into its telehealth and workflow collaboration platform. The company recently closed a $45M Series D to support those initiatives.