Health tech advisory & investment

Partnering with founders from
concept to category leader.

We help early-stage health tech companies launch, grow, and raise capital.

Boutique advisory and selective investment for founders building the future of care delivery. From clinical strategy to go-to-market execution — we're in the trenches with you.

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New York • Nashville • Dallas (Scroll)
Trusted by founders at
Portfolio Co.
Portfolio Co.
Portfolio Co.
Portfolio Co.
Portfolio Co.
Portfolio Co.
By the Numbers
$200M+ Capital raised by
portfolio companies
40+ Health tech companies
advised to date
3 Successful exits
across portfolio
90 days Average time from
pitch to term sheet

129M+ Americans live with chronic disease. $3.6T is spent managing it annually. We're backing the companies changing that.

About

Operators first.
Advisors second.

The Wheeler Group was founded on a simple belief: the best advisors have done the work themselves. Our team has built, sold, and scaled health tech products across remote monitoring, chronic disease management, and digital health.

We're not a traditional consulting firm. We embed with founding teams, take on meaningful risk, and invest where we advise. Our incentives are aligned because we choose to be in the trenches with you.

15+ Years in
health tech
3 Successful
exits
50+ Industry
partnerships
Leadership

The people behind
the platform.

Andrew Wheeler

Andrew Wheeler

Principal Consultant, VP Partnerships

Andrew leads client advisory and partnership development at The Wheeler Group. With deep expertise in remote patient monitoring, go-to-market strategy, and health tech sales, he works directly with founding teams to build commercial traction and navigate complex healthcare buyer relationships. Andrew has helped portfolio companies raise over $200M in venture capital and built strategic partnerships across payers, health systems, and device manufacturers.

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Steve Wheeler

Steve Wheeler

President

Steve brings decades of executive leadership and operational expertise to The Wheeler Group. His experience spanning healthcare management, business development, and organizational strategy provides portfolio companies with senior-level guidance on scaling operations, building executive teams, and structuring for sustainable growth. Steve oversees firm strategy, investment decisions, and key client relationships.

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What We Do

Advisory & investment for
health tech's next chapter.

We work hands-on with early-stage founders across six core practice areas — from first pitch to scaled revenue.

Work With Us
01

Go-to-Market Strategy

Market positioning, channel strategy, pricing, and launch execution tailored for health tech buyers — payers, providers, and employers. We've sold into these organizations and know what actually moves a deal forward.

  • Market sizing & segmentation
  • Buyer persona development
  • Pricing & packaging strategy
  • Sales playbook creation
  • Launch planning & execution
3–6 mo. Typical engagement
82% Of clients hit revenue targets within 12 months
02

Clinical Strategy

Evidence-based program design for remote patient monitoring, chronic disease management, and digital health interventions. We bridge the gap between clinical validity and commercial viability.

  • Clinical program architecture
  • Evidence generation strategy
  • Outcomes measurement frameworks
  • Provider workflow integration
  • Regulatory pathway navigation
20+ Clinical programs designed
RPM, CCM, DTx Core therapeutic areas
03

Fundraising & Capital

Pitch preparation, investor introductions, and deal structuring for seed through Series B health tech rounds. We've been on both sides of the table and know what institutional investors look for.

  • Pitch deck & narrative development
  • Financial modeling & projections
  • Investor targeting & warm intros
  • Term sheet negotiation support
  • Due diligence preparation
$200M+ Raised by portfolio companies
90 days Average time to term sheet
04

Partnerships & Business Development

Strategic partnership development, payer and provider network navigation, and channel distribution for early-stage companies entering complex healthcare ecosystems.

  • Payer & health system intros
  • Channel partnership strategy
  • Integration & API partnerships
  • Co-selling & distribution deals
  • Vendor evaluation & selection
50+ Active industry partnerships
Payers & IDNs Primary network strength
05

Remote Patient Monitoring

End-to-end RPM program design — device selection, clinical workflows, reimbursement strategy, and vendor evaluation. Deep domain expertise from years building and scaling RPM platforms.

  • Device & platform selection
  • Clinical workflow design
  • Reimbursement & billing optimization
  • Patient engagement strategy
  • Scalability & operations planning
RPM-native Core team expertise
Full-stack Clinical, technical, & commercial
06

Direct Investment

We invest in what we advise. Selective early-stage capital for health tech companies we believe in — with operational support, network access, and strategic guidance built into every check.

  • Pre-seed & seed checks
  • Operational support post-investment
  • Board observation & advisory
  • Follow-on investor introductions
  • Portfolio company synergies
Aligned We put capital behind our conviction
Hands-on Not passive capital — active partners
Our Thesis

Healthcare is moving home. We back the companies making it happen.

The $3.6 trillion chronic disease burden is unsustainable. The next generation of health tech companies will shift care from hospitals to homes — through remote monitoring, digital therapeutics, and AI-driven clinical tools.

We've spent our careers at this intersection. We advise and invest where clinical expertise meets technology, and where early traction signals durable value.

01
Seed → Series B health tech

Early-stage companies with clinical evidence and commercial traction.

02
Founders who know the buyer

Teams with domain expertise in payers, providers, or employers.

03
Defensible moats

Regulatory barriers, proprietary data, and clinical validation.

Track Record

Trusted by founders
building what's next.

"The Wheeler Group didn't just advise us — they rolled up their sleeves. Their clinical network and GTM playbook were instrumental in our Series A."

Health Tech Founder RPM Platform • Series A

"They understand the health tech sales cycle better than anyone. Andrew's network into payers and health systems opened doors we couldn't on our own."

CEO & Co-Founder Digital Health Startup • Seed

"From pitch deck to term sheet in 90 days. Their fundraising support and investor network made our raise dramatically more efficient."

Founding Team Chronic Care Platform • Pre-Seed

Let's build something
that matters.

Whether you're raising your first round, designing a clinical program, or figuring out how to sell into health systems.

Book a Consultation
"We invest in what we advise — and we only advise what we know."
— Andrew Wheeler, Founder
Contact

Start a
conversation.

We respond to every inquiry personally.

andrew@thewheelergroup.com