Notes from
the field.

Market takes, client stories, and lessons from working alongside health tech founders.

On My Mind May 18, 2026

What I'm Betting On in AI and Care Management

Most of the AI conversation in health tech is happening at the layer of "could this work." I'm more interested in where it's already working, what the ROI actually looks like, and which bets on the next few years are worth making.

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Operator Note May 15, 2026

Your Sales Playbook and Your Series B Deck Should Be the Same Document

Most Series A health tech founders are building their GTM narrative and their investor narrative as two separate projects. That separation is the mistake — and it is costing them on both sides of the table.

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Operator Note May 5, 2026

Reimbursement Is Not a Moat

If your pitch deck has a slide about CPT codes as a competitive advantage, it is probably the wrong slide. Codes are infrastructure. The moat is what you build above them.

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Operator Note May 1, 2026

Why Most RPM Companies Stall at $10M ARR (and What the Ones That Break Through Do Differently)

The pattern is consistent enough that we now expect it: RPM companies build to $8–10M in ARR on a single playbook, and then growth grinds. The companies that break through to $50M+ do four specific things differently.

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Market Take April 26, 2026

Connected Care's Inflection Point: Why the Next Five Years Will Reshape Healthcare

Remote patient monitoring crossed from pilot to platform in 2025. Here's where the connected care category is heading next, and what it means for founders building in the space.

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