tristan walker

This could be a big year for M&A. As a consumer health investor, I had a lot to say about the Walmart news last week. Thanks to Modern Retail and Modern Healthcare for featuring my perspective. The bottom line is that I expect to see more retailers learning their lesson and doing more “buy” than build. This could be a boon for the digital health sector, as I expect we’ll see a lot more buy-ups of high-quality clinic businesses with a loyal patient population already onboarded. This is not the end of retail health care, it’s just the end of a specific strategy that was never setup for success. https://lnkd.in/gbCQqYHi https://lnkd.in/guKNHUkE

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"More than $12.5 billion has been bet on digital behavioral health in the last five years, according to Rock Health. Funding peaked in 2021, with $5.7 billion spent that year alone." As investors and innovators, I believe we need to broaden our focus in the behavioral health space from just expanding access to care, to effectively measuring the quality of that care. As we continue to encourage individuals, employers and plans to increase their spending and focus on behavioral health, we need reliable tools for measuring the long-term efficacy and impact of behavioral health services.

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A little late, even though this process started in July.... Excited to share our latest investment in Heads Together Health!! We met Steve DeVrieze in October last year, and we think they are poised for impressive growth! Read more here: https://lnkd.in/ecYcqqkn #earlystagestartup #earlystageinvesting #VCinvestment #ncstartups #nctechstartups

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Another large funding round in the virtual behavioral health space. It's interesting to note Talkiatry's focus on a physician-centric care model with W-2 providers, as opposed to most of the other players who are delivering care with 1099 mid-level therapists. However, it's still not clear to me how they are measuring care quality and outcomes, which is the foundation of true value-based care.

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A prospective $3.1 billion U.S. IPO in a market with very few listed early childhood education firms. This rare public listing highlights the growing global trend of scaling early childhood education companies, as private equity and large operators seek consolidation for operational efficiencies. With increased focus on education investments, this IPO could pave the way for more large-scale moves in the sector. #Education #EarlyYears #Earlychildhoodeducation #Childcare #Nurseries #Preschools #Edtech #K12Education #PrivateEquity #VentureCapital #ImpactInvesting https://lnkd.in/dTu3DyPS

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Platforms are in, point solutions are out as the healthcare AI category leaders come into focus this year. In conversation with Shelby Livingston at Endpoints News, I shared: 1. Why AI-first companies have the greatest platform potential and heuristics for identifying these opportunities at the earliest stages, 2. How companies are differentiating through co-development and distribution partnerships with leading healthcare institutions, and 3. Strategies for navigating anemic budgets and constrained market sizes through business model innovation such as AI-enabled services and pay for performance models Read more here: https://lnkd.in/dJWqv_zC Bessemer Venture Partners Abridge #healthcare #lifesciences #AI #generativeAI

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I had the honor of moderating a panel of three hospital Presidents/CEOs at Laudio's inaugural Leadership Innovation Exchange (LINE) conference. We discussed “Future-Proofing Health Systems” and what is required for the next generation of hospital leadership to effectively manage the healthcare workforce. We didn’t have a crystal ball, but we had the next best thing -- insights from these three impressive leaders. Quick takes: 💡 Mark Slyter, DSc, FACHE of Dignity Health: High reliability organizations are the way of the future. When implemented correctly, retention is the output and not the goal. 💡 Bill Santulli, FACHE formerly of Advocate Health: When looking for his successors, he looked for leaders who are effective at change management…it’s ultimately all about culture. 💡 Joseph Mitchell of Franciscan Children’s: It took a strong arsenal of leaders who were resilient to complete the integration with Boston Children’s and ultimately to bring attrition down from 35% to 18%. Heard throughout the day were these fascinating tidbits from C-level leaders on what is improving their workforce culture and satisfaction: 🐕 Geisinger: ‘Paws to Reflect’ program that brought in dogs for healthcare workforce, not for patients 🤖 El Camino: Robots for patient wayfinding – an idea that stemmed from their nurses when they saw the robots delivering specimen 💻 Stanford: Being discerning about not automating processes that are terrible, but only the ones that are deserving Hats off to the Russ Richmond, CJ Floros, Emma Smith, Ashley N. and the whole Laudio team on this fantastic LINE-up!

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