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Articles by Brian
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The State of the Built World: Lessons from Montauk
The State of the Built World: Lessons from Montauk
Montauk, New York — October 2025 Morning light spilled through the white curtains at Solé East, and the room filled…
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Brian Frumberg reposted thisMy hands-down favorite thing about NYC is that no-one gets to be a big deal.Brian Frumberg reposted thisI love San Francisco. I really do. It’s a beautiful place. But if you’re building a company that needs to survive a market that doesn't care about your feelings, you might want to try a city that grinds you down a little bit. That’s why I love New York.
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Brian Frumberg reposted thisBrian Frumberg reposted thisI will admit that I have signed many petitions that I believed in with very little conviction that anything would happen. That being said, I was excited to get the following email just a few moments ago! #NYTechStrong.
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Brian Frumberg reposted thisBrian Frumberg reposted thisHe had me at "behavioral DNA." He lost me at "send your date of birth." And again at the report he sent back. Last week I posted about a sales pitch that asked for my date of birth before showing me a demo. It got 98,274 impressions, a lot of funny takes, and reached 63,145 LinkedIn members. But the most interesting thing that came out of it wasn’t the jokes. My partner at VentureOut, Brian Frumberg volunteered so I gave his DOB and info to the original pitcher. They pulled a demo — unremarkable, confident labels, zero predictive specificity: AI slop with a diamond diagram. Then a real psychometrics expert showed up. Hon-Ming Gianotti (Chairman of Blaunte Strategies, founder of Tiresias AI, and former Global Strategy Lead at Monks) volunteered to review it. Hon-Ming rebuilt the report properly using the proprietary psychometric models he uses for commercial intelligence at scale. The difference wasn’t subtle. I asked him a few questions. Q: What does DOB actually get you scientifically? "Very little, aside from general age. Because there is some #psychometric accuracy in their report, my guess is that they do some kind of social media scraping exercise and use a Cambridge Analytica-style pipeline, then cover it with #AI jargon." Q: Why use the OCEAN / Big Five framework instead of the proprietary label system? "The Big Five / OCEAN framework is the most predictive for human behaviour. It has the strongest construct validity and highest predictive power. Proprietary systems are usually just rebranded versions with the validation stripped out." Q: Why include explicit accuracy ranges — 25% to 70% depending on the domain — when the original had none? "It’s not magic. It’s just statistics. Many companies pretend it’s magic so they can hide a weak product." Q: Where does behavioral intelligence actually work, and where is it being oversold? "Most useful in media, marketing, CRM and customer behaviour at scale. It’s heavily oversold in individual sales intelligence and HR tech." KEY TAKEAWAYS: What Hon-Ming built is what the original report was trying to be. The science exists. The methods are available. The problem is how it gets sold: stripped of error bounds, dressed in proprietary labels, and used as a trust-before-demo ask. Real behavioral #intelligence is honest about what it can and can't predict. It tells you the accuracy range upfront. It's built for cohorts, not cold pitches. And it never needs your date of birth to prove it works. The gap between what they claim to know about you and what the data actually shows is where the theater lives. Confidence in the output is the product. Not the output itself. What’s the most overhyped “behavioral intelligence” or psychometric sales pitch you’ve seen lately?
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Brian Frumberg reposted thisBrian Frumberg reposted thisBalancing the corporate grind with motherhood. Our Vice President, Emily Greifeld, reflected on how a non-linear path, from Capitol Hill to Wall Street, ultimately led her to agency life, where curiosity and continuous learning drive the work. Her experiences across various industries and as a mother highlighted the power of communication to shape credibility, growth, and leadership. Download the Worldcom Public Relations Group International Women’s Day eBook today: https://lnkd.in/gyTWMJUX #WomensHistoryMonth #WomenInPR #Worldcom #PollackProud #PollackGroup
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Brian Frumberg reposted thisBrian Frumberg reposted thisHe had me at "behavioral DNA." He lost me at "send your date of birth." He slid into my DMs after spotting me in the comments of a founder psychometrics post. The pitch: Revenue Identity Intelligence. "Know any lead like your best friend in 60 seconds." I was a bit intrigued and said so. Then the ask landed: full name (got it), location (NYC?), date of birth. DOB?? It's the audacity for me! No demo. No sample. No public preview. Just DOB to unlock the wow version. I pushed back. His reply: "I can show a public example, but it won't have the wow effect." That told me everything. I get the allure of pitch theater — smoke machines, sequins, a demo that knocks a lead's socks off. But if the setup requires crossing a boundary before trust is built, the demo was probably never going to land anyway. Even if your demo hits 20-40 percent less hard without that data, don't introduce risk just to make it land harder. Affinity has to come first. Trust carries more weight than any one kapow moment. The second something feels off, people pull back. They don't lean in. If your first step feels like a foreign phishing expedition, the deal is already dead. Where do you draw the line on what you'll share in a first interaction? What's non-negotiable before you hand over sensitive info?
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Brian Frumberg reposted thisJana from IMPARI is not just an incredible designer, she’s also a friend and one of our earliest partners. I’ve loved watching her build a sustainable fashion brand with such a strong point of view, especially through prints, color, and craft. That’s way we’re especially excited to host our next LinkedIn Live with her and our very own Melisa from Loophole. Tomorrow, Jana will share how she uses yoona.ai to turn one manually created print into multiple variations fast, so she can test directions without weeks of back and forth. After we’ll use #AI to instantly pressure test one of her concepts against real market and trend signals, then see how we can make immediate adjustments to raise the score. Feel free to drop your category + season in the comments so we can keep the Q&A relevant. Event details here: https://lnkd.in/d4pj8uNK Can’t make it at 3 PM? RSVP to catch the replay ;). And if you want to explore before the event, you can try out yoona here: https://lnkd.in/dJH398tx #FashionTech #ArtificialIntelligence #ProductDevelopment #FashionBusiness #RetailInnovation #Sustainability #DemoBrian Frumberg reposted thisWhat makes the cut? 👀 Tomorrow we’re doing a special LinkedIn Live with Jana Ms.Impari, founder of IMPARI, a Berlin sustainable fashion label known for bold, self-developed prints and a circular, low-waste mindset. Joining us too are hosts Anna, our CEO & Co-founder, and Melisa Cilli from Loophole (and yoona.ai product expert), so you can expect a super practical walkthrough. Jana will show how she actually uses yoona today to turn manually created prints into multiple variations fast, so she can instantly test new directions without weeks of back and forth. Then we’ll take it further and run one concept through our new Trend Confidence AI Agent workflow to see what the market signals say, what to tweak, and how to improve it with our AI design tools. Event details and link in the comments. If you can't make it at 3 PM, then RSVP to catch the replay and send your questions 💜 #FashionTech #ArtificialIntelligence #ProductDevelopment #FashionBusiness #RetailInnovation #Sustainability #Demo
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Brian Frumberg reposted thisBrian Frumberg reposted thisSix months after throwing a $60 million company birthday party in Oakland — DJ sets, Jay-Z on stage, 8,000 employees flown in — Jack Dorsey announced he was cutting 40% of Block's workforce. The reason given: "AI has made the company so productive it needs fewer people." Maybe. Or maybe what it needed was fewer people on the payroll this quarter. Either way — boutique consultancies were the canary. AOK Group—now the growth studio of VentureOut— was one of them. I built and ran it for nearly a decade around one idea: helping startups look and sound as fundable as they actually were. One firm, three entry points — brand, pitch, and growth — but the pitch door was the one that dangled the golden carrot. AOKG's pitch studio alone was doing 5-8 decks a month at $6,500 a deck. We had a 6-month waiting list. VCs were sending us founders. Founders were extending into $10-15k/mo sprints and staying 18 months as they grew from seed to Series A. Fall 2023, our waiting list evaporated. Not because the work got worse. Not because the startups didn't need the money. Because most decided they'd do it themselves — with AI, with Canva, with vibes. The VCs who used to push founders our way started saying "just wing it and see how far you get." So here's what actually happened to those founders. Some raised slower. Some failed. Many failed to raise at all (more of a market signal vs their failure). A handful came back to us and paid full price anyway — tails between their legs, admitting defeat. A significant number burnt 4 to 6 months producing wacky, cluttered, fugly, convoluted slides. A few came back with some version of "Sheesh, I seriously misunderstood what you AOK girls do. Pffff...It isn't easy." The pitch deck scope didn't go away. It moved off the invoice and onto the founder's calendar, the investor's patience, the raise timeline. Obscuring runway. Keeping the founder up at night. That's what "AI is making everything cheaper" looks like up close. Not savings. It's saving money on meat and finding wood chips in your rice. Bon appetit, Block.
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Brian Frumberg shared thisMy friend Philipp Schreiber successfully launched KRUU into the US. A VentureOut alum from 2023, Philipp is the real deal. Check it out his story! #VenturedOut Alexandra FrumbergBrian Frumberg shared thisViele Gründer träumen davon, mal ein Jahr in den USA zu verbringen. Nicht als Urlaub. Sondern um dort ein Geschäft aufzubauen. Mein Gast Philipp hat genau das gemacht. Mit seiner Familie. Und die Hürde ist überraschend niedrig. Philipp Schreiber von KRUU erzählt in der neuen Folge von This is not Berlin, wie er das USA-Geschäft in Michigan aufbaute, so dass es im ersten vollen Jahr schon über 25% zum Gesamtumsatz beitrug. Für alle Gründer, die mit dem Gedanken spielen, ist diese Folge der perfekte Einstieg in das Projekt. Philipp berichtet von seinen Erfahrungen mit dem STEP USA Programm der German American Chamber von ersten Erkundungsreisen, der Standortsuche und wie es dann war, anderthalb Jahre mit der Familie in der Nähe von Detroit zu leben. Sehr inspirierend. Außerdem sprechen wir über Bad Friedrichshall, das Heilbronner Ökosystem und wie wir uns bei der Heilbronn Slush'D getroffen haben. 🎧 Hör rein. Links zur Folge in den Kommentaren. PS: Die Auslandshandelskammer in den USA ist in verschiedene Einheiten gegliedert, je nach Region: - German American Chamber of Commerce, Inc. – GACC New York - AHK USA-Chicago - AHK USA – San Francisco - GACC South - German American Chamber of Commerce of the Southern U.S., Inc.
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Brian Frumberg reposted thisBrian Frumberg reposted thisJust wrapped the Built Environment Summit 2026 — a thoughtful, energizing few days of conversation about where the built world is headed. The Built Environment Forum (BEF) convenes small, trusted groups of decision-makers, those shaping how we build, finance, and govern the physical world. What stood out most was the mix in the room: contractors and owners, developers and designers, investors and founders building the next generation of AEC technology. These are the people making consequential decisions every day — decisions that ultimately shape our cities and infrastructure. Grateful to have contributed as a speaker and to be part of a forum that prioritizes substance over spectacle. #BuiltEnvironment #AEC #ConstructionTech #UrbanInnovation #Leadership
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Brian Frumberg reacted on thisBrian Frumberg reacted on thisI love San Francisco. I really do. It’s a beautiful place. But if you’re building a company that needs to survive a market that doesn't care about your feelings, you might want to try a city that grinds you down a little bit. That’s why I love New York.
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Series 7
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Fundamentals of Product Management
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Board Of Directors
Chaminade High School
- 6 years 7 months
Education
Member of the Board of Directors for the Chaminade Alumni Association. Founder & Chair of the Chaminade Alumni Entrepreneurs Association.
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Outstanding Partner Award
FWD.us
Outstanding Partner Award in honor of continuing commitment to FWD.us and commonsense immigration reform.
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Polish American Economic Partnership Award of Appreciation
Polska, Consulate General of the Republic of Poland
Award of Appreciation presented to Brian Frumberg in recognition and gratitude for your dedication, commitment and significant contribution to the Polish American economic partnership.
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Martyn Eeles
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HealthVC x Lusha: Unlocking Smarter Fundraising and Sales Workflows We’re thrilled to announce our newest partnership: HealthVC has teamed up with Lusha to bring next-gen data and prospecting tools to founders, fund managers, and operators across our community. Lusha recently launched a powerful suite of AI-powered features that redefine how go-to-market teams research, prospect, and convert. Now those capabilities are coming to HealthVC Pro subscribers. ✨ With this partnership, you’ll be able to: Surface real-time, accurate, and compliant B2B contact data Use AI Prospecting Chat to instantly uncover new investor or customer leads Tap into CRM-triggered recommendations to stay one step ahead Turn insight into action with Sales Streaming, Lusha’s smarter, connected selling framework. But Lusha’s superpower isn’t just the AI; it’s that the AI sits on top of best-in-class data. That means every signal, every recommendation, and every lead is not just fast, it’s trustworthy. At HealthVC, we’re building more than a newsletter; we’re building the operating system for venture, and this partnership helps our members move faster, pitch smarter, and close better. Available now to all HealthVC subscribers, link in comments.
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Alice Bentinck
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Check out the latest from Limbic - their breakthrough study in Nature Portfolio, shows how Limbic turns frontier language models into behavioral health specialists. In their pre-registered, double-blind randomized trial they showed that: 1️⃣ Adding the Limbic Layer improves AI-led therapy performance by 43% 2️⃣ Clinicians preferred Limbic over general-purpose LLMs 83% of the time 3️⃣ 74% of Limbic's AI sessions ranked among the top 10% of therapists 4️⃣ Patients rate the Limbic experience as comparable to clinician-led sessions Amazing stuff from Ross Harper and Sebastiaan de Vries - delighted to have them in the Entrepreneurs First portfolio.
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Edgar Chiu
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🚀𝐇𝐮𝐠𝐞 𝐦𝐢𝐥𝐞𝐬𝐭𝐨𝐧𝐞 𝐟𝐨𝐫 𝐍𝐢𝐭𝐫𝐚 𝐚𝐧𝐧𝐨𝐮𝐧𝐜𝐢𝐧𝐠 𝐭𝐡𝐞𝐢𝐫 $𝟏𝟖𝟕𝐌 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐧𝐠. I first met Jonathan in 2021, and SparkLabs Taiwan became a seed investor in Nitra in 2022. From the beginning, the team had a bold vision to build an operating system for healthcare. Along the way, we’ve been supporting Nitra in building its engineering footprint in Taiwan, and we also had the chance to introduce new investors who later joined this round. Proud to have supported this journey from the early days. Excited for what’s ahead! 🚀 [Tim Hwang Hsufeng Lee Bernard Moon SparkLabs Group Eugene Kim Mallory Chien Regina Lo Kenny Chen]
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Austin Walters
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I met Craig Limoli, Founder and CEO of Wellsheet, in 2019. Craig was presenting at the Ai4 Healthcare Conference in New York City, hosted by Michael J Weiss . It was one of those early gatherings focused on AI in healthcare - well before the recent wave of hype. Craig took the stage to share how Wellsheet was using AI to help doctors and nurses make better, faster decisions at the point of care with its Care Team Copilot. Wellsheet’s technology was impressive, but its real edge came from Craig’s deep understanding of the problem he was solving. Before founding Wellsheet, he worked at IBM as a strategy consultant, helping large health systems assess their tech stacks. He saw firsthand that the tools available were clunky, fragmented, and ultimately failed to support the clinicians doing the hardest work. It’s a story as old as time - the very systems IBM was selling to hospitals weren’t meeting their actual needs. So, Craig left IBM, enrolled in the The Wharton School MBA program to sharpen his entrepreneurial skills, and decided to build the product those systems truly needed - a Care Team Copilot designed to summarize patient charts, streamline documentation, and support real-time collaboration between physicians and nurses. We stayed in touch after that first meeting, and a few months later, Wellsheet raised its $4.5 million Series A, which our team at SpringTide Ventures led. The round came together just as the world was shutting down in the early months of the pandemic. Understandably, Craig was nervous that investors might pull back as uncertainty swept through the market, but we didn’t. We believed in Wellsheet’s mission, and more importantly, in Craig’s ability to execute against it. Despite the chaos of 2020, he stayed focused and transparent - qualities that made us even more confident we were backing the right founder at the right time. Fast forward to today: Wellsheet is now live at hundreds of hospitals and continues to outperform much larger competitors. In fact, when a major national health system evaluated solutions from both Google and Wellsheet, they unanimously chose Wellsheet. The healthcare industry faces an unprecedented shortage of doctors, nurses, and frontline clinicians. Wellsheet’s technology helps address this challenge by automating the most time-consuming and manual parts of clinical work. For physicians, it means no more laborious data entry; for executives, it means decisions are queued up for them - clear, informed, and ready to act on. By streamlining chart reviews, documentation, and decision support, Wellsheet enables care teams to focus on what truly matters: delivering better patient outcomes. We’re proud to support, and keep championing founders like Craig and his mission-driven team at Wellsheet!
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Ganesh Padmanabhan
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"2026 marks healthcare's break from AI pilot purgatory," declares Mike Spadafore, Managing Director at Valtruis, the healthcare-focused investment platform backed by Welsh, Carson, Anderson & Stowe. Spadafore, who recently led a $28 million investment in Autonomize AI, predicts that organizations will shift from narrow proofs-of-concept to full-scale deployment across select clinical and operational workflows. The transformation extends beyond simple automation. "Ambient clinical intelligence evolves from passive documentation tools into proactive workflow engines that autonomously coordinate scheduling, care transitions, prior authorization, and revenue-cycle tasks," Spadafore notes. These agentic systems, he argues, will become the new workflow infrastructure, replacing traditional SaaS point solutions by navigating EHRs, executing multistep tasks, and surfacing evidence with minimal prompting. Wise predictions from Mike - Autonomize AI https://lnkd.in/gCsd3zm2
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Dave Lu
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I’m so proud that Hyphen Capital has been a backer of Tim Hwang and Jonathan Chen since the beginning of Nitra. They had big ambitions to modernize the archaic back office of healthcare practices from fax machines to AI. It’s been amazing to see their growth from processing zero transactions to over a billion dollars and they’re just getting started.
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Ryan Bloomer
Nimbus Health • 7K followers
I’m excited to announce that Actions Capital (fka K50 Ventures) has doubled down on Nitra in their Series B from our growth platform. I’ve known Tim Hwang for 10+ years (big s/o to the Kairos Fellowship) and watched him build and IPO FiscalNote with his co-founder Jonathan Chen. So, when they came to me with a clear mission: to re-build the financial operating system for healthcare, it was an easy yes. The plan and mission sounded very similar to our investments in ValonOS and Bilt, but in the healthcare industry, a $5T industry where 1 in every 6 dollars spent in the U.S. goes to healthcare. We were their first check pre-launch and they launched at the end of 2023, and in the years since, Nitra’s traction and growth have been remarkable, surpassing $35M in revenue and $1B in total payment volume by the end of 2025. However what’s more impressive is how quickly they have built their product layer cake to fix the broken healthcare industry. Today, Nitra is rapidly becoming the system of record for how doctors operate financially in the largest industry in the U.S. As healthcare financial operations continue to consolidate, payments, procurement, and workflows are converging into a single vertical fintech + AI platform purpose-built for providers. It’s a big bet and providers are already speaking with their dollars. I’m excited to see how Nitra will continue transforming the U.S. healthcare industry and ready for the long and fun road ahead. Congrats to Tim, Jonathan, and the whole team! If you want to partner or looking to join a great team, DM me.
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Tim Hwang
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Big day! Nitra has raised $187 million in combined financing as we build the AI-native operating system for healthcare practices. We're also announcing that Dr. Richard Park, founder of CityMD and healthcare legend, will be joining Nitra’s Board. But the real story of Nitra starts with a question. Why does the largest industry in America (to the tune of $5.9 trillion a year) still run on fax machines, spreadsheets, and 1-800 sales reps? The doctor who just operated on you is probably spending hours every day on phone holds, paper invoices, and reconciling accounts across six disconnected systems. Nobody built the operating system for the business of healthcare. So we did. In the past year alone, Nitra has grown quickly: • $1B+ annualized processing volume across 700+ clinics and thousands of physicians • 740%+ revenue growth in 2025 to $33M+ in annualized revenue • $9M of biopharma and surgical supplies processed in a single day That’s what it looks like when software becomes part of the infrastructure of healthcare. Doctors are not just service providers. They are the backbone of every community, yet many are forced to act as part-time CFOs, insurance specialists, and procurement officers just to run their practices. They deserve software that works as hard as they do. Huge thanks to our team, our investors, and the physicians building with us every day. And to Jonathan Chen, who’s been building this with me since day one. Appreciate Fortune and Catherina Gioino for the story: https://lnkd.in/gtHyn2Wg To read more about the Nitra story check out our blog here: https://lnkd.in/giHwVry2 To apply for open positions: https://lnkd.in/gePZdYRt If you’re a physician or operator who wants to modernize your practice, or if you want to help us build the future of healthcare, we’d love to hear from you.
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182 Comments -
Jacob Ritter Myers
Pave Health Ventures • 2K followers
New blog out for Pave Health Ventures! If you’re a startup tackling health-related challenges, take a closer look at the intersection of two massive, fast-growing industries: Consumer Health & Wellness and Traditional Healthcare. You might be pleasantly surprised. The opportunity is bigger (and closer) than you think. Read the full blog + subscribe to our Substack for more insights at the intersection of wellness and healthcare: https://lnkd.in/gJ2T6WBK
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Ash Patel
E12 Ventures • 2K followers
🚨 Big news from the frontlines of healthcare innovation: Ellipsis Health just announced a $45M funding round led by Salesforce Ventures, Khosla Ventures, and CVS Health Ventures—and it’s making headlines in the Wall Street Journal. We’ve been proud backers of Ellipsis Health at E12 Ventures because they’ve taken a bold, contrarian approach: instead of chasing efficiency at the cost of patient experience, they’ve built an emotionally intelligent AI that brings humanity back to healthcare. Meet Sage — the AI Care Manager trained on millions of real clinical conversations and powered by Ellipsis’ proprietary Empathy Engine. It delivers 24/7 support to patients with complex needs — the same patients who typically slip through the cracks because of capacity constraints and staffing shortages. This is a huge leap forward. Instead of forcing trade-offs between quality and scale, Sage shows we can have both. It’s not just automating workflows — it’s reimagining what scalable, empathetic care looks like. Strategic investors across the ecosystem — payers (CVS), platforms (Salesforce), and deep tech VCs (Khosla) — all recognize the same thing: emotionally intelligent AI is the next frontier in healthcare. Congrats to the Ellipsis team — thrilled to be on this journey with you. #AI #HealthcareInnovation #EllipsisHealth #EmpathyEngine #VentureCapital #DigitalHealth #E12Ventures https://lnkd.in/giVckKyq
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Deena Shakir
Lux Capital • 34K followers
Great piece by Alex Konrad on what this week’s OpenAI and Anthropic healthcare announcements really signal for founders and the ecosystem. Thanks for including my perspective. As I shared with Alex: healthcare has always been a massive opportunity, but what feels different now is ecosystem readiness. Patients and providers are finally prepared to adopt AI in ways that fit real workflows, with serious enterprise partnerships acknowledging that healthcare change doesn’t happen in isolation. These launches feel less like an overnight disruption and more like a formal declaration of intent—raising the bar for startups while underscoring how critical trust, privacy, and deep domain relationships remain. AI will increasingly be a primary interface for analysis and decision-making in health, even if it doesn’t ultimately create a single “master” access point for patients. Worth a read: https://lnkd.in/ebYp_U7D
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Josh Constine
SignalFire • 11K followers
SF is eating healthtech. Historically centered in Boston, AI is making the Tech side more important than health industry connections, so now the majority of health unicorn founders come from SF and NYC. We shared SignalFire's data with Fierce Healthcare to author this report on what founder skills and experiences are minting healthtech unicorns. Full report in the comments
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Jeffrey Seah
MSW Ventures • 7K followers
🥾 #bootstrapping as a mindset should be ephemeral, one that requires a deliberate transition away from as a business enters sustained growth Appointing an established auditor is often regarded as a luxury and not part of bootstrapping Audits discipline a business - to be methodical, thorough and deliberate - traits that acquirers often seek in due diligence After all, "What gets inspected, gets respected," Anon We will share the traits of venture businesses sought and respected by MNC acquirers, join us if your business is out of the #bootstrapping mindset #fulfillingpotential #hepmil #oobmil
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Nadav Shimoni, M.D.
A-Squared Ventures • 12K followers
Some quick and candid / not just bullish observations on AI in digital health, especially given the enormous level of noise at #JPM2026. Last (5th) post in the 5-on-5 series, opening 2026 with 5 different pieces with 5 observations each on the market for digital health founders. We are passed the hype phase. I actually think 2026 will be the year when saying 'AI' or 'Agentic' will raise more questions than applause. Too many pilots are not scaling, too many promises are yet to be fulfilled. When building a product takes less time, the path to commoditization also takes less time. Scribes, chart summarizations, etc. which leads IMO to NRR being much more important than ARR (show you are resilient to price pressure and churn) Most real impact of AI is on the back end of new companies. This is massive and hence any budget that looks similar to 2023 / 2024 or even 2025 budgets should render a very serious question As a byproduct, and unlike 2021, increased head count becomes a negative signal if the company is indeed AI-centered (proxy to inefficiency) And another key difference from 2021: raising a lot of money (with a big valuation) while the public market is at best open for high 9-digit revenue, is really playing very aggressive poker. For additional color, see this interview with CTech by Calcalist (first comment)
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Aike Ho
ACME Capital • 5K followers
What drew us to Arya Health wasn’t just the technology, but the clarity of purpose behind it. Kunal and Arunram are solving one of the hardest and least glamorous problems in healthcare: the broken labor operations that keep post-acute care running. This is a $500B+ market, nearly 10% of U.S. healthcare spend, yet most of it still depends on manual coordination. Every day, agencies are juggling thousands of nurses, last-minute shift cancellations, credential expirations, and payroll calculations across dozens of systems. The administrative burden is crushing, and it’s only getting worse as the population ages and demand for home-based care accelerates. Arya has built AI agents that act as a true digital workforce for healthcare operations - autonomously handling scheduling, onboarding, compliance tracking, and payroll. Their scheduling agent alone manages complex variables like patient needs, clinical fit, distance, and bonus pay, continuously rebalancing assignments in real time. The early traction has been remarkable. Customers whom we talked to consistently describe Arya as transformational - “what they’ve always dreamed of” and a product that will “forever change the industry.” Agencies are already seeing utilization rise from roughly 60% to over 80%, driving significant improvements in coverage, patient outcomes, and operating margins. What stands out most about Kunal and Arun is how deeply they care about the people behind these operations. They spend time in the field with schedulers, caregivers, and agency leaders - the unsung heroes who hold the healthcare system together - and they build with empathy and urgency. That care shows up in the product and in every customer relationship. At ACME Capital, we believe the most impactful AI companies will rebuild critical industries from the inside out. Nurses, home health aides, and post-acute caregivers are the backbone of our healthcare system, and often the backbone of their communities. Arya Health is giving them the modern infrastructure they deserve. Congratulations to Kunal, Arun, and the entire Arya team on your oversubscribed $18.2M Series A. We’re proud to lead this round and partner with you as you reimagine how care gets delivered across homes and communities.
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Christopher Malter
564 followers
AI and Health Tech in Focus AI Tool Used to Help Predict Postpartum Depression Researchers at Harvard University’s Massachusetts General Hospital have developed an AI tool that helps predict the risk of postpartum depression (PPD) before discharge from the hospital. Approximately 15% of women suffer from PPD which is responsible for suicide and self-harm and about 10% of all pregnancy related deaths. The researchers trained the algorithm based on about 29,000 mothers using electronic health records data including medical history, medication data, age, race, ethnicity, education, marital status, insurance type, number of births, mode of delivery, number of prenatal visits, length of delivery stay as well as an existing but more modest predictability score for PPD called EPDS. Incorporating this data resulted in an ability to predict more than three times the baseline risk of PPD. Using this model can help care teams identify those at risk for PPD and provide resources and support services such as referral to social workers, psychotherapy, psychiatry or medical therapy before they have an impact on the mother, child and their families. VC Investors are always adjusting their "Play Book" with a variety of options for investing. Mikal Ventures is one of those alternatives, offering curated solutions to real world problems. Reach out if you have questions on how we can be of assistance and bookmark https://mikalventures.com/ for additional insights and information.
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