Dave King

When we talk to healthcare founders, one stat comes up more than any other: 86% of U.S. healthcare spend is driven by chronic conditions, and less than 3% of health budgets go toward preventing them in the first place. That gap is where AyuSaige lives. Amulya and her team spent years running corporate wellness programs for companies like P&G, Novartis, and Biocon before building AyuSaige, and the lesson that stuck with them wasn't that people lack information about their health. It's that they lack a plan built around them, and someone checking in when they fall off it. AyuSaige turns that into software: an AI companion that builds a personalized plan for conditions like PCOS and diabetes, connects people to real practitioners, and tracks whether it's actually working, sold to the employers and insurers who feel the cost of chronic care most directly. We back founders who've done the work by hand before they try to build the machine that scales it. That's exactly what convinced us here. #HealthTech #AI #VentureCapital #Founders #LvlUpVentures

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I’m excited to share that Angle Health, founded by former Palantir Technologies execs Tylon (Ty) W. and Anirban Gangopadhyay, has announced an oversubscribed Series B bringing total funding to nearly $200M. I’m proud to be an early investor and to have led this competitive round with the amazing team at Portage. Why we keep leaning in: - 26x revenue growth since the Series A - Serving 3,000+ employers across 44 states - 80%+ renewal rates Angle Health is rebuilding the healthcare benefits infrastructure for SMBs, who employ nearly half of America’s workforce but have historically been shut out of enterprise-grade coverage. Their AI-native platform helps predict risk and deliver better care at a sustainable cost. This is exactly the kind of product-driven, AI-native company we’re proud to support at Mighty Capital.

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At Bread and Butter Ventures, we're in our 7th year of investing in digital health. I've been hearing a lot of feedback lately from both funds and founders alike that VC funding for tech-enabled care delivery is fewer and far between these days. I'm super bullish on tech-enabled care as a component of a digital health portfolio because I believe that true, lasting innovation will be driven by bottoms-up early stage innovation responding to top-down industry pain points, and that to innovate we must have distribution through the incumbent plumbing of the healthcare system - and that includes care at the center. Yes, the margins are lower than pure software, but the distribution network of healthcare is very different than pure B2B. We're super interested right now in: ✅ Applications of AI to in infrastructure and operations of health care systems, provider networks, health plans to reduce manual work and enable everyone to operate at their best and highest use ✅ Applications of AI to clinical decision support and ultimately care delivery ✅ Solutions that address population health and help with access to care in both rural and urban settings (both from a care & cost perpspective), cardiometabolic health, women's health (still wildly uninvested opportunities to serve half the population), eldercare ✅ Insurtech, fintech and the payments layer of healthcare We would love to connect with more co-investors at all stages (pre-seed, seed, later stage) who are actively investing in digital health and specifically at tech-enabled care solutions to drive the next generation of healthcare innovation. Please DM us or tag a firm/investor here!

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Much of the money and time in healthcare happens past the point of diagnosis. The money: $200B of spend on specialty drugs. The time: putting patients on therapies requires clinical judgment, and navigating a labyrinth of paperwork and people. The result is a byzantine status quo where patients get life saving therapies denied or delayed, and hospital systems capture only $80B of the $200B of drug spend that they originate. Latent’s groundbreaking clinical AI is a portal into the future. Patients get therapies quickly with personalized care, and hospitals transform their bottom line. As a result, Latent has seen extraordinary traction, working with over 50% of the top 20 U.S. health systems in under a year. Latent is one of the biggest and most strategic opportunities in healthcare, sitting in between providers, payors, patients, and pharma. Spark Capital is delighted to support Rishabh Jain and Sriram Somasundaram and this consequential company and to work with Sarah Guo and Michael Dixon.

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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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