There is a spectre haunting healthcare IT — the specter of investor skittishness.
Supposedly there hasn’t been a billion dollar exit. So VCs hesitate. Which makes it a great time to buy. Why?
- Seed stage healthcare IT companies are undervalued.
- The current redistribution of revenues in healthcare will have some winners and losers. You want to pick the winners.
- Investing in 10 healthcare IT companies is less risky than buying 10 houses. The number of companies is very low and you have a few accelerators vetting and doing all the work for you.
- You stand more of a chance of changing the world in a meaningful way than the rest of your portfolio does. That’s got to matter, right?