Healthcare Investment Research
Healthcare Research
We offer healthcare investment research services that involve collecting and curating data from the healthcare industry to analyze alternative investment theses for both new and existing ventures. Our research also includes providing insights into the potential implications of a healthcare product or service within the complex healthcare ecosystem, in order to optimize investment portfolios.
In recent years, there has been a surge of venture capital (VC) and private equity (PE) investment in healthcare. However, with the recent rise in inflation, many healthcare startups are facing financial pressures and the sustainability of their growth and earnings trajectory is in question.
As a PE/VC investor, simply having a good idea in healthcare is not enough to ensure sustainable growth and profitability. We analyze each investment opportunity to ensure that it is both accretive and has a properly aligned revenue model, in order to maximize returns on investment.
We act as your extension to help you answer tough questions about your investment decisions.
Healthcare Research Challenges
There are several barriers to collecting healthcare data for private equity (PE) investments, including:
- Fragmented Industry: Although healthcare sector is about 22% of the US GDP, it is a highly fragmented sector with majority of companies in this sector being private. This context makes this sector very attractive for VC/PE investments, especially for rollups and consolidation.
- Fragmented data sources: Healthcare data is often fragmented across different sources, including electronic health records (EHRs), claims data, and patient-generated data. These sources may use different standards and formats, making it difficult to aggregate and analyze data.
- Data quality issues: Healthcare data may be incomplete, inaccurate, or inconsistent, which can affect the reliability and usefulness of the data. In addition, privacy regulations may limit the types of data that can be collected and analyzed.
- Limited access to data: Access to healthcare data is often restricted by privacy regulations, intellectual property rights, and data-sharing agreements. This can make it difficult for investors to obtain the data they need to make informed investment decisions.
- Lack of standardization: Healthcare data lacks standardization, which can make it difficult to compare data across different providers or health systems. This lack of standardization can also make it difficult to develop predictive models or identify trends.
- Technical challenges: Analyzing healthcare data requires advanced analytics capabilities, including machine learning and natural language processing. These technologies require significant technical expertise and investment, which may be a barrier for some investors.
Overall, collecting and analyzing healthcare data for PE investments requires significant investment in data infrastructure, analytics capabilities, and data management processes. It is important for investors to have a deep understanding of the healthcare data landscape and the technical expertise to overcome these barriers.
We can help you to compile, curate, and analyze data quickly accurately, when time is of essence.
Our Healthcare Research Solutions
Based on our knowledge and expertise of healthcare industry, especially within the healthcare delivery sector, we provide research analyses services to support healthcare portfolio development in the following contexts:
- Industry Research: We provide industry research services to understand the broader trends and dynamics that impact the target company and its market. This includes analysis of market size and growth, regulatory and policy developments, competitive dynamics, and technological changes.
- Commercial Due Diligence: We support commercial due diligence by analyzing the commercial potential of a target company, including the size and growth of the market, the competitive landscape, and potential risks and opportunities.
- Financial Due Diligence: We support the financial due diligence process by collecting data and analyzing the financial performance and health of a target company, including revenue, profitability, cash flow, debt levels, and other financial metrics.
- Operational Due Diligence: We support Operational Due diligence analyzing the operational aspects of a target company, including its supply chain, production processes, distribution channels, and workforce.
We will make your healthcare portfolio thrive through research, analysis and strategic thinking.