Fundraising Fox

Valerie Health

8 known investors

valeriehealth.com

Valerie Health provides AI-powered practice management software for independent medical practices to automate administrative workflows and reduce operational burden. The platform helps providers streamline scheduling, paperwork, and patient access while improving cost efficiency.

Also known as Valerie

AI & Machine LearningDigital HealthHealthtech

Founders & leadership

PS
Pete ShalekCo-founder
NJ
Nitin JoshiCo-founder

Investors · 8

Also in the syndicate · 1

Angel investors: executives/founders from One Medical, Oscar, Main Street Health and DoorDash

Funding

SEC filings, press & company announcements

$30M disclosed across 1 of 2 rounds · 2025

Source: company announcements and press reports — follow each round's link for the claim.

Company profile

researched Aug 2026

Valerie Health is a San Francisco-based healthcare software company that automates front-office administrative work for independent medical practices and provider groups. The company embeds AI agents into a clinic's existing tools and workflows — including EMR, practice management and fax systems — to handle referral processing, fax and document handling, patient scheduling, and growth analytics, rather than shipping a separate application that staff must learn. Human reviewers employed by Valerie Health remain in the loop to check the software's autonomous actions.

The company positions its offering as an "AI front office": it takes over the operational layer that sits between patient and provider and executes the work on the practice's behalf. Product areas listed on its site are referral automation, fax and document automation, automated scheduling, and growth analytics, organized under document and communications platform layers. Management has said it intends to expand into voice AI agents for patient follow-ups and to build toward a broader platform covering the full front-to-back administrative workflow.

Valerie Health frames its mission around reversing the decline of independent practice, citing that the share of U.S. doctors in independent practices fell from 79% in 1988 to 47% in 2022, and arguing that administrative burden and cost pressure push groups toward hospital employment or private equity consolidation.

Founding story

Pete (Peter) Shalek and Nitin Joshi co-founded the company; Fortune reports the company was started in 2023, while Business Insider and investor Primary Ventures state a 2024 founding. Shalek, the CEO, previously co-founded digital mental health startup Joyable, which was sold to AbleTo. Joshi co-founded Uber Health and spent two years as an engineering manager at Stripe. The company name was formed from the initials of the founders' children.

Business model

B2B software and services sold to independent physician groups; Valerie Health integrates into customers' existing EMR, practice management and fax systems and performs administrative execution on their behalf, with its own staff reviewing the AI agents' autonomous actions. Sources do not disclose pricing or contract structure.

Sources do not state pricing terms. The company began selling its technology in 2025 and reports revenue growth from customer contracts with independent provider groups.

Traction

Customers include several of the largest independent provider groups in the U.S. across multiple specialties. Reported outcomes include over 5% increases in new patient visits (with average patient volume increases of 5–7% cited by the CEO), sixfold customer ROI, and median referral time-to-entry as low as 19 minutes. Revenue tripled quarter over quarter in the most recent quarter, and the CEO expects 6–7x revenue growth in the following year.

Latest developments

On December 16, 2025 the company announced a $30 million Series A led by Redpoint Ventures (total funding $39 million). Proceeds are intended for voice support tooling, additional operations and engineering hiring, and improved analytics, alongside continued customer acquisition.

Full profile — market position, technology, go-to-market, geography, history, risks & controversies

Market position

Positioned as a multiproduct AI operations suite focused specifically on independent provider groups, in a market that also includes referral-automation startup Tennr (which raised a $101 million Series C in June at a $605 million valuation) and other provider-facing administrative AI companies such as Ambience Healthcare, Nabla and Hippocratic AI. Its lead investor argues data-rich multiproduct platforms will outperform point solutions in this category.

Management attributes differentiation to an exclusive focus on independent provider groups and to a delivery model in which Valerie Health performs the administrative work itself — integrating into existing systems and processes rather than requiring practices to adopt and train staff on new software.

Technology

AI agents embedded into clinic workflows and existing systems (EMR, practice management, fax), automating referral intake, document/fax processing and scheduling, with company staff reviewing autonomous actions. Planned additions include voice AI agents for patient follow-ups and expanded analytics.

Go-to-market

Direct enterprise sales to independent provider groups, with demos booked through the company website and case studies from customer executives and operators. The company says it is prioritizing customer acquisition and is hiring across engineering, product and sales; it has recruited talent from Stripe and Uber.

Independent provider groups and medical practices in the United States, including large physician-owned and private-equity-backed groups. Named or described specialties served include cardiology, podiatry, urology, dialysis, primary care, ENT, neurology, home health and behavioral health. ENT Partners is named as a client.

Geography

Headquartered in San Francisco, California, serving provider groups in the United States.

History

Founded by Shalek and Joshi (2023 per Fortune; 2024 per Business Insider and Primary Ventures). Primary Ventures invested in 2024 and says it helped recruit the founding software engineer and build the financial infrastructure used for the Series A. The company began selling its product in 2025 and announced a $30 million Series A led by Redpoint Ventures on December 16, 2025, bringing total funding to $39 million.

Risks & controversies

Sources note a crowded and fast-filling competitive market for provider administrative automation, including well-funded entrants such as Tennr. The reported efficiency, ROI and revenue-growth figures are company-provided and not independently verified in the sources. Reported founding year is inconsistent across sources (2023 vs. 2024).

Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.

Key figures

latest reported
Average increase in patient volume attributed to platformDec 20255% to 7%
Median referral time-to-entryDec 2025as low as 19 minutes
Projected revenue growth (company expectation for next year)Dec 20256x to 7x
Reported customer return on investmentDec 2025sixfold
Reported increase in new patient visits for customersDec 2025over 5%
Total funding raised to dateDec 2025$39M

Company-reported or press-reported figures, each dated to when it was claimed — not independently audited.

Competitors · 7

by search overlap
Valera Health10 shared keywordsValera Health provides telehealth mental health services, offering therapeutic and medical care to patients through a complete care model. Founded by clinicians and psychiatrists, it accepts in-network insurance benefits across the United States.
HIT Consultant10 shared keywordsHIT Consultant is an online media publication covering health IT and digital health news, analysis, and insights, including funding rounds, mergers and acquisitions, product launches, and industry reports. It serves healthcare technology professionals, providers, and investors with coverage of topics such as AI in healthcare, revenue cycle management, EHRs, and medical devices.
Vori Health9 shared keywordsVori Health is a nationwide specialty medical practice that treats back, neck, and joint pain using board-certified orthopedic specialists and integrated care teams. The company provides telemedicine and in-person care to reduce misdiagnosis, ineffective therapies, and unnecessary surgeries.
Elion9 shared keywords
Valenzhealth8 shared keywordsVālenz Health operates a platform for self-insured employers, payers, providers, and members to reduce healthcare costs and improve care quality across the patient journey, from member experience to payment integrity and plan performance. It offers an integrated solution suite backed by a large US cost, quality, and utilization dataset for the self-insured healthcare industry.
Valo8 shared keywordsValo Health applies technology and data to drug discovery, working across the technology, biotech, and healthcare fields. It positions itself as a company focused on reshaping how new drugs are discovered.
Adaptive Innovations8 shared keywordsAdaptive is an AI-native healthcare provider that delivers home health services by combining artificial intelligence-driven operations with in-home clinicians to improve patient outcomes and reduce hospital readmissions.

Companies competing with Valerie Health for the same Google search keywords, organic and paid, via search-intersection analysis.

Timeline · 1

launches, deals, and filings
Dec 2025
Valerie Health raises $30 million Series A led by Redpoint Ventures

Valerie Health announced a $30 million Series A led by Redpoint Ventures, with participation from General Catalyst, Primary VC, BoxGroup, Karman Ventures, .406 Ventures, Waybury Capital and angel investors from One Medical, Oscar, Main Street Health and DoorDash. Proceeds are earmarked for new tools such as voice support, hiring in operations and engineering, and improved analytics.

$30M source ↗

Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.

In the news

Research sources · 8

primary sources listed

8 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Valerie Health do?
Valerie Health builds an AI "front office" that automates referrals, faxes and scheduling for independent provider groups.
Who founded Valerie Health?
Valerie Health was founded by Pete Shalek, Nitin Joshi.
Who are Valerie Health's investors?
Valerie Health's investors include .406 Ventures, Primary Venture Partners, Redpoint Ventures, BoxGroup, General Catalyst, Karman Ventures, Waybury Capital.
How much funding has Valerie Health raised?
Valerie Health has disclosed $30M raised across 1 of its 2 known rounds.