HLM Investment Partners — Full Portfolio

Phreesia provides a patient intake and engagement platform with automated tools for registration, insurance verification, appointment access, and payments used by healthcare organizations.

Digital HealthHealthtechSaaSNew York, US

CIChaim Indig(Executive Officer, Director)EREvan Roberts(Executive Officer)inCKCharles Kallenbach(Executive Officer)inTAThomas Altier(Executive Officer)inBGBalaji Gandhi(Chief Financial Officer)inDLDavid Linetsky(President, Network Solutions)in

Co-investorsASAscension VenturesBLBlue Venture FundsESEscalate Capital PartnersLLLLRLRLRVHealthVAVantagePoint Capital Partners

Tandem Diabetes manufactures infusion sets—tubing systems with subcutaneous delivery sites—designed for use with insulin pumps to manage diabetes.

Digital HealthHardwareHealthtechMedical Devices

KBKim BlickenstaffinJohn Sheridan(President, Chief Executive Officer)inRick Carpenter(Executive Vice President and Chief Technology Officer)inElizabeth Gasser(Executive Vice President and Chief Strategy and Product Officer)inShannon Hansen(Executive Vice President, Chief Legal, Privacy & Compliance Officer and Secretary)inJean-Claude Kyrillos(Executive Vice President, Chief Operating Officer)

Co-investorsDODomain Associates

Teladoc Health operates a virtual care platform connecting patients with care providers for medical care, mental health, and chronic disease management services.

Digital HealthHealthtechMental HealthPurchase, US

Michael King(Executive Officer)inMHMark Hirschhorn(Executive Officer)inJGJason Gorevic(Executive Officer, Director)inKevin Williamson(Executive Officer)inAVAdam Vandervoort(Executive Officer)inDTDaniel Trencher(Executive Officer)in

Co-investorsCACardinal PartnersDRDria VenturesHAHarmonic Growth PartnersKLKleiner PerkinsMCMcKesson VenturesNENew Capital Partners+3 more

Advisory Board provides healthcare consulting and research services that transform complex healthcare challenges into actionable insights for clinical and administrative leaders within healthcare organizations.

Digital HealthEnterprise SoftwareHealthtechWashington Dc, US

Michael T. Kirshbaum(Executive Officer)inMary D. Van Hoose(Executive Officer)Cormac F. Miller(Executive Officer)inEREvan R. Farber(Executive Officer)inFJFrank J. Williams(Director)inRARichard A. Schwartz(Executive Officer)in

Board seatPGPeter Grua· per SEC Form D · $121.2M raise · filed Jan 2015

Co-investorsSTStorm Ventures

Press Ganey (at binaryfountain.com) offers an AI-powered human experience platform for healthcare providers and health plans, using text mining and analytics to turn patient, member, and employee feedback into insights and action plans.

AI & Machine LearningDigital HealthHealthtechMclean, US

Ravi Goplan(Director)Ramu Potarazu(Executive Officer, Director, Promoter)Jitendra Vyas(Executive Officer, Director)Sundeep Damani(Director)Rahul Prakash(Executive Officer, Director)

Board seatEdward L. Cahill· per SEC Form D

Co-investorsALAllumia VenturesESEscalate Capital PartnersVOVoyager Capital

North Miami, US

CTCarrie Tompkins Stricker(Executive Officer, Director)Madelyn Trupkin Herzfeld(Executive Officer, Director)

BoardWilliam R. Cowen(Director)

Board seatEdward L. Cahill· per SEC Form D

Elligint Health provides Helios, a medical management platform for health plans that automates care management, utilization management, and prior authorization workflows while adding analytics for risk, quality, and cost insights.

Digital HealthHealthtechSaaSPiscataway, US

Sita Kapoor(Executive Officer)inARTHUR KAPOOR(Executive Officer)Ashish Kapoor(Executive Officer, Director)Philip Jacobs(Executive Officer)SNShilpa Nayyar(Executive Officer)in

Board seatEPEnrico Picozza· per SEC Form D

OnShift provides workforce management and employee engagement software for long-term care, senior living, behavioral health, EMS, and home health providers.

Enterprise SoftwareHealthtechHR TechSaaSCleveland, US

MWMark Woodka(Executive Officer, Director)in

BoardMichael Stubler(Director)Claiborne Rankin(Director)Jonathan Murray(Director)David Inglis(Director)

Board seatPGPeter Grua· per SEC Form D

Co-investorsDRDraper TriangleEAEarly Stage Partners, LPHEHealth Velocity CapitalJUJumpstart Ventures

VaxCare operates a platform that automates procurement, inventory management, patient eligibility, charting, and billing for vaccines and contraceptives at medical practices.

Digital HealthHealthtechSaaSOrlando, US

Casey DeLoach(CEO and limited liability company manager)inDKDavid King(Limited liability company manager)James McGinn(Executive Officer)Jeremy Corbett(Executive Officer)Evan Landis(Executive Officer)Brett Kenefick(Executive Officer)

Board seatPGPeter Grua· per SEC Form D

Co-investorsECEcho Health VenturesOAOak HC/FTSUSummit Partners

AbleTo provides in-person and virtual mental health care, including therapy, psychiatry, and medication management for adults, children, and teens dealing with concerns such as anxiety, depression, ADHD, and substance use.

Digital HealthHealthtechMental HealthNew York, US

MLMichael Laskoff(Executive Officer, Director)THTrip HoferinPaul Pieper(Executive Officer)Tom Brennan(Executive Officer)Frank Hunt(Executive Officer)Robert Rebak(Executive Officer, Director)

Co-investors.4.406 VenturesBABain Capital VenturesBLBlue Venture FundsOPOptum VenturesVAValspring CapitalHOHorizon+1 more

Aktana provides a real-time orchestration platform for pharmaceutical marketing that coordinates digital and field engagement across channels to reach healthcare professionals at optimal times.

AI & Machine LearningEnterprise SoftwareSales TechSan Francisco, US

David J. Ehrlich(Executive Officer, Director)DCDerek Choy(Founder)inJin Huang(Executive Officer)Rob Willson(Executive Officer)Marc-david Cohen(Executive Officer)

BoardAnthony Glenning(Director)

Co-investors131315 CapitalNONorwest Venture PartnersSTStarfish VenturesTRTRANSFORMATION CAPITALUPUpfront VenturesB4B4 Capital

Array Behavioral Care is a virtual psychiatry and therapy practice that delivers integrated behavioral health services from hospitals to homes.

Digital HealthHealthtechMental Health

Co-investorsCVCVS Health VenturesFRFrist Cressey VenturesHYHypothesisNENew Stack VenturesOSOSF VenturesHYHyde Park Angels+1 more

ArroHealth provided medical record retrieval, coding, and analytics services that helped health plans manage risk-adjustment and HEDIS reporting for Medicare Advantage, commercial, and Medicaid populations.

Co-investorsBLBlue Venture FundsNENew Mountain Capital

Ascellus Behavioral Health provides evidence-based behavioral health services and psychological evaluations for workers' compensation claims, addressing psychosocial factors that interfere with recovery following physical injury.

Digital HealthHealthtechInsurTechMental Health

Co-investors.4.406 Ventures

b.well, founded after the CEO's personal experience navigating fragmented health data, builds technology to aggregate and analyze an individual's health information across sources.

ConsumerData & InfrastructureDigital HealthHealthtechEldersburg, US

KVKristen Valdes(Founder & CEO)inPhilips Johnson(Executive Officer)inLeslie Strassberg(Executive Officer)inSheri Kitchin(Executive Officer)Yelena Balin(Executive Officer)in

BoardEmma Cartmell(Director)

Co-investorsBEBeresford VenturesCACartmell VenturesPLPlug and Play VenturesPOPortfolia

Care Options for Kids provides home care and nursing services for medically fragile and special needs children, serving families seeking professional caregiving support.

B2B MarketplacesDigital HealthHealthtechSocial

MBMark Bush(Chief Executive Officer)inDMDiane McCullom(Chief Clinical Officer)inKristian Daniels(Chief Human Resource Officer)inJFJeff Francis(Chief Information Officer)EWEric Welsh(Chief Marketing & Talent Acquisition Officer)inTTTodd Thiede(Chief Financial Officer)

CareBridge provides 24/7 virtual and in-home healthcare services for individuals in home and community settings, serving health plans and their members.

Digital HealthEnterprise SoftwareHealthtech

Co-investorsCVCVS Health VenturesFRFrist Cressey VenturesGVGV (Google Ventures)OAOak HC/FTOPOptum Ventures

Censinet provides risk management solutions for healthcare organizations, built by former healthcare operators and security experts who understand the integrated risks healthcare systems face.

CybersecurityEnterprise SoftwareHealthtechSaaSBoston, US

EGEd Gaudet(Founder)inCWCambrey Warein

Co-investorsBABallad VenturesEXExcelerate Health VenturesLRLRVHealthMEMemorialCare Innovation FundSCSchooner CapitalEXExcel Venture Management+1 more

ClearDATA is a cloud security and compliance platform purpose-built for healthcare organizations.

Cloud ComputingCybersecurityDigital HealthHealthtech

RFRick Froehlich(President & Chief Executive Officer)inJDJim Ducharme(Chief Technology Officer)inGBGregg Bjork(Chief Revenue Officer)inDSDrew Schaal(Chief Financial Officer)inCBCarol Boone(Vice President of People)inAaron Gani(Founder)

Co-investorsEXExcel Venture ManagementFLFlare Capital PartnersMEMerck Global Health Innovation FundNONorwest Venture PartnersHEHeritage GroupMSMSD Global Health Innovation Fund

Covetrus provides a practice improvement platform for veterinary clinics, offering practice management software, payment processing, diagnostics, prescription and online pharmacy management, client communications, and supply/distribution services.

E-commerceEnterprise SoftwareHealthtechSaaSPortland, US

CTChristine T Komola(Executive Officer)inDavid E Shaw(Director)Russell Cooke(Executive Officer)Anthony Providenti(Executive Officer)Georgina Wraight(Executive Officer)David Christopher Dollar(Executive Officer)

Co-investorsTPTPGOWOwl Rock CapitalVAValspring CapitalVIViking GlobalWEWellington Management

Availity is a healthcare network platform that processes eligibility, authorizations, claims, and payment transactions for providers, payers, and healthcare IT vendors.

AI & Machine LearningEnterprise SoftwareHealthtechFarmington, US

JDJohn D'Amore(Executive Officer, Director, Promoter)EREric Rosow(Executive Officer, Director, Promoter)Russ ThomasinRichard Dumler(Director)

BoardMDMatthew D. Storeygard(Director)in

Co-investorsACActivate Venture PartnersCOConnecticut InnovationsEXExcelerate Health VenturesLRLRVHealthOPOptum Ventures

Exact Sciences develops molecular diagnostic tests for cancer screening and detection, including multitarget stool DNA testing for colorectal cancer and multigene assays for breast cancer recurrence.

BiotechDigital HealthHealthtechMedical Devices

KCKevin Conroy(CEO)in

Co-investorsPEPetri

First Insight provides an AI-powered decision platform for retailers, brands, and manufacturers, using consumer feedback and predictive analytics to guide product design, merchandising, assortment planning, pricing, and supply chain decisions.

AI & Machine LearningRetail TechSaaSSewickley, US

Gregory J. Petro(Executive Officer, Director)Matthew Marshall(Executive Officer)JMJames Maloney(Executive Officer)in

BoardRichard Marcus(Director)JAJoel Adams(Director)

Co-investorsADAdams Capital ManagementESEscalate Capital PartnersHEHercules Capital, Inc.UPUpdata Partners

Fuze Health operates a unified digital healthcare platform spanning digital pharmacy (FuzeRx), clinical services such as diagnostics, screening and genetics (Fuze Services), and data and technology tools (Fuze Technologies).

AI & Machine LearningDigital HealthHealthtechSaaS

Co-investorsFJFJ LabsILIllumina VenturesK2K2 HealthVenturesOLOlive Tree CapitalQIQiming Venture Partners USASOSoftBank Vision Fund+2 more

HarmonyCares provides in-home primary care services for vulnerable and complex patients who have difficulty accessing traditional healthcare settings.

Digital HealthHealthtechMedical DevicesDetroit, US

MCMatthew ChanceinMattMatt Chance(CEO)in

Co-investorsGEGeneral CatalystK2K2 HealthVenturesMCMcKesson VenturesOAOak HC/FT

HR TechVancouver, CA

Co-investorsTETechstarsBABain CapitalBABain Capital VenturesFIFirework VenturesHOHopelabOWOwl Ventures+1 more

Hazel Health operates a school-based telehealth platform that connects students with licensed clinicians for healthcare services.

Digital HealthEdTechHealthtech

Co-investorsBABain Capital VenturesOWOwl VenturesFIFirework VenturesHOHopelabUPUprising

Hazel makes disposable, leakproof briefs designed to look and feel like regular underwear for people experiencing urinary incontinence, including women postpartum.

ConsumerDirect to ConsumerFemTechWellness & Fitness

Co-investorsBABAM VenturesBRBroad Street AngelsENEntrepreneurs Roundtable Accelerator (ERA)H H Venture PartnersOVOvereasy VenturesBABain Capital+6 more

HealthEdge provides cloud-based core administrative processing systems and digital engagement solutions for health plans and insurance companies.

Enterprise SoftwareHealthtechInsurTechSaaSBurlington, US

Robert Gillette(Executive Officer, Director)KAKevin Adams(Chief Executive Officer)inMMMatt McLaughlin(Chief Financial Officer)inCCChris Conte(Chief Revenue Officer)inRSRaj Sundar(Chief Strategy Officer)inLHLaura Hancock(Chief Customer Officer)in

Co-investorsBLBlue Venture FundsCOCoatue ManagementGOGolub GrowthGEGE VenturesSASandbox Industries

HealthtechCottonwood Heights, US

HCHoward C Young(Executive Officer, Director)inAKAllison K Robbins(Executive Officer, Director)in

InnovaCare operates a network of 40 medical clinics across Florida and Texas, delivering physician-led care combined with technology to serve patients within managed care and Medicare Advantage environments.

Digital HealthHealthtechCalifornia, US

Richard Shinto MD, MBAinAndrew McBrieninRichard Shinto(Chairman and CEO)

Co-investorsSUSummit Partners

Tebra provides an integrated electronic health record and medical billing platform for independent healthcare practices, including EHR tools, claims management, patient payments, and scheduling capabilities.

Digital HealthEnterprise SoftwareHealthtechSaaSIrvine, US

DANIEL RODRIGUES(Executive Officer, Director)JIM LIM(Director)PERRY WALLACK(Director)MICHAEL MATLY(Director)ROB REID(Director)DAVID COZZENS(Director)

Co-investorsESEscalate Capital PartnersGOGolub GrowthSASaints CapitalWEWestern Technology InvestmentGRGreenspring AssociatesMOMontreux Equity Partners+4 more

Leon Medical Centers is a healthcare services provider operating eight medical centers in Miami-Dade County, serving Medicare patients with primary care, specialty care, and on-site diagnostic and pharmaceutical services.

Digital HealthHealthtechMedical DevicesMiami, US

Benjamín León, Jr.(Founder & Leader)Benjamin Leon IIIin

Co-investorsSUSummit Partners

Linkwell Health provides a personalized member engagement platform that delivers targeted journeys across email, SMS, and social channels to guide members toward high-value actions within health plans.

Digital HealthHealthtechMarketing TechSaaS

Nathan Adams(Chief Executive Officer and President)

Main Street partners with rural healthcare providers—including private practices, rural health clinics, critical access hospitals, and community health centers across rural America—to help them operate in a value-based care model.

Digital HealthHealthtech

Brad Smith(CEO)

Co-investorsCVCVS Health VenturesECEcho Health VenturesFRFrist Cressey VenturesHEHercules Capital, Inc.LRLRVHealthOAOak HC/FT+2 more

mPulse combines technology with healthcare expertise to deliver outcomes for its partners, working with organizations such as health plans that manage care for vulnerable populations.

Digital HealthEnterprise SoftwareHealthtechSanta Monica, US

Gregory Goldner(Executive Officer, Director)CKChelsea Krost(Executive Officer, Director)

Co-investorsBOBonfire VenturesECEcho Health VenturesOCOCA VenturesOPOptum VenturesSJSJF VenturesVAValspring Capital+1 more

MyTown Health Partners partners with healthcare providers to expand access to high-quality care for medically underserved communities in rural, urban, and de-industrialized areas of the United States.

Digital HealthHealthtechMental Health

Matthew Flynn(Chief Executive Officer)Alexis Barbour(Chief Development Officer)Gonzalo Elorza(Chief Financial Officer)

Co-investorsWEWebster Equity Partners

NeuroFlow builds behavioral health integration platforms that identify population behavioral health risk, engage individuals with acuity-specific resources, and give care teams data to make decisions.

AI & Machine LearningDigital HealthHealthtechMental HealthPhiladelphia, US

CMChristopher Molaro(Co-founder & CEO)inAPAdam Pardes(Co-founder)inAlan Wayne Tamarelli(Director)

Co-investorsBUBuilders VCCOCorewell Health VenturesDRDreamit VenturesECEcho Health VenturesFIFirst Trust Capital PartnersJUJumpStart New Jersey Angel Network+4 more

Nordic is a healthcare technology consulting firm that helps healthcare organizations solve data fragmentation, workforce capacity challenges, cost pressures, operational bottlenecks, and technology gaps.

Enterprise SoftwareHealthtechMadison, US

Co-investorsKAKaiser Permanente Ventures

Oceans Healthcare operates behavioral health hospitals and programs for patients of all ages, with a centralized support model based in Texas.

Digital HealthHealthtechMental HealthPlano, US

Stuart Archer(CEO)

Co-investorsM3M33 GrowthVAValspring Capital

PayMedix simplifies healthcare payments by paying providers in full for allowed in-network claims and streamlining patient billing, improving access to care regardless of financial status.

Digital HealthEnterprise SoftwareFintechHealthtech

Tom Policelli(Chief Executive Officer)inBMBrian Marsella(President)in

Co-investorsSVSV Health Investors

Zelis provides software platforms for healthcare payers, providers, and members to optimize claims management, payment processing, and care network management.

Digital HealthEnterprise SoftwareFintechHealthtechSaaSJacksonville, US

Rex Adams(Executive Officer, Director)Reese Porter(Executive Officer)

BoardCalbraith Wheaton(Director)Timothy Weglicki(Director)YCYumin Choi(Director)in

Co-investorsABABS Capital PartnersVAValspring Capital

Persivia provides a digital health operating platform that unifies fragmented patient data from multiple healthcare sources and applies AI-driven workflows to help healthcare organizations improve outcomes and reduce costs across the care continuum.

AI & Machine LearningDigital HealthSaaS

Radianse provides IoT and cloud-based software solutions for fitness centers to monitor facility operations, track equipment and amenities, and optimize member experience through real-time data and occupancy insights.

Cloud ComputingEnterprise SoftwareGovTechHealthtechIoTSaaSDurham, US

Co-investorsASAscension Ventures

RubiconMD provides a configurable virtual consultation platform that connects primary care providers with board-certified specialists across multiple specialties to improve patient access to specialty care.

Digital HealthHealthtechSaaSNew York, US

CRCarlos Reines(Founder)inGAGil Addo(Founder & CEO)inGilbert Addo(Executive Officer, Director)

BoardRajeev Singh-Morales(Director)LVLaura Veroneau(Director)EPEnrico Picozza(Director)

Co-investorsALAlumni VenturesFCFCA Venture PartnersMEMetaplanetMUMundi VenturesOPOptum VenturesPAParameter Ventures+3 more

ShiftKey operates a digital marketplace connecting licensed healthcare professionals directly with facilities such as hospitals, clinics, and senior care communities for shift-based work, offering an alternative to traditional staffing agencies and scheduling practices.

Future of WorkHealthtechMarketplacesDallas, US

MCMatt Creason(Founder)inTom Ellis(Founder)in

Co-investorsAEAea InvestorsACACE & CompanyHEHealth Velocity Capital

HealthtechSunnyvale, US

Thomas Afzal(Executive Officer, Director)

BoardPVPeter van der Velden(Director)inDavid Milne(Director)Dan Galles(Director)Mark Brooks(Director)Richard Ferrari(Director)

Co-investorsLULumira VenturesSVSV Health InvestorsSVSV Life Sciences

Tebra provides an all-in-one operating system for independent healthcare practices, combining EHR, medical billing, patient payments, and practice management tools.

Digital HealthEnterprise SoftwareHealthtechSaaSCorona Del Mar, US

Co-investorsGOGolub GrowthTOToba CapitalVIVivo Capital

Unified Growth Partners helps eligible consumers secure health insurance and related products through a tech-enabled platform that connects consumers, agents, payors, and providers.

AI & Machine LearningHealthtechInsurTechSaaS

Patrick O'Toole(Chief Executive Officer)Dan Maltese(Chief Operating Officer)Hafize Chudleigh(Chief Financial Officer)

An Italian-language affiliate guide that reviews and ranks non-AAMS online casinos (foreign-licensed gambling sites) accessible to Italian players, comparing bonuses, game catalogs, payment methods, and licensing.

ConsumerGamingMedia & EntertainmentBridgewater, US

WDWilliam Duke(Executive Officer)inKPKristine Peterson(Executive Officer, Director)

BoardDaniel Pelak(Director)Sean Traynor(Director)IHIttai Harel(Director)inPaul Queally(Director)

Co-investorsAGAgate Medical Investments LPKAKaiser Permanente VenturesABAbingworthMPMPM BioImpactPIPitangoWEWelsh, Carson, Anderson & Stowe

HealthtechSan Diego, US

CJCindy J Watson(Executive Officer, Director)inBOBennett O Voit(Executive Officer)inTRTom Robbins(Executive Officer, Director)

BoardTom Cooper(Director)Gary Kagan(Director)EPEnrico Picozza(Director)

Covetrus provides software and pharmacy solutions for veterinary practices, including an integrated platform that manages prescription workflows, online pharmacy storefronts with home delivery, and compounded medication services.

HealthtechMedical DevicesSaaS

Co-investorsHAHarbor Light Capital PartnersMOMountain Group CapitalBOBorealis VenturesCLClayton Dubilier & RiceRORock Springs CapitalSESequoia Heritage+1 more

Vida Health delivers personalized, human-centered digital health care addressing both physical and mental health.

Digital HealthHealthtechSaaSSan Francisco, US

JMJoe Murad(CEO)MRMike Rollain

BoardRFRichard Frank

Co-investorsALAlly Bridge GroupASAspect VenturesATAtlantic Vantage PointCACanvas VenturesGEGeneral AtlanticNGNGP Capital+7 more

VivaMás Medical Centers operates medical facilities for elderly communities, providing comprehensive healthcare services with emphasis on personalized care.

Digital HealthHealthtechWellness & Fitness

Wayspring provides healthcare management and engagement services for individuals with substance use disorder and serious mental illness, serving health plans and their provider networks.

Digital HealthEnterprise SoftwareHealthtech

Co-investors.4.406 VenturesCVCVS Health VenturesOAOak HC/FTUBUBS

Wedgewood is the largest compounding pharmacy in the U.S. that exclusively serves animal health, preparing individualized medications for veterinarians and animal caregivers.

Digital HealthHealthtechMedical DevicesSwedesboro, US

Welltok is an enterprise SaaS platform that enables health plans, employers, providers, and public entities to deliver personalized health improvement resources and incentivize consumer engagement for better health outcomes.

Digital HealthHealthtechSaaSDenver, US

Bob Fabbio(Executive Officer, Director)James J. Sullivan(Executive Officer)Jeffrey H Margolis(Director)Jeff Cohen(Founder)

BoardMohamad Makhzoumi(Director)Nina Kjellson(Director)

Co-investorsBEBessemer Venture PartnersEMEmergence Capital PartnersFLFlare Capital PartnersFLFlybridge Capital PartnersMIMiramar Venture PartnersNENew Enterprise Associates (NEA)+5 more

Yuvo Health provides software and business services to help community health centers operate more effectively within value-based care models.

Digital HealthEnterprise SoftwareHealthtechSaaSNew York, US

CHCesar Herrera(Chief Executive Officer and Co-Founder)inJSJanel Sia(Chief Strategy Officer and Co-Founder)Stephanie Hudson(Executive Officer, Director)

BoardFHFatima Husain(Director)inBFBrenton Fargnoli(Director)inJMJoseph Mayer(Director)in

Co-investorsALAlleyCorpAVAV8 VenturesGRGreyMatterLALaconiaLILifeX VenturesMAMastry+5 more