Jeff Scheire

Honored to join this panel at LSI USA 2026 alongside medical device leaders from Boston Scientific, Abbott, and Edwards Lifesciences 🎯 The topic — engaging physicians early in company development — sits at the heart of PhyCap Fund's investment thesis: clinical operators don't just validate products, they unlock superior deal flow and identify scalable business models that traditional VCs often miss 💡 When physicians move from the sidelines to decision-making roles in healthcare innovation, everyone wins: ✅ Founders get better clinical insights ✅ Investors access higher-quality opportunities ✅ Patients benefit from solutions built by those who understand care delivery Looking forward to sharing perspectives on what effective physician engagement actually looks like — and why it matters more than ever in healthcare venture 🏥 See you in Dana Point, March 16-20 🌊 Scott PantelHenry PeckKelly WilliamsPhyCap Fund #LSI2026 #HealthTech #MedTech #HealthcareVC #PhysicianLeadership #MedicalDevices #HealthcareInnovation

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What’s Investable in Healthcare Right Now Yesterday I spent the afternoon at the Nashville Health Care Council Sessions event, surrounded by healthcare investors from across the spectrum: venture capital, lower middle market private equity, sovereign wealth funds (QIA), and Wall Street, discussing what’s truly investable in healthcare right now. A few clear themes emerged: 1. Profitability and strategy matter more than ever. Investors want companies that know their lane and stick to it. That means shedding unprofitable service lines, focusing on sustainable margins, and aligning business strategy with the policy environment. (Policy and strategy are inextricably linked!) 2. The Medicare pivot is here. With the last baby boomers aging into Medicare in 2029, the focus is shifting. The growth story is no longer about MA enrollment, it’s about controlling costs throughout the Medicare lifespan. Chronic kidney disease, orthopedics, home health, and specialty pharmacy are hot spots of excess spend. 3. Technology is the bridge to sustainability. AI tools that cut administrative burden, alleviate provider burnout, and help employers manage costs are investable today. LLMs are now table stakes, and it’s nonnegotiable to adopt these technologies, while recognizing the products will look very different in 3–5 years. 4. Consolidation and restructuring will happen.  Home health is ripe for roll-ups, payors are the most likely buyers for healthcare IT, and large “pay-viders” (I hate that term) may need to divest of provider assets as Medicare Advantage economics change. Partnerships with strategics are more attractive than traditional PE playbooks. The bottom line: margins are compressing and labor will have to be cut, but technology will carry the industry across the chasm. Ultimately, investors are backing companies with the experience, network, and conviction to lead through this environment, "not just tourists who heard that healthcare was a fun place to visit” (quote of the day by Marcus Whitney).

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🔥🔥 PANEL ALERT 🔥🔥 What gaps may AI fill with the recent policy impacts on Medicaid?  Coyote Ventures 2025 Health Equity Innovators Fall Gathering will feature an expert panel discussing the impact of AI in Healthcare with a particular focus on its implications for Medicaid and Medi-Cal. As we are past the mid-point mark of 2025, AI and OBBBA are reshaping U.S. health policy in profound ways, from expansive new federal and state guidelines to sharp debates around oversight and authority. Our discussion will dive into the themes of bias, equity, and accountability in AI, and what these evolving mandates mean for those developing, deploying, or relying on AI-driven solutions in healthcare. With Medicaid and Medi-Cal covering some of our most vulnerable populations, the stakes couldn’t be higher. I’m looking forward to an engaging conversation with Priyanka Vaidya, Pooja Mittal, and Stella Tran - exploring how we can ensure AI not only advances innovation but also builds trust, fairness, and better outcomes. Curious to hear your thoughts: can AI truly help reduce disparities in Medicaid care, or will it deepen them?

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𝗔𝗜 𝗜𝘀 𝗥𝗲𝗱𝗲𝗳𝗶𝗻𝗶𝗻𝗴 𝗥𝘂𝗿𝗮𝗹 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 — 𝗡𝗼𝘁 𝗦𝗼𝗺𝗲𝗱𝗮𝘆. 𝗧𝗼𝗱𝗮𝘆. Rural healthcare providers aren’t just fighting disease. They’re fighting inefficiency, documentation overload, staffing gaps, and time. At the Center for Health Systems Innovation and OLSF Ventures, we believe the next wave of transformation isn’t about adding more people. It’s about amplifying the people already there. That’s why we’re excited about the work of companies like: Ambience – Using ambient AI to instantly document and code physician-patient encounters in real time. No scribes. No dictation. Just more time for care. Lumeris – Providing value-based care platforms and physician enablement services that optimize workflow, improve patient outcomes, and reduce unnecessary costs—especially important in resource-scarce rural markets. Percipio – Delivering advanced diagnostic support through AI-driven clinical decision tools, helping rural physicians confidently manage complex cases when specialty referrals aren’t an option. These aren’t abstract ideas or future-state visions. They’re live solutions—already deployed, already making a difference. Because in rural America, workflow is survival. If we want to close the health equity gap, we need to equip providers not just with compassion, but with the tools to do more with less. #RuralHealth #HealthcareInnovation #ArtificialIntelligence #Ambience #Lumeris #Percipio #CHSI #OLSFVentures #HealthEquity #Startups #DigitalHealth #AI #WorkforceEnablement #ValueBasedCare #Leadership #PrimaryCare

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