Heal Capital

Network, help me out here: I'll be in Stockholm 24 & 25 Sep. Which founders should I meet? Who is in town? Comment or DM 🙏 P.S.: I'll pay in coffee and niche healthcare memes

Felix and Maxim from our team launched a regulation monitoring site called HealthSignal. Why should a VC fund care? At Heal Capital, shifts in regulation and policy have laid ground for some of our biggest portfolio winners. In a slow and saturated field like healthcare, those changes crack open entire markets. For example: // The regulatory status of certain medicines or procedures. Think medical cannabis or telemedicine, both have created large companies in no time // Limits around who can own and operate clinics or pharmacies. Directly shapes rollups and tech-enabled operators // Budget restrictions. Germany for example is about to lift its budget caps on primary care services These shifts create windows in time for an unparalleled market entry - if executed well. Ping me if you're seeing such shifts, always keen to discuss! Link to the site: https://lnkd.in/e_AXSdYz

Big congratulations to the FormlyAI team on their $2M seed round 🎉 Medical device certification is one of the toughest hurdles for healthcare builders - and FormlyAI is making it faster, more affordable, and more accessible with their AI-native approach. We’re proud to back Spencer Todd, Severin Högl and the team as they tackle a universal pain point in medtech and unlock faster innovation across the industry.

We built a regulatory surveillance system for European healthcare 🕵️ Started when Max and I noticed our team at Heal Capital often only hears about regulatory changes in European healthcare by chance: word of mouth or a stray newsletter. What was missing for us was a direct feed: a raw stream of relevant updates straight from the regulators, without ads, commentary, or 'top 5 superfoods' lists. So we built one HealthSignal runs automated crawlers checking 60+ regulatory sources every 24-72 hours. The system reads everything, scores for relevance, extracts compliance deadlines, and sorts into buckets: medical devices, health tech, clinical trials, data, pharma, reimbursement, and compliance. Also, everything gets stored in a database. So today it's a feed, but eventually we'll pull insights and trends from this accumulating regulatory data. 3 ways to use it: - Live feed of what's happening in health regulation + policy - Deadline tracker so you don't miss compliance dates - Source overview showing our European coverage (send suggestions!) This is super V1 with plenty to add, but we're making it public today. If you've got ideas, we'd love to hear them. 👉 https://lnkd.in/e3U7qbJQ Big props to Maxim Izosimov (our data and engineering wizard 🧙♂️) for helping bring this to life.

In 2016 in med school, my friend's parents were convinced it's a dumb idea to study medicine. Machine learning would replace us all. Will it? I want to examine it bottom-up: Take an avg. internal medicine resident. Think about what she's doing on a daily basis. I'd say you could replace 75% of her time by AI within ~5 years (see table below). That's in an ideal world - because what happens is: ▶️ You can't access certain parts of the software stack (EHRs...) for downstream tasks ▶️ Regulation restricts you, so you create a narrow point-solution ▶️ AI isn't great yet at interacting with the physical world, that's a limit ▶️ You face interdisciplinary work and friction between people, as in any large org ▶️ Plus, medicine is a world of infinite edge cases... AI's worst enemy In a nutshell: I'd rather talk about specific tasks/ functions (triage, intake, follow-ups, ...) being replaced, not the entire doctor. Details here: https://lnkd.in/epjhcGfP Tell me where I'm wrong.

I'm humbled and honoured (and also thrilled) to announce that Healthtech Off The Record has officially crossed 1,000 newsletter subscribers in under 7 months. A milestone that reflects the deep resonance of thought leadership at the nexus of clinical innovation and transformative capital. This journey has been nothing short of exhilarating, and I would like to thank my team, the LinkedIn and Substack algorithms and my unpaid interns for their unwavering support. Further, my special gratitude to Heal Capital for not having a compliance department. Jk. But the 1k is real - join us and read about what worked (and what didn't): https://lnkd.in/eVWg5h_6 Shoutout to all contributors over time: Felix Nizet, Ludwig Drews, Alexander Pelster, Dr. Markus Müschenich, MPH, Eckhardt Weber, Jonas Albert, Lars Maaløe, Dr Hugh Harvey, Dr. Hendrik Steenfadt & many more. LFG!

This is wild: Der Berliner VC Heal Capital 𝗹ä𝘀𝘀𝘁 𝗚𝗿ü𝗻𝗱𝗲𝗿𝗶𝗻𝗻𝗲𝗻 𝘂𝗻𝗱 𝗚𝗿ü𝗻𝗱𝗲𝗿 𝗲𝗿𝘀𝘁 𝘃𝗼𝗿 𝗱𝗲𝗿 𝗞𝗜 𝗽𝗶𝘁𝗰𝗵𝗲𝗻. Bevor es zu einem Kennenlernen mit dem "echten" Investor kommt. Unsere Redakteurin Antonia Remmerbach hat sich das genauer angeschaut und mit dem Investor Dr. Lucas Mittelmeier gesprochen. Wieso machen die das - und wie kommt das an? Die Sache ist, sagt Mittelmeier: „Es geht sehr viel Zeit darauf, dass man so die typischen ersten Informationen austauscht. Wie bei einem ersten Date, wo alle das Gleiche erzählen“. Also kann doch doch auch einfach die KI machen? Die KI stellt Rückfragen, gibt Infos zur Investmentstrategie von Heal Capital, erstellt eine Zusammenfassung des Gesprächs, schickt sie auf Mittelmeiers Handy und anhand derer entscheidet der Investor dann, ob es ein Folgegespräch gibt. Mittelmeiers Kollegen waren skeptisch: "Du willst deiner Reputation nicht schaden – nach dem Motto: Wir sind zu arrogant, um mit Gründern zu sprechen", sagt er. Und die Gründer? Manche sind auch - vorsichtig gesagt - überrascht. Aber: „Wenn du im Call mit der Voice AI schon an der Belastungsgrenze bist – dann I don’t know“, sagt Mittelmeier. Lest hier, wie das ganze abläuft und wo die Investoren-KI ihre Grenzen hat. https://lnkd.in/d-Zfc4vh

Wearable ECG (electrocardiography) has silently gone mainstream: The apple watch alone has 130m+ users. Since 2018, they come with FDA-approved ECG. Across manufacturers, we may have over 200m active ECG devices out there. It's a success story of distributing medical-grade monitoring to the masses. Unfortunately, consumer ECG has become a locked door for startups: ⏩ "Older" tech giants like Apple, Samsung, Garmin and Fitbit dominate distribution - and can easily afford FDA approvals. ⏩ The only certified use case so far is AFib detection. Consumer-grade ECG is more feature than product. ⏩ On small devices, measurement isn't continuous yet... not as cool as heart rate, SpO2 and HRV. A potential unlock? Circular and Everbeat have announced ECG in their smart rings - all FDA approved (!). Massive if true. Btw, is anyone working on wearable-based detection of heart attacks (~ACS)? Consumer level? If you know someone building in the space, tag them. I'm keen to talk. __________ P.S.: Thanks to Stanford University's Krishna Pundi for his sharp input once again. More in the link below. cc Ludwig Drews

54% of long-form LinkedIn posts are AI-generated at this point (source: Originality AI). AI slop is coming for us... and I'm worried what it does to healthcare: 1. Are healthtech founders prepared for the new way of consuming (and finding) information? Founders are starting to pitch healthcare-specific GEO strategies these days... 2. How can healthcare brands maintain authenticity in a flood of generic AI content? Perhaps strong personal brands, in-person events, hand-crafted content? 3. How do we keep the doctor-patient relationship functional? With LLMs, patients can be smarter than doctors. Interactions will become more complex, expectations will rise. I don't know the answers. But I'm interested in new markets. Will someone build authenticity/verification layers? New AI-native patient acquisition routes? Or an entirely new consumer health brand? If you're building in the space, let me know. More ideas in the link below 👇