Market signals

Eight recent, public transactions — one or more per vertical — that show where demand and capital are moving. They illustrate the thesis; they are not our portfolio.

Market signals, not portfolio. Public examples of capital and demand in our verticals, each with source and date. None is a portfolio company, target or partner.

Longevity & prevention

Neko Health SE

Longevity & prevention

Preventive full-body scanning with continuous follow-up. Series C of US$ 700M at ~US$ 7B valuation.

TechCrunchJul 2026Confidence A

Function Health US

Longevity & prevention

160+ lab tests by subscription; acquired Ezra (whole-body MRI). Series B of US$ 298M at US$ 2.5B.

TechCrunchNov 2025Confidence A

Beep Saúde BR

Longevity & prevention

Home lab tests and vaccines, profitable. Raised R$ 100M at R$ 1.2B valuation (Lightsmith, CZI).

NeoFeedSep 2024Confidence A

Mental health & integrative wellbeing

Talkiatry US

Mental health & integrative wellbeing

Full-stack psychiatry. Series D of US$ 210M (Perceptive, Sofina, a16z).

Behavioral Health BusinessFeb 2026Confidence A

Wellhub BR

Mental health & integrative wellbeing

Brazilian-born corporate wellbeing platform acquires Urban Sports Club for ~US$ 600M.

AxiosSep 2025Confidence A

Wellness travel

Lanserhof DE/AT

Wellness travel

Medical longevity resorts. €95M for ~20% from King Street Capital and AltamarCAM.

BloombergOct 2025Confidence A

Health products & hardware

Oura FI

Health products & hardware

Smart ring for sleep and recovery; 5.5M+ rings sold. Series E of US$ 900M+ at US$ 11B.

CNBCOct 2025Confidence A

Ultrahuman IN

Health products & hardware

Smart ring with integrated glucose monitoring; ~US$ 140M ARR. US$ 70M round backed by Qualcomm Ventures and Labcorp.

TechCrunchSep 2026Confidence A