Adjacent front

Health products & hardware

Wearables, sauna, devices and digital tools that monitor behaviour, support habits and integrate data — the measuring infrastructure of the other pillars.

What we look for

  • Devices and tools that produce data people and clinicians actually use
  • Adherence: products that stay in use after month three
  • Integration with clinical and coaching services rather than standalone gadgets
  • Emerging form factors (rings, glasses, home devices) where the market is not yet priced

What stays out

  • Premium smartwatches — the window for an emerging fund has closed
  • Supplements without a regulatory and evidence path
  • Hardware without a data or service layer

What we do not claim

We make claims about data and adherence, not clinical outcomes. A device measures; it does not treat.

Market signals

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.

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

Other verticals

Longevity & prevention →Mental health & integrative wellbeing →Wellness travel →