Heritage Group

Heritage Group, LLC, established in 1986, is a Nashville, Tennessee-based venture capital firm specializing in healthcare investments. It provides early-stage and growth capital, typically investing up to $15 million per company, with a preference for healthcare services, healthcare IT, and technology-enabled services sectors. The firm seeks board participation in its portfolio companies and has a track record of investing in, operating, and advising innovative healthcare businesses.

Sarah Ali

Analyst

Ben Burnside

Senior Associate

Franklin Garstin

Associate

David McClellan

Co-Founder

Rock Morphis

Co-Founder

Kevin Ryan

Vice President

Matt Tome

Vice President

Past deals in Tennessee

Wellvana

Venture Round in 2023
Wellvana is a healthcare company that focuses on creating a clinically integrated network platform to enhance coordination across the continuum of care. Founded in 2018 and headquartered in Nashville, Tennessee, Wellvana develops solutions that facilitate real-time decision-making and manage patient flow within the healthcare system. The company provides a high-touch approach to value-based care, allowing independent physicians and health systems to maintain their autonomy while reducing administrative burdens. This enables them to devote more time to patient care and improve health outcomes. Wellvana partners with primary care providers, specialists, and hospitals across 23 states, managing lives through various payor partnerships, including Medicare and commercial payors. The company has experienced significant growth, supporting over 1,000 physicians in assuming downside risk while promoting financial stability through innovative payment models. Wellvana's commitment to coordinated care aims to transform the patient experience and drive healthier profitability for healthcare providers.

Monogram Health

Series C in 2023
Monogram Health, Inc., established in 2019 and headquartered in Nashville, Tennessee, specializes in kidney care services for patients with chronic kidney disease (CKD) and end-stage renal disease (ESRD). The company offers comprehensive, value-based care, including predictive analytics to delay disease progression, in-home clinical services like complex case management and medication therapy management, and coordination of seamless transitions to dialysis or pre-emptive kidney transplants. Monogram Health partners with leading health plans and risk-bearing providers across 34 states to optimize patient outcomes and reduce healthcare costs.

Relode

Corporate Round in 2017
Relode is a company based in Brentwood, Tennessee, operating an online recruitment platform tailored for the healthcare industry. Founded in 2009, Relode connects professionals and recruiters by offering peer-sourced recruitment tools. The platform helps employers identify passive candidates on the internet, bypassing traditional resume databases to intuitively match medical enterprises with relevant healthcare professionals based on specific job requirements.

Precedent Health

Series A in 2010
Precedent Health, Inc. offers managed care services with a strong emphasis on forming partnerships with hospitals to develop comprehensive provider networks, including specialized provider networks. Founded in 2010 and headquartered in Brentwood, Tennessee, the company aims to enhance healthcare delivery by facilitating coordinated care among various healthcare providers. As of August 2018, Precedent Health operates as a subsidiary of SpecialtyCare, Inc., further integrating its services within a broader healthcare framework.

Shareable Ink

Series A in 2010
Shareable Ink Corporation is a cloud computing company based in Nashville, Tennessee, that specializes in transforming point-of-care clinical documentation into structured data and analytics. Founded in 2009 and formerly known as Carescribe, Inc., the company offers a configurable and scalable iOS platform designed for a variety of healthcare settings including hospitals, surgery centers, and nursing homes. Its flagship product, Shareable Documents, utilizes Mimeo technology to automate the collection of clinical data at the point of care using Apple’s iPad. Additionally, Shareable Ink provides Shareable Integration, which integrates its mobile clinical documentation capabilities with clients' existing platforms, enhancing their mobile applications with clinical documentation functionality. As of May 2018, Shareable Ink operates as a subsidiary of Strategic Management Consulting, LLC.
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