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

Lauren Brueggen

Principal

Ben Burnside

Senior Associate

Franklin Garstin

Associate

Graham Hunter

Principal

David McClellan

General Partner

Rock Morphis

Managing Director and 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. is a provider of kidney care services based in Nashville, Tennessee, specializing in the management of chronic kidney disease and end-stage renal disease. Established in 2019, the company employs an innovative in-home care delivery model that integrates evidence-based clinical services, including complex case and disease management, utilization management, and medication therapy management. Monogram Health focuses on improving patient outcomes and quality of life while reducing medical costs through predictive analysis and next-generation artificial intelligence algorithms. It collaborates with leading health plans and risk-bearing providers to deliver care across various insurance products in 34 states, aiming to enhance the management of patients with polychronic conditions and ensure seamless transitions to dialysis and pre-emptive kidney transplants.

Relode

Corporate Round in 2017
Relode, LLC is an online recruitment platform focused on the healthcare industry, based in Brentwood, Tennessee. Established in 2009, the company connects professionals and recruiters, facilitating the search for suitable candidates through a peer-sourced approach. Relode's platform includes organizational tools that enable employers to efficiently sort and identify passive candidates online, helping them avoid commonly used resume databases. By streamlining the recruitment process, Relode assists medical enterprises in finding relevant healthcare professionals tailored to their specific job requirements.

Precedent Health

Series A in 2010
Precedent Health, Inc. is a managed care services provider based in Brentwood, Tennessee. Founded in 2010, the company specializes in forming partnerships with hospitals to create and manage provider networks, including specialty provider networks. As of August 2018, Precedent Health operates as a subsidiary of SpecialtyCare, Inc.

Shareable Ink

Series A in 2010
Shareable Ink Corporation is a cloud computing company based in Nashville, Tennessee, that specializes in clinical documentation solutions for various healthcare settings, including hospitals, surgery centers, and nursing homes. Founded in 2009 and formerly known as Carescribe, Inc., the company offers a configurable and scalable iOS platform designed to automate clinical data collection at the point of care using Apple's iPad. Its key products include Shareable Documents, which transforms handwritten information from paper forms into structured data for electronic health records, and Shareable Integration, which integrates native iOS functionality with clients' platforms to enhance their mobile applications. As of May 2018, Shareable Ink operates as a subsidiary of Strategic Management Consulting, LLC.
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