First Trust Capital Partners

Percipio Health specializes in utilizing artificial intelligence to provide insights that assist clinicians and caregivers in maintaining a comprehensive understanding of a patient's health. The company has developed a platform that enhances the capabilities of computer vision software, allowing healthcare providers to accurately assess patient health status and identify medications. This technology empowers healthcare professionals to make informed decisions regarding patient care, ultimately improving health outcomes.

Zing Health is a tech-enabled insurance company focused on providing Medicare Advantage plans tailored for individuals aged 65 and over. With a community-based approach, Zing Health emphasizes the significance of social determinants of health in promoting wellness among its members. The company aims to place both physicians and members at the forefront of the healthcare experience, facilitating a more personalized and supportive environment. Zing Health offers individualized assistance to ensure a smooth transition for new members, along with the opportunity to customize their healthcare plans. Additionally, members have access to facilities designed to address their specific healthcare needs and benefit from a dedicated care team that supports their health management. By targeting historically underserved populations, Zing Health strives to reduce healthcare disparities and enhance the overall health outcomes of its members.

Your Money Line provides financial wellness solutions that integrate AI-powered software with live expert coaching. The platform is designed to assist employees in navigating personal finance questions, thereby enhancing their financial stability and reducing stress. By offering a comprehensive financial literacy program, along with advisory and planning services, the company enables individuals to access essential financial planning and management tools. This approach not only addresses financial concerns in real time but also aims to improve workplace productivity through better financial education.

Watershed Health offers a healthcare management platform that facilitates communication and data sharing among various healthcare providers and health plans. The platform enables seamless collaboration, allowing for the integration of electronic health records across facilities. By analyzing patient data, it supports providers in making informed decisions tailored to individual needs, ultimately improving patient outcomes and reducing healthcare costs. Watershed Health aims to enhance the overall health management process for both medical organizations and patients, empowering individuals to take charge of their health.

Sift Healthcare specializes in enhancing healthcare payments through advanced data science, utilizing machine learning and predictive analytics to address key challenges in the revenue cycle. The company's solutions aim to reduce insurance denials, optimize patient payment collections, and streamline revenue cycle operations. By capturing and normalizing insurance claim and patient financial data in a HIPAA-compliant, cloud-based database, Sift provides healthcare organizations with a centralized source of information. This enables effective monitoring of payer contracts and supports the development of informed workflows. Additionally, Sift Healthcare offers integrated recommendations for managing denials, assessing payers, and improving patient collections and acquisition, ultimately helping organizations forecast payments and mitigate financial risks.

Dina Care is a health technology company that focuses on improving patient outcomes by connecting health plans, patients, and caregivers. Founded in 2015 and headquartered in Chicago, Illinois, the company provides a platform that enables real-time communication among caregivers and care providers, ensuring that everyone involved in a patient's care is informed and engaged. This virtual experience allows healthcare teams to collaborate effectively, even when not physically together, fostering a supportive environment for patients and their families. Dina Care utilizes AI technology to gather important data from the home, identifying unmet needs and recommending evidence-based interventions, which enhances the quality of in-home care. By facilitating connections and engagement, Dina Care aims to keep individuals healthier, safer, and happier in their own homes.

Valid8 Financial, founded in 2017 by Tod McDonald and Chris McCall, is based in Seattle, Washington, and operates an independent financial analytics platform. The company specializes in extracting and reconciling banking transactions from PDF statement files. Its platform enables users to identify transfers between accounts and legal entities, which significantly reduces data preparation time. This functionality aids in asset discovery and the detection of fraudulent transfers. Valid8 Financial primarily serves investors, investigators, auditors, and accountants, providing them with the tools necessary to track, analyze, and manage third-party financial transactions while establishing independent and objective insights into the financial operations of enterprises.

Switchboard Health, founded in 2023 and based in Boise, Idaho, provides a specialty care network platform designed to improve access to integrated and comprehensive healthcare. The company focuses on helping payers, health systems, employers, and at-risk providers utilize virtual care solutions effectively. By activating individuals in need of care and connecting them with appropriate providers, Switchboard Health streamlines the specialty referral process. The platform includes navigator support and integrated data capabilities, allowing for effective tracking of care quality and outcomes. This approach aims to enhance patient experiences across various care journeys while simultaneously reducing costs for employers and payers through improved navigation and coordination of care.

Predict Health is a behavior prediction company that specializes in enhancing member and patient acquisition, engagement, and retention throughout the healthcare continuum. The company employs artificial intelligence and deep analytics, along with proprietary data, to assist insurers and their partners in improving customer experience and retention. By focusing on the needs of Medicare payors and other healthcare organizations, Predict Health aims to place the consumer at the forefront of care delivery, ultimately facilitating better business, operational, and regulatory outcomes in the healthcare sector.

Karoo Health is a leader in technology-driven, value-based cardiovascular care solutions, focused on enhancing patient outcomes while reducing costs. The company partners with health plans and self-insured employers to deliver innovative, comprehensive cardiology services. By blending digital approaches with traditional care management, Karoo Health assists healthcare organizations in transitioning from a fee-for-service model to a value-based care framework. Their mission centers on empowering patients to lead healthier lives by providing a new standard of cardiology care that emphasizes prevention and management of cardiovascular disease.

ClinOne, Inc. is a clinical trial management solution that develops a mobile application designed to enhance communication and streamline workflow among researchers, investigators, and research staff. Founded in 2013 and based in Greenwood Village, Colorado, ClinOne’s platform provides web and mobile access to essential clinical trial information, facilitating better interaction and engagement between researchers and patients. The application aims to improve clinical trial enrollment, retention, compliance at research sites, and overall patient experience. ClinOne offers a comprehensive suite of mobile technologies that centralize research efforts and deliver pertinent trial content to participants. Its clientele includes notable organizations such as Array Biopharma, Genentech, Actelion, Takeda, and Boston Scientific.

Sonara is a healthcare technology company based in Dallas, Texas, founded in 2020. It specializes in developing telehealth platforms tailored for opioid addiction clinics and their patients. The company's software is designed to facilitate patient recovery by guiding individuals through their treatment journey while equipping care teams with essential information to enhance treatment plans and timely interventions. By improving access to care, Sonara aims to support patients in overcoming opioid addiction, ultimately contributing to the fight against the opioid epidemic and saving lives.

Upfront Healthcare Services, Inc. is a Chicago-based company that specializes in creating a data analytics platform aimed at enhancing the ambulatory care experience for patients and healthcare providers. Founded in 2015, the company focuses on automating and personalizing care navigation to improve patient engagement and optimize resource allocation within physician practices. Its platform, known as Care Traffic Control, utilizes advanced analytics and personalized content to guide patients to the most appropriate care options, thereby increasing appointment efficiency and improving clinical outcomes. By leveraging a variety of data sources—including demographics, billing, scheduling, claims, and care gaps—Upfront Healthcare Services ensures that patient needs are effectively matched with available healthcare resources.

Sift Healthcare specializes in enhancing healthcare payments through advanced data science, utilizing machine learning and predictive analytics to address key challenges in the revenue cycle. The company's solutions aim to reduce insurance denials, optimize patient payment collections, and streamline revenue cycle operations. By capturing and normalizing insurance claim and patient financial data in a HIPAA-compliant, cloud-based database, Sift provides healthcare organizations with a centralized source of information. This enables effective monitoring of payer contracts and supports the development of informed workflows. Additionally, Sift Healthcare offers integrated recommendations for managing denials, assessing payers, and improving patient collections and acquisition, ultimately helping organizations forecast payments and mitigate financial risks.

First Trust Direct Indexing is an investment advisory firm located in Boston, Massachusetts, founded in 2018. The firm specializes in managing equity portfolios across domestic, international, and global markets, catering to high-net-worth individuals, institutions, and financial intermediaries such as wealth managers, consultants, and family offices. Its primary service focuses on direct indexing, which allows clients to achieve their long-term financial objectives through tailored investment strategies. The firm's portfolio management is overseen by an experienced executive management team dedicated to optimizing asset performance for its diverse clientele.

CareAcademy is an online training provider dedicated to empowering senior care professionals through specialized education. Its platform offers a range of courses covering essential topics such as infection control, nutrition, meal preparation, dementia care, fall prevention, and safe transfers. With over 250,000 direct care workers utilizing its services, CareAcademy aims to enhance the skills and knowledge of caregivers, ultimately improving the quality of care for older adults. The company also features an advanced reporting, training, and compliance management dashboard, providing a comprehensive and scalable training solution that helps transform home care businesses into industry leaders.

ProofPilot, Inc. operates a Software as a Service platform that facilitates the creation and management of research studies online. Founded in 2014 and headquartered in New York, the platform enables users to design randomized cohort studies with various arms, incorporating both online and offline activities. Users can build surveys, identify tests, set measurement intervals, and manage incentives. The platform supports participant recruitment, data collection with security measures, and provides reminders for participation. Additionally, it offers statistical analysis and graphing tools for data reporting. ProofPilot serves a diverse range of sectors, including academia, pharmaceuticals, healthcare, government, and consumer goods, helping researchers evaluate behavior changes, healthcare treatments, and other initiatives. The platform aims to simplify the research process, making it as easy as managing a blog post while reducing costs and increasing efficiency.

Circuit Clinical is an integrated research organization that facilitates participation in clinical research for patients and healthcare providers. Founded in 2015, it emerged from the experiences of a physician who recognized the importance of trust in the clinical research process. Circuit Clinical focuses on enhancing physician and participant engagement, leveraging HIPAA and FDA-compliant Electronic Medical Record (EMR) reviews to identify motivated participants. The organization provides a suite of technology products designed to improve the clinical research experience for both participants and physicians. By connecting a network of over one million patients with community physicians and research sponsors, Circuit Clinical aims to improve site quality and patient safety, making clinical research more accessible and navigable for all involved.

Standard Metrics is an automated financial platform that streamlines data management for investors and startups. By eliminating data silos commonly found in spreadsheets and outdated applications, it provides a centralized system for accessing essential financial metrics and investment information. The platform enables real-time engagement between investors and founders, fostering transparency and facilitating informed decision-making. With automated data collection and comprehensive portfolio management services, Standard Metrics empowers startups to analyze their performance effectively, ultimately aiding in strategic scaling and maximizing returns for investors.

Copient Health offers healthcare technology solutions designed to enhance scheduling efficiency in hospitals and surgery centers. The company’s platform consists of various separately installable modules that collaborate to reclaim unused operating room (OR) block time. This functionality allows surgeons to access additional OR time while providing real-time and historical analytics to inform their scheduling decisions. By optimizing surgical case volume and improving OR block time management, Copient Health aims to streamline operations and support better resource allocation within healthcare facilities.

VyncaCare provides palliative care, advanced care planning, and enhanced care management services.

ThreeFlow is a company that has developed a cloud-based Benefits Placement System to streamline the employee benefits insurance distribution process. Founded in 2015 and based in Chicago, Illinois, ThreeFlow serves both insurance brokers and carriers by providing a shared platform that enhances collaboration across the placement process. The software enables brokers to offer employers comprehensive details for informed benefits selections while facilitating improved communication and efficiency. By leveraging advanced predictive analytics and machine learning, ThreeFlow simplifies the request for proposal (RFP) process, enhancing quality, transparency, and reliability. This allows brokers and carriers to operate more effectively, ultimately benefiting the employers and employees they serve.

Valid8 Financial, founded in 2017 by Tod McDonald and Chris McCall, is based in Seattle, Washington, and operates an independent financial analytics platform. The company specializes in extracting and reconciling banking transactions from PDF statement files. Its platform enables users to identify transfers between accounts and legal entities, which significantly reduces data preparation time. This functionality aids in asset discovery and the detection of fraudulent transfers. Valid8 Financial primarily serves investors, investigators, auditors, and accountants, providing them with the tools necessary to track, analyze, and manage third-party financial transactions while establishing independent and objective insights into the financial operations of enterprises.

ThreeFlow is a company that has developed a cloud-based Benefits Placement System to streamline the employee benefits insurance distribution process. Founded in 2015 and based in Chicago, Illinois, ThreeFlow serves both insurance brokers and carriers by providing a shared platform that enhances collaboration across the placement process. The software enables brokers to offer employers comprehensive details for informed benefits selections while facilitating improved communication and efficiency. By leveraging advanced predictive analytics and machine learning, ThreeFlow simplifies the request for proposal (RFP) process, enhancing quality, transparency, and reliability. This allows brokers and carriers to operate more effectively, ultimately benefiting the employers and employees they serve.

Dina Care is a health technology company that focuses on improving patient outcomes by connecting health plans, patients, and caregivers. Founded in 2015 and headquartered in Chicago, Illinois, the company provides a platform that enables real-time communication among caregivers and care providers, ensuring that everyone involved in a patient's care is informed and engaged. This virtual experience allows healthcare teams to collaborate effectively, even when not physically together, fostering a supportive environment for patients and their families. Dina Care utilizes AI technology to gather important data from the home, identifying unmet needs and recommending evidence-based interventions, which enhances the quality of in-home care. By facilitating connections and engagement, Dina Care aims to keep individuals healthier, safer, and happier in their own homes.

Owl Insights, Inc., is the provider of precision-guided behavioral care management technology for behavioral health. Through its advanced platform, affectionately termed “The Owl,” the company offers a scalable strategy to integrate measurement-based care and clinical analytics into existing behavioral health treatment workflows covering all major behavioral health conditions. Owl Insights supports health systems and independent behavioral health organizations nationwide to expand access, improve quality care delivery, better manage costs, and support the preparation for value-based care.

SteadyMD, Inc. is a provider of online primary care services based in St. Louis, Missouri, with an additional office in Westlake Village, California. Founded in 2016, the company connects patients with board-certified clinicians through a digital platform that facilitates telehealth services for various medical conditions, dietary preferences, and lifestyle choices. Patients can communicate with their doctors via text, call, or video chat, allowing for personalized and comprehensive care. SteadyMD also serves as a telehealth infrastructure provider, enabling healthcare leaders to scale their telehealth offerings across all 50 states by providing a licensed clinician workforce and support in clinical operations, legal, and regulatory matters. The company's innovative approach aims to improve access to high-quality care by addressing the complexities of chronic illnesses and ensuring that patients receive adequate time and attention from their healthcare providers.

AVIA Inc. is a digital transformation partner for healthcare organizations, founded in 2012 and based in Chicago, Illinois. The company specializes in developing a knowledge-sharing and collaboration platform that offers market intelligence, collaborative tools, and results-based consulting services. AVIA aims to address the strategic challenges faced by healthcare providers by facilitating access to a network of health systems and strategic partners. Their platform allows healthcare leaders to research, evaluate, and select digital health solutions, while also engaging with expert consultants to guide them through the digital transformation process. This comprehensive approach enables healthcare enterprises to innovate and achieve digital success effectively.

VyncaCare provides palliative care, advanced care planning, and enhanced care management services.