First Trust Capital Partners

Percipio Health is a healthcare technology company that leverages artificial intelligence to enhance patient care. It provides a platform that integrates advanced computer vision software to monitor and assess patient health status. This technology enables clinicians and caregivers to maintain a comprehensive view of a patient's well-being and accurately identify medications. By offering AI-driven insights, Percipio Health empowers healthcare providers to make informed decisions, ultimately improving the quality of care delivered to patients.

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 is a provider of financial wellness solutions that integrates AI-powered software with live expert coaching to assist employees in managing personal finance questions. The company focuses on enhancing financial literacy and stability, thereby reducing stress and improving workplace productivity. Its platform offers comprehensive financial education programs alongside advisory and planning services, equipping employees and individuals with essential tools for effective financial management. By addressing financial concerns in real time, Your Money Line aims to create a supportive environment for employees to navigate their financial challenges.

Watershed Health is a developer of a healthcare management platform that facilitates communication and data sharing among various healthcare providers and health plans. The platform is designed to improve patient outcomes and reduce healthcare costs by enabling seamless collaboration and data exchange across facilities. It focuses on connecting and analyzing electronic health records, allowing medical organizations to assess the effectiveness of their outreach efforts. Additionally, the platform empowers patients to take an active role in managing their health by providing personalized recommendations based on their individual needs. Through these capabilities, Watershed Health aims to enhance the overall quality of healthcare delivery.

Sift Healthcare specializes in applying data science to the healthcare payments landscape, utilizing machine learning and predictive analytics to enhance revenue cycle operations. The company focuses on reducing insurance denials and maximizing patient payments by providing critical insights that accelerate insurance payments and improve collections from patients. Through its HIPAA-compliant, cloud-based platform, Sift Healthcare captures and normalizes insurance claim and patient financial data, offering a centralized source of truth for healthcare payments. Its advanced decision support system enables healthcare organizations to monitor payer contracts, forecast payments, and manage risks effectively. Additionally, Sift Healthcare delivers integrated recommendations for denials management, payer assessment, patient collections, and patient acquisition, streamlining workflows and optimizing financial performance for healthcare providers.

Dina Care is a healthcare technology company that focuses on enhancing patient outcomes by connecting patients, caregivers, and healthcare providers. Founded in 2015 and headquartered in Chicago, Illinois, the company enables seamless communication among all members of the care team, fostering a virtual environment where information can be shared in real-time. This connectivity empowers personal caregivers and health plans to monitor patient progress and deliver timely interventions for in-home care. Utilizing artificial intelligence, Dina Care captures essential data from home environments to identify unmet needs and recommend evidence-based solutions. The platform aims to improve the overall health and well-being of individuals by facilitating the coordination of care outside of traditional hospital settings, ultimately helping patients remain healthier, safer, and more engaged in their recovery at home.

Valid8 Financial, established in 2017 and based in Seattle, Washington, specializes in financial services investigations. The company's core offering is a SaaS platform that extracts and reconciles banking transactions from PDF statements, streamlining data preparation and enabling users to identify transfers between accounts and entities, simplify asset discovery, and detect potential fraudulent transfers. This platform empowers investors, auditors, and accountants to track, analyze, and manage third-party financial transactions, facilitating informed decision-making and independent financial assessments.

Switchboard Health is a healthcare technology company founded in 2023 and headquartered in Boise, Idaho. It provides a specialty care network platform designed to enhance access to integrated and comprehensive healthcare services. The company focuses on leveraging virtual care solutions to assist payers, health systems, employers, and at-risk providers in managing patient care at scale. Switchboard Health's platform simplifies specialty referrals and connects individuals with appropriate providers, while also offering navigator support, integrated data, and outcomes measurement. This approach aims to improve the patient care journey, facilitate access to primary care and digital health services, and enhance coordination outcomes for employers and payers by reducing overall costs.

Predict Health is a behavior prediction company dedicated to enhancing member and patient acquisition, engagement, and retention within the healthcare sector. By leveraging artificial intelligence and advanced analytics, along with proprietary data, the company aims to accelerate growth for Medicare and improve care delivery. Its systems are designed to assist insurers and healthcare partners in enhancing the consumer experience, ultimately leading to improved business outcomes, operational efficiency, and compliance with regulatory standards. Through its innovative approach, Predict Health focuses on placing the consumer at the forefront of healthcare services.

Karoo Health is a leader in tech-enabled, 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, end-to-end cardiovascular solutions. By blending digital approaches with comprehensive services, Karoo Health aids healthcare organizations in transitioning from traditional fee-for-service models to value-based care. This patient-first organization is dedicated to preventing the progression of cardiovascular disease and improving the overall quality of cardiology care, thereby enabling patients to lead healthier lives.

ClinOne, Inc. is a technology company that specializes in mobile software applications designed for clinical trial management. Founded in 2013 and based in Greenwood Village, Colorado, ClinOne's platform enhances the interaction and engagement between researchers and patients by transitioning clinical trial processes to a mobile environment. The application offers a comprehensive suite of tools that centralizes research data, streamlines site workflow, and facilitates communication among investigators and research staff across large institutions. ClinOne's solutions aim to improve clinical trial enrollment, retention, site compliance, and overall patient experience. The company's client roster includes notable organizations in the pharmaceutical and medical device sectors, such as Array Biopharma, Genentech, Actelion, Takeda, and Boston Scientific.

Sonara is a healthcare technology company established in 2020 and located in Dallas, Texas. The company focuses on developing telehealth platforms specifically tailored for opioid addiction clinics and their patients. Its software guides individuals through their recovery journey while equipping care teams with vital information to enhance treatment plans, facilitate timely interventions, and broaden access to care. By addressing the unique challenges faced by those struggling with opioid addiction, Sonara aims to contribute to the fight against the opioid epidemic and ultimately save 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 applying data science to the healthcare payments landscape, utilizing machine learning and predictive analytics to enhance revenue cycle operations. The company focuses on reducing insurance denials and maximizing patient payments by providing critical insights that accelerate insurance payments and improve collections from patients. Through its HIPAA-compliant, cloud-based platform, Sift Healthcare captures and normalizes insurance claim and patient financial data, offering a centralized source of truth for healthcare payments. Its advanced decision support system enables healthcare organizations to monitor payer contracts, forecast payments, and manage risks effectively. Additionally, Sift Healthcare delivers integrated recommendations for denials management, payer assessment, patient collections, and patient acquisition, streamlining workflows and optimizing financial performance for healthcare providers.

First Trust Direct Indexing is an investment advisory firm located in Boston, Massachusetts, established in 2018. The firm specializes in managing domestic, international, and global equity portfolios, catering to high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. Its primary service focuses on direct indexing, which aids its clients in achieving long-term investment objectives. The firm is led by an experienced executive management team that oversees the asset management process, ensuring a tailored approach to meet the unique needs of its clients.

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 company provides tools for designing randomized cohort studies that incorporate both online and offline activities across various study sites. Its platform allows users to build surveys, set measurement intervals, and manage interventions, while also offering capabilities for participant recruitment, data collection, and security. Researchers in academia, pharmaceuticals, healthcare, government, and consumer goods utilize ProofPilot's services to evaluate behavior changes, healthcare treatments, and social service programs, among other applications. The platform is designed to simplify the research process, eliminating complexity and enhancing efficiency, ultimately making it easier for users to conduct comprehensive studies.

Circuit Clinical is an integrated research organization that has emerged from the experience of a physician engaged in clinical research within a private practice. Established in 2015, the company aims to enhance the way clinical research is conducted by emphasizing physician and participant engagement. Circuit Clinical leverages a network of over 1 million patients, utilizing direct HIPAA/FDA-compliant Electronic Medical Record reviews to identify motivated participants. The organization provides research services that facilitate access to clinical research, guiding both experienced and novice community physicians and their patients through each step of the clinical research process. Through its technology products and focus on participant and physician experience, Circuit Clinical seeks to improve research site quality and patient safety, creating a more efficient pathway for clinical research.

Standard Metrics is an automated financial cooperation platform designed to enhance decision-making for investors and creators. By eliminating data silos found in spreadsheets and outdated applications, the platform provides seamless access to comprehensive firm data across portfolios, including financial metrics and investment information. It facilitates real-time engagement between teams and founders, ensuring financial transparency and effective communication. The platform automates data collection and centralizes portfolio information, enabling detailed analysis and insights. This empowers founders to make informed decisions aimed at scaling their companies and maximizing returns.

Copient Health is a healthcare technology company that focuses on enhancing surgical case volume and improving operating room (OR) block time management in hospitals and surgery centers. The company's platform comprises various modules that can be installed separately, allowing for flexibility and customization. These modules work in tandem to reclaim unused block time, making it accessible for surgeons in need of additional OR time. By providing real-time and historical analytics and reporting, Copient Health equips healthcare professionals with the insights necessary to optimize scheduling efficiency and improve overall operational performance in surgical settings.

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

ThreeFlow is a Chicago-based company that specializes in developing a cloud-based Benefits Placement System aimed at streamlining the employee benefits insurance distribution process. Founded in 2015, the company provides software that facilitates the placement process for brokers and carriers, allowing them to manage their operations within a unified system. By leveraging advanced predictive analytics and machine learning, ThreeFlow enhances the efficiency of the request for proposal (RFP) process, improving communication, transparency, and decision-making for brokers and employers alike. This innovative platform empowers brokers to better assist employers in selecting benefits, ultimately making the entire process quicker and more productive for all parties involved.

Valid8 Financial, established in 2017 and based in Seattle, Washington, specializes in financial services investigations. The company's core offering is a SaaS platform that extracts and reconciles banking transactions from PDF statements, streamlining data preparation and enabling users to identify transfers between accounts and entities, simplify asset discovery, and detect potential fraudulent transfers. This platform empowers investors, auditors, and accountants to track, analyze, and manage third-party financial transactions, facilitating informed decision-making and independent financial assessments.

ThreeFlow is a Chicago-based company that specializes in developing a cloud-based Benefits Placement System aimed at streamlining the employee benefits insurance distribution process. Founded in 2015, the company provides software that facilitates the placement process for brokers and carriers, allowing them to manage their operations within a unified system. By leveraging advanced predictive analytics and machine learning, ThreeFlow enhances the efficiency of the request for proposal (RFP) process, improving communication, transparency, and decision-making for brokers and employers alike. This innovative platform empowers brokers to better assist employers in selecting benefits, ultimately making the entire process quicker and more productive for all parties involved.

Dina Care is a healthcare technology company that focuses on enhancing patient outcomes by connecting patients, caregivers, and healthcare providers. Founded in 2015 and headquartered in Chicago, Illinois, the company enables seamless communication among all members of the care team, fostering a virtual environment where information can be shared in real-time. This connectivity empowers personal caregivers and health plans to monitor patient progress and deliver timely interventions for in-home care. Utilizing artificial intelligence, Dina Care captures essential data from home environments to identify unmet needs and recommend evidence-based solutions. The platform aims to improve the overall health and well-being of individuals by facilitating the coordination of care outside of traditional hospital settings, ultimately helping patients remain healthier, safer, and more engaged in their recovery at home.

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.