George Wang of AV8 Ventures on Hustling to Get Allocation, Key Themes in Healthcare, and Specialty Pharma

George Wang is an exceptional healthcare investor who is in the know about the burgeoning startups in the healthcare industry. If I have ever have a question about healthcare IT investing George is on my shortlist on who to call. The man knows what he is talking about - this is a must listen if you want to know where the puck is going.

There are many old and new opportunities in the healthcare tech space that investors are tapping into to make a difference for all stakeholders. These include digital health, value-based care, and specialty pharma sectors.

In this episode of The Capital Stack, we have George Wang, an investor at AV8 Ventures, a firm backing early-stage start-ups focused on healthcare, enterprise, financial services, and deep-tech.

Listen in to learn how necessity and preexisting huddles have brought about recent innovation in the digital health space. You will also learn about specialty pharma software, its exciting advantages, and why it makes sense in healthcare. 

What You Will Discover:

·       [01:51] George on how he transitioned from healthcare consulting to venture capital.

·       [06:44] He describes AV8’s thesis-driven strategy and their interest in the digital health, value-based care, and specialty pharma sectors.

·       [11:00] The three main reasons why he gets allocation with ease.

·       [15:52] The differences and similarities between healthcare VC froth and VC froth.

·       [18:17] The recent innovation in the digital health space was brought about by necessity and preexisting huddles.

·       [22:42] Understanding specialty pharma software, its exciting advantages, and why it makes sense in the healthcare sector.

·       [27:39] He explains how the sketchy side of healthcare drove ambulatory infusion growth. 

·       [33:44] Random questions with George!

Memorable Quote:

·       “Each healthcare specialty could be its own industry in itself because there are so many nuances and players.”- George [08:22]

Connect with Benji:

·       Website: https://av8.vc/

·       LinkedIn: https://www.linkedin.com/in/george-wang-65618988/

·       Book Mentioned: Wuthering Heights by Emily Brontë