Becker’s Healthcare Podcast Healthcare Investing, AI Enablement, and Scaling Category Leaders with Saurabh Bhansali of Health Velocity Capital
Dec 20, 2025
Saurabh Bhansali, Partner and co-founder at Health Velocity Capital, brings a wealth of experience in healthcare investing. He shares insights on identifying and scaling category leaders in the industry. Saurabh discusses the potential of AI-enabled services and revenue cycle management as emerging investment themes. He emphasizes the importance of understanding healthcare complexity to avoid common pitfalls. Additionally, he highlights qualities he values in founders, such as resourcefulness, using examples from his portfolio like Octave.
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Network-Driven, Fundamentals-First Investing
- Health Velocity Capital backs businesses that make healthcare more affordable, sustainable, and consumer-friendly by focusing on fundamentals like customer incentives and economics.
- The firm leverages a deep network of payers, providers, and executives to drive commercial pull-through and generated over $2B in partnership revenue.
Complexity Means Proximity Wins
- Healthcare's complexity punishes hype and rewards investors who understand dollar flows, incentives, and operational friction across cycles.
- Proximity to operators lets investors spot broken processes and invest before the market recognizes the opportunity.
IVX Health Sourced Through Network
- IVX Health was a deal sourced and accelerated through Health Velocity's network, where the firm recruited key executives post-introduction.
- That collaboration helped IVX redefine the infusion experience and build a billion-dollar platform.