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Darshana Zaveri

Oct 15, 2026

0:56
And as you think about investing today, what are some of those opportunities and challenges you see, particularly when you think about, you know, clinical evidence, reimbursement, that commercial readiness? How do you guys think about that in your investment cycle? So maybe, Darshana, I'll start with you and then, you know, let's get that conversation going.
1:14
I think that it's always been hard to raise money for early-stage med tech.
1:18
And despite the data of how much was raised this year or last year, I think overall it is still hard.
1:26
And as one of the very few early-stage [chuckles] investors out there, I can tell you it is hard.
1:30
We s- you know, we see so many deals and so many good deals, and there's only so many we can do.
1:35
But I think from the perspective of what we are looking for, making sure that there is an absolutely clear-cut value proposition for the actual end user is so important.
1:49
And I think we live in a world where it is not enough to just improve outcomes.

15 MINS LATER

16:25
Maybe Darshana, anything you would add to that?
16:51
Looking out your crystal ball, what do you see there?
16:54
So yeah, first off, the move from hospital to ASCs and OBLs, and I wanna say even to completely ambulatory or home, is really exciting for us, and I think certain technologies will be really well positioned to help drive that.
17:09
So that's actually the fun part of this business for us.
17:13
And I'll give you an example.
17:14
We're seeing now the move from hospital to ASC with AFib ablation, but potentially we just made an investment into a company that is now taking it to a wearable, right? So now you're going to the home.
17:28
So we're not looking at specific clinical areas.
17:32
We are very opportunistic, so we kinda look at the world as what are the technologies that are gonna enable all of these new indications.

7 MINS LATER

24:32
I'd be curious on Darshana's perspective actually, 'cause you've done a lot of that as well.

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