273. Family Office: How Ivanny Franklin Uses Her NAMSA Experience to Invest

Episode breakdown:00:00 – Intro: From NAMSA to MedSite Capital01:52 – Who Is Ivanny Franklin? Her $B Exit Story03:33 – Why She Started a Medtech Family Office05:04 – MedSite’s Investment Strategy: SPVs, Syndicates, Direct07:17 – Where She’s Investing: IVD, Cardiovascular, Health Tech10:50 – How NAMSA’s Scale Gives Her Market Pattern Recognition13:40 – Top Red Flags in Pitch Decks (Founders, Listen Up)16:30 – 510(k) vs PMA: Why Your FDA Path Can Kill a Deal18:55 – Clinical Trial Design: $1M vs $10M and What Drives It20:50 – The Most Overlooked Statement in Regulatory Strategy23:00 – Balancing Legacy with Risk: Family Office Real Talk26:00 – Syndication as a De-Risking Strategy (Real Examples)29:00 – How She Decides Between Direct vs Fund Investments32:00 – Check Sizes, Stages, and How She Allocates33:45 – Where Family Offices Actually Source Deals35:45 – How Referrals, Ecosystems, and Events Drive Access37:30 – Why Medtech Needs a “Family Office Network”40:00 – The Conferences She Attends Year After Year43:00 – AI in Medtech: Her Risk View & What She’ll Actually Back45:00 – What Most Pitch Decks Are Missing (It’s Not What You Think)48:00 – Why Clinician Feedback Is More Valuable Than Market Reports50:00 – Pre-FDA? You Still Need a Pipeline Strategy52:10 – Outside the Office: Travel, Horses, and E-Bikes53:30 – Final Thoughts: How Founders Win with the Right SupportMeet me in NYC this May at MD&M East May 20-22! Get a free expo pass and see my keynote on Wednesday May 21st! Click here and use code OMAR25 https://utm.io/uidBRDon’t Let Cybersecurity Risks Delay Your Medical Device Premarket Approval. Check out BlueGoatCyber.comAre you a medtech CEO in need of some marketing help attracting investors, growing sales pipeline, and more? Go to GrowMyMedtech.com to book time for a free analysis.Subscribe to our newsletter: https://www.stateofmedtechpodcast.com/Subscribe to our Youtube Channelhttps://www.youtube.com/channel/UCGpL_rGt1LQJwinMq_K7gfgFollow The State of MedTech onLinkedIn https://www.linkedin.com/company/thestateofmedtechInstagram https://www.instagram.com/stateofmedtech/TikTok https://www.tiktok.com/@stateofmedtechX https://twitter.com/StateofMedTechFacebook https://www.facebook.com/stateofmedtech/Follow Omar M. Khateeb onLinkedIn https://www.linkedin.com/in/okhateeb/Instagram https://www.instagram.com/omar.m.khateeb/TikTok https://www.tiktok.com/@omarkhateebofficialX https://twitter.com/OmarMKhateebFacebook https://www.facebook.com/OmarMKhateeb/ This podcast is for informational and educational purposes only and does not constitute financial, investment, legal, or medical advice. The views and opinions expressed by hosts and guests are their own and do not necessarily reflect those of State of MedTech LLC. Nothing discussed on this podcast should be interpreted as a recommendation to buy, sell, or hold any investment or security. Listeners should conduct their own due diligence and consult with a qualified financial advisor, attorney, or other professional before making any financial or investment decisions.