Betting on regulatory tailwinds: how Evidenced picks its deals | Bryan Sivak & Sean Glass

Bryan Sivak and Sean Glass closed a $24 million first fund for Evidenced. They invest in healthcare companies benefiting from a regulatory or policy tailwind that pushes buyers to act sooner or spend more.Both are repeat entrepreneurs — Sivak sold his company, Glass took his public — and they walk through the portfolio bets that prove the thesis out, from a community health worker platform spun out of UPenn to a cardiometabolic care company navigating GLP-1 coverage. They're candid about the difficulty of fundraising as first-time managers competing against multi-stage giants for LP dollars, and they lay out which policy trends they think are durable versus which ones won’t last through the next administration.Links referencedSean and Bryan (Evidenced): [email protected], [email protected] more from Health Tech Nerds, subscribe to our weekly newsletters: https://www.healthtechnerds.com/subscribe