For VC & PE Funds

Portfolio Pattern Intelligence

Identify hidden risk concentration across your medtech portfolio before it impacts returns.

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How It Works

Comprehensive Portfolio Risk Assessment

Submit 3-5 portfolio companies. Our team analyzes each against our proprietary risk framework, then identifies risk concentration patterns across your entire portfolio.

What You Get

Risk Pattern Matches Per Company

Detailed assessment of each portfolio company with proprietary scoring and pattern analysis.

Concentration Risk Analysis

Identify if your portfolio is overexposed to specific regulatory pathways, reimbursement models, or technical risks.

Comparable Outcomes from Our Database

See how your portfolio companies compare to similar devices in our documented success and failure database.

Priority Flags for Early Warning Signs

Highlighted risks that, if unaddressed, could lead to common failure patterns we've documented.

Sample Output

Portfolio Risk Heatmap

A redacted example from a retrospective portfolio analysis. Each cell shows the Vantage Score for that category.

Company Regulatory Clinical Reimburse­ment IP & Tech Commercial Vantage Score
Company A
Orthopedic implant
Low Low Med Low Med Pass
Company B
Digital therapeutic
Med High High Low High Flag
Company C
Surgical robotics
Low Low Low Med Low Pass
Company D
Wearable diagnostic
Med Med High Low Med Conditional
Company E
Point-of-care Dx
Low Low Low Med Low Pass
Low Risk (6.0+) Moderate (4.0–5.9) High Risk (<4.0)

⚠ Concentration Risk Detected: Reimbursement

Multiple portfolio companies score below threshold on Reimbursement — indicating systemic underinvestment in payer strategy. If reimbursement headwinds intensify, a significant portion of portfolio value is exposed simultaneously. Recommended: Prioritize payer engagement for Companies B, D, and conduct reimbursement stress test across portfolio.

Deliverables

What You Receive

Portfolio Risk Report

15–25 page report with per-company Vantage Scores, domain breakdowns, and cross-portfolio pattern analysis. IC-ready format.

Risk Heatmap

Visual concentration map showing exactly where risk clusters across your portfolio — by category, by domain, by company.

Comparable Outcomes

Each company mapped against similar devices from our outcome database. See who your companies most closely resemble.

Priority Actions

Ranked intervention recommendations per company. Specific, actionable steps to reduce your portfolio's highest-impact risks.

Pricing & Availability

Portfolio Risk Snapshot

Free Portfolio Risk Snapshot

Complimentary for qualified VC/PE funds

Get a high-level risk profile of your portfolio with pattern summary. Ideal for understanding where your portfolio sits on the risk spectrum.

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Full Portfolio Diagnostic

Deep-dive risk analysis

Comprehensive assessment with company-by-company breakdowns, concentration analysis, and strategic recommendations. View detailed pricing →

Schedule Consultation

Ready to Understand Your Portfolio's Risk Profile?

Let's start with a free conversation about your portfolio and what patterns we're seeing in your category.

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