Why Now?

Problem Statement

Despite comprising nearly 18% of the U.S. GDP, the healthcare industry is rife with inefficiencies and systemic challenges:

1) Fragmented Care Delivery

a) Siloed systems result in disjointed care experiences, delayed interventions, and poor clinical outcomes—particularly in patients with comorbidities.

2) Crippling Administrative Load

a) Clinicians face significant non-clinical burdens, spending more than 16 hours per week on tasks such as prior authorizations, charting, and billing.

3) Rising Costs, Lagging Outcomes

a) While healthcare spending grows faster than GDP in most developed countries, U.S. outcomes remain worse than peers on key indicators like maternal mortality and chronic disease management.

4) Persistent Access Inequities

a) Geographic, racial, and socioeconomic barriers continue to limit access to quality care, particularly in rural and underserved urban areas.

5) Slow Tech Adoption

a) Despite breakthrough advancements in AI and remote monitoring, healthcare continues to lag other industries in digital maturity and adoption due to legacy systems, provider resistance, and complex regulatory hurdles.

Why Now?

The intersection of macroeconomic urgency, regulatory momentum, and rising consumer expectations has created a rare moment of alignment. Governments are expanding reimbursement for digital health⁸, patients are demanding seamless care experiences⁵, and providers are desperate for tools to reduce burnout and improve efficiency. Startups that can address these urgent needs, while navigating complex payer-provider dynamics, are poised to unlock massive value. This unprecedented window to reshape healthcare delivery underpins Bellios Capital’s core investment thesis.

Download our investment thesis here