Healthcare and health benefits have got to be decoupled from employment— @thatch_ai is paving a way for that world to be a reality. Congrats on the Series A Chris, Adam, and team, to continue to execute against this wild ambition 💪🏾🥳

@AntounNabhan To recap, this is a win for consumer, for women's health, and goes to show that even in a down market, great companies are standing out and raising solid rounds ⚕️

@AntounNabhan Assuming my revenue assumption is correct, the multiple is in-line w/ what we're seeing for purely digital (high margin) businesses in consumer. I would wager a bet that retention is probably solid, with churn low, because this is something women remain interested in for decades

@AntounNabhan I could see more expansion into areas like PCOS, endo, fertility, & more. I see that they're already helping people track their periods to potentially determine if they have one of these conditions. Imagine the potential to more formally partner across the women's health industry

@AntounNabhan At 5M users & growing, w/ the min price point per subscriber at $59.99/year, they could be ~$300M in just paid subscription revenue, not to mention the more premium plans, and all the opps to expand revenue from here.

Funnily enough, @AntounNabhan said the exact same thing, that their LTV and LTV:CAC ratio are excellent.

There's a lot of talk in our industry about Flo's $1B valuation https://t.co/dPEFDWAWv5 Having done a quick review of the numbers shared publicly, I'd wager a bet that this was more of a financial investment than a theoretical one. And it's a big win for consumer tech!

Despite a tough market, we have to remind ourselves of the positive things the pandemic created for healthcare like consumers actually wanting to take action for their own health!! Insightful convo w/ @bstormhealth & my favs talking about the resilience of the healthcare market.

Congratulations to the whole @AlifeIVF team for being named one of Fast Company’s Most Innovative Companies of 2024 and #1 in the Small & Mighty category! 🧵👇

VCs like @anarghya503 & @SABarclay are seeing an uptick in deals in '24. This will be an interesting year for all sorts of reasons - tons of companies raising, but more funds allocating capital https://t.co/9PBMm6gP1M Thx for including me @RebeccaTorrenc5 https://t.co/9PBMm6gP1M

This year has been, out of the gate, fast! @anarghya503 https://t.co/TgZUNPS9nz

VC Panel: Watch investors @BenMillerise, @anarghya503 and @ttunguz discuss investing in AI, trends in applied AI and more. Recorded @ The AI Conference. #vc #investing #genai

Hope everyone appreciates the nuance between one off, though it may seem huge and category leading

What I’ve seen work is testing or visits that are recurring in nature because the consumer is able to go away, make meaningful changes, and reevaluate. Actually have meaningful change with support from clinicians or tests or both.

Before moving into ancillary areas that are very removed from the core business, companies need to figure out that engagement and retention problem.

It’s really important to consider whether you have a product that can really engage people in the long-term, versus be used as a one off. As @rolfewinkler points out, 23andMe tests were often a Christmas gift purchase and it wasn’t easy to move beyond that.

It’s been a tough road for 23andMe. A lot of people might read into this as a knock against consumer health. But I think there’s a clear takeaway here.

We out here! 👋

Ditto 💪🏾 🌟

Agreed