Flare Capital Partners Expert Roundtable #22: 2026 Investment Themes

Описание: Flare Capital Partners Expert Roundtable #22: 2026 investment Themes: The Operating System for The Next Decade of Healthcare

Healthcare’s operating system is being transformed.

The shift isn't incremental — it’s foundational. As AI and infrastructure move healthcare from fragmented insight to real-time execution, new system layers are emerging that will define the business of healthcare for years to come.

In this expert roundtable, Flare Capital Partners will share a just a few of our 2026 investment theses, focused on the foundational technologies reshaping how care is delivered, paid for, and scaled.

We’ll discuss four core thematic investment areas where we believe new systems are emerging:

1️⃣ Supervised autonomous care at the bedside — AI systems that diagnose, triage, and mobilize care teams, carrying insight all the way to action under clinical supervision
2️⃣ Health system supply chains built for real-time visibility and zero waste — platforms that provide continuous control over supply, eliminating waste while ensuring critical resources are always available
3️⃣ Specialty pharma infrastructure riding new rails — modern systems turning breakthrough science into real-world access
4️⃣ Payer tech entering the healthcare AI arms race — smarter member navigation, lower medical costs, and real-time decisioning

We will be joined by a collection of builders and operators across each of these four areas:
💫 Sharif Vakili, Co-Founder & CEO, UpDoc
💫 Matt Parker, Chief Product Officer, Cohere Health
💫 Dr. Paul Rothman, Founder & Board Chair, NexCure, Inc.
💫 Michael DeLuca, Former SVP, Value Realization, GHX