Webinar
AV Healthtech Fund's Dream Portfolio
David Shapiro and Mike Peri, Managing Partners of Alumni Ventures’ Health Tech Fund, led an introduction to one of the most consequential venture theses of the decade—and explained how the Health Tech Fund gave accredited investors structured exposure to the companies rebuilding how healthcare is delivered, financed, and experienced across the U.S. and beyond.
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In this session, David and Mike walked through the Health Tech Fund’s investment thesis and how the fund was positioned across the categories reshaping healthcare—from AI-native clinical workflows and digital diagnostics to hospital operations, value-based care, consumer health, biotech tooling, and the infrastructure making next-generation care possible. They shared how the team sourced and evaluated opportunities across the sector, how it approached risk and regulatory complexity in a highly specialized market, and where they saw the most compelling opportunities forming next.
Whether you were a current Alumni Ventures investor sharpening your view of health tech or an accredited investor evaluating the sector for the first time, this session provided a grounded, investor-focused thesis on one of the most important shifts happening in venture. Watch the recording to hear directly from David and Mike and learn from their responses to investor questions during the live Q&A.
Want to access our Health Tech Fund startup deals to see, evaluate, and optionally invest? No cost, no commitment.
Key Takeaway
- HomeDiscover why health tech is one of the most consequential venture opportunities forming today — and how the Health Tech Fund is positioned across AI-native clinical workflows, digital diagnostics, hospital operations, and the infrastructure of next-generation care
- HomeUnderstand how David, Mike, and the team source and evaluate health tech opportunities — and what they look for before writing a check
- HomeLearn how to access this thesis through a single diversified fund, alongside accredited investors backing the future of healthcare
Rated a Top 20 VC Firm by both TIME and CB Insights.
Alumni Ventures is America’s largest venture capital firm for individual investors.
About your presenters
David has over 25 years of experience as an investor, adviser, and board member, with expertise across early- and late-stage venture capital. Before joining Blue Ivy, David was Senior VP of Corporate Development and Business Development for DataXu, a marketer-aligned data and analytics company. Prior to his time at DataXu, he was a Director with the global venture and private equity firm 3i, including board directorships with ten companies. He also worked in the private equity group at GE Asset Management, where he specialized in late-stage venture and growth capital opportunities. David received his BA in History from Yale in 1991 and an MBA from the Tuck School of Business at Dartmouth in 2000.
Mike, an accomplished venture capitalist and operator with over a decade of industry experience, brings a wealth of expertise to Alumni Ventures. Before joining AV as a Partner, he held a Lead Director role at CVS Health Ventures, where he focused on investments in early and growth-stage digital health companies and played a key role in shaping the firm’s portfolio management strategy. Prior to this, Mike served as a Partner at Distributed Ventures, an early-stage fund with a strong thematic emphasis on digital health, insuretech, and fintech sectors. His journey in the industry began with leadership in product and analytics at Yaro Health, a venture-incubated company that achieved a successful acquisition. Throughout his career, Mike has assumed pivotal roles in strategy, early-stage startups, and data science, shaping his comprehensive understanding of the venture landscape. Mike holds a Masters of Science in Applied Data Science from the University of Chicago, along with graduate and undergraduate degrees from DePaul University and the University of Iowa, respectively.