The Signal.
Essays on the earliest moments in healthcare, pre-seed and seed investing, university spinouts, tech transfer, and regulation, and news from the companies we back. Less noise. More signal.
Essays.
The research edge: how Value Alpha helps us hear the signal earlier
How we use Value Alpha, a machine-learning approach built with Columbia Business School and Columbia's engineering school, to surface the earliest signal.
Hearing the signal: why pre-seed is the highest-leverage check in healthcare
The boundary between the university lab and the first priced round is venture's most inefficient market, and where conviction capital changes the most.
From license to company: a founder's map through the tech transfer office
The path from licensed IP to an incorporated, fundable company, and where momentum tends to die.
Compliance as a moat: design the regulatory path before you need it
In healthcare, the regulatory pathway isn't a cost to survive. Designed early, it's a durable advantage.
What we look for in a scientist-founder
The traits that predict who makes the leap from the bench to the CEO seat, and how we help close the gap.
Operator-led, not spectator-funded: what board partnership should mean at pre-seed
At the earliest stage, the difference between money and a partner is everything.
From the companies we back.
Sonnerie VC invests in BMI OrganBank
We've joined BMI OrganBank, alongside Mid Atlantic Bio Angels, as it advances room-temperature organ preservation, beginning with the kidney.
Why we backed BMI OrganBank: rethinking how organs are preserved
The transplant system loses viable organs to the limits of preservation and assessment. Our case for the company, and the fit with our thesis.
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