Betting on regulatory tailwinds: how Evidenced picks its deals | Bryan Sivak & Sean Glass

Bryan Sivak and Sean Glass closed a $24 million first fund for Evidenced. They invest in healthcare companies benefiting from a regulatory or policy tailwind that pushes buyers to act sooner or spend more.Both are repeat entrepreneurs — Sivak sold his company, Glass took his public — and they walk through the portfolio bets that prove the thesis out, from a community health worker platform spun out of UPenn to a cardiometabolic care company navigating GLP-1 coverage. They're candid about the difficulty of fundraising as first-time managers competing against multi-stage giants for LP dollars, and they lay out which policy trends they think are durable versus which ones won’t last through the next administration.

Links referenced

Sean and Bryan (Evidenced): sean@evidenced.com, bryan@evidenced.com

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