Advising and investing in growth-focused B2B tech companies for over 40 years

Joined May 2014
50 Photos and videos
First Analysis portfolio company Dina has been acquired by Integrated Home Care Services, combining AI-enabled care coordination with in-home benefit management expertise to support more effective, simple and affordable homecare. hubs.li/Q04hGg350
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New report: Our SaaS universe stocks declined 24.1% on average in the March quarter, significantly underperforming the S&P 500’s 4.6% loss. Recent growth and near-term growth outlook seem to reflect little negative impact from the AI transition. hubs.li/Q04d66Rp0
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First Analysis portfolio company Bindplane, developer of observability tools built on OpenTelemetry, has been acquired by Dynatrace. We’re proud to have partnered with the company and pleased to see it enter this next phase. hubs.li/Q04c9HbT0
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New healthcare tech report from Andrew Walsh and Kenny Guerrero: #PBM reform is reshaping the prescription drug value chain, with a new landscape emerging defined by transparency, decisions driven by data and the unbundling of pharmacy benefit services. hubs.li/Q04bpJFW0
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Supply chains are complex, fragile and under more pressure than ever. Our latest report examines why avoiding change is no longer an option — and the technologies helping stakeholders build resilience through diversification. hubs.li/Q0495zJH0
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Global supply chains are becoming more complex, more digital, more exposed to disruption, yet many enterprises rely on systems built for a different era. Building on years of logistics experience, we've launched a dedicated supply chain research sector: hubs.li/Q046fryc0
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The First Analysis Healthcare Technology Summit and SCOPE highlight five themes shaping pharma IT - disciplined transaction activity, infrastructure-driven platforms, embedded AI, continued focus on RWE and rising demand for compliant, audit-ready systems. hubs.li/Q044HQXX0
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New investment: First Analysis led a financing in TPN health, a behavioral health platform enabling scalable care navigation, accurate provider networks and seamless connectivity. Read the full announcement: hubs.ly/Q042wkwT0
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New First Analysis white paper explores browser-session governance for the modern browser-centric workspace and profiles a representative group of vendors across enterprise browsers, extensions/agents and agentless/engine-based platforms. hubs.li/Q03ZHmQB0
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First Analysis has made a new investment in @cyclelabs, leading the company’s $9.7M Series B-1 round as it advances its supply chain test automation platform. We look forward to working with David Stephans, Josh Owen, and the Cycle Labs team. hubs.li/Q03WsZst0
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AI-enabled #eQMS platforms are transforming pharma quality management; our analysis profiles leading providers and emerging innovators shaping the future. Read the full report: hubs.li/Q03T2ynk0

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