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2.49 MB
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Extraction Summary

1
People
5
Organizations
1
Locations
0
Events
2
Relationships
3
Quotes

Document Information

Type: Investment memorandum / fund strategy report
File Size: 2.49 MB
Summary

This document is a page from a confidential investment memorandum (Control Number 257) produced for the House Oversight Committee. It details the investment strategy for 'NLV-III' (New Leaf Ventures III), focusing on healthcare themes like patient engagement and cost transparency, citing past successes with companies like Audax Health and Truveris. The text outlines the fund's strategy to invest in U.S. private companies, take significant ownership positions, and leverage board participation.

People (1)

Name Role Context
Fund Managers Investment Managers
Responsible for managing investments, exerting influence on companies, and board participation.

Organizations (5)

Name Type Context
New Leaf Ventures
Referred to as NLV, NLV-II, and NLV-III.
Audax Health
Example of Patient Engagement investment in NLV-II; exited at 3.4x return.
Truveris
Example of Price & Cost Transparency investment in NLV-II.
FDA
Food and Drug Administration; mentioned regarding jurisdiction over products.
House Oversight Committee
Source of the document stamp (HOUSE_OVERSIGHT).

Locations (1)

Location Context
Location where the Fund's I.C. investments will predominantly be.

Relationships (2)

New Leaf Ventures (NLV) Investor/Portfolio Company Audax Health
Audax Health (NLV-II; exited at 3.4x)
New Leaf Ventures (NLV) Investor/Portfolio Company Truveris
Truveris (NLV-II) allows self-insured employers to verify...

Key Quotes (3)

"Audax Health (NLV-II; exited at 3.4x) touches on this theme with its Zensey product"
Source
HOUSE_OVERSIGHT_024051.jpg
Quote #1
"The Fund’s I.C. investments will be predominantly in private companies in the U.S, at or near commercialization."
Source
HOUSE_OVERSIGHT_024051.jpg
Quote #2
"companies in the I.C. sector can develop and launch products in months not years, and for single digit millions rather than several tens of millions of dollars."
Source
HOUSE_OVERSIGHT_024051.jpg
Quote #3

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