Care Shift

vik.bilakanti

Care Shift, hosted by Sathvik Bilakanti, takes you inside the real world of healthtech innovation, venture capital, and company-building. Each episode features unfiltered conversations with the founders and investors shaping the future of care—breaking down how they raised capital, found product-market fit, navigated failure, and built companies that endure. Listeners learn exactly what top VCs are looking for in healthtech startups, along with tactical, step-by-step insight that early builders can immediately apply. The Care Shift also opens the doors to the venture ecosystem itself, with lea

  1. Stop Making Vague ROI Claims. What Cityblock's President Says Actually Wins In Healthcare Deals

    9 HR AGO

    Stop Making Vague ROI Claims. What Cityblock's President Says Actually Wins In Healthcare Deals

    Most startups kill their growth by not understanding what really convinces payers, but our guest, Mike Roaldi, has cracked the code. After a decade at UnitedHealth, where he mastered the art of winning enterprise deals, he’s now leading CityBlock’s revolutionary expansion into Medicaid and Medicare at a scale most founders only dream of. This episode reveals the insider secrets to building credibility, demonstrating impact, and sealing those critical partnerships, all rooted in Mike’s deep experience navigating complex health systems.You’ll discover how top health organizations evaluate startups: Why concrete, granular ROI metrics beat vague promises every time. Mike shares the counterintuitive truth about storytelling in pitches: We also dive into the mechanics of navigating multi-layered organizational decisions: Why patience, responsiveness, and organizational cohesion often seal the deal faster than a perfect slide deck. Plus, Mike reveals his approach to transparent performance data, why that builds trust faster, and how AI is embedded everywhere in CityBlock’s model—from risk profiling to direct member engagement.Why does understanding provider diversity and the social determinants of health matter more than ever? Mike’s firsthand stories shed light on designing connected, community-centric care that’s scalable without losing the local touch. And for founders wondering about the long game, he discusses key strategic choices, like hiring industry insiders versus technical geniuses, that can make or break your healthcare venture at scale.This episode is perfect for health entrepreneurs, product teams, and anyone eager to turn initial pilots into sustainable, insurable growth. More on SathvikLinkedIn: www.linkedin.com/in/sathvik-bilakanti-8b5344169X:x.com/sathvikbilCare Shift: https://careshift.vc/Vaelion Ventures: vaelion.vcMore on MikeLinkedIn: https://www.linkedin.com/in/michaelbroaldi/Cityblock Health Website: https://www.cityblock.com/

    59 min
  2. Biological Superintelligence: How Thomas Clozel Built Owkin into a $1B AI Drug Discovery Unicorn

    29 APR

    Biological Superintelligence: How Thomas Clozel Built Owkin into a $1B AI Drug Discovery Unicorn

    Explore the transformative role of AI in biotech with Thomas Clozel, co-founder of Owkin. Discover how AI is reshaping drug discovery, personalized medicine, and the future landscape of healthcare.Founded in 2016 by Thomas (a former clinical hematologist) and AI researcher Gilles Wainrib, Owkin pioneered federated learning in healthcare, a technique that lets AI models learn from siloed hospital and biopharma datasets without ever moving the underlying patient data. The result: a platform that turns the world's most sensitive medical data into one of its most powerful research engines.Owkin became a unicorn in November 2021 after a $180M strategic investment from Sanofi, and has raised ~$300M+ in total from investors including Google Ventures, Bpifrance, F-Prime Capital, Eight Roads, and Mubadala. The company partners with leading pharma companies (Sanofi, BMS, Amgen, Roche) and top medical institutions (Mount Sinai, Institut Curie, Léon Bérard) to accelerate drug discovery, optimize clinical trials, and advance precision oncology.Main Insights: AI's Transformative Power: AI is revolutionizing biotech by enhancing the understanding of complex diseases and accelerating drug development.Investment in Innovation: Owkin focuses on leveraging high-quality data and federated learning to drive breakthroughs in medical research.Strategic Integration: Successful AI integration requires collaboration with hospitals and embedding technology into existing workflows.Global Perspectives: The interconnected nature of global healthcare offers valuable lessons in innovation and data sharing.Challenges and Opportunities: Navigating data privacy, regulatory, and societal acceptance issues remains crucial for AI's integration.More on SathvikLinkedIn: www.linkedin.com/in/sathvik-bilakanti-8b5344169X:x.com/sathvikbilCare Shift: https://careshift.vc/Vaelion Ventures: vaelion.vcMore on Thomas Clozel & OwkinLinkedIn: https://www.linkedin.com/in/thomas-clozel-408a9321/X: https://x.com/TClozelOwkin: https://www.owkin.com/

    25 min
  3. The over $1B AUM Healthcare VC: Joe Cunningham Managing Director of Santé Ventures

    22 APR

    The over $1B AUM Healthcare VC: Joe Cunningham Managing Director of Santé Ventures

    This episode features Joe Cunningham, founding managing director and co-founder of Sante Ventures. We delve into the transformative role of AI in healthcare, exploring investment strategies, innovation, and the future landscape of biotech and medtech. Joe shares insights on how AI is reshaping patient care, investment opportunities, and the challenges and strategies for startups aiming to thrive in this dynamic environment.Main insights: AI's Transformative Power: AI is revolutionizing healthcare by enhancing personalized medicine and streamlining drug development processes. Investment in Innovation: Sante Ventures focuses on investing in groundbreaking biotech and medtech companies that address significant unmet medical needs.Strategic Integration: Successful AI integration requires embedding technology into existing healthcare workflows to enhance efficiency and outcomes.Global Perspectives: The interconnected nature of global healthcare offers valuable lessons in regulatory agility and innovation.Challenges and Opportunities: Navigating regulatory, liability, and societal acceptance issues remains crucial for AI's universal integration.Timestamps:00:00 - Introduction to AI's impact on healthcare investment02:15 - Exploring biotech and medtech innovations05:30 - The role of AI in personalized medicine08:45 - Investment strategies for emerging healthcare technologies12:00 - Overcoming regulatory and societal challenges15:20 - Global perspectives on healthcare innovation18:40 - Building trust and relationships with healthcare providers22:00 - Future trends in healthcare investment and AI25:30 - The importance of strategic partnerships28:45 - Insights on market dynamics and competition32:10 - Preparing for systemic shifts in healthcare delivery35:50 - The role of AI in cost efficiency and economic implications39:15 - Navigating regulatory hurdles and governance considerations42:30 - Structural changes in healthcare delivery46:00 - Final thoughts and wrap-upMore on SathvikLinkedIn: www.linkedin.com/in/sathvik-bilakanti-8b5344169X:x.com/sathvikbilCare Shift: https://careshift.vc/Vaelion Ventures: vaelion.vcMore on Joe CunninghamLinkedIn: https://www.linkedin.com/in/joe-cunningham-4168527/Sante Ventures: https://sante.com/

    56 min
  4. How AI Is Transforming Patient Engagement and Redefining Care Models Q1 Insights with Chirag & Ian

    15 APR

    How AI Is Transforming Patient Engagement and Redefining Care Models Q1 Insights with Chirag & Ian

    Future of AI in Healthcare: Patient Engagement, Provider Workflows, and Market Dynamics This episode features Chirag Shah, a partner at Define Ventures, and Ian Chiang, a partner at Flare Capital Partners. They explore the rapidly evolving landscape of AI in healthcare, focusing on patient engagement, provider workflows, and systemic changes expected over the next five years. With insights from industry experts, we discuss practical applications, challenges, and strategic considerations for startups and established players aiming to innovate responsibly and effectively. Main insights: The pace of AI-driven change in healthcare is unprecedented, making predictability difficult but full of opportunity. AI will significantly empower patients by providing personalized tools that complement or even surpass traditional clinician knowledge in certain areas. The future of care delivery lies in offering diverse modalities, virtual, in-person, asynchronous, and tailored to patient preferences. Specialized AI adoption will vary by field, with radiology highlighted as poised for collaboration rather than replacement. Integration strategies are critical: embedding AI into existing workflows (via EHRs, etc.) is often more feasible than wholesale process overhaul. Distribution, trust, and continual product evolution are key competitive advantages amid crowded markets. Frontier regions like Africa often leap ahead through necessity, offering models for accelerated adoption. Regulatory, liability, and societal acceptance issues remain central hurdles to universal AI integration. The global landscape for healthcare AI is interconnected, with valuable lessons crossing borders, especially regarding regulatory agility. Timestamps: 00:00 - Introduction to AI's rapid evolution in healthcare 02:04 - Envisioning the ideal patient-provider relationship with AI 03:45 - Empowering patients and caregiver dynamics 07:42 - The coexistence of virtual and in-person care 08:38 - Personalization and broad access to healthcare services 09:11 - AI's role in addressing clinician burnout and burnout mitigation 10:59 - The emotional and empathetic aspects AI can't replace 13:26 - AI's impact on radiology and specialties with workforce shortages 15:22 - Improving clinical workflows with AI from pre-visit to post-visit 17:39 - Navigating market saturation and competitive differentiation 22:32 - Distribution strategies and deep customer engagement 26:20 - The challenges of workflow transformation versus integration 30:37 - Adoption, regulatory hurdles, and governance considerations 36:16 - Contrarian views on value-based care and AI's role 40:42 - Preparing for systemic shifts in healthcare payment models 44:41 - Structural changes in healthcare delivery and enterprise positioning 47:00 - The importance of trust and building relationships with payers and providers 48:59 - Margins, cost efficiency, and AI's economic implications 55:38 - Global opportunities and international AI adoption dynamics 59:19 - Final thoughts and wrap-up More about Chirag & Define Ventures Chirag Shah's LinkedIn: https://www.linkedin.com/in/chiragdefine/ Define Ventures LinkedIn: https://www.linkedin.com/company/definevc/ Define Ventures Website: about:blank More about Ian Chiang & Flare Capital Partners Ian Chiang's LinkedIn: https://www.linkedin.com/in/ian-chiang-mba/ Ian Chiang's X: https://x.com/IanEChiang Flare Capital Partners LinkedIn: https://www.linkedin.com/company/flare-capital-partners/ Flare Capital Partners Website: https://www.flarecapital.com/ Sathvik Bilakanti Sathvik on LinkedIn: www.linkedin.com/in/sathvik-bilakanti-8b5344169 Sathvik on X:https://x.com/SathvikBil Care Shift Website: https://careshift.vc/

    54 min
  5. How Radiology is Shifting Rapidly With The Advent of AI (With the CIO of a $500+ Million Company)

    8 APR

    How Radiology is Shifting Rapidly With The Advent of AI (With the CIO of a $500+ Million Company)

    In this episode, Demetri Giannikopoulos, Chief Innovation Officer of Rad AI, shares deep insights into how AI is revolutionizing radiology and healthcare, tackling workforce shortages, and building trust in AI-driven systems. Whether you're an entrepreneur, healthcare professional, or AI enthusiast, this discussion reveals the critical intersection of technology, policy, and human-centered design transforming healthcare delivery. Show Notes Shortage of ER Radiologists & Fellowships https://pubmed.ncbi.nlm.nih.gov/30498926/ https://link.springer.com/article/10.1007/s10140-025-02401-x Key Topics Covered: The role of AI as a critical infrastructure for solving the impending physician and nurse shortages by 2030 and beyond How radiology's mature AI adoption makes it an ideal testing ground for clinical AI solutions The importance of AI trust, personalization, and transparency in clinical workflows Strategies for navigating market competition and establishing ROI with large healthcare systems Regulatory and compliance considerations, including privacy policies and new policies needed for AI in healthcare The evolution of Rad AI's product offerings and how they continuously tailor solutions to radiologists The impact of AI integration on radiologist burnout and workflow efficiency The future pathways for AI in cross-specialty linkage and holistic patient care Leadership lessons from within the industry and how founders can focus on solving real problems, not just building solutions Timestamps: (00:00) - Introduction to Demetri Giannikopoulos and the show’s focus (02:00) - AI as clinical infrastructure and workforce shortages in healthcare (04:00) - AI's role in addressing physician and nurse shortages by 2030 (07:00) - Radiology as the pioneer in clinical AI adoption (09:00) - Receptivity to AI during healthcare policy discussions (11:00) - Embracing AI as an essential tool rather than a replacement (13:00) - The importance of problem-first product development (15:00) - How Rad AI scales and personalizes AI models (17:00) - Market trust through radiologist-driven design (20:00) - Challenges and opportunities with healthcare data privacy and regulation (23:00) - Trust-building through personalized AI impressions( 26:00) - How AI reduces radiologist burnout and enhances workflow (30:00) - Future integration of AI across medical specialties (33:00) - The role of continuous iteration and change management (36:00) - How radiology’s unique workflow shapes product design (39:00) - The technology evolution driven by large language models (43:00) - Building scalable, mission-critical AI systems in healthcare (49:00) - Leadership insights from Demetri and the founder’s perspective (54:00) - Market dynamics following industry shifts like Nuance’s exit (1:01:00) - The future of AI and radiology in the next 2-3 years (1:06:00) - Vision for cross-specialty AI linkage and holistic healthcare (1:08:00) - Balancing personal and professional life in health tech leadership (1:10:00) - Final thoughts and key takeaways Demetri Giannikopolous Demetri's LinkedIn: https://www.linkedin.com/in/dgianniko/ Rad AI: https://www.radai.com/ Sathvik Bilakanti Sathvik's LinkedIn: https://www.linkedin.com/in/sathvik-bilakanti-8b5344169/Care Shift: https://careshift.vc/

    1hr 4min
  6. The Untapped Opportunity in Menopause Care That's Reshaping Women's Health with Jannine Versi

    1 APR

    The Untapped Opportunity in Menopause Care That's Reshaping Women's Health with Jannine Versi

    Discover how Elektra Health is pioneering a new era in women's healthcare by addressing the often-overlooked needs of midlife women. Through innovative telemedicine solutions and strategic insurance partnerships, Elektra Health is breaking down systemic barriers and societal taboos, offering accessible, evidence-based care that empowers women during menopause and beyond. Main Topics We Covered: The untapped potential of menopause and midlife women’s healthSystemic barriers and societal taboos impacting care access, and how Elektra's insurance integration and payer partnerships are changing the landscape. The importance of trust, engagement, and data in building scalable health solutions. Strategies for navigating regulatory hurdles and scaling in a complex environment. Insights on product-market fit, stakeholder education, and investor relations Timestamps: 00:36 - The scope and scale of menopause as a long-term health concern 01:34 - Societal barriers, ageism, and the need for innovation in women's health 03:23 - The future of women’s healthcare: defragmentation and integrated models 04:48 - Models focusing on chronic disease management and holistic support 05:39 - How menopause impacts broader health outcomes and aging 07:22 - The challenge women face in locating appropriate care and overcoming hesitation 08:33 - Socioeconomic disparities and cultural taboos in menopause care 10:02 - The impact of the 2002 Women's Health Initiative study on hormone therapy perception 11:37 - Revisiting hormone therapy safety and the evolution of treatment options 13:01 - Elektra's role in providing evidence-based hormone therapy access 14:14 - The importance of comprehensive care, patient-provider conversations, and reimbursement issues 15:08 - Partnering with payers, insurance coverage, and expanding access 16:21 - Contracting with payers and demonstrating ROI for broader acceptance 17:17 - Outcomes data and claims analysis driving payer confidence 19:39 - Metrics that gauge patient engagement and satisfaction 22:25 - Holistic treatment, family experience, and primary care integration 23:42 - Economic costs of untreated menopause symptoms 27:18 - Downstream health risks and cost implications of undertreated menopause 30:32 - Patient journey to Elektra and personalized care approaches 32:48 - Building trust through content, clinical expertise, and transparency 34:36 - Engagement with health systems and expanding access in underserved areas 37:22 - Early days, lessons learned, and shifting from DTC to enterprise models 39:23 - Evolving market awareness, education efforts, and stakeholder engagement 41:32 - Partnerships with other women’s health platforms and ensuring coordination 43:13 - Navigating compliance, regulations, and high-quality scale 45:17 - Building patient trust amidst AI tools and digital health innovation 46:16 - The importance of authentic engagement and community-building 48:03 - Overcoming initial rejections, misconceptions, and stakeholder education 52:26 - Challenges in fundraising for women-led, health tech startups 55:02 - The defining moment that sparked Elektra's founding vision 56:52 - Lessons and regrets, especially around insurance and market timing 58:53 - Differentiating Elektra in a crowded market with evidence-based, insurance-covered care 59:46 - Patient pathways, recurring visits, and insurance coverage 61:12 - Vision for the future: integrated, proactive menopause care in health systems 62:37 - Non-obvious first steps for entrepreneurs: following the money and demonstrating value 64:38 - How health systems can prioritize partnerships with startups 66:22 - Balancing entrepreneurship and personal life—rejecting perfect balance for ongoing juggle Jannine Versi LinkedIn: https://www.linkedin.com/in/jversi/ Elektra Health: https://www.elektrahealth.com/ Care Shift: https://careshift.vc/ Sathvik Bilakanti: https://www.linkedin.com/in/sathvik-bilakanti-8b5344169/ Sathvik on X: x.com/sathvikbil

    1hr 2min
  7. Healthcare & Biotech Investor: How The Life Sciences Is Being Transformed With AI

    25 MAR

    Healthcare & Biotech Investor: How The Life Sciences Is Being Transformed With AI

    What if the biggest opportunities in healthcare are hiding in the hardest, most overlooked areas? In this episode, Jay Fraser, Managing Partner at Side Door Ventures, breaks down why data tooling, cell systems, neurodegeneration, and advanced diagnostics are poised to drive the next wave of breakthroughs—despite long sales cycles and regulatory complexity. We explore how AI-driven data, cellular modeling, and high-density datasets are reshaping drug discovery and personalized medicine, and why these “unsexy” categories may produce the most venture-scale outcomes. You’ll learn: • Which overlooked sectors are quietly becoming massive opportunities • Why data quality and density are becoming biotech’s biggest advantage • What investors look for in founders tackling high-friction, high-reward markets Timestamps 0:00 - Introduction by Sathvik Bilakanti, introducing Jay Fraser and the focus of the episode.0:07 - Jay Fraser expresses excitement for the conversation.0:12 - Discussion on Side Door Ventures' focus on healthcare and biotech.0:29 - Jay Fraser talks about the challenges and opportunities in healthcare investment.0:57 - Exploration of data acquisition and tooling in biotech.1:24 - Discussion on the importance of data in biotech and pharma.1:54 - Jay Fraser explains the potential in biotech data providers.2:24 - Opportunities in protein and RNA space.2:53 - Importance of data density in biotech.3:23 - Discussion on cell systems and data generation.3:52 - Jay Fraser talks about genetic code and cellular changes.4:21 - Importance of understanding cellular systems in drug discovery.4:50 - Jay Fraser shares his interest in diagnostics.5:18 - Challenges and innovations in diagnostics.5:48 - Interest in neurodegeneration and system-level problems.6:18 - Discussion on clinical diagnostics and opportunities.7:11 - Jay Fraser talks about vocal biomarkers and clinical decision support.8:09 - Importance of data in clinical decision support.9:23 - Discussion on AI's role in healthcare and skepticism about replacing physicians.10:28 - Jay Fraser talks about the future of AI in healthcare.11:23 - Discussion on the supportive role of AI in healthcare.12:43 - Jay Fraser discusses tools helping physicians with AI.13:37 - Importance of clinical decision support in oncology.14:35 - Discussion on the order of treatment in oncology.15:04 - Jay Fraser talks about pattern matching in clinical decision support.16:18 - Discussion on financial incentives for startups in healthcare.17:14 - Importance of understanding revenue and efficiency in healthcare startups.19:44 - Jay Fraser shares his journey into venture capital and entrepreneurship.21:59 - Lessons learned from investing and entrepreneurship.24:06 - Discussion on the importance of pattern matching in investing.25:43 - How Side Door Ventures helps companies from seed to series A.27:31 - Challenges of fundraising for startups.29:51 - Importance of storytelling in fundraising.32:30 - Misunderstandings about fundraising and deal pricing.35:28 - Discussion on valuations in healthcare sectors.37:38 - Jay Fraser shares an investment they passed on.41:17 - Timeline from first pitch to investment decision.43:03 - Jay Fraser's personal interest in healthcare.46:13 - Sectors in healthcare ripe for venture-scale disruption.50:55 - Discussion on data needed for longevity companies.54:09 - Recommendations for selling to clinics and health systems.56:00 - Benefits of working with Side Door Ventures.57:21 - Interest in neurodegeneration and diagnostics.61:14 - Importance of preventative medicine and patient education.63:06 - Rapid-fire questions and closing remarks.Jay Fraser LinkedIn: https://www.linkedin.com/in/fraserjay/ Side Door Ventures: https://www.sdv.vc/ Sathvik Bilakanti LinkedIn: https://www.linkedin.com/in/sathvik-bilakanti-8b5344169/ Care Shift: https://careshift.vc/

    1 hr

About

Care Shift, hosted by Sathvik Bilakanti, takes you inside the real world of healthtech innovation, venture capital, and company-building. Each episode features unfiltered conversations with the founders and investors shaping the future of care—breaking down how they raised capital, found product-market fit, navigated failure, and built companies that endure. Listeners learn exactly what top VCs are looking for in healthtech startups, along with tactical, step-by-step insight that early builders can immediately apply. The Care Shift also opens the doors to the venture ecosystem itself, with lea