Digital health is entering a new era — one where informed consumers, smarter technology, and outcomes-based models reshape how care is delivered and funded. In this episode, Lee Shapiro of 7wire Ventures shares what he’s seeing across the industry, how employers are adapting, and why the next generation of startups will look different from those of the past.
Key Takeaways:
Today’s best digital health companies focus on consumer value, measurable outcomes, and ROI for the buyer.
Employers are shifting away from PMPM models to engagement-based or shared savings contracts.
CFOs now play a central role in benefits and digital health buying decisions.
Startups built by founders with lived experience are better positioned for long-term success.
00:00 – Intro + Guest welcome
01:25 – What is an informed, connected health consumer?
03:13 – Challenges facing employers + 7wire’s formula for ROI
06:42 – Where employers are seeing rising costs (surgical, pharma, mental health)
07:51 – Point solutions vs. platform fatigue
08:50 – Outcomes-based contracts replacing PMPM
09:25 – CFO’s growing role in benefits decisions
11:36 – Venture funding trends and valuation resets
13:47 – How 7wire uses AI in investing
15:33 – What really matters when investing: founders, relationships, mission
16:42 – Highlight: NOCD as a success story in severe mental illness care
17:30 – Wrap-up + final thoughts