# invested (blogs) — RSS Amplifier Recent posts from the 6 feeds in the RSS Amplifier directory that cover invested. Page: Feed: --- ## [My top AI productivity habits as a VC. What actually saves time - and what doesn't?](https://healthtechofftherecord.substack.com/p/my-top-ai-productivity-habits-as) _2026-08-17 · Dr. Lucas Mittelmeier · Healthtech Off The Record_ Sometimes small habits make the difference. I've noted my top AI use cases and how they changed my daily work as a VC. I'm also telling you what's been useless. ## [Standard Investment Documents: The ESOP](https://italianfoundersfund.substack.com/p/standard-investment-documents-the-833) _2026-08-12 · Irene Mingozzi · Italian Founders Fund's Substack_ The #1 tool for founders to attract and retain talent, explained ## [Why We Backed Throne? A Bathroom Biomarker](https://leadvc.substack.com/p/why-we-backed-throne-a-bathroom-biomarker) _2026-08-10 · LEAD VC · LEAD VC_ Strong conviction in world-class founders building a multi-billion-dollar consumer play around gut health and cancer detection. ## [Healthcare business ideas that sound great but don't scale. Part 2: AI women's health apps](https://healthtechofftherecord.substack.com/p/healthcare-business-ideas-that-sound-84b) _2026-08-10 · Dr. Lucas Mittelmeier · Healthtech Off The Record_ This claim will get me in trouble: AI-based women's health apps are one of the most overpitched ideas. Let's discuss why, and where VCs might put their money instead. ## [Patient Capital: Why Fund Duration Must Match the Company’s Timeline](https://ignia.substack.com/p/patient-capital-why-fund-duration) _2026-08-06 · IGNIA · IGNIA_ The time it takes a venture-backed company to reach IPO has roughly tripled since the late 1990s, but the vehicles built to fund those companies haven’t adapted to fit that reality. P ## [The state of the AI receptionist market: About competition, pricing and who can win](https://healthtechofftherecord.substack.com/p/the-state-of-the-ai-receptionist) _2026-08-03 · Dr. Lucas Mittelmeier · Healthtech Off The Record_ The market for AI front office solutions in healthcare is hot: Rounds are being raised, companies hit millions of ARR. How do you win in such a market? And what's the end state? ## [Standard Investment Documents: The Term Sheet](https://italianfoundersfund.substack.com/p/standard-investment-documents-the) _2026-07-29 · Irene Mingozzi · Italian Founders Fund's Substack_ The first document we are sharing as part of the Standard Investment Documents Series is arguably the most critical: The Term Sheet ## [AI rollouts in hospitals: How they make or break the next healthtech unicorns](https://healthtechofftherecord.substack.com/p/ai-rollouts-in-hospitals-how-they) _2026-07-27 · Dr. Lucas Mittelmeier · Healthtech Off The Record_ Many hospital AI companies have raised massive funding and signed first contracts. Now they face the challenge of implementing their tech at scale. Let's discuss where this breaks and how to nail it. ## [We are sharing our Standard Investment documents](https://italianfoundersfund.substack.com/p/we-are-sharing-our-standard-investment) _2026-07-22 · Irene Mingozzi · Italian Founders Fund's Substack_ We are making public our Term Sheet, ESOP and investment agreement ## [Is AI alone better than doctor-in-the-loop? Recent data raises interesting question marks](https://healthtechofftherecord.substack.com/p/is-ai-alone-better-than-doctor-in) _2026-07-20 · Dr. Lucas Mittelmeier · Healthtech Off The Record_ Multiple studies suggest that doctors using LLMs fail to judge the LLM outputs in multiple directions. Let's discuss how, and what doctors and startups can do about it. ## [Pirate.io on Google Play (Sponsored)](https://crawlproof.com/a/tXHnOwS6LB86) _2026-07-20 · **Sponsored**_ Open the Pirate.io listing on Google Play to view the app’s details. ## [Another Bubble Rant: Portfolio Update - Q2 2026](https://tillsvalueportfolio.substack.com/p/another-bubble-rant-portfolio-update) _2026-07-18 · Till Oltmanns · Till's Value Portfolio_ As of June 30 - Updated Quarterly ## [How we built the AI operating system for our VC fund, and how it works](https://healthtechofftherecord.substack.com/p/how-we-built-the-ai-operating-system) _2026-07-13 · Dr. Lucas Mittelmeier · Healthtech Off The Record_ Time to build in public! We share our VC fund's internal AI stack, speak about obstacles, use cases, and how we think about future automation. ## [Your network has a shape. Have you ever looked at it?](https://italianfoundersfund.substack.com/p/your-network-has-a-shape-have-you) _2026-07-09 · Lorenzo Cantini · Italian Founders Fund's Substack_ In venture, access is everything, but how is access created? ## [The 3 wildest debates in Germany's healthcare reform (and how it impacts startups)](https://healthtechofftherecord.substack.com/p/the-3-wildest-debates-in-germanys) _2026-07-06 · Dr. Lucas Mittelmeier · Healthtech Off The Record_ Up to €68k revenue loss per clinic, the sick note drama, and a 30% price cut for DiGAs... an update on German healthcare policy and its startup impact. ## [Can someone build the "Shift for healthcare"? The gold rush on robotics training data](https://healthtechofftherecord.substack.com/p/can-someone-build-the-shift-for-healthcare) _2026-06-29 · Dr. Lucas Mittelmeier · Healthtech Off The Record_ In NY, you can now get your apartment cleaned for free - if you let them record training data for humanoid robots. It's a matter of time until that business model reaches healthcare ## [Why we invested in Compri](https://italianfoundersfund.substack.com/p/why-we-invested-in-compri) _2026-06-24 · Lorenzo Franzi · Italian Founders Fund's Substack_ Today Compri announced a €3.2M seed round led by Picus Capital. We’d co-led their pre-seed with Dutch Founders Fund before there was a product to show, and no we're back in. Here's why. ## [Another full-body scan, really? Why I'd give Midjourney's idea a shot](https://healthtechofftherecord.substack.com/p/another-full-body-scan-really-why) _2026-06-22 · Dr. Lucas Mittelmeier · Healthtech Off The Record_ The idea of scanning your entire body for diseases is not new. Now Midjourney enters the race as an outsider, with a wild but refreshing approach. Let's discuss risk and upside. ## [20% more patients get access to care? What happens when modern clinics implement AI](https://healthtechofftherecord.substack.com/p/20-more-patients-get-access-to-care) _2026-06-15 · Dr. Lucas Mittelmeier · Healthtech Off The Record_ Does AI actually improve a clinic's daily operations? Or is it just window dressing? Today we take a rare look inside avi medical's AI stack and the KPIs it has produced. ## [Every VC is a Media Company Now](https://italianfoundersfund.substack.com/p/every-vc-is-a-media-company-now) _2026-06-12 · Alberto Trevisanato · Italian Founders Fund's Substack_ How media is changing the VC landscape, and what IFF is doing about it. ## [Sports Teams Are Consumer Brands That Don’t Act Like It](https://leadvc.substack.com/p/sports-teams-are-consumer-brands) _2026-06-09 · Justin Driscoll · LEAD VC_ There's no denying that sports teams have the world's most loyal customers. Despite being worth billions, they still don't know everything about their fans. ## [Non-Custodial Crypto Gateway (Sponsored)](https://crawlproof.com/a/cez4BXgyTv3G) _2026-06-09 · **Sponsored**_ Accept multi-chain crypto, automated fee handling, and trustless escrow with real-time settlement. ## [Live Update: I Bought More Creightons](https://tillsvalueportfolio.substack.com/p/live-update-i-bought-more-creightons) _2026-06-08 · Till Oltmanns · Till's Value Portfolio_ What a Stock Quote Actually Means ## [Why we invested in CommerceClarity](https://italianfoundersfund.substack.com/p/why-we-invested-in-commerceclarity) _2026-06-04 · Irene Mingozzi · Italian Founders Fund's Substack_ CommerceClarity just announced the acquisition of Katalogo.ai. Luca Cozzolino is joining the founding team as a CPO. This is why we led their $3.1M pre-seed back in November. ## [Why We Invested: Checker](https://ignia.substack.com/p/why-we-invested-checker) _2026-05-26 · IGNIA · IGNIA_ Building the neutral global infrastructure layer for stablecoins ## [Why we invested in Invertix](https://italianfoundersfund.substack.com/p/why-we-invested-in-invertix) _2026-05-19 · Irene Mingozzi · Italian Founders Fund's Substack_ Invertix has announced a €1.7M pre-seed round led by Vireo Ventures with participation from Italian Founders Fund. This is why we invested. ## [Why we invested in Pillar](https://italianfoundersfund.substack.com/p/why-we-invested-in-pillar) _2026-05-12 · Virginia Bassano · Italian Founders Fund's Substack_ Pillar raised €12M to build the operating system of the construction industry. This is why we invested ## [Why we invested in mama health](https://italianfoundersfund.substack.com/p/why-we-invested-in-mama-health) _2026-05-05 · Virginia Bassano · Italian Founders Fund's Substack_ Back with another deep dive on one of our recent investments! ## [Why Does Every Health System Want a Sports Jersey on Its Wall?](https://leadvc.substack.com/p/why-does-every-health-system-want) _2026-04-28 · Justin Driscoll · LEAD VC_ Sports fans are patients & patients are sports fans. ## [Why We Invested: Backchannel](https://ignia.substack.com/p/why-we-invested-backchannel) _2026-04-23 · IGNIA · IGNIA_ Building the trusted infrastructure for branded inventory liquidation in LatAm ## [Portfolio Update - Q1 2026 & The Most Important Value Investing KPI](https://tillsvalueportfolio.substack.com/p/portfolio-update-q1-2026-and-the) _2026-04-17 · Till Oltmanns · Till's Value Portfolio_ As of March 31 - Updated Quarterly ## [Why We Invested in GlobalComix](https://leadvc.substack.com/p/why-we-invested-in-globalcomix) _2026-04-13 · LEAD VC · LEAD VC_ Comics Is Exploding, and GlobalComix Is Building the Platform for It ## [Crush Every Threat in Real Time (Sponsored)](https://crawlproof.com/a/pLxlA08VSM1Z) _2026-04-13 · **Sponsored**_ One agent for real-time detection, exposure tracking, and active defense. ## [Our Legacy as Specialist Investors](https://leadvc.substack.com/p/our-legacy-as-specialist-investors) _2026-04-01 · LEAD VC · LEAD VC_ Legacy From 1949. Founded in 2017. LEADing Ever Since. ## [Live Update: More Follow-On Investments](https://tillsvalueportfolio.substack.com/p/live-update-more-follow-on-investments) _2026-03-30 · Till Oltmanns · Till's Value Portfolio_ My value investing journey with 100% transparency - every stock, every order, every analysis. ## [Samsonite: A Mispriced Category Leader](https://tillsvalueportfolio.substack.com/p/samsonite-a-mispriced-category-leader) _2026-03-26 · Till Oltmanns · Till's Value Portfolio_ Why I invested in the world's leading travel luggage brand ## [Live Update: I Bought More TUI](https://tillsvalueportfolio.substack.com/p/live-update-i-bought-more-tui) _2026-03-17 · Till Oltmanns · Till's Value Portfolio_ Time to be greedy. ## [Live Update: I Invested in Samsonite](https://tillsvalueportfolio.substack.com/p/live-update-i-invested-in-samsonite) _2026-03-05 · Till Oltmanns · Till's Value Portfolio_ And I will buy more if the price drops further ## [Live Update: I (more than) doubled my Medifast position](https://tillsvalueportfolio.substack.com/p/live-update-i-more-than-doubled-my) _2026-02-17 · Till Oltmanns · Till's Value Portfolio_ My value investing journey with 100% transparency - every stock, every order, every analysis. ## [Live Update: Pabrai's Natural Resource Bet](https://tillsvalueportfolio.substack.com/p/live-update-pabrais-natural-resource) _2026-02-12 · Till Oltmanns · Till's Value Portfolio_ More coal, less oil ## [Why We Invested in 2024 (and Doubled Down) in Lotus Health AI](https://leadvc.substack.com/p/why-we-invested-in-2024-and-doubling) _2026-02-05 · Justin Driscoll · LEAD VC_ Giving Every American World-Class Primary Care, for Free. ## [Why We Invested: MiSalud](https://ignia.substack.com/p/why-we-invested-misalud) _2026-01-27 · IGNIA · IGNIA_ Bilingual primary care for America’s frontline workforce ## [2025 Portfolio Update: Prioritizing Downside Protection](https://tillsvalueportfolio.substack.com/p/current-portfolio) _2026-01-08 · Till Oltmanns · Till's Value Portfolio_ This is not the time to be greedy ## [Wrapping Up 2025](https://ignia.substack.com/p/wrapping-up-2025) _2025-12-19 · IGNIA · IGNIA_ A look back at a year of milestones and forward momentum ## [Why We Invested: Digitt](https://ignia.substack.com/p/why-we-invested-digitt) _2025-10-09 · IGNIA · IGNIA_ Redefining Consumer Credit in Mexico ## [Why We Invested: Monato](https://ignia.substack.com/p/why-we-invested-monato) _2025-09-03 · IGNIA · IGNIA_ Building the Payment Rails of the Future ## [Why We Invested in Somnee](https://leadvc.substack.com/p/why-we-invested-in-somnee) _2025-08-18 · Kaiwen Liu · LEAD VC_ Addressing the silent epidemic of poor sleep. ## [Why We Invested in Edge Sound Research](https://leadvc.substack.com/p/why-we-invested-in-edge-sound-research) _2025-08-05 · LEAD VC · LEAD VC_ Reinventing audio for an immersive, AI-driven future. ## [The Great Unbundling of College Athletics](https://leadvc.substack.com/p/the-great-unbundling-of-college-athletics) _2025-08-01 · Justin Driscoll · LEAD VC_ Why that matters for industry stakeholders, founders, and investors? ## [Home as Medicine](https://leadvc.substack.com/p/home-as-medicine) _2025-07-30 · Kaiwen Liu · LEAD VC_ The overlooked aspect of health and wellness. ## [Why We Invested: Crabi](https://ignia.substack.com/p/why-we-invested-crabi) _2025-06-12 · IGNIA · IGNIA_ Revolutionizing Car Insurance in Mexico ## [Why We Invested: Malga](https://ignia.substack.com/p/why-we-invested-malga) _2025-02-26 · IGNIA · IGNIA_ Orchestrating the Future of Payments in Latin America ## [Wrapping Up 2024](https://ignia.substack.com/p/wrapping-up-2024) _2024-12-24 · IGNIA · IGNIA_ Reflecting on a year of new opportunities and milestones