Heritage Group is a healthcare-focused private equity firm that makes control and minority equity investments in high-growth healthcare services and technology businesses. They partner with innovative companies that are building solutions to address healthcare's greatest challenges, leveraging their strategic partners for value creation throughout the investment lifecycle.
About Heritage Group
Heritage Group is a Nashville-based growth equity firm that invests exclusively in healthcare technology and services, distinguished by an LP roster of roughly twenty large health systems, payers, and Fortune 50 healthcare companies that effectively functions as a built-in customer development engine for portfolio companies. Heritage typically writes $10M to $40M growth checks into companies with established commercial traction, prior fundraising history, and multi-year contracts with provider or payer buyers. Healthcare exposure is total, and AI is supported as a feature of stronger commercial software rather than as a standalone thesis. Categories of focus include revenue cycle, value-based care enablement, clinical workflow, behavioral health, and pharmacy services. Founders best suited are growth-stage CEOs with at least $10M to $20M ARR, predictable enterprise sales motion, and a need for capital plus health system relationships, where Heritage’s LP network can compress sales cycles by months. Founders who do not fit include seed and early-stage teams, therapeutics, devices, and any company whose buyer is not a payer, provider, or large self-insured employer. The entry path is warm introduction through a portfolio CEO, a healthcare investment banker, or one of the firm’s LP executives, several of whom sit on the investment committee or advisory board. Direct LinkedIn outreach with a metric-led summary can work for founders with truly strong numbers. Expect rigorous commercial diligence, board involvement, and high standards on contract quality and net revenue retention.
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Healthcare AI tools backed by Heritage Group
Tools made by companies in Heritage Group's portfolio that we cover in the directory.
Portfolio companies in our directory
Other portfolio companies
Companies in Heritage Group's portfolio not currently in our directory.
- HealthChannels/ScribeAmerica
- ClearDATA
- MDLIVE
- Monogram Health
- AvaSure
- Enlace Health
- Equiti
- Equum
- Valera Health
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