The Next Disrupter In Investments: The Dental Industry
A variety of the sectors and industries that comprise the private market have seen healthy.
The Next Disrupter In Investments: The Dental Industry
A variety of the sectors and industries that comprise the private market have seen healthy.
A variety of the sectors and industries that comprise the private market have seen healthy, and in some cases overwhelming, inflows of capital investment in early-stage companies. This trend has fostered a culture that encourages innovation causing industries to evolve and experience significant boosts in productivity. Unfortunately, not all sectors have the same access to the capital required to innovate. Many industries ripe for disruption have been overlooked. This confluence of circumstances presents an excellent investment opportunity.
Dental is one of those industries. It has seen a substantial amount of innovation through the years and is poised to see much more. Dental companies in search of capital have often had to masquerade themselves as belonging to more “popular” industries such as technology, artificial intelligence, generic healthcare, or business services to garner investor attention.
As a subsector of healthcare, dental has and will continue to benefit from increased investment in the healthcare industry as a whole. While healthcare investment is smaller relative to other sectors, it is growing at a considerable pace and has become a staple among investors’ portfolios.
Using knowledge of cyclical, structural trends and what investors have experienced in the past can help develop expectations around future performance. Pairing the intuition of industry experts with the results of data-driven analysis informs a granular understanding of the investment opportunities in the dental space. That’s what all venture capitalists in the dental sector should do. That’s what Revere Partners does.
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Vision
Our investment thesis
The dental sector remains ripe for disruption, though has not seen the influx of investment capital that many other industries, including similar healthcare industries, have seen in the recent past. Our research shows that an exceptional investment opportunity exists in the dental sector, particularly in early-stage companies. The dental industry consists of many large corporations, private practices, and start-ups with great ideas, but they are fragmented and disconnected. Revere seeks to bring those disparate pieces together — Connecting like-minded founders or compatible products and services with the investment dollars and industry leaders they require to grow their businesses. We identify and elevate high-growth product and service sectors within dentistry that can ultimately optimize outcomes for both providers and their patients, serving in all roles from lead investor to strategic investor to founder-friendly advisor— and are always looking for an opportunity to follow on in future rounds.
