Investors / United States / Heritage Group
Heritage Group
Venture capital · Nashville, TN, United States · North America
Heritage Group is a healthcare investment firm founded in 1986 by healthcare entrepreneurs and operators. It invests in and partners with high-growth healthcare companies, working with strategic partners that are healthcare organizations.
Invests inHealthcare & Biotech
In its own wordshealthcarehealth equitygrowth companies
Your fit with Heritage Group
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See how your round matches what it backs, point by point.
Or find every investor that fitsHeritage Group lists 29 checked portfolio companies on its own site. Its largest themes are Healthcare & Biotech (81%), AI & Machine Learning (7%) and Real Estate & Construction (3%). 100% of its companies are based in United States. It invests most often alongside Bessemer Venture Partners, First Trust Capital Partners and Health Velocity Capital.
No funding round on record names Heritage Group yet, so the figures come from its portfolio page.
Round figures show recent activity, not Heritage Group's whole history. Rounds on record name 0 companies; its own site lists 29. Funding rounds are complete from mid-2025, so counts and the yearly trend undercount a firm that invested before then. The portfolio, themes and places come from its own site and are not affected.
Investor profile
percentile among all firmsShow as a table
| Measure | Percentile of all firms | Value |
|---|---|---|
| Portfolio size | 66th | 29 companies |
| Recent activity | 46th | 0 rounds in 12 months |
| Early stage | 54th | 0% of entries at pre-seed or seed |
| Evidence | 52th | 0% of companies confirmed by a round |
| Sector focus | 93th | 81% in its largest sector |
| Reach | 19th | 1 country |
Its portfolio companies
where they are based, and what their own sites showSite status
- Site answers2897%
- No longer answers00%
- Points to another company13%
- Parked or sold domain00%
A site that stops answering three checks in a row is counted as no longer answering; that is not proof of closure. A site that points to another company is often an acquisition.
Investment themes
share of its checked companiesThis firmAll checked companies
Show as a table
| This firm | All checked companies | |
|---|---|---|
| Healthcare & Biotech | 81% | 15% |
| AI & Machine Learning | 7% | 18% |
| Real Estate & Construction | 3% | 3% |
| Fintech | 3% | 12% |
| Space & Defense | 3% | 3% |
| Enterprise Software | 3% | 8% |
Co-investor network
who it backs companies with, and who they back togetherAll co-investors or Compare portfolios with Bessemer Venture Partners
Compare Heritage Group head to head
portfolio size, rounds, entry stages, themes and the companies both backThree or more firms at once: portfolio overlap.
Portfolio
29 companies checked against their own sites| Company | What it does | Themes | First round with it | Evidence |
|---|---|---|---|---|
| TwelveStone Health provides chronic care medication management and infusion services for patients with complex and chronic conditions | Healthcare & Biotech | Portfolio page | ||
| AvaSure connects care teams, clinical workflows, and AI-enabled applications into one unified platform for healthcare | Healthcare & Biotech | Portfolio page | ||
| ClearDATA provides cloud security, compliance, and operations services for the healthcare industry | Healthcare & Biotech | Portfolio page | ||
| Connections Health Solutions provides mental health care and treatment to individuals in need, with services available 24 hours a day, seven days a week. | Healthcare & Biotech | Portfolio page | ||
| Conversio Health provides comprehensive respiratory management programs for patients with COPD and asthma | Healthcare & Biotech | Portfolio page | ||
| Curana Health provides on-site clinical care and healthcare services to seniors and communities. | Healthcare & Biotech | Portfolio page | ||
| Enlace Health orchestrates specialty value-based care by embedding intelligence directly into execution, turning data into action at scale. | Healthcare & Biotech | Portfolio page | ||
| The company provides telehealth services to hospitals and health systems nationwide. | Healthcare & Biotech | Portfolio page | ||
| Frontier Direct is a direct primary care company for level-funded and self-funded employers | Healthcare & Biotech | Portfolio page | ||
| Valify provides healthcare purchased services analytics and benchmarking solutions to help healthcare leaders make informed decisions and reduce costs. | Healthcare & Biotech | Portfolio page | ||
| Ingenious Med provides automated software for hospitals, health systems, and physician groups to optimize revenue and improve billing processes. | Healthcare & Biotech | Portfolio page | ||
| GHX connects providers and suppliers across millions of transactions, using AI to help teams catch problems early and cut the manual work that slows healthcare down. | Healthcare & Biotech | Portfolio page | ||
| MDLive provides online medical consultations with board-certified doctors and licensed therapists | Healthcare & Biotech | Portfolio page | ||
| Medical Solutions provides healthcare staffing services. | Healthcare & Biotech | Portfolio page | ||
| Mindoula Health identifies, engages, and serves populations with complex behavioral health, medical, and social challenges across the continuum of care. | Healthcare & Biotech | Portfolio page | ||
| Monogram Health provides complete medical care at home, including doctor visits, medical tests, and medication management, for patients with multiple chronic illnesses. | Healthcare & Biotech | Portfolio page | ||
| Nationwide Medical provides respiratory care services, including CPAP therapy and oxygen therapy, to patients | Healthcare & Biotech | Portfolio page | ||
| Radiology Partners is a national radiology practice that provides patient care and diagnostic imaging services | Healthcare & Biotech | Portfolio page | ||
| Relode combines deep industry relationships, modern recruiting intelligence, and white-glove execution to deliver faster, quality healthcare placements. | Healthcare & Biotech | Portfolio page | ||
| Reputation provides AI-powered reputation management software | AI & Machine LearningReal Estate & Construction | Portfolio page |
About this data
site last read 5 Nov 2026- Site
- heritagegroupusa.com
- Last read
- 5 Nov 2026
- Watching since
- 6 Nov 2026
- Companies checked
- 29
Rates come from what VCinfo has observed since observation_start. Firms tend to remove companies that closed, so early rates understate reality. A company leaving a portfolio page does not mean it closed or exited. An unreachable site means our checks failed, nothing more.
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