Gilde Healthcare

What they fund

• Healthtech & Therapeutics — The firm funds innovative healthtech and therapeutic companies, particularly those developing potent, orally bioavailable degraders for diseases like AML [1].
• Growth Stage Companies — The Venture & Growth fund supports fast-growing companies in Europe and North America [1].
• Profitable Lower Mid-Market — The Private Equity fund participates in profitable European lower mid-market healthcare companies with EBITDA between €2-15 million [2].

Investment thesis

Gilde Healthcare invests in innovative companies active in healthtech and therapeutics, with a mission to enable better care at lower costs [1]. The Venture & Growth strategy targets fast-growing companies in Europe and North America, leveraging deep industry knowledge to achieve outsized returns [1]. Within therapeutics, the firm specifically targets potent, orally bioavailable degraders for diseases like acute myeloid leukaemia (AML), often initiating Phase 1 monotherapy dose-escalation studies [Profile]. The firm also participates in profitable lower mid-market healthcare companies, including providers and suppliers of medical products [2]. The Climate Solutions fund addresses planetary challenges through energy transition, biodiversity, and waste & pollution investments [1].

Value add

Gilde Healthcare leverages a transatlantic team of sector specialists with operating and financial backgrounds to achieve outsized returns [1]. The firm provides deep industry knowledge and strategic support to its portfolio companies [1].

Fit verdict: Gilde Healthcare is a strong fit for healthtech and therapeutic companies seeking growth capital and strategic support in Europe and North America.

Founder diligence script:

• What specific therapeutic areas or healthtech solutions is Gilde currently prioritizing?
• How does Gilde's transatlantic team support portfolio companies in scaling across Europe and the US?
• What is Gilde's typical involvement in board meetings and strategic decision-making?
• How does Gilde measure success and impact for its portfolio companies?

Portfolio focus

• Healthtech & Therapeutics — The Venture & Growth portfolio includes 69 companies focused on innovative healthcare solutions [1].
• Lower Mid-Market Healthcare — The Private Equity portfolio consists of 24 companies in the European lower mid-market, including healthcare providers and medical product suppliers [1].
• Climate Solutions — The Climate Solutions fund invests in profitable lower mid-market companies active in energy transition, biodiversity, and waste & pollution [1].

Notable investments & exits

• Portfolio Scale — The Venture & Growth strategy has 69 companies in its portfolio [1].
• Private Equity Scale — The Private Equity strategy has 24 companies in its portfolio [1].
• Specific Deal Context — The firm has been involved in initiating clinical trials for portfolio companies, such as Phase 1 monotherapy dose-escalation studies for AML treatments [Profile].
• Co-Investors — Capital A is identified as a co-investor in some of the firm's deals [Profile].
• Exit Data — While the portfolio page lists "Exit" as a filterable status, specific named exits are not detailed in the provided text.

Strategic implications

Gilde Healthcare's €3bn AUM and transatlantic presence provide significant capital and strategic resources for portfolio companies. The firm's focus on healthtech and therapeutics positions it well to capitalize on the growing demand for innovative healthcare solutions. Gilde's long history and experienced team suggest a stable and reliable investment partner for founders.

Where they could go further

Gilde Healthcare could expand its focus to include emerging areas like digital health and AI in healthcare to stay ahead of industry trends. The firm could enhance its value-add by providing more operational support and mentorship to early-stage portfolio companies. Gilde Healthcare could improve its transparency by disclosing more details about its investment process and decision-making criteria.