But vision alone doesn't build a company.

In this episode of Clinical Investment Insider, Sabrina Runbeck sits down with 𝐒𝐮𝐬𝐚𝐧 𝐅𝐢𝐬𝐡𝐞𝐫 𝐚𝐧𝐝 𝐌𝐚𝐫𝐭𝐢𝐧 𝐅𝐢𝐬𝐡𝐞𝐫, co-founders of Body of 9.

Today, we discuss one leadership signal that investors, advisors, and founders often overlook before joining a company.

Drawing from work with more than 10,000 people across 50 countries, Susan and Martin explain why

many leadership teams struggle, 

Not because people lack talent

But because critical strengths are missing from the team.

If you advise healthcare companies, invest in innovation, lead clinical teams, or serve on boards

This conversation offers a different way to evaluate leadership before making important decisions.

𝗜𝗡 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘, 𝗬𝗢𝗨’𝗟𝗟 𝗟𝗘𝗔𝗥𝗡:

✅ Why most investors evaluate leadership the wrong way.

✅ Why startup teams often stall before reaching their potential.

✅ How every leadership team benefits from different natural strengths.

✅ Why understanding people goes beyond personality tests.

✅ How better team alignment can improve execution, trust, and long-term growth.

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦

00:00 What leadership signal do investors often miss?

01:23 Meet Susan and Martin Fisher, founders of Body of 9

02:22 Why leadership teams fail when one key role is missing

05:16 From Silicon Valley to decoding natural leadership strengths

07:44 The transformation process that helps teams execute faster

11:11 How each natural leadership role moves a team forward

17:02 Why Body of 9 is not another personality assessment

18:38 How understanding yourself improves leadership and decision making

—---------------------------------------------------------

𝗪𝗛𝗢 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘 𝗜𝗦 𝗙𝗢𝗥

👤 Clinicians who want to advise, invest, or expand their influence

👤 Investors looking for healthcare companies with stronger global positioning

👤 Healthcare operators building partnerships across markets

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗘𝗫𝗣𝗘𝗥𝗧𝗦 & 𝗜𝗡𝗩𝗘𝗦𝗧𝗢𝗥𝗦

Explore upcoming Health Board Advisors events:

📅 Click here to register: 👉 luma.com/HealthBoardAdvisors

Interested in advising more vetted startups?

Apply to become an Advisor Fellow: 👉 HealthBoardAdvisors.com/Apply

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗦𝗧𝗔𝗥𝗧𝗨𝗣𝗦 

1️⃣ Pitch Practice - Hot or Not: 👉 PulsePointPath.com/PitchToYes 

2️⃣ HealthTech Impact Award: 👉 HealthTechImpactAward.com 

3️⃣ Capital Readiness: 👉 CapitalEngine.vc

Expand into the United States with incredible technology and world-class expertise.

Many never realize that one legal or tax decision can quietly cost them 

Months of delays, unexpected taxes, lost capital, or even future opportunities.

In this episode of Clinical Investment Insider, Sabrina Runbeck sits down with 𝐉𝐉 𝐀𝐦𝐞𝐥𝐥, Founder of Melmed Law

To discuss what international healthcare companies, investors, and clinicians should understand before entering the U.S. market.

He explains why immigration is only one part of the journey. 

The other half is building the right legal, tax, corporate, and intellectual property strategy before growth begins.

If you're building a healthcare company across borders, investing internationally, or helping innovators expand into the United States

This conversation offers practical guidance that could save significant time, money, and risk.

𝗜𝗡 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘, 𝗬𝗢𝗨’𝗟𝗟 𝗟𝗘𝗔𝗥𝗡:

✅ The biggest mistake international founders make before entering the U.S.

✅ Why legal and tax planning should happen together.

✅ How trademarks, corporate structure, and visas work together to protect your business.

✅ Why education builds better partnerships than simply hiring another attorney.

✅ How trusted advisor networks help founders move faster with fewer mistakes.

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦

00:00 The biggest mistake international healthcare founders make

01:12 Why legal strategy and tax planning must work together

02:56 How JJ bridges healthcare, law, and business growth

06:03 Why educating clients creates stronger healthcare companies

07:24 Building trusted partnerships across founders, investors, and advisors

10:26 Where international healthcare innovation is growing next

13:03 Why JJ joined Health Board Advisors

16:22 How HBA members can work with JJ and support global healthcare growth

—---------------------------------------------------------

𝗪𝗛𝗢 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘 𝗜𝗦 𝗙𝗢𝗥

👤 Clinicians who want to advise, invest, or expand their influence

👤 Investors looking for healthcare companies with stronger global positioning

👤 Healthcare operators building partnerships across markets

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗘𝗫𝗣𝗘𝗥𝗧𝗦 & 𝗜𝗡𝗩𝗘𝗦𝗧𝗢𝗥𝗦

Explore upcoming Health Board Advisors events:

📅 Click here to register: 👉 luma.com/HealthBoardAdvisors

Interested in advising more vetted startups?

Apply to become an Advisor Fellow: 👉 HealthBoardAdvisors.com/Apply

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗦𝗧𝗔𝗥𝗧𝗨𝗣𝗦 

1️⃣ Pitch Practice - Hot or Not: 👉 PulsePointPath.com/PitchToYes 

2️⃣ HealthTech Impact Award: 👉 HealthTechImpactAward.com 

3️⃣ Capital Readiness: 👉 CapitalEngine.vc

But what if the biggest investment risk has nothing to do with the numbers?

In this episode of Clinical Investment Insider, Sabrina Runbeck sits down with CPA and tax strategist Alexandria Wild 

To discuss the hidden mistakes that cost founders and investors time, trust, and capital.

With more than 14 years of experience helping founders, investors, and business owners navigate complex tax decisions

Alexandria explains why every investment needs more than financial due diligence. 

It needs trusted advisors who are willing to challenge assumptions before costly mistakes happen.

𝗜𝗡 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘, 𝗬𝗢𝗨’𝗟𝗟 𝗟𝗘𝗔𝗥𝗡:

✅ Why emotional investing creates unnecessary risk

✅ How trusted advisors improve investment decisions

✅ Why tax planning should happen before major business decisions

✅ What investors should look for beyond financial statements

✅ How founder behavior influences long-term investment success

✅ Why leadership and coachability matter as much as financial performance

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦

00:00 The biggest mistake healthcare investors make

01:47 Meet Alexandria Wild, CPA and investment tax strategist

03:40 Why tax guidance can save investors from costly mistakes

06:42 Alexandria's superpower; helping founders avoid expensive missteps

09:24 Why leadership matters more than financials in due diligence

11:50 Staying ahead of changing tax laws and helping families through difficult times

14:27 Why values matter more than networking in healthcare partnerships

18:18 Why the best questions are always specific

20:03 Final advice for healthcare founders, investors, and advisors

—---------------------------------------------------------

𝗪𝗛𝗢 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘 𝗜𝗦 𝗙𝗢𝗥

👤 Clinicians who want to advise, invest, or expand their influence

👤 Investors looking for healthcare companies with stronger global positioning

👤 Healthcare operators building partnerships across markets

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗘𝗫𝗣𝗘𝗥𝗧𝗦 & 𝗜𝗡𝗩𝗘𝗦𝗧𝗢𝗥𝗦

Explore upcoming Health Board Advisors events:

📅 Click here to register: 👉 luma.com/HealthBoardAdvisors

Interested in advising more vetted startups?

Apply to become an Advisor Fellow: 👉 HealthBoardAdvisors.com/Apply

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗦𝗧𝗔𝗥𝗧𝗨𝗣𝗦 

1️⃣ Pitch Practice - Hot or Not: 👉 PulsePointPath.com/PitchToYes 

2️⃣ HealthTech Impact Award: 👉 HealthTechImpactAward.com 

3️⃣ Capital Readiness: 👉 CapitalEngine.vc

𝘊𝘳𝘰𝘸𝘥 𝘷𝘢𝘭𝘪𝘥𝘢𝘵𝘪𝘰𝘯

𝘊𝘭𝘪𝘯𝘪𝘤𝘪𝘢𝘯 𝘧𝘦𝘦𝘥𝘣𝘢𝘤𝘬

𝘗𝘢𝘵𝘪𝘦𝘯𝘵 𝘪𝘯𝘴𝘪𝘨𝘩𝘵𝘴

𝘏𝘰𝘴𝘱𝘪𝘵𝘢𝘭 𝘦𝘯𝘨𝘢𝘨𝘦𝘮𝘦𝘯𝘵

𝘈𝘯𝘥 𝘈𝘐-𝘴𝘶𝘱𝘱𝘰𝘳𝘵𝘦𝘥 𝘢𝘯𝘢𝘭𝘺𝘴𝘪𝘴. 

To identify companies with the highest chance of success.

But the conversation goes beyond algorithms.

Alex explains why resilience, ethics, and a founder's commitment to solving real healthcare problems 

Often matter more than any spreadsheet or pitch deck.

If you're a healthcare founder, clinician, operator, advisor, or investor

This episode offers a practical look at how experienced healthcare investors separate promising ideas from companies that can truly scale.

𝗜𝗡 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘, 𝗬𝗢𝗨’𝗟𝗟 𝗟𝗘𝗔𝗥𝗡:

✅ Why Alex Fair does not rely on a single investment signal

✅ How crowd validation helps identify market demand earlier

✅ What thousands of clinicians, patients, and healthcare leaders can teach investors

✅ Why resilience becomes the deciding factor after early growth

✅ How ethics and mission-driven leadership influence long-term success

✅ What healthcare founders should understand before raising capital

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦

00:19:09 What makes a healthcare startup investable?

00:20:29 Why investors look beyond a single success metric

00:21:12 How crowd validation predicts healthcare startup success

00:26:11 The founder qualities that matter after early traction

00:29:46 How Alex validated demand before building his first company

00:31:45 Why healthcare founders should validate before they scale

00:34:38 The stakeholders that drive healthcare adoption

00:35:32 The future of healthcare investing and innovation

—---------------------------------------------------------

𝗪𝗛𝗢 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘 𝗜𝗦 𝗙𝗢𝗥

👤 Clinicians who want to advise, invest, or expand their influence

👤 Investors looking for healthcare companies with stronger global positioning

👤 Healthcare operators building partnerships across markets

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗘𝗫𝗣𝗘𝗥𝗧𝗦 & 𝗜𝗡𝗩𝗘𝗦𝗧𝗢𝗥𝗦

Explore upcoming Health Board Advisors events:

📅 Click here to register: 👉 luma.com/HealthBoardAdvisors

Interested in advising more vetted startups?

Apply to become an Advisor Fellow: 👉 HealthBoardAdvisors.com/Apply

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗦𝗧𝗔𝗥𝗧𝗨𝗣𝗦 

1️⃣ Pitch Practice - Hot or Not: 👉 PulsePointPath.com/PitchToYes 

2️⃣ HealthTech Impact Award: 👉 HealthTechImpactAward.com 

3️⃣ Capital Readiness: 👉 CapitalEngine.vc

The best ones focus on validation first.

In this conversation, 𝐀𝐥𝐞𝐱 𝐅𝐚𝐢𝐫, Founder of MedStartr and Managing Partner of MedStartr Venture Partners

Shares why clinical validation, stakeholder feedback, and crowd intelligence often matter more than funding alone. 

He explains how healthcare innovation succeeds when founders listen to clinicians, patients, operators, and healthcare leaders before scaling.

Alex also shares his journey from a cancer researcher and healthcare CIO 

To building seven companies, launching investment funds, and creating one of healthcare's largest innovation communities.

If you are a clinician, healthcare operator, investor, consultant, or service provider

This conversation offers a practical look at how healthcare innovation actually moves from idea to adoption.

𝗜𝗡 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘, 𝗬𝗢𝗨’𝗟𝗟 𝗟𝗘𝗔𝗥𝗡:

✅ Why clinical validation matters before fundraising

✅ How crowd validation helps identify stronger healthcare startups

✅ Why many healthcare companies fail after raising capital

✅ The shift from individual patient care to system-wide impact

✅ How clinicians can influence innovation without leaving practice

✅ What healthcare investors should evaluate beyond the business plan

✅ Why operators, nurses, physicians, and administrators all play a role in startup success

✅ How MedStartr evolved from a crowdfunding platform into a healthcare innovation ecosystem

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦

00:00 What investors look for before funding healthcare startups

02:43 Alex Fair's journey from scientist to entrepreneur

04:25 Why MedStartr was created

06:58 Creating impact beyond patient care

08:18 Why healthcare startups fail without clinical validation

09:03 From healthcare expert to startup founder

10:45 How clinicians can shape innovation without leaving practice

12:05 The power of clinician advisors

14:33 Lessons from MedStartr Fund II

16:46 Building MedStartr Fund III

17:46 The stakeholders behind healthcare innovation

18:59 Risk, rewards, and healthcare investing

—---------------------------------------------------------

𝗪𝗛𝗢 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘 𝗜𝗦 𝗙𝗢𝗥

👤 Clinicians who want to advise, invest, or expand their influence

👤 Investors looking for healthcare companies with stronger global positioning

👤 Healthcare operators building partnerships across markets

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗘𝗫𝗣𝗘𝗥𝗧𝗦 & 𝗜𝗡𝗩𝗘𝗦𝗧𝗢𝗥𝗦

Explore upcoming Health Board Advisors events:

📅 Click here to register: 👉 luma.com/HealthBoardAdvisors

Interested in advising more vetted startups?

Apply to become an Advisor Fellow: 👉 HealthBoardAdvisors.com/Apply

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗦𝗧𝗔𝗥𝗧𝗨𝗣𝗦 

1️⃣ Pitch Practice - Hot or Not: 👉 PulsePointPath.com/PitchToYes 

2️⃣ HealthTech Impact Award: 👉 HealthTechImpactAward.com 

3️⃣ Capital Readiness: 👉 CapitalEngine.vc

Many fail because the wrong people are guiding the company.

This episode features 𝐎𝐥𝐠𝐚 𝐌𝐮𝐥𝐥𝐞𝐫, founder of a digital health innovation lab called Kepler Team.

She shares what she sees behind the scenes of healthcare innovation

After more than a decade helping startups build products, integrate with EHR systems, and move toward commercialization.

She explains why many healthcare advisory boards look impressive on paper but fail in practice.

This conversation is for healthcare operators, clinicians, service providers, founders, and investors 

Who want to build healthcare companies that create real adoption and long-term impact.

𝗜𝗡 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘, 𝗬𝗢𝗨’𝗟𝗟 𝗟𝗘𝗔𝗥𝗡:

✅ Why operational engagement matters more than big names

✅ How group thinking slows healthcare innovation

✅ Why adoption matters more than features

✅ What founders miss when they focus only on building

✅ How healthcare startups can create boards that actually help companies grow

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦

00:00 Why healthcare advisory boards fail

03:09 Why healthcare innovation must focus on adoption

05:49 The hidden problem with digital health tools

10:13 How Olga helps healthcare startups scale smarter

14:52 What makes Health Board Advisors different

15:52 Building the future of healthcare innovation in Charlotte

—---------------------------------------------------------

𝗪𝗛𝗢 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘 𝗜𝗦 𝗙𝗢𝗥

👤 Clinicians who want to advise, invest, or expand their influence

👤 Investors looking for healthcare companies with stronger global positioning

👤 Healthcare operators building partnerships across markets

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗘𝗫𝗣𝗘𝗥𝗧𝗦 & 𝗜𝗡𝗩𝗘𝗦𝗧𝗢𝗥𝗦

Explore upcoming Health Board Advisors events:

📅 Click here to register: 👉 luma.com/HealthBoardAdvisors

Interested in advising more vetted startups?

Apply to become an Advisor Fellow: 👉 HealthBoardAdvisors.com/Apply

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗦𝗧𝗔𝗥𝗧𝗨𝗣𝗦 

1️⃣ Pitch Practice - Hot or Not: 👉 PulsePointPath.com/PitchToYes 

2️⃣ HealthTech Impact Award: 👉 HealthTechImpactAward.com 

3️⃣ Capital Readiness: 👉 CapitalEngine.vc

Who has spent years building healthcare partnerships that last

Helped expand teledentistry access across the world

Raised more than one million dollars

And built partnerships focused on real patient impact.

He shares why trust, patience, and long-term thinking matter more than fast wins in healthcare innovation.

He also explains why healthcare leaders must stop chasing transactional relationships 

And start building aligned ecosystems between clinicians, operators, investors, and founders.

This is a conversation for healthcare operators, clinicians, service providers, investors, and founders 

Who want to build sustainable healthcare companies with the right people around them.

𝗜𝗡 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘, 𝗬𝗢𝗨’𝗟𝗟 𝗟𝗘𝗔𝗥𝗡:

✅  Why most healthcare partnerships fail

✅  How trust creates better business outcomes

✅  Why AI still needs human leadership

✅  What investors look for beyond the pitch

✅  How clinicians can create bigger influence outside the clinic

✅  Why execution matters more than networking alone

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦

17:56 Why healthcare founder and investor partnerships fail

19:42 Why long-term business relationships matter in healthcare

21:18 Building trust between clinicians, operators, and investors

23:04 Why most healthcare networking stays transactional

24:37 How healthcare leaders can build stronger partnerships

26:11 AI, healthcare innovation, and human connection

27:20 Final thoughts on healthcare leadership and aligned growth

—---------------------------------------------------------

𝗪𝗛𝗢 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘 𝗜𝗦 𝗙𝗢𝗥

👤 Clinicians who want to advise, invest, or expand their influence

👤 Investors looking for healthcare companies with stronger global positioning

👤 Healthcare operators building partnerships across markets

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗘𝗫𝗣𝗘𝗥𝗧𝗦 & 𝗜𝗡𝗩𝗘𝗦𝗧𝗢𝗥𝗦

Explore upcoming Health Board Advisors events:

📅 Click here to register: 👉 luma.com/HealthBoardAdvisors

Interested in advising more vetted startups?

Apply to become an Advisor Fellow: 👉 HealthBoardAdvisors.com/Apply

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗦𝗧𝗔𝗥𝗧𝗨𝗣𝗦 

1️⃣ Pitch Practice - Hot or Not: 👉 PulsePointPath.com/PitchToYes 

2️⃣ HealthTech Impact Award: 👉 HealthTechImpactAward.com 

3️⃣ Capital Readiness: 👉 CapitalEngine.vc

In this episode, we sit down with 𝐃𝐫. 𝐀𝐫𝐝𝐲 𝐇𝐚𝐤𝐡𝐚𝐦𝐢𝐚𝐧.

He is the CEO of Dentulu Smiles Foundation, one of the world’s leading teledentistry nonprofits delivering care internationally.

Dr. Hakhamian shares how his team raised more than $1 million

Built global partnerships

And used AI and teledentistry to improve access for underserved communities. 

He also explains why healthcare leaders can no longer treat dentistry as a separate conversation from the future of healthcare delivery.

If you’re a clinician, operator, investor, or healthcare service provider who wants to understand where healthcare access, AI, and digital care are heading next

This one is for you. 

𝗜𝗡 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘, 𝗬𝗢𝗨’𝗟𝗟 𝗟𝗘𝗔𝗥𝗡:

✅ Why teledentistry adoption is accelerating

✅ Where healthcare systems still fail patients

✅ How AI can support care access and operations

✅ What healthcare investors should pay attention to now

✅ Why collaboration between clinicians, operators, and investors matters more than ever

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦

00:00 - Introduction to Dr. Ardy Hakhamian

01:12 - Why dental care is still disconnected from healthcare

02:48 - The real problem with healthcare access today

04:15 - How teledentistry is expanding global care

06:02 - Can AI help underserved patients faster?

07:41 - Building partnerships that actually improve outcomes

09:18 - Why operators and clinicians must work together

11:05 - What healthcare investors should watch closely

12:44 - Raising over $1M for healthcare impact

14:11 - Lessons from scaling a global teledentistry nonprofit

15:52 - Why the future of healthcare needs aligned ecosystems

—---------------------------------------------------------

𝗪𝗛𝗢 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘 𝗜𝗦 𝗙𝗢𝗥

👤 Clinicians who want to advise, invest, or expand their influence

👤 Investors looking for healthcare companies with stronger global positioning

👤 Healthcare operators building partnerships across markets

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗘𝗫𝗣𝗘𝗥𝗧𝗦 & 𝗜𝗡𝗩𝗘𝗦𝗧𝗢𝗥𝗦

Explore upcoming Health Board Advisors events:

📅 Click here to register: 👉 luma.com/HealthBoardAdvisors

Interested in advising more vetted startups?

Apply to become an Advisor Fellow: 👉 HealthBoardAdvisors.com/Apply

—---------------------------------------------------------

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗦𝗧𝗔𝗥𝗧𝗨𝗣𝗦 

1️⃣ Pitch Practice - Hot or Not: 👉 PulsePointPath.com/PitchToYes 

2️⃣ HealthTech Impact Award: 👉 HealthTechImpactAward.com 

3️⃣ Capital Readiness: 👉 CapitalEngine.vc

Co-CEO of Focus International Global

Director of Scientific Expansion at ABO US 

Director at Global AnatomiX.

Vana has spent more than 20 years building healthcare partnerships between the United States, Brazil, and Portugal 

Through medical education, clinical collaboration, and international business development.

She shares what founders, clinicians, investors, and operators often miss when trying to expand into new healthcare markets.

We discuss why trust matters more than introductions

How education creates long-term partnerships

And what healthcare leaders need before entering global markets.

If you work in healthcare and want to build stronger partnerships, scale with the right people, and create long-term impact

This conversation is for you.

𝗜𝗡 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘, 𝗬𝗢𝗨’𝗟𝗟 𝗟𝗘𝗔𝗥𝗡:

✅ How Vana turned dental education into global healthcare partnerships

✅ Why healthcare deals fail without cultural trust first

✅ What U.S. leaders misunderstand about healthcare growth abroad

✅ How clinicians open doors that sales teams cannot

✅ Why anatomy training still shapes modern healthcare innovation

✅ What it takes to build healthcare relationships across countries

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦

00:32 – How Vana started building healthcare partnerships across countries

02:11 – Why cultural trust matters before business growth

04:03 – What healthcare leaders misunderstand about international expansion

06:28 – How dental education became a global relationship builder

09:14 – Why clinicians create stronger healthcare partnerships

12:07 – Lessons from working across the U.S., Brazil, and Portugal

15:22 – What healthcare companies miss when entering new markets

18:11 – Why long-term healthcare growth starts with aligned people

𝗪𝗛𝗢 𝗧𝗛𝗜𝗦 𝗘𝗣𝗜𝗦𝗢𝗗𝗘 𝗜𝗦 𝗙𝗢𝗥

👤 Clinicians who want to advise, invest, or expand their influence

👤 Investors looking for healthcare companies with stronger global positioning

👤 Healthcare operators building partnerships across markets

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗘𝗫𝗣𝗘𝗥𝗧𝗦 & 𝗜𝗡𝗩𝗘𝗦𝗧𝗢𝗥𝗦

Explore upcoming Health Board Advisors events:

📅 Click here to register: 👉 luma.com/HealthBoardAdvisors

Interested in advising more vetted startups?

Apply to become an Advisor Fellow: 👉 HealthBoardAdvisors.com/Apply

𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗙𝗢𝗥 𝗦𝗧𝗔𝗥𝗧𝗨𝗣𝗦 

1️⃣ Pitch Practice - Hot or Not: 👉 PulsePointPath.com/PitchToYes 

2️⃣ HealthTech Impact Award: 👉 HealthTechImpactAward.com 

3️⃣ Capital Readiness: 👉 CapitalEngine.vc

They’re wrong.

In this conversation, we break down the massive gap between the people building the tech and the clinicians using it.

And why "Digital Trust" is the only metric that actually matters for scaling. 

If you’ve ever felt like regulation is just a boring checkbox or a roadblock to innovation

This episode will change your mind.

Today, we’re joined by 𝐉𝐞𝐫𝐫𝐞𝐥 𝐒𝐚𝐦𝐚𝐫𝐨𝐨-𝐂𝐚𝐦𝐩𝐛𝐞𝐥𝐥, a technology attorney who lives at the intersection of cyber law and healthcare regulation. 

With a family full of doctors, he understands the "Digital Risk" that keeps clinicians from adopting new tools.

IN THIS EPISODE, YOU’LL LEARN:

✅ Why "Digital Trust" is more important than "AI Innovation"

✅ The danger of using AI tools trained on the wrong patient data

✅ How founders can turn boring legal compliance into a strategic advantage

✅ Why relying only on technical staff for security is a recipe for failure

✅ How to build "guardrails" for AI to prevent hallucinations and errors

TIMESTAMPS

00:00 – The intersection of law and a medical family 

02:15 – What founders get wrong about data privacy 

04:30 – Technical vs. Ethical: It’s not just about code 

06:45 – AI "hallucinations" and the suicidal case risk 

09:10 – Advice for clinicians vetting new digital tools 

12:30 – Why Jerrel joined the HBA ecosystem 

15:00 – Final thoughts on building what lasts

____________________________________________

WHO THIS EPISODE IS FOR

Healthcare Founders who need to bridge the trust gap with hospital buyers.

Clinicians who want to know what to look for before championing new tech.

Investors looking to vet the regulatory and ethical risks of AI startups.

____________________________________________

RESOURCES FOR EXPERTS & INVESTORS

Explore upcoming Health Board Advisors events:

📅 Click here to register: 👉 luma.com/HealthBoardAdvisors

Interested in advising more vetted startups?

Apply to become an Advisor Fellow: 👉 HealthBoardAdvisors.com/Apply

____________________________________________

RESOURCES FOR STARTUPS 

1️⃣ Pitch Practice - Hot or Not: 👉 PulsePointPath.com/PitchToYes 

2️⃣ HealthTech Impact Award: 👉 HealthTechImpactAward.com 

3️⃣ Capital Readiness: 👉 CapitalEngine.vc

In this episode, we sit down with 𝐑𝐨𝐬𝐞 𝐒𝐚𝐭𝐳. a biotechnology executive with 30+ years of experience in drug development, clinical translation, commercialization, regulatory strategy, and capital formation.

Rose shares what founders, investors, clinicians, and operators often miss when trying to grow healthcare companies. 

We discuss how to move from idea to market, how to lower risk, and how smart capital can help better solutions reach patients faster.

If you work in healthcare and want to create real impact, this conversation is for you.

IN THIS EPISODE, YOU’LL LEARN:

✅ Why many strong healthcare ideas still fail

✅ How investors judge risk and opportunity

✅ What founders need before raising capital

✅ Why regulation can be a growth advantage

✅ How AI may shape the next wave of healthcare companies

✅ What great advisors bring to the table

TIMESTAMPS

00:34 – Why great healthcare companies still struggle to grow

01:41 – What buyers and investors need to hear first

03:02 – The message gap hurting many founders

04:28 – Lessons from scaling major healthcare companies

06:11 – What smart investors look for before funding

09:36 – How regulation can become a growth advantage

13:48 – How AI may reshape healthcare growth

15:06 – Building long-term momentum and lasting impact

WHO THIS EPISODE IS FOR

👤 Clinicians who want to advise, invest, or grow beyond patient care

👤 Investors looking for healthcare companies with clear value and real upside

👤 Founders who want better strategy, stronger positioning, and smarter growth

RESOURCES FOR CLINICIANS, INVESTORS & OPERATORS

Join the HBA ecosystem where clinicians build legacy, not just resumes.

You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths.

Apply to become an Advisor Fellow and start building influence: 👉 www.HealthBoardAdvisors.com/Apply

Participate in curated HBA experiences

Our events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter.

Explore upcoming HBA events: 👉 www.luma.com/HealthBoardAdvisors

FOR FOUNDERS READY TO SCALE WITH IMPACT

Sharpen your story before capital enters the room

A great pitch lands results only when it’s clear, credible, and investor-ready.

Pitch Practice helps founders refine that story so the right doors open fast.

Get pitch-ready: 👉 www.PulsePointPath.com/PitchToYes

Earn recognition that unlocks visibility and trust

The HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz.

Apply for the Impact Award: 👉 www.HealthTechImpactAward.com

Prepare for capital with a system that aligns funders, milestones, and execution

Capital readiness isn’t guesswork. 

It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. 

The Capital Engine gives you that clarity and alignment.

Build your capital strategy: 👉 www.CapitalEngine.vc

Why do buyers trust one company quickly, but ignore another?

On this episode of 𝘊𝘭𝘪𝘯𝘪𝘤𝘢𝘭 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘐𝘯𝘴𝘪𝘥𝘦𝘳, we speak with 𝐇𝐞𝐚𝐭𝐡𝐞𝐫 𝐂𝐚𝐨𝐮𝐞𝐭𝐭𝐞, a leader who has helped healthcare companies win at critical growth moments.

👏 Principal of RAE Communication and healthcare growth strategist

👏 Former marketing executive at eClinicalWorks during growth from 200 to 5,000+ employees

👏 Advisor to startups, investors, and enterprise healthcare teams

Heather shares 𝘄𝗵𝗮𝘁 𝗿𝗲𝗮𝗹𝗹𝘆 𝗱𝗿𝗶𝘃𝗲𝘀 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺 when the pressure is high: 

Funding rounds

Product launches

Acquisitions

Market expansion.

She explains why many strong companies stay invisible.

And why simple, clear messaging often beats bigger budgets and louder competitors.

This episode pushes back on a common myth:

𝙏𝙝𝙖𝙩 𝙖 𝙜𝙧𝙚𝙖𝙩 𝙥𝙧𝙤𝙙𝙪𝙘𝙩 𝙞𝙨 𝙚𝙣𝙤𝙪𝙜𝙝.

What actually wins?

Clear positioning

Trusted leadership

A team that knows how to scale

The right message at the right time

If you’ve built something valuable

But growth still feels slower than it should

This conversation will change how you think about traction.

Because growth is rarely random.

It is built.

IN THIS EPISODE, YOU’LL LEARN:

✅ Why many health tech companies fail to explain their value

✅ How messaging can shorten the sales cycle

✅ What investors want before writing checks

✅ How leaders should handle funding rounds and launches

✅ Why timing matters as much as product quality

✅ How to scale without losing focus

TIMESTAMPS

00:16 – Why great products still struggle to grow

01:12 – What buyers need to hear first

02:40 – How founders miss the message gap

04:05 – Lessons from scaling eClinicalWorks

06:18 – What investors look for before funding

08:02 – Product launch mistakes to avoid

10:14 – How to lead during growth pressure

12:03 – Why clarity wins in healthcare sales

14:11 – Building long-term momentum in health tech

WHO THIS EPISODE IS FOR

👤 Clinicians who want to grow their influence beyond patient care

👤 Operators leading healthcare teams through growth and change

👤 Investors looking for healthcare companies with clear positioning and real upside

RESOURCES FOR CLINICIANS, INVESTORS & OPERATORS

Join the HBA ecosystem where clinicians build legacy, not just resumes.

You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths.

Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/Apply

Participate in curated HBA experiences

Our events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter.

Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisors

FOR FOUNDERS READY TO SCALE WITH IMPACT

Sharpen your story before capital enters the room

A great pitch lands results only when it’s clear, credible, and investor-ready. 

Pitch Practice helps founders refine that story so the right doors open fast.

Get pitch-ready: 👉 pulsepointpath.com/pitchtoyes

Earn recognition that unlocks visibility and trust

The HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz.

Apply for the Impact Award: 👉 HealthTechImpactAward.com

Prepare for capital with a system that aligns funders, milestones, and execution

Capital readiness isn’t guesswork. 

It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. 

The Capital Engine gives you that clarity and alignment.

Build your capital strategy: 👉 CapitalEngine.vc

What if the people closest to patients had the least say in how the system runs?

In this episode of 𝘊𝘭𝘪𝘯𝘪𝘤𝘢𝘭 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘐𝘯𝘴𝘪𝘥𝘦𝘳, we sit down with 𝐃𝐫. 𝐊𝐢𝐚𝐧𝐨𝐫 𝐒𝐡𝐚𝐡,

👏 Investor and founder in dental and healthcare ventures

👏 Architect of global doctor-to-doctor networks

👏 Leader behind large-scale clinical collaboration across 300+ practices

In this conversation, he breaks down why many of the systems built around healthcare were never designed for clinicians,

And how new tools are removing layers that once controlled access, margins, and decisions.

This conversation challenges a core belief:

𝙏𝙝𝙖𝙩 𝙙𝙤𝙘𝙩𝙤𝙧𝙨 𝙖𝙧𝙚 𝙢𝙚𝙖𝙣𝙩 𝙩𝙤 𝙨𝙩𝙖𝙮 𝙞𝙣 𝙩𝙝𝙚 𝙡𝙖𝙣𝙚 𝙤𝙛 𝙘𝙖𝙧𝙚 𝙙𝙚𝙡𝙞𝙫𝙚𝙧𝙮.

Instead, it opens a different path:

Doctors as operators

Doctors as investors

Doctors as system builders

If you’ve ever felt the gap between what you know should happen

And how things actually work

This episode will push you to rethink your position in the system.

Not as a participant.

But as a builder.

IN THIS EPISODE, YOU’LL LEARN:

✅ Why AI is becoming essential across clinical, admin, and business workflows

✅ How clinicians can use AI to reduce overhead and improve patient care

✅ Why doctor-led startups outperform investor-led ideas

✅ What to look for before saying yes to a healthcare investment

✅ How third parties quietly take control, and how that is changing

TIMESTAMPS

00:16 – Why AI is now unavoidable in healthcare

01:03 – Where AI creates the most value in a practice

02:53 – Why clinicians must learn the business side

04:00 – How Dr. Shah evaluates healthcare startups

05:40 – Why doctor-led ideas matter most

08:10 – The problem with third-party control in healthcare

09:20 – Building global doctor-led collaboration

11:00 – Why standardization in care matters

12:40 – How systems create hidden inefficiencies

14:20 – How AI could replace parts of insurance and admin

WHO THIS EPISODE IS FOR

👤 Clinicians who want more control over their practice and future

👤 Operators building healthcare companies that need real clinical alignment

👤 Investors looking for doctor-led opportunities with stronger execution 

RESOURCES FOR CLINICIANS, INVESTORS & OPERATORS

Join the HBA ecosystem where clinicians build legacy, not just resumes.

You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths.

Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/Apply

Participate in curated HBA experiences

Our events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter.

Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisors

FOR FOUNDERS READY TO SCALE WITH IMPACT

Sharpen your story before capital enters the room

A great pitch lands results only when it’s clear, credible, and investor-ready. 

Pitch Practice helps founders refine that story so the right doors open fast.

Get pitch-ready: 👉 PulsePointPath.com/PitchToYes

Earn recognition that unlocks visibility and trust

The HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz.

Apply for the Impact Award: 👉 HealthTechImpactAward.com

Prepare for capital with a system that aligns funders, milestones, and execution

Capital readiness isn’t guesswork. 

It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. 

The Capital Engine gives you that clarity and alignment.

Build your capital strategy: 👉 CapitalEngine.vc

What if it scaled to thousands?

In this episode of 𝘊𝘭𝘪𝘯𝘪𝘤𝘢𝘭 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘐𝘯𝘴𝘪𝘥𝘦𝘳, we sit down with the remarkable 𝐃𝐫. 𝐀𝐥𝐢𝐬𝐨𝐧 𝐂𝐮𝐫𝐟𝐦𝐚𝐧, 

👏 Pediatric emergency physician

👏 Co-founder of Imagine Pediatrics

👏 Founder of Startup Physicians.

She shares how she moved from bedside care to building a company 

Serving over 100,000 children, without walking away from medicine.

With experience across clinical care, venture building, and physician advisory

Dr. Curfman is helping unlock a new path for clinicians to create impact, income, and legacy beyond traditional roles.

If you’ve ever felt the pull to do more, build more, or fix what the system keeps getting wrong

This episode will change how you think about your role in healthcare.

This is not about leaving clinical work.

This is about expanding your impact.

IN THIS EPISODE, YOU’LL LEARN:

✅ Why many healthcare startups fail without the right clinical voice

✅ How clinicians can step into advisory, board, and investor roles

✅ What it takes to move from one-to-one care to one-to-many impact

✅ Why connection, not credentials, is the real unlock

✅ How to find the right people to build with

TIMESTAMPS

00:32 – The moment clinicians realize they can scale beyond the bedside

02:03 – Why healthcare needs clinicians in startups and venture

04:59 – Lessons from advising and investing in healthcare companies

06:37 – What to look for in startups as a clinician advisor

08:13 – Moving from one-to-one care to one-to-many impact

10:07 – Why community and connection change everything

11:09 – Alignment between clinicians, founders, and investors

12:50 – Building pathways for physician founders and advisors

14:50 – How HBA matches the right people to build together

WHO THIS EPISODE IS FOR

👤 Clinicians who want to expand their impact beyond patient care

👤 Operators and service providers building healthcare companies that actually work

👤 Investors looking for clinically aligned opportunities with real execution

RESOURCES FOR CLINICIANS, INVESTORS & OPERATORS

Join the HBA ecosystem where clinicians build legacy, not just resumes.

You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths.

Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/Apply

Participate in curated HBA experiences

Our events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter.

Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisors

FOR FOUNDERS READY TO SCALE WITH IMPACT

Sharpen your story before capital enters the room

A great pitch lands results only when it’s clear, credible, and investor-ready.

Pitch Practice helps founders refine that story so the right doors open fast.

Get pitch-ready: 👉 PulsePointPath.com/PitchToYes

Earn recognition that unlocks visibility and trust

The HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz.

Apply for the Impact Award: 👉 HealthTechImpactAward.com

Prepare for capital with a system that aligns funders, milestones, and execution

Capital readiness isn’t guesswork.

It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter.

The Capital Engine gives you that clarity and alignment.

Build your capital strategy: 👉 CapitalEngine.vc

They’re wrong.

In this conversation, we break down why many experienced physicians feel underutilized and how stepping beyond clinical roles can multiply their impact.

And why healthcare doesn’t change when the right experts stay outside the rooms where decisions are made.

Today, we’re joined by 𝐃𝐫. 𝐆𝐚𝐫𝐲 𝐆𝐨𝐥𝐝𝐦𝐚𝐧, 𝐃𝐃𝐒, 𝐌𝐃, 𝐌𝐁𝐀, Founding Partner of Global Health Impact Fund and CEO of Global Health Impact Network.

He built a physician-led venture fund focused on digital health, creating a community where clinicians don’t just advise, they invest and help shape what gets built.

If you’ve ever felt like your experience could do more

Or you’ve seen solutions fail because the right voices weren’t involved

This episode will change how you think about your role in healthcare innovation.

IN THIS EPISODE, YOU’LL LEARN:

✅ Why many clinicians feel underutilized after decades of experience

✅ Why healthcare innovation fails without clinical voices in the room

✅ How physicians are stepping into investing and building companies

✅ What founders get wrong about working with clinicians

✅ Why community matters more than capital alone

TIMESTAMPS

00:18 – Why clinicians feel underutilized

02:40 – Moving beyond clinical practice to scale impact

05:10 – Why healthcare innovation fails without clinicians

07:32 – How physicians are becoming investors

10:05 – What founders misunderstand about clinical adoption

12:28 – Building communities around physician capital

14:42 – How HBA matches experts to real opportunities

WHO THIS EPISODE IS FOR

👤 Clinicians who want to extend their impact beyond patient care

👤 Operators who want real clinical insight inside their companies

👤 Investors looking to back healthcare with aligned expertise and execution 

RESOURCES FOR CLINICIANS, INVESTORS & OPERATORS

Join the HBA ecosystem where clinicians build legacy, not just resumes.

You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths.

Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/Apply

Participate in curated HBA experiences

Our events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter.

Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisors

FOR FOUNDERS READY TO SCALE WITH IMPACT

Sharpen your story before capital enters the room

A great pitch lands results only when it’s clear, credible, and investor-ready.

Pitch Practice helps founders refine that story so the right doors open fast.

Get pitch-ready: 👉 PulsePointPath.com/PitchToYes

Earn recognition that unlocks visibility and trust

The HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz.

Apply for the Impact Award: 👉 HealthTechImpactAward.com

Prepare for capital with a system that aligns funders, milestones, and execution

Capital readiness isn’t guesswork.

It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter.

The Capital Engine gives you that clarity and alignment.

Build your capital strategy: 👉 CapitalEngine.vc

They’re wrong.

In this conversation, we break down why most healthcare systems lose millions in inefficiency, and how small operational changes can unlock real scale.

And why virtual care programs fail when they don’t fit how care is actually delivered.

Today, we’re joined by Mitchell Fong, Founder and CEO of Innovise Consulting, former President of the American College of Healthcare Executives Nevada Chapter, and board member at HIMSS Nevada, PulsePoint Path, and Food Bank of Northern Nevada.

With experience across ambulatory care, hospitals, insurance, analytics, and population health, Mitchell has helped organizations save millions by fixing how care actually runs.

If you’ve ever seen wasted time, broken workflows, or programs that looked good on paper but failed in practice

This episode will change how you think about execution in healthcare.

IN THIS EPISODE, YOU’LL LEARN:

✅ Why most healthcare systems lose money through hidden inefficiencies

✅ What virtual care programs get wrong from day one

✅ How to find and fix workflow breakdowns that block scale

✅ Why execution matters more than strategy in healthcare

✅ How small operational changes can drive massive cost savings

TIMESTAMPS

00:18 – Where healthcare systems lose the most money

02:54 – Why operational inefficiency is often invisible

05:21 – What virtual care programs get wrong

07:48 – Fixing workflows across ambulatory, acute, and payer systems

10:12 – How small changes can save millions

12:36 – Why execution gaps stop healthcare growth

14:50 – How HBA works side-by-side to build, not just advise

WHO THIS EPISODE IS FOR

👤 Healthcare Operators who want to fix inefficiencies and scale systems that actually work.

👤 Clinicians who are tired of broken workflows and want better care delivery models.

👤 Investors looking to back healthcare companies with real execution, not just ideas.

RESOURCES FOR CLINICIANS, INVESTORS & OPERATORS

Join the HBA ecosystem where clinicians build legacy, not just resumes.

You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths.

Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/Apply

Participate in curated HBA experiences

Our events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter.

Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisors

FOR FOUNDERS READY TO SCALE WITH IMPACT

Sharpen your story before capital enters the room

A great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast.

Get pitch-ready: 👉 PulsePointPath.com/PitchToYes

Earn recognition that unlocks visibility and trust

The HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz.

Apply for the Impact Award: 👉 HealthTechImpactAward.com

Prepare for capital with a system that aligns funders, milestones, and execution

Capital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment.

Build your capital strategy: 👉 CapitalEngine.vc

They’re wrong.

In this conversation, we break down the difference between being AI-labeled and being AI-native.

And why eliminating manual workflow waste matters more than adding another chatbot.

If you’ve ever felt buried by EMR clicks, compliance pressure, or endless admin tasks

This episode will shift how you see AI in healthcare.

Today, we’re joined by Nick Yaitsky, HIMSS Americas Advisory Board member and TAG Digital Health Board member, former Chief AI Officer at Wellstar Health System and former SVP at Sharecare.

With 20+ years leading healthcare technology innovation, Nick understands what separates real AI transformation from hype, and why most startups fail before they ever reach scale.

IN THIS EPISODE, YOU’LL LEARN:

✅ Why “AI-enabled” is not enough to raise capital anymore

✅ The difference between automation and true AI-native design

✅ How to eliminate manual clinical workflows before you automate

✅ Why founders fail when they ignore sellability, sustainability, and scalability

✅ How to delegate work to AI agents, not just people

TIMESTAMPS

00:17 – How clinicians can build legacy beyond bedside care

03:06 – From engineer to executive: solving healthcare complexity

06:33 – Why “AI-enabled” is not enough in 2026

08:25 – Eliminate, automate, delegate: the leadership filter

11:10 – Delegating to AI agents inside your organization

13:16 – Why HBA works side-by-side with founders, not just funding them

15:14 – How to avoid building something no one will buy

WHO THIS EPISODE IS FOR

Healthcare Founders needing to bridge the trust gap with hospital buyers.

Clinicians who want to know what to look for before championing new tech.

Investors looking to vet the regulatory and ethical risks of AI startups.

RESOURCES FOR CLINICIANS, INVESTORS & OPERATORS

Join the HBA ecosystem where clinicians build legacy, not just resumes.

You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths.

→ Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/Apply

Participate in curated HBA experiences

Our events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter.

→ Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisors

FOR FOUNDERS READY TO SCALE WITH IMPACT

Sharpen your story before capital enters the room

A great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast.

→ Get pitch-ready: 👉 pulsepointpath.com/pitchtoyes

Earn recognition that unlocks visibility and trust

The HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz.

→ Apply for the Impact Award: 👉 HealthTechImpactAward.com

Prepare for capital with a system that aligns funders, milestones, and execution

Capital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment.

→ Build your capital strategy: 👉 CapitalEngine.vc

In this conversation, we break down the real difference between being a peak performer and being a resilient leader

And why most founders and investors burn out before they reach their true potential.

If you’ve ever felt:

❌ Stuck between the intensity of your calling and the chaos of execution

❌ Unsure how to move from short-term wins to a cumulative lifetime impact

❌ Frustrated by the "muscular commitment" required to stay in the game

This episode gives you a new framework for leadership that Lorca calls "regenerative."

Today, we’re joined by Lorca Smetana, a resilience expert and regenerative leadership strategist. 

A survivor of the 1986 Mt. Hood mountaineering tragedy, she has spent over 30 years developing tools to help people thrive through mortality and crisis. 

Lorca was an early founder of Angel Flight West and now guides healthcare leadership teams to create the "spaciousness" required to scale.

IN THIS EPISODE, YOU’LL LEARN:

✅  Why "cumulative impact" is the most important metric for your healthcare career.

✅  The difference between intensive short-run effort and a sustainable ecosystem of self.

✅  How tools designed for crisis and first responders can fuel powerful leadership growth.

✅  Why intentional design for "lightness and space" is the key to natural organizational scaling.

✅  How to avoid being a "hypocrite of health" by designing resilience into your own leadership.

WHO THIS EPISODE IS FOR

👥 Healthcare Founders fighting to keep their teams aligned during rapid growth.

👥 Clinicians & Operators looking for tools to lead without losing their well-being.

👥 Investors who want to de-risk their portfolios by supporting founder resilience.

TIMESTAMPS 

00:00 – The metric of "Cumulative Impact" 

01:54 – Lorca Smetana: From survival to resilience fellowships 

03:15 – Lorca’s biggest win: Building a "Muscular Toolbox" for growth 

05:30 – Why crisis tools lead to the best leadership growth 

07:15 – Training the next generation of resilience masters 

08:20 – Why HBA is a "vetted ecosystem" for aliveness 

10:45 – Conclusion & next steps

RESOURCES FOR CLINICIANS, INVESTORS & OPERATORS

Join the HBA ecosystem where clinicians build legacy, not just resumes.

You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths.

→ Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/Apply

Participate in curated HBA experiences

Our events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter.

→ Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisors

FOR FOUNDERS READY TO SCALE WITH IMPACT

Sharpen your story before capital enters the room

A great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast.

→ Get pitch-ready: 👉 pulsepointpath.com/pitchtoyes

Prepare for capital with a system that aligns funders, milestones, and execution

Capital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment.

→ Build your capital strategy: 👉 CapitalEngine.vc

In this conversation, we break down the "transition gap"

That means the moment a clinician realizes that their hands can only help one patient at a time.

But their expertise can help millions.

If you’ve ever felt stuck between your clinical calling and your desire for a bigger impact

This episode gives you the permission and the playbook to move into the boardroom.

Today, we’re joined by Shawna Smith, co-founder of Health Board Advisors. 

Shawna has built 56 companies alongside biotech leaders and visionary investors. 

After seeing the system fail from the inside, she now architects the teams and deals that prove you don’t have to sacrifice your well-being to change the world.

IN THIS EPISODE, YOU’LL LEARN

How to identify the "Internal Signs" of a perfect business alignment.

The difference between being a service provider and a true business owner.

Why clinical anatomy and business "anatomy" are more similar than you think.

The secret to building high-performance teams that actually stick together.

How to use tax-efficient strategies to reinvest in your team’s vitality.

WHO THIS EPISODE IS FOR

Clinicians looking to expand their impact from 1-on-1 care to 1-to-many innovation.

Founders who need to understand the "People" side of scaling a healthcare startup.

Investors seeking to understand the "Human Capital" that de-risks a deal.

RESOURCES FOR EXPERTS & INVESTORS

Explore upcoming Health Board Advisors events: 📅 View all events: https://luma.com/HealthBoardAdvisors

Apply to become an Advisor Fellow: 👉 https://HealthBoardAdvisors.com/Apply

RESOURCES FOR STARTUPS

Pitch Practice - Hot or Not: https://pulsepointpath.com/pitchtoyes

HealthTech Impact Award: https://HealthTechImpactAward.com

Actively Raising Capital? https://CapitalEngine.vc

TIMESTAMPS 

00:00 – The advice for clinicians seeking legacy. 

02:15 – Transitioning from service provider to business owner. 

04:40 – Why clinicians are actually built for business leadership. 

06:30 – Lessons from building 56 companies. 

08:20 – The "People Expert" approach to high-performance teams. 

12:10 – How to reinvest in wellness to drive revenue.

_____________________________

Today’s episode is a must-listen if you care about how healthcare actually scales. 

In this conversation, we break down the "human in the loop" problem and why most founders and investors are still treating technology like a magic wand instead of a tool.

If you’ve ever felt:

• Stuck between clinical intuition and rigid hospital systems
• Unsure how to move from "expert" to "advisor" or "investor"
• Frustrated by the "slap AI on it" approach to innovation

This episode gives you a masterclass in behavioral science, ethical innovation, and the power of multidimensional growth. 

Today, we’re joined by Dr. Natanya Wachtel, a behavioral scientist featured by Forbes and HBR who helps Fortune 500 companies understand how humans actually decide and change.

_____________________________

IN THIS EPISODE, YOU’LL LEARN

• Why "bedside manner" and connection are statistically more powerful than some surgical interventions.
• The "Check yourself before you wreck yourself" rule for AI in healthcare.
• Why not all investment money is "good money" for a growing startup.
• How to build a "HBA puzzle piece" team where clinician, operator, and investor skills actually click.
• The secret to "Harvard to Hood" innovation: why we need to listen to more than just the formally educated.

_____________________________

TIMESTAMPS 

00:00 – Creating legacy beyond the bedside 

05:15 – What traumatic brain injury taught Natanya about identity 

09:20 – The ethics of AI: Who is watching the store? 

12:30 – Why "not all money is good money" for founders 

16:40 – What makes the HBA Mastermind different? 

21:30 – Announcing a new CEO: A lesson in "asking for help"

_____________________________

RESOURCES FOR CLINICIANS, INVESTORS & OPERATORS

Join the HBA ecosystem where clinicians build legacy, not just resumes.

You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths.

→ Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/Apply

Participate in curated HBA experiences

Our events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter.

→ Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisors

_____________________________

FOR FOUNDERS READY TO SCALE WITH IMPACT

Sharpen your story before capital enters the room

A great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast.

→ Get pitch-ready: 👉 PulsePointPath.com/PitchToYes

Earn recognition that unlocks visibility and trust

The HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz.

→ Apply for the Impact Award: 👉 HealthTechImpactAward.com

Prepare for capital with a system that aligns funders, milestones, and execution

Capital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment.

→ Build your capital strategy: 👉 CapitalEngine.vc

In this conversation, we break down the "one patient at a time" bottleneck.

And why even the most brilliant clinicians need a business mindset to create a lasting legacy.

If you’ve ever felt stuck between your clinical calling and the desire to make a global impact.

Or if you’re unsure how to partner with industry without losing your professional soul.

This episode gives you a real path forward.

Today, we’re joined by 𝐃𝐫. 𝐀𝐥 𝐅𝐞𝐧𝐨𝐲, a leading functional neurosurgeon at Northwell Health. 

With over 900 deep-brain stimulation (DBS) procedures under his belt.

An 80% success rate in treating treatment-resistant depression, 

He is a titan in the neuromodulation space.

_________________________________

IN THIS EPISODE, YOU’LL LEARN

💡 Why treating patients individually isn't enough to change the healthcare system.

💡 The "Business of Research": How to partner with hospitals and industry to scale your ideas.

💡 How Dr. Fenoy blends 20 years of surgical expertise with strategic advisory roles.

💡 The importance of an "ecosystem" over a standard professional network.

💡 How to identify valid investment and philanthropic opportunities in neuro-innovation.

_________________________________

WHO THIS EPISODE IS FOR

Clinicians ready to expand their impact through advisory or board roles.

Investors looking for vetted insights into functional neurosurgery and clinical trials.

Operators interested in how to successfully integrate research into hospital business models.

_________________________________

RESOURCES FOR EXPERTS & INVESTORS

Explore upcoming Health Board Advisors events: https://luma.com/HealthBoardAdvisors

Apply to become an Advisor Fellow: https://HealthBoardAdvisors.com/Apply

_________________________________

RESOURCES FOR STARTUPS

Pitch Practice: https://pulsepointpath.com/pitchtoyes

HealthTech Impact Award: https://HealthTechImpactAward.com

Capital Readiness: https://CapitalEngine.vc

_________________________________

TIMESTAMPS

00:00 – Advice for clinicians moving to the boardroom.

01:54 – Meet Dr. Al Fenoy: 900+ DBS procedures and counting.

03:00 – Why the clinical side isn't enough for a global legacy.

04:30 – Lessons from 20 years in neuromodulation.

06:50 – Why Dr. Fenoy joined the HBA ecosystem.

08:45 – The next phase: Advisory and industry expansion.

_________________________________

𝗙𝗢𝗥 𝗙𝗢𝗨𝗡𝗗𝗘𝗥𝗦 𝗥𝗘𝗔𝗗𝗬 𝗧𝗢 𝗦𝗖𝗔𝗟𝗘 𝗪𝗜𝗧𝗛 𝗜𝗠𝗣𝗔𝗖𝗧:

➤ Sharpen your story before capital enters the room

 A great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast.

 → Get pitch-ready: 👉 𝐏𝐮𝐥𝐬𝐞𝐏𝐨𝐢𝐧𝐭𝐏𝐚𝐭𝐡.𝐜𝐨𝐦/𝐩𝐢𝐭𝐜𝐡𝐭𝐨𝐲𝐞𝐬

➤ Earn recognition that unlocks visibility and trust

 The HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz.

 → Apply for the Impact Award: 👉 𝐇𝐞𝐚𝐥𝐭𝐡𝐓𝐞𝐜𝐡𝐈𝐦𝐩𝐚𝐜𝐭𝐀𝐰𝐚𝐫𝐝.𝐜𝐨𝐦

➤ Prepare for capital with a system that aligns funders, milestones, and execution

 Capital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment.

 → Build your capital strategy: 👉 𝐂𝐚𝐩𝐢𝐭𝐚𝐥𝐄𝐧𝐠𝐢𝐧𝐞.𝐯𝐜

To explore HBA’s ecosystem and join an ecosystem where clinicians build legacy, not just resumes, visit healthboardadvisors.com/apply 

____________________________________

Why social capital, execution, and strategic networks define healthcare impact beyond the clinic.

In this episode of Clinical Investment Insider, we sit down with Dr. Val Torres, co-founder and COO of Health Board Advisors, to explore how clinicians can extend their impact beyond the bedside. 

Dr. Torres shares lessons from his journey from medicine to investment, board leadership, and global digital health innovation. 

𝗜𝗳 𝘆𝗼𝘂’𝘃𝗲 𝗲𝘃𝗲𝗿 𝗳𝗲𝗹𝘁:

✔️ Stuck in the "clinical lane" while wanting to make a broader impact

✔️ Unsure how to leverage your expertise in the boardroom

✔️ Frustrated by "vanity" leadership roles that lack real accountability

This episode gives you the blueprint for building what lasts. 

Dr. Val Torres shared how he moved from saving lives at the bedside to building global ecosystems for innovation.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:

💡Influence in healthcare isn’t about what you know, it’s about who knows your work, trusts your execution, and will build with you.

💡Real authority comes from execution, accountability, and collaboration, not vanity board seats or credentials.

💡When physicians shape innovation from the start, adoption accelerates and workflows actually work.

💡High-performance ecosystems require vetting. Excellence disappears when standards don’t exist.

💡Learn how to identify impressive-on-paper leaders who don’t cut through complexity—and how to avoid roles that drain impact.

💡Aligned physicians, operators, and founders create multiplier outcomes that no solo effort can achieve.

💡A rigorous vetting process ensures the ecosystem stays actionable, selective, and built for winners.

____________________________________

𝐖𝐇𝐎 𝐓𝐇𝐈𝐒 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐈𝐒 𝐅𝐎𝐑

➤ Clinicians ready to expand their impact through advisory or board roles.

➤ Investors looking for vetted insights into Healthcare AI, digital health solutions, and LATAM markets.

➤ Operators interested in how to successfully integrate research into hospital business models.

Whether you’re exploring your first healthcare investment, evaluating a board role, or ready to scale capital with influence, Clinical Investment Insider shows you the path from seed to scale.

____________________________________

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦 

00:00 – Advice for clinicians seeking legacy 

01:30 – Introduction to Dr. Val Torres 

02:20 – Why an MBA hit like a truck 

03:30 – Evolving with the AI revolution 

04:40 – Regrets from a "vanity" board role 

06:50 – Building global innovation ecosystems 

10:15 – Why HBA vets for competence, not just titles

____________________________________

𝗙𝗢𝗥 𝗙𝗢𝗨𝗡𝗗𝗘𝗥𝗦 𝗥𝗘𝗔𝗗𝗬 𝗧𝗢 𝗦𝗖𝗔𝗟𝗘 𝗪𝗜𝗧𝗛 𝗜𝗠𝗣𝗔𝗖𝗧:

➤ Sharpen your story before capital enters the room

 A great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast.

 → Get pitch-ready: 👉 𝐏𝐮𝐥𝐬𝐞𝐏𝐨𝐢𝐧𝐭𝐏𝐚𝐭𝐡.𝐜𝐨𝐦/𝐩𝐢𝐭𝐜𝐡𝐭𝐨𝐲𝐞𝐬

➤ Earn recognition that unlocks visibility and trust

 The HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz.

 → Apply for the Impact Award: 👉 𝐇𝐞𝐚𝐥𝐭𝐡𝐓𝐞𝐜𝐡𝐈𝐦𝐩𝐚𝐜𝐭𝐀𝐰𝐚𝐫𝐝.𝐜𝐨𝐦

➤ Prepare for capital with a system that aligns funders, milestones, and execution

 Capital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment.

 → Build your capital strategy: 👉 𝐂𝐚𝐩𝐢𝐭𝐚𝐥𝐄𝐧𝐠𝐢𝐧𝐞.𝐯𝐜

Startups want your credentials. They want your MD and PhD next to their logo. But they rarely want your actual advice.

This is "Advisory Theater." And it’s why so many healthcare innovations fail to scale.

Inside Health Board Advisors, we’re changing the script.

We don't believe in "ceremonial" roles. We believe in clinical truth.

If you’re a Clinician who’s tired of being ignored: 

💡 Stop lending your name without authority. 

💡 Start aligning your capital with your expertise. 

💡 Join the room where your voice actually shapes the outcome.

The future of healthcare won’t be built by people who just talk in theory.

It will be built by Clinicians who lead from the boardroom.

Are you ready to move from the sidelines?

Follow us on:

▶️ YouTube: https://YouTube.com/@HealthBoardAdvisors

📲 LinkedIn: https://LinkedIn.com/Company/Health-Board-Advisors

Today’s episode is a must-listen if you care about how healthcare actually scales.

We’re breaking down the clinical execution gap—and why most Clinician advisors are treated as "window dressing" on pitch decks while their real expertise goes ignored.

If you’ve ever felt like your insight is being sidelined, or you’re tired of seeing "innovation" that doesn't actually work in a clinical setting, this episode is your wake-up call.

We move beyond the bedside and into the boardroom to discuss how Clinician leaders are reclaiming their influence.

IN THIS EPISODE, YOU’LL LEARN

• Why clinical truth is the ultimate filter for healthcare venture success.
• How to spot "Advisory Theater" before you lend your name to a startup.
• The blueprint for moving from a healer to a strategic clinical investor.
• How to evaluate healthcare startups for real-world adoption, not just hype.
• Why aligned capital is the only way to protect your reputation and your returns.

WHO THIS EPISODE IS FOR

• Clinicians ready to transition into advisory, board, or investor roles.
• Founders who need to understand why clinical credibility is their biggest hurdle.
• Investors looking to de-risk their healthtech portfolio using clinical truth.

RESOURCES

• Join the HBA Mastermind: Collaborate with CXOs, Clinicians, and investors. Register here
• Apply for the Advisor Fellowship: Get matched with vetted startups. Apply here
• Founders: Get capital-ready and matched to the right funds. Visit Capital Engine