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Strategy

The Physic team continues its strategy, implemented in prior funds, of investing in technology-driven companies that are part of the emerging sector dedicated to improving personal and planetary health. Our strategy is to identify science-driven, category-creating consumer-driven health and sustainable living solutions ahead of the consumer adoption curve and bring them to market in a way in which they are quickly and cost-efficiently validated and set on a path for rapid scale.

We consider the following criteria in making our investment decisions: the consumer, science and intellectual property, business model, industry sector, stage, geography, and value creation.

The Health Consumer

Physic Ventures examines each investment opportunity through the lens of consumer health benefits, with a focus on understanding how the consumer will use the product in their daily lives and how the product is best delivered for use.   Efficacy is the primary criteria in our investment decisions. This allows Physic to avoid companies that seeks to solve market needs with technology solutions that do not fit the customer's requirements or lifestyle. Additionally, Physic will pay careful attention to the changing regulatory landscape to assess opportunities where new products can come to market in the most time and cost efficient manner possible.

Science and Intellectual Property

In all cases, Physic will only invest in opportunities that meet rigorous scientific and clinical standards of proof and meet professional perception standards for credibility. The Physic team often relies on western-trained physician/consumers to gauge the potential "acceptability" of various non-traditional solutions in a consumer-driven health environment. We avoid companies and technologies where the path to the end user is not well defined by management and where the benefits of the product are not clear. Physic avoids companies that have products or technologies that lack intellectual property and seek to differentiate only by marketing spend.

Business Models

Physic Ventures invests in business models which span the value chain of the consumer-driven health and sustainable living industry. Three types of business model characterize the Physic strategy:
 
  • Enabling Technologies:
    innovative technologies which empower consumers in the areas of food and nutrition, predictive and preventative medicine, beauty and well-being, hygiene, diagnostics, therapeutics, industrial biotechnology and materials science
  • Science-Based Branded Consumer Products:
    consumer-targeted products which incorporate enabling technologies
  • Innovative Channels:
    novel platforms and distribution networks which deliver products, services and information to consumers

Investing in business models spanning the industry value chain creates synergies across portfolio companies: platform technologies enable differentiated products, which are delivered through innovative channels, fulfilling unmet needs in consumer-driven health and sustainable living.