Executive Summary

Investment Thesis

MedAIR Cap Fund represents a revolutionary approach to medical AI investment, combining deep technological expertise with strategic market positioning. We target the convergence of AI and healthcare, focusing on the five pillars of health transformation: Nutrition, Sleep, Motion/Fitness, Mental Health, and Next Gen Pharma/AI Biotech. Our mission is to dramatically reduce US healthcare costs to below 8% of US GDP by the end of the decade while measurably improving patient outcomes and extending life expectancy.

Market Opportunity

The medical AI sector presents an unprecedented growth trajectory:

    • Global AI healthcare CAGR of 36.2% from $207B (2023) to $1.8T (2030)
    • Chronic disease epidemic driving urgent need for AI enabled solutions
    • Healthcare system transformation accelerated by generative AI capabilities
    • Increasing regulatory support for AI in healthcare applications

Competitive Advantage

  1. Proprietary Technology Stack
    • Reduces development time by 60 – 95% across AI applications
    • Reduces programming costs by up to 80%
    • Patent pending AI automation tools for rapid scaling
    • Proven track record in AI development over the past decade for governmental agencies and public/private partnerships.
    • Building block approach will supply framework (scaffolding of LLM, DL, Neural Network etc. for each group to then specialize as to their own needs as opposed to a specific end usage.
  1. Strategic Partnership in negotiations
    • National Institute of Health
    • Stanford Medical
    • Yale New Haven
    • MIT
    • Harvard Medical
    • University of West Indies Medical School
    • University of Vermont Medical School
    • National hospital networks
    • Research institutions
    • Government and academic collaborations
    • Healthcare Providers and Health Insurers
    • Pharmaceutical and Biotech Companies
    • MedAir Cap Fund representation:
      • Investment Banking: US Capital Global
    1. Unique Investment Model
    • Y Combinator principles combined with reciprocal relationship approach
    • Focus on blue ocean opportunities in healthcare transformation
    • Built in accelerator program with comprehensive support infrastructure

Investment Strategy/Core Focus Areas:

  1. Data Automation & Analytics
    • Medical research data factories
    • Clinical trial optimization
    • Healthcare workflow automation
  1. AI Enabled Precision Medicine
    • Personalized treatment platforms
    • Real time patient monitoring
    • Predictive diagnostics
  1. Digital Health Infrastructure
    • HIPAA compliant AI systems
    • Interoperable healthcare platforms
    • Secure medical data exchange

Financial Structure

    • Initial Fund Size: $25M to $100M
    • Portfolio Company Investment: no cap expansion beyond additional equity per company (Sole Strategic Capital Source until liquidity or post Series B)
    • Investment Period: 7 years
    • Returns: Exponential Compounded Organic Growth Rates consistent with accelerated evolutionary development of Generative AI
    •  Liquidity:
      • Strategic Business Combinations/Joint Venture
      • IPO
      • Selective Spin Outs
      • Secondary Market Sales

Risk Mitigation

    • Focus on validated technologies with clear market demand
    • Diversification across healthcare AI applications
    • Strong IP protection and regulatory compliance
    • Active management and strategic support
    • Exploit Network/Platform Synergy/Mitigate Platform Risk

Portfolio Support

We provide portfolio companies with Investment Capital plus:

    • Access to proprietary AI development tools
    • Computing resources and technical infrastructure
    • Strategic partnerships with healthcare providers
    • Regulatory and compliance guidance
    • Business development and scaling support

Management Team

Led by veterans in:

    • AI technology development and commercialization
    • Healthcare industry operations
    • Synergistic Portfolio Creation and M&A
    • Medical research and clinical applications
    • Sector specific roll up expertise

Innovation Framework

Our approach leverages:

    • Focus on transformative rather than incremental solutions
    • Strategic avoidance of direct competition with major tech companies
    • Rapid prototyping and deployment capabilities
    • “AI Innovation Cell” methodology from Defense Acquisition University

Summary

MedAIR Cap Fund ( Medical Artificial Intelligence Research Capital Fund) represents a unique opportunity to participate in the transformation of healthcare through AI. Our combination of technological expertise, strategic partnerships, and comprehensive support infrastructure positions us to generate exceptional returns while addressing critical healthcare challenges.

CONTACT

Walter Marcinowski
Managing Director
MEDAIRCAP, LLC