Heritage Group (Healthcare Innovation)

Amounts are Item 13 as filed: the target is the whole offering, and the amount sold is cumulative across amendments rather than a final close. The filing carries no per-investor amount, so a firm’s own cheque is not recoverable here.

6 partners are named across this firm’s filings, 4 of them on a fund it is deploying now.

Activity is filed board seats in the last 24 months: 4+ Active, 2–3 Selective, 1 Slowing, none Quiet. A firm's tier totals its partners, so an active firm may be four partners with one seat each. It undercounts partners who invest without taking a board seat, and filings lag a closing by weeks, so Quiet means the paperwork is quiet, not the person.

Classified sectors of Heritage Group (Healthcare Innovation)’s own portfolio companies, based on 11 with a verified or cited source.

• Digital health5 · 45%
• Healthcare services2 · 18%
• Enterprise software1 · 9%
• HR & future of work1 · 9%
• Medical devices1 · 9%
• Sales & marketing tech1 · 9%

Not a filing value: this is Lev’s own classification of each company, one company one vote regardless of how many of Heritage Group (Healthcare Innovation)’s partners are named on its board, shown only when we found a specific, checkable source. Companies with no source read as unclassified and are left out of the shares above.

A shared board seat: a company where filings name a Heritage Group (Healthcare Innovation) partner and a partner at the other firm, both with a clean identity match. Not a claim either firm led or co-led the round, only that both are named on the same board.