Eyi Ne $8 Trillion Sikasɛm Hokwan a VCs ne Founders Ntumi Bu Anibu So

Nkwa Tenten Sikasɛm Nnyɛ Nyansahu mu Ayɛsɛm Bio — Ɛyɛ Sikasɛm mu Asorɔkye Kɛse a Ɛsen Biara wɔ Mfe Du no Mu

Bere bi wɔ biohacking podcasts ne mogya panels a ne bo yɛ dɔla 400 no ntam no, adwuma bi a ɛfata a ɛyɛ dɔla ɔpepepem pii yɛɛ komm. Wiase nyinaa nkwa tenten sikasɛm — a ɛka biribiara ho fi ayaresa a wɔde ko tia onyin ne nhwehwɛmu a wɔyɛ no pɛpɛɛpɛ so kosi wellness-tech platforms ne mpanyimfo hwɛ nhyehyɛe so — wɔahyɛ nkɔm sɛ ɛbɛboro $8 ɔpepepem 8 wɔ afe 2030, sɛnea akontaabu a efi National Academy of Medicine ne Bank of America Global Research kyerɛ no. Wɔ venture capitalists a wɔrehwehwɛ hokwan a edi hɔ a ɛkyerɛ category-defining horizon, ne founders a wɔrehwehwɛ gua ahorow a nnipa dodow tailwinds a ɛrennyae no, eyi ne sɛnkyerɛnne a wɔasie wɔ wellness trends dede no mu. Nkwa tenten ahunmu no nyɛ ade a aba so. Ɛyɛ nhyehyɛe mu sikasɛm mu nsakrae a nnipa dodow a wɔn mfe akɔ anim, abɔde a nkwa wom ho mfiridwuma a ɛrenya nkɔso, ne adetɔfo a ɛkame ayɛ sɛ wobetua biribiara de mfe a ahoɔden wom aka wɔn asetra ho na ɛde ba.

Nea Enti a $8 Trillion nyɛ Hype — Akontaabu a Ɛwɔ Nkwa Tenten Boom no Akyi

Nkontaabu a ɛwɔ nkwa tenten sikasɛm akyi ne nnipa dodow nkrabea. Edu afe 2030 no, Baby Boomer biara a ɔwɔ United States no bɛboro mfeɛ 65. Wɔ wiase nyinaa no, nnipa dodoɔ a wɔadi mfeɛ 60 ne akyire no bɛduru 1.4 ɔpepepem — ɛkame ayɛ sɛ ɛboro dodoɔ a ɛboro afe 2015. Eyinom nyɛ adetɔfoɔ a wɔnyɛ hwee a wɔretwɛn afie a wɔakɔ pɛnhyen. Wɔyɛ wɔn a wɔsɛe sika denneennen a wɔde akwahosan, ahoɔden, ne wɔn mfe a wɔde yɛ adwuma a wɔbɛtrɛw mu no di kan. McKinsey bu akontaa sɛ adetɔfoɔ a wɔadi boro mfeɛ aduosia no yɛ bɛboro 50% dedaw wɔ nneɛma a wɔde di dwuma nyinaa mu nkɔsoɔ wɔ aman a wɔanya nkɔsoɔ mu.

Nanso eyi nyɛ asɛm a ɛfa nnipa dodow a wɔanyinyin ho kɛkɛ. Mfirihyia apemfo ne Gen Z na wɔde ahoɔden a ɛyɛ pɛ reyɛ akwahosan ho nhyehyɛe a wɔde siw yare ano no. Wiase nyinaa yiedie gua no duu $5.6 ɔpepepem wɔ afe 2023, na nkwa tenten pɔtee subset — wearable diagnostics, NAD + supplements, hormone optimization clinics, AI-driven health platforms — ne ɔfa a ɛrenya nkɔsoɔ ntɛmntɛm wɔ mu. Sika a wɔde kɔ adwuma a wɔde wɔn ho hyɛɛ mu a wɔde wɔn adwene si nkwa tenten so no twaa $5.2 ɔpepepem wɔ afe 2023 nkutoo mu, ɛboro afe a atwam no so 40%. Sika te sɛ Longevity Vision Fund, Life Biosciences, ne Apollo Health Ventures de ɔpepem ɔhaha pii rekɔ ahunmu, na nnwumakuw akɛse te sɛ Google (ɛnam Calico Labs so) ne Jeff Bezos (ɛnam Altos Labs so) de dɔla ɔpepepem pii abɔ kyakya.

AI, genomics, ne consumer health tech a ɛka bom no remia nea kan no na ɛyɛ nhwehwɛmu kyinhyia a ɛkɔɔ so mfe du du pii no so ayɛ no mfe. Ayaresa a egyina CRISPR so rehyɛn ayaresabea sɔhwɛ ahorow mu wɔ nyarewa a efi mfe a obi adi mu. Mprempren mfiri a wɔde hwɛ glucose a ɛkɔ so daa a bere bi na wɔde ma asikreyarefo no yɛ nneɛma titiriw a wɔde di dwuma. Saa ahoɔhare yi kyerɛ sɛ investable surface area no retrɛw ntɛmntɛm sen sɛnea VC dodow no ara betumi ayɛ no map.

Verticals Anum a Smart Sika Resen

Ɛnyɛ nkwa tenten hokwan nyinaa na wɔbɔɔ no pɛpɛɛpɛ. Ahunmu no trɛw araa ma ɛka nnuruyɛ nhwehwɛmu adwumayɛbea ne nnuru a wɔde ka ho tẽẽ a wɔde ma adetɔfo — nanso kapital a nyansa wom sen biara no de n’adwene asi verticals a mfiridwuma ma defensible moats ne sika a wɔsan nya no ba.

• Precision Diagnostics & Biomarkers: Nnwumakuw te sɛ Grail (kokoram a wohu ntɛm) ne InsideTracker (abɔde mu mfe a wɔadi ho sɔhwɛ) reyɛ nhyehyɛe ahorow a egyina nkrataahyɛ so a ɛdan mogya a wɔtwe kɔ akwahosan ho nyansa a ɛkɔ so. Wɔhwɛ kwan sɛ diagnostics fã no nkutoo bɛduru dɔla ɔpepepem 98 wɔ afe 2028.
• AI-Powered Drug Discovery: Nnwumakuw a wɔafi ase te sɛ Insilico Medicine de AI adi dwuma de nnuru a wɔrehwehwɛ no afi adwene mu aba Ɔfã I sɔhwɛ ahorow mu wɔ nea ennu asram 18 mu — adeyɛ a mpɛn pii no egye mfe 4-5. Sikakorafoɔ hunu yei sɛ ɛyɛ gyinabea a ɛkorɔn sen biara a ɛwɔ soro wɔ nkwa tenten mu.
• Adetɔfoɔ Yiyedie Nhyiamu: Efi Levels Health (metabolic optimization) so kɔsi Whoop (recovery tracking) so no, adetɔfoɔ a wɔhyia nkwa tenten ho nsɛnkyerɛnneɛ reda no adi sɛ nkurɔfoɔ bɛtua $30-50/ɔsram ama akwahosan ho nsɛm. Afe afe akoraeɛ dodoɔ a ɛboro 70% ma saa sikasɛm a ɛte sɛ SaaS yi yɛ nea VCfoɔ ntumi nsiw ano.
• Regenerative Medicine & Therapeutics: Stem cell ayaresa, senolytics (nnuru a ɛpopa nkwammoaa a asɛe), ne rapamycin analogs resakra afi lab curiosities so akɔ ayaresabea nokwasɛm ahorow so. Ɛha na ɛda adi sɛ akwan a wɔfa so fi adi a ɛyɛ dɔla ɔpepepem pii no bɛda adi.
• Ayaresabea a ɛtra hɔ tenten & Concierge Health: Biriki-ne-atɛkyɛ hyia biotech. Nnwumakuw te sɛ Fountain Life ne Peak Health de $10,000+ afe afe asɔremma a wɔyɛ ma akwahosan nhwehwɛmu a edi mũ ne nea ɛyɛ papa. Concierge akwahosan gua no renya nkɔanim 25% afe biara.

Nea Fapemfo Di Mfomso Wɔ Nkwa Tenten Guadi Ho

Wɔ adwumakuw biara a ɛfata a ɛtra ase kyɛ a ɛtwetwe sikasɛm a anibere wom no, du du pii wɔ hɔ a ɛgyina efisɛ wɔn a wɔhyehyɛɛ no nte gua so nkɔso ase yiye. Mfomso a wɔtaa di ne sɛ wobebu nkwa tenten sɛ biotech agoru kronkron. Bere a nyansahu ho hia no, nnwumakuw a wonya twetwe ntɛmntɛm sen biara ne nea wɔde nyansahu mu ahotoso ne osuahu a ɛyɛ adetɔfo de ne adwumayɛ mu mmɔdenbɔ bom. Wo ayaresabea data nkyerɛ hwee sɛ wo adetɔfoɔ ntumi nkyerɛw bere a wɔbɛkɔ, anhwɛ wɔn aba, anaasɛ nnya ɔhwɛ a ɛdi akyire a akasakasa biara nni mu a.

Mfomsoɔ a ɛtɔ so mmienu a ɛho hia ne sɛ wobɛbu adwumayɛ mu nsɛnnennen animtiaa. Nnwuma a ɛtra hɔ kyɛ — sɛ́ ɛyɛ ayaresabea ahorow, nnuru a wɔde ka ho, anaa akwahosan-mfiridwuma ho nhyehyɛe ahorow — fi awosu mu yɛ nea ɛfa nneɛma ahorow pii ho. Wɔhwehwɛ sɛ CRM nhyehyɛe ahorow di ayarefo abusuabɔ ho dwuma, invoicing infrastructure ma premium memberships, appointment nhyehyɛe ma nsrahwɛ a ɛsan ba, analytics dashboards de kyerɛ nea ebefi mu aba, ne HR nhyehyɛe ahorow a wɔde hwɛ adwumayɛfo titiriw so wɔ mmeae pii. Founders a wɔbɔ mmɔden sɛ wɔbɛpam nnwinnade anum anaa asia a wɔatwa mu abom no hwere ahoɔhare a wontumi nkwati wɔ adwumayɛ mu twetwe ho.

Eyi ne baabi pɔtee a platform te sɛ Mewayz bɛyɛ strategic infrastructure sen sɛ ɛbɛyɛ software kɛkɛ. Ɛnam module 207 a wɔaka abom a ɛfa CRM, invoicing, booking, payroll, HR, fleet management, ne analytics nti, Mewayz ma wɔn a wɔhyehyɛɛ nkwa tenten no nya adwumayɛ nhyehyɛe a ɛyɛ biako a wɔde bɛyɛ wɔn adwuma no fã biara a ɛnyɛ ayaresabea. Sɛ anka wɔbɛhyew runway wɔ Frankenstein tech stacks so no, founders betumi afi ase, ayɛ adwuma, na wɔayɛ scale wɔ platform biako so — free capital ne attention ma nyansahu ne adetɔfo osuahu a ɛma wɔn brand no yɛ soronko ankasa.

a wɔde ahyɛ mu

"Nnwumakuw a wɔtra ase kyɛ a wodi nkonim no rennya nyansahu a eye sen biara kɛkɛ — wobenya adwumayɛ nhyehyɛe a eye sen biara. Wɔ gua a ɛrenya nkɔso ntɛmntɛm saa mu no, wɔn a wɔhyehyɛɛ no a wɔyɛ nhyehyɛe ntɛm no ne wɔn a wɔyɛ kɛse. Wɔn a wɔaka no sie wɔ spreadsheets mu na wɔpa akyidi bere a wɔn akansifo no reyɛ compound." — Nhumu a wonya fii nsɛm a wobisabisaa nkwa tenten sikakorabea so ahwɛfo ne akwahosan-mfiridwuma adwumayɛfo mu.

VC Playbook: Sɛnea Sikakorabea Resusuw Nkwa Tenten a Wɔafi Ase

Ɛnyɛ sɛ ahyehyɛdeɛ mu sikasɛm mu asisifoɔ redi nkwa tenten asɛmti no akyi anifuraeɛ kɛkɛ. Nhwehwɛmu nhyehyɛe no anyin kɛse fi mfiase nna a na "anti-aging" nnyigyei a emu nna hɔ no. Ɛnnɛ VC ahorow a ɛwɔ soro a wɔtra ase kyɛ no rehwehwɛ nsɛnkyerɛnne pɔtee abiɛsa: sika a wonya no ho mfiridwuma a ɛsan ba, mmara mu pefeeyɛ, ne data network nsunsuanso. Nnwumakuw a wɔyɛ akwahosan ho nsɛm a ɛyɛ wɔn dea wɔ nsenia so — na wɔde di dwuma de ma nea efi mu ba no tu mpɔn wɔ bere mu — hyɛ sɛ wɔmfa bo a ɛkorɔn sen biara mma efisɛ wɔn moats no mu dɔ bere biara a adetɔfo di nkitaho.

Mmarahyɛ gyinabea ho hia saa ara. Gyinabea a FDA renya wɔ onyin ho sɛ tebea a wobetumi asa (sen sɛ ɛbɛyɛ adeyɛ a wontumi nkwati) no rebue apon a wɔato mu mfe du du pii no. TAME sɔhwɛ no — a wɔsɔ metformin hwɛ sɛ aduru a ɛko tia onyin — gyina hɔ ma nhyehyɛe a edi kan a FDA gye tom sɛ wɔde sa onyin ankasa. Startups a ɛwɔ gyinabea wɔ saa mmara kwan a ɛreba yi mu no wɔ nhyehyeɛ mu mfasoɔ sene wɔn a wɔyɛ adwuma wɔ mmarahyɛ gray zones.

Valuation multiples da ahotoso a gua no wɔ adi. Consumer nkwa tenten platforms rehyɛ 12-18x sika dodow multiples wɔ late-stage rounds, a wɔde toto peak SaaS valuations. Nnwumakuw a wɔhwehwɛ yare a wɔwɔ nkrataa a wɔde kra no rehu sika a wɔbɔ a ɛkɔ soro mpo. Sɛ yɛhwɛ nsɛm a ɛfa ho a, SaaS dodoɔ a ɛwɔ afe 2024 mu no tenaa bɛyɛ 6-8x — a ɛkyerɛ sɛ nkwa tenten startups reyɛ aguadi wɔ bɛyɛ mmɔho mmienu wɔ software gua a ɛtrɛ no.

Adwuma a Ɛma Nkwa Tenten a Ɛbɛkyekyere a Ɛma Nkɔanim Ankasa

Nsonsonoeɛ a ɛda nkwa tenten a wɔde fi ase a ɛma aba kurukuruwa ne deɛ ɛduru dɔla ɔpepem 10 ARR ntam no taa ba fam wɔ nnwuma ho gyinaesie a wɔsii wɔ bosome 12 a ɛdi kan no mu. Wɔn a wɔhyehyɛɛ adwuma no a wɔde wɔn sika hyɛ adwumayɛ dwumadi a wɔaka abom mu ntɛm — sikatua a wɔde wɔn ankasa sika tua, afɛfo kyerɛwtohɔ a ɛwɔ mfinimfini, nkitahodi a wɔayɛ ho nhyehyɛe, ne bere ankasa mu nhwehwɛmu — yɛ adwuma yiye sen wɔn a wɔtwentwɛn adwumayɛ mu onyin ase bere nyinaa.

Susuw ayaresabea a ɛtra hɔ kyɛ a wɔrefi ase wɔ gua abiɛsa so bere koro mu no ho. Sɛ nhyehyɛe ahorow a wɔaka abom nni hɔ a, beae biara yɛ n’ankasa adwumayɛ nhyehyɛe ma ayarefo a wɔfa wɔn, sikatua, nneɛma a wɔakora so ho nhyehyɛe, ne adwumayɛfo nhyehyɛe. Wɔ asram asia mu no, nea ɔhyehyɛɛ no ​​no de bere pii redum ogya a wɔde di dwuma sen nkɔso. Ɛnam sɛ atenaeɛ te sɛ Mewayz di adwumayɛ akyi berɛmo ho dwuma — ɛfiri booking ne CRM so kɔsi invoicing ne payroll so wɔ mmeaeɛ nyinaa — saa fapemfoɔ korɔ no ara kɔ so de n’adwene si ayaresabea nhyehyɛeɛ, fekubɔ nkɔsoɔ, ne sika a wɔboaboa ano so. Platform no modular architecture kyerɛ sɛ wɔma nnwinnade a wohia nkutoo na ɛyɛ adwuma wɔ bere a wɔrefi ase no na wɔtrɛw mu bere a adwuma no renya nkɔso, a wɔmfa data nkɔ baabi foforo anaasɛ wɔsan ntete adwumayɛfo.

Saa adwumayɛ leverage yi nyɛ nice-to-have wɔ nkwa tenten mu — ɛyɛ prerequisite. VCfoɔ no hwehwɛ back-office maturity mu kɛseɛ wɔ due diligence mu. Startup a ɛreyɛ adwuma wɔ spreadsheets a wɔatwa ne nsaanodwuma so no kyerɛ asiane, ɛmfa ho sɛnea nyansahu no yɛ den no.

Mfɛnsere no Bue — Nanso Ɛrentra Bue Daa

Awoɔ ntoatoasoɔ biara sikasɛm hokwan wɔ mfɛnsere a ɛyɛ peak asymmetry — berɛ a gua no sõ sɛ ɛbɛyɛ ankasa nanso ntɛm araa ma wɔanhyɛ category akannifoɔ abotiri. Wɔ nkwa tenten mu no, saa mfɛnsere no wɔ hɔ mprempren ara. Nyansahu mu nkɔsoɔ, adetɔfoɔ ahwehwɛdeɛ, mmara mu nkɔsoɔ, ne sika kɛseɛ a ɛwɔ hɔ a wɔaka abom no ama tebea ahodoɔ a na ɛnni hɔ mfeɛ mmiɛnsa a atwam mpo aba.

Nanso mfɛnsere no reyɛ teateaa. Bere a ahyehyɛde ahorow no mu sika kɛse reba no, ɛka a wɔbɔ wɔ adetɔfo a wɔbɛtɔ ho no kɔ soro, mmara kwan so nsuten ba, na mfaso horow a ɛwɔ wɔn a wodi kan tu no so no yɛ kɛse. Ɛda adi sɛ nnwuma a wɔde nkwa tenten ahyɛ ase a wɔde fi ase na wɔyɛ kɛse yiye wɔ 2025-2027 mu no bɛkyerɛkyerɛ ɔfã no mu ama mfe aduonu a edi hɔ no. Wɔn a wɔba akyiri no bɛsi akan wɔ boɔ ho wɔ gua a ɛma premium positioning akatua.

Wɔ wɔn a wɔhyehyɛɛ no fam no, nea ɛho hia no mu da hɔ pefee: kɔ ntɛmntɛm, nanso si nyansa. Sikasɛm a ɛtra hɔ kyɛ no tua adwumayɛfo a wɔde nyansahu mu atirimpɔw ne nnwuma a ɛfata adwumayɛ bom no ka. Wɔ VCfo fam no, nkrasɛm no yɛ tẽẽ saa ara: $8 trillion akontaabu no nyɛ ceiling — ɛyɛ mfiase. Bere a nkwa nna ntrɛwmu dan fi ɔpɛ so kɔ akwanhwɛ so no, nnwuma biara a ɛbɛn hɔ — insurance, adan ne afie, nhomasua, adwumayɛfo nhyehyɛe — bɛsan ayɛ nhyehyɛe atwa asetra a ɛware, apɔwmuden ho ahyia. Ripple nsunsuansoɔ no bɛma wɔanya hokwan a wɔde bɛto mu wɔ mfeɛ du du a ɛreba no mu.

Asɛmmisa no nyɛ sɛ ebia nkwa tenten sikasɛm no bɛma awo ntoatoaso mu mfaso aba anaa. Ɛyɛ sɛ ebia wobɛsi gyinabea sɛ wobɛkyere wɔn bere a ɛyɛ saa.

Nsɛmmisa a Wɔtaa Bisa

Dɛn nti na wobu nkwa tenten sikasɛm sɛ hokwan a ɛyɛ dɔla ɔpepepem 8?

Nkwa tenten sikasɛm no ka ayaresa a wɔde ko tia onyin, nhwehwɛmu a wɔyɛ no pɛpɛɛpɛ, wellness-tech platforms, ne mpanyimfo hwɛ nhyehyɛe ho. Sɛnea National Academy of Medicine ne Bank of America Global Research kyerɛ no, wɔhwɛ kwan sɛ saa gua yi bɛboro dɔla ɔpepepem 8 wɔ afe 2030. Esiane sɛ nnipa dodow a wɔn mfe akɔ anim, adetɔfo ahwehwɛde sɛ wɔbɛtrɛw akwahosan mu, ne nkɔso a wɔanya wɔ biotech mu nti, egyina hɔ ma megatrends akɛse a wobetumi de sika ahyɛ mu ama VC ne wɔn a wɔhyehyɛɛ no wɔ mfe du yi mu no mu biako.

Nkuo bɛn na ɛwɔ nkwa tenten mu a ɛma sikasɛm mu asisifoɔ nya mfasoɔ a emu yɛ den?

Nneɛma atitiriw a ɛrenya nkɔso kɛse no bi ne nhwehwɛmu a wɔyɛ no pɛpɛɛpɛ, nnuru a wɔde AI di dwuma a wohu, nnuru a wɔde san yɛ foforo, mfiridwuma a wɔde hwɛ mpanyimfo, ne akwahosan ho nhyehyɛe ahorow a wɔde siw ano. Hokwan ahorow a edi kan wɔ biomarker analytics ne personalized health protocols mu no retwetwe sika kɛse a wɔde bɛto gua. Wɔn a wɔhyehyɛɛ no a wɔkyekyere scalable platforms a ɛka nkwa tenten verticals pii bom no wɔ gyinabea pa titiriw sɛ wɔbɛfa gua so kyɛfa bere a adetɔfo gye tom ntɛmntɛm wɔ nnipa dodow nyinaa mu.

Ɛbɛyɛ dɛn na founders a wɔrehyɛn nkwa tenten ahunmu no betumi ahwɛ adwumayɛ so yiye?

Nkwa tenten startups juggle adwumayɛ nhyehyɛe a ɛyɛ den — efi client management ne subscription billing so kosi content marketing ne analytics so. Platforms te sɛ Mewayz ka saa ahiadeɛ yi bom yɛ adwuma OS baako a ɛwɔ module 207 a ɛfiri aseɛ wɔ $19/mo, na ɛyi hia a ɛhia sɛ wɔpam nnwinnadeɛ ahodoɔ du du pii bom sɛdeɛ ɛbɛyɛ a wɔn a wɔhyehyɛɛ no bɛtumi de wɔn adwene asi nneɛma a wɔyɛ ne sika a wɔbɛboaboa ano so mmom sen sɛ wɔde adwumayɛ ho ka bɛka ho.

So nkwa tenten sikasɛm no fa nnwuma a wɔde wɔn adwene si biotech so nkutoo ho?

Ɛnyɛ saa koraa. Sikasɛm a ɛma nkwa tenten no trɛw kɔ akyiri sen biotech kɔ adetɔfo yiyedi, apɔw-mu-teɛteɛ mfiridwuma, adwenemyare ho nhyehyɛe, aduannuru ho nyansahu, insurance mu nneɛma foforo, ne mpanyimfo hwɛ adwuma mu. SaaS a wɔhyehyɛɛ, dijitaal akwahosan ho adwumayɛfo, ne e-commerce brands mpo a wɔde wɔn ani si nnipa dodow a wɔhwɛ akwahosan so no betumi de saa asorɔkye yi adi dwuma. Adwuma biara a edi ɔhaw ahorow a ɛfa akwahosan, siw ano, anaa onyin ho nhyehyɛe ho dwuma no gyina hɔ sɛ ebenya mfaso afi gua a ɛretrɛw yi mu.