Welcome to In-Network
I started writing In-Network to make sense of healthcare — for myself (and my family). Our healthcare system is messy: providers, payers, regulators, platforms, patients — all pulling in different directions.
This newsletter is where I try to understand how it works, where it breaks, and where it's headed.
If you're somewhere inside that system, maybe it’ll help you too.
What you'll find here:
Market Moves – Deep dives on care delivery models, platform valuations, and how capital moves through healthcare.
Operator Notes – Lessons from inside: scaling service lines, navigating payer friction, and building in regulated environments.
Hard Truths – What’s broken. What’s worth fixing. No hype, just clarity.
About me
I’m David Ohta, a healthcare investor and operator focused on tech-enabled care delivery and strategy. I’ve invested in companies like Strive, Empassion, and Connections, and previously worked in strategy at Stanford Health Care and Sevita Health after starting my career at L.E.K. Consulting.
I also advise early-stage teams working on care delivery, value-based models, and go-to-market strategy.
