# Heritage Group

> Heritage Group is a VC fund in Nashville backing Health Care and Software. See 57 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: Nashville, United States
- Total investments: 57
- Last investment: Jan 2025
- Lead investor: 37%
- Fund size: $220M
- Last fund: May 2016
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/company/1830437
- Website: http://heritagegroupusa.com

Heritage Group is a unique venture capital firm with a track record of investing in, operating and advising innovative industry leading healthcare companies. Heritage Group serves as the general partner of the Heritage Healthcare Innovation Fund which closed in 2012 with $157M of committed capital from strategic limited partners including some ofthe nation’s leading hospital, health systems and healthcare companies.

## Contacts

5 contacts available for Heritage Group. Shizune tracks 7 team members at Heritage Group. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/heritage-group?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Health Care | 33 | 58% |
| Software | 12 | 21% |
| Medical | 10 | 18% |
| Hospital | 10 | 18% |
| Information Technology | 10 | 18% |

69 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Funding Round | 11 | 19% |
| Venture - Series Unknown | 11 | 19% |
| Series B | 10 | 18% |
| Series C | 8 | 14% |
| Series A | 6 | 11% |

12 stages tracked in total.

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 42 | 74% |
| Israel | 1 | 2% |

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| David McClellan | Partner | 1 | https://shizune.co/investors/profile/david-mcclellan-2 |
| Farris Raines | Executive Coordinator | 0 | https://shizune.co/investors/profile/farris-raines |
| Florence Chassaignac | Director of Operations | 0 | https://shizune.co/investors/profile/florence-chassaignac |
| Graham Hunter | Principal | 1 | https://shizune.co/investors/profile/graham-hunter |
| Jesse Bland | Partner | 7 | https://shizune.co/investors/profile/jesse-bland |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Upward Health | Upward Health is a home-based medical group that specializes in providing care to people with complex needs. It provides insurers with two primary benefits: exceptional care for high-risk, high-need, high-cost members, resulting in high-quality outcomes, and lower costs for providing care to those members. These benefits are provided by the companythrough hands-on, holistic care for the members. |  | Series C | Jan 16, 2025 |  |
| Nationwide Medical, Inc. | At Nationwide Medical, Inc. the goal of their organization is to enhance the overall quality of life, dignity and well-being of every individual needing services, and to create a more equitable, accessible and efficient healthcare system. All members of our organization have the obligation to act in ways that will merit the trust, confidence andrespect of their colleagues, patients, other healthcare providers, business associates and society as a whole. To do so, they must lead lives that embody an exemplary system of values and ethics. |  | Venture - Series Unknown | Dec 12, 2024 |  |
| Persperity Health | Persperity Health is pioneering the future of women's health with cutting-edge, non-invasive technology that tracks female hormones in real time. | $1M | Pre-Seed | Oct 28, 2024 |  |
| Equiti | Equiti is a video-focused language interpretation service provider that helps patients with limited English proficiency communicate with caregivers in healthcare settings. |  | Venture - Series Unknown | Sep 10, 2024 |  |
| Connections | Connections Health Solutions is the pioneer of 24/7 immediate access to comprehensive behavioral health care. | $28M | Series B | Oct 05, 2023 |  |
| Wellvana Health | Wellvana is a hospital and healthcare that specialized in providing the required infrastructure to enable the collaboration of independent medical providers to improve healthcare quality, cost, and patient experience. Its services also offer a platform for providers to actively shape their future and provides patients with the right care, in theright care setting.The company was founded in 2018 and headquartered in San Antonio, Texas. | $84M | Series B | Mar 10, 2023 |  |
| P2 Science | P2 Science a venture-backed, renewable specialty chemicals company, co-founded by Yale scientists, a chemical industry CEO and Elm Street Ventures, an early-stage venture fund. P2 Science has developed a unique process technology for converting renewable feedstocks—including vegetable oils—into high-value, specialty chemicals. These includeflavor, fragrance and cosmetics ingredients. Many of their products are today available only from petrochemical sources. Among the first products to be produced by P2 are vegetable-derived, cost-effective versions of current petrochemical fragrance ingredients. Major users and formulators of specialty chemicals have a strong interest in substituting renewable for petrochemical ingredients. Patrick Foley, a Yale graduate of the PhD program in Environmental Engineering, is P2′s Chief Scientific Officer. Neil Burns, an executive with 20+ years experience in the specialty chemical industry, is the company’s CEO. P2 has a laboratory in New Haven, CT to support this technology’s development and commercialization, as well as partnerships with major companies at a number of points along the supply chain. |  | Venture - Series Unknown | Feb 23, 2023 |  |
| Monogram Health | Monogram Health is derived from the monogram which is a sign of personal identity in the form of an individual’s or entity’s initial(s). They chose ‘monogram’ as it reflects the personalized focus of their service offerings, customizing each beneficiary’s plan of care to meet their individual goals and objectives in relation to their health statusand social determinants of health. Partnering with Health Plans and other Sponsors of Health Care, Monogram Health, through its Care Management and Coordination services portfolio is the collaboration catalyst with which individuals, their support systems, and providers achieve unparalleled health outcomes. | $375M | Series C | Jan 09, 2023 |  |
| Valera Health | Founded in 2015, Valera Health combines digital technology and data science with human touch to deliver best inclass clinical services to patients with mild to severe mental health conditions including depression to schizophrenia. With a focus on outcomes and servicing hard to reach populations, Valera Health is redefining high-performing mentalhealthcare. | $45M | Venture - Series Unknown | Oct 07, 2022 |  |
| ZwitterCo | ZwitterCo provides revolutionary membrane solutions for the treatment of highly-impaired wastewater. | $33M | Series A | Sep 15, 2022 |  |

10 of 57 investments shown.

## Co-investors
- [Ascension Ventures](https://shizune.co/investors/profile/ascension-ventures) — VC Fund, 4 deals together
- [Flare Capital Partners](https://shizune.co/investors/profile/flare-capitalpartners) — VC Fund, 4 deals together
- [Norwest](https://shizune.co/investors/profile/norwest-venture-partners) — VC Fund, 4 deals together
- [Excel Venture Management](https://shizune.co/investors/profile/excel-venture-management) — VC Fund, 3 deals together
- [83North](https://shizune.co/investors/profile/greylock-partners-israel) — VC Fund, 3 deals together
- [HLM Venture Partners](https://shizune.co/investors/profile/hlm-venture-partners) — VC Fund, 3 deals together

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- [HTGF (High-Tech Gruenderfonds)](https://shizune.co/investors/profile/high-tech-gr%C3%BCnderfonds) — VC Fund

## FAQ

### What does Heritage Group invest in?

Heritage Group invests primarily in Health Care, Software and Medical startups, most often at Funding Round and Venture - Series Unknown stage. Most of the 57 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### How do I contact Heritage Group?

Public channels for Heritage Group include LinkedIn and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

### Who are the partners at Heritage Group?

The team at Heritage Group includes David McClellan (Partner), Farris Raines (Executive Coordinator) and Florence Chassaignac (Director of Operations), among 7 team members tracked by Shizune. The Team section lists each member with their title, investment count and links.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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