Field Note: #003

300% VC Growth, 20x Return Profile: The Repricing Trade of Fundamentals

Markets chase novelty but real growth finds systems that survive on fundamentals. Women’s health is one of the clearest compounding plays in healthcare because the value shows up everywhere: dignity, attendance, productivity, chronic disease burden, maternal outcomes, parenting and long-run public spend. Underinvestment has left a measurable gap. Markets are starting to correct it.
01
Quick Takes
“If you want downside protection, back the part of healthcare that stops problems becoming crises.”
$1 Trillion in potential global economic gains.
That figure is built from ordinary, repeatable wins: fewer escalations, earlier treatment, longer working lives and less late-stage cost. The definition of compounding returns.
£11 billion lost each year in the UK.
The drain is predictable: unmanaged symptoms, delayed diagnosis, time off work, career slowdowns and preventable exits. Employers absorb it quietly.
$1 in maternal care returns up to $20.
Maternal and child health shifts outcomes for decades. Early care reduces complications now and lifts education and economic stability later.
£1 more per woman in OB/GYN can return £11.
Earlier intervention prevents, painful, expensive endings. The return comes from fewer emergencies, fewer advanced cases,and less repeat care.
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01. The $1Trillion Upside Is Made of Small Fixes

A trillion dollars is not one breakthrough product. It is thousands of everyday problems caught earlier: conditions treated before they snowball, symptoms taken seriously before they become chronic, care delivered before it turns into a hospital bill.

When women’s health improves, workforce participation rises, families stabilise, and public systems face fewer late-stage interventions.

Source: McKinsey (2023)

02. The UK’s £11bn Leak Happens in Plain Sight

£11 billion a year is what it looks like when health problems are pushed down the road: repeated appointments, delayed diagnoses, unmanaged menopause, persistent pain, time lost in drips.

The cost isn’t dramatic. It is constant. It lands on payrolls, on sick leave, on retention, and on the invisible work people do to keep functioning.

Source: NHS Confederation (2024)

03. $1-to-$20 Returns: The Motherhood Multiplier

Maternal and child health is a long arc investment. Better maternal care reduces complications and long-term morbidity.

It also shapes childhood outcomes, education trajectories and household stability.

That is why the return is so high: you are not buying a single moment of care, you are changing the baseline for a family.

Source: World Economic Forum (2023)

04. £1-to-£11: OB/GYN as Throughput Strategy

Investing in OB/GYN services buys back system capacity. It reduces the expensive part of the curve: advanced disease, emergency admissions, and avoidable escalation.

For investors, that’s the point. This is how healthcare stops reacting and starts controlling flow.

Source: NHS Confederation (2024)

05. 300% VC Surge: Capital Is Following the Maths

Women’s health funding has surged since 2018 because the opportunity is no longer a vague social case.

The data is clear, the exits are real, and the unmet need is visible across public and private systems. When an area is underfunded for decades, the correction does not arrive politely.

Source: City AM (2024)

More Field Notes

  • Field Note: #005

Africa’s New Equation: Health × Women = Growth³

Across Africa, the conversation is shifting from healthcare as expenditure to healthcare as production. The question is no longer it as the highest priority but where returns compound fastest. Evidence from primary care, women’s health and frontline systems points to the same conclusion: productive health systems are economic infrastructure.
  • Field Note: #004

Warm Welcomes, Not Waiting Rooms: A New Category of Care

Across healthcare, a pattern is emerging. When care feels approachable, people arrive earlier, stay engaged longer and follow through more consistently. A reliably growing ecosystem of care turning care into lifestyle. It is about trust, continuity and environments that make it easier to ask questions before problems escalate. Providers are redesigning the front door of care and the results are starting to show.
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