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narratives/10-track-record.md

Slide 10 — HealthTech track record

What this slide is

A two-rail timeline. Left rail: the four current partners, each with a dated HealthTech career history showing they were in this sector long before Fund III. Right rail: the firm’s own institutional history (Hansmengroup 2011 → Playbrush 2014 → Fund I 2020 → Fund II 2023 → Fund III 2026/27). Centerpiece stat: 100+ Health Investments.

Why it’s here

This is the anti-tourist slide. The risk Calm/Storm is defending against: “You’re a HealthTech-AI fund pitched in 2026 — are you just chasing the GenAI healthcare trend like everyone else?”

The defense: No — we’ve been doing this for 1.5 decades. Hansmengroup started in 2011. Lucanus has been investing in HealthTech since 2012. We’ve already done 100+ health investments across multiple funds.

This slide is also the exit-history evidence. The named exits — mySugr (Roche), Runtastic (Adidas), Diagnosia (Apoverlag), Playbrush (Sunstar), Kiweno (Immundiagn), Noona (Varian) — are all named acquirers and named outcomes. Without those, “1.5 decades” is just years of unrealized investments. With them, it’s a track record.

What’s most important to surface

The 100+ Health Investments stat is the slide’s headline. This number anchors everything else and answers the LP “is this a real track record?” question instantly. It belongs visually big and unavoidable.

The named exits in the right rail (2011 row)mySugr → Roche, Runtastic → Adidas, Playbrush → Sunstar — are the receipts. Without acquirer names, “exit” is a word; with acquirer names, “exit” is a fact. Roche, Adidas, Sunstar are LP-recognizable brands. These names should be visible in the slide, not buried in long-form prose.

The Fund I → Fund II → Fund III progression (48 → 30+ → forthcoming) is the institutional story. Notice: Fund II is smaller in count than Fund I. That’s not a weakness — it suggests increasing concentration / discipline. Worth signaling in the design that this is intentional, not a decline.

Each partner’s first HealthTech year is the personal credential — Lucanus 2012, Ekaterina 2014, Stephanie 2016. The dates matter. These prove that the team’s healthcare history predates Calm/Storm’s founding.

Paul Varga’s 2014 Playbrush exit + 2021 Venture Partner is a quiet but meaningful detail — it shows the firm recruits successful operators from its own portfolio. Founder-of-founders flywheel made literal.

Composition risk

This is a high-density narrative slide. Source uses photos + a vertical 2011→2026/27 timeline arrow + parallel personal-history blocks on the left. Without photos, the dates and named exits have to do all the visual lifting. The slide will fall flat if it reads as a wall of dated paragraphs instead of as two parallel timelines. The 100+ stat must dominate the right side as the visual anchor, and the timeline arrow must be visually traceable.

Visual hierarchy I’d suggest

  1. Headline + subhead — NOT just another fund chasing a trend / 1.5 decades
  2. 100+ Health Investments stat — the slide’s keystone
  3. Year markers — the timeline anchors
  4. Named exits — Roche, Adidas, Sunstar — should pop as recognizable proper nouns
  5. Partner first-HealthTech-year (the personal credentials)
  6. Bios / institutional milestones — body weight