Quarterly letters from Managing Partner Kenton Gray on portfolio performance, healthcare market dynamics, and strategic priorities. As an emerging fund, our formal commentary program begins Q1 2026.
Note: Veracor Capital is an emerging fund. Formal quarterly commentary begins with Q1 2026 as we enter our launch year. Prior operational history is documented on our Track Record page.
Our first quarterly letter will cover the RIIZE DTC nationwide launch, KureOS clinical pilot results, Reg CF investor onboarding, and portfolio company revenue updates. This will be the first formal GP communication to LPs.
As we enter 2026 — our official launch year — the multi-fund strategy is live. The Reg CF filing has been submitted. RIIZE STRIPS DTC rollout is underway. KureCare continues generating revenue ($4.6M in 2025). This update covers where we are, what's shipping, and what investors should expect in the quarters ahead.
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