Three Companies We Backed That Are Rebuilding Fragmented Systems

Three Companies We Backed That Are Rebuilding Fragmented Systems

The biggest startup opportunities rarely come from creating entirely new markets.

More often, they come from identifying industries where people are still stitching together too many tools, too many workflows, and too many manual processes just to get basic work done.

This week, we backed three companies tackling that exact problem across commercial real estate, healthcare, and customer experience software.

Different industries.

Same underlying challenge: fragmentation.

Commercial Real Estate Still Runs on Too Many Systems

A commercial broker might use one platform for listings, another for marketing, another for lead management, another for compliance, and several more for transactions and documents.

The result is lost productivity and operational complexity.

That's why we backed Antela AI.

They're building an AI-native execution layer for commercial real estate that consolidates fragmented workflows into a single operating system.

The company has already signed a 3-year intent-to-purchase agreement covering 50 agents, secured active design partners, and generated interest from firms including Intero Commercial and Lee & Associates.

The vision isn't another brokerage tool.

It's a new operating system for how CRE professionals work.

Healthcare Access Is Also an Infrastructure Problem

In Nigeria, more than 133 million people lack access to basic healthcare, while most remain uninsured.

The challenge isn't simply medical care.

It's that healthcare, payments, insurance, and patient access have historically existed as separate systems.

That's why we backed CareHeal + VitaPay.

The company is combining AI-powered diagnosis, telemedicine, e-prescriptions, and embedded micro-insurance into a single healthcare stack.

Even at an early stage, they've launched an MVP, onboarded beta users within weeks, signed physician partners, opened state government discussions, and attracted interest from major healthcare insurers.

They're not building another healthcare app.

They're building healthcare infrastructure.

Emerging Markets Need Their Own Customer Experience Stack

Most customer experience software was designed for businesses operating in developed markets.

The reality for businesses across emerging economies is very different.

Customer communication happens across messaging apps.
Payments are localized.
Support workflows are fragmented.
And enterprise software is often inaccessible or overpriced.

That's why we backed Olyth.

Powered by its AI engine, Thal, Olyth combines communications, CRM, payments, ticketing, and automation into a single operating system.

The company is targeting more than 460,000 businesses across five launch countries while helping businesses respond faster, reduce support costs, and improve customer retention.

As more businesses digitize, unified platforms become increasingly valuable.

The Pattern We Keep Seeing

The founders we're most excited about aren't always building entirely new behaviors.

They're simplifying existing ones.

They're finding industries where professionals spend too much time moving information between disconnected systems and replacing that complexity with infrastructure.

Commercial real estate.

Healthcare.

Customer experience.

Different markets.

The same opportunity.

We're proud to back Antela AI, CareHeal + VitaPay, and Olyth as they continue building toward their next milestones.

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