First Analysis

Advising and investing in growth-focused B2B tech companies for over 40 years

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First Analysis portfolio company Dina has been acquired by Integrated Home Care Services, combining AI-enabled care coordination with in-home benefit management expertise to support more effective, simple and affordable homecare. https://t.co/WXeFrYciSt

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Read our latest #HealthcareTech report examining how healthcare is finally learning to use the clinical data it has — and the four-layer infrastructure stack making it possible. https://t.co/uIXTdzGNNu

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New report: Our SaaS universe stocks declined 24.1% on average in the March quarter, significantly underperforming the S&P 500’s 4.6% loss. Recent growth and near-term growth outlook seem to reflect little negative impact from the AI transition. https://t.co/dqa3ZuDSlW

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First Analysis portfolio company Bindplane, developer of observability tools built on OpenTelemetry, has been acquired by Dynatrace. We’re proud to have partnered with the company and pleased to see it enter this next phase. https://t.co/S1ozK2Os3p

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New healthcare tech report from Andrew Walsh and Kenny Guerrero: #PBM reform is reshaping the prescription drug value chain, with a new landscape emerging defined by transparency, decisions driven by data and the unbundling of pharmacy benefit services. https://t.co/XThDbODLFJ

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Supply chains are complex, fragile and under more pressure than ever. Our latest report examines why avoiding change is no longer an option — and the technologies helping stakeholders build resilience through diversification. https://t.co/ky4UMtvQIr

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Read our annual analysis of publicly traded, enterprise‑focused #cybersecurity company performance that breaks down the disconnect between aggregate revenue growth and median stock decline. https://t.co/X9vDcJByMd

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Global supply chains are becoming more complex, more digital, more exposed to disruption, yet many enterprises rely on systems built for a different era. Building on years of logistics experience, we've launched a dedicated supply chain research sector:
https://t.co/8G6yEpkiYk

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The First Analysis Healthcare Technology Summit and SCOPE highlight five themes shaping pharma IT - disciplined transaction activity, infrastructure-driven platforms, embedded AI, continued focus on RWE and rising demand for compliant, audit-ready systems.
https://t.co/oSjLA8e9bi

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New investment: First Analysis led a financing in TPN health, a behavioral health platform enabling scalable care navigation, accurate provider networks and seamless connectivity. Read the full announcement: https://t.co/RjP24HL5Ur

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Healthcare is being pushed to do more with less. Read our key takeaways from our Healthcare IT Panel on the forces reshaping healthcare delivery - and why #dataliquidity, true #interoperability, and #responsibleAI adoption are becoming critical. https://t.co/qp5wlKcoiN

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Read our latest SaaS quarterly insight: https://t.co/81zwWp3zUF

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New First Analysis white paper explores browser-session governance for the modern browser-centric workspace and profiles a representative group of vendors across enterprise browsers, extensions/agents and agentless/engine-based platforms. https://t.co/pdCWbJP8AK

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Insights from @PARCELForum 2025 point to a growing role for AI-driven tools as shippers navigate tighter carrier rules and rising complexity. @CGreendaleFA and Walid Elmekki share key takeaways and profile companies addressing these challenges. https://t.co/eSQCi4y60X

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We’re pleased to share that First Analysis was the exclusive financial advisor to @Mednet on its sale to @CRScube, bringing together two #eClinical leaders to advance integrated solutions for global clinical research.
https://t.co/snFL7FRrXD

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First Analysis has made a new investment in @cyclelabs, leading the company’s $9.7M Series B-1 round as it advances its supply chain test automation platform. We look forward to working with David Stephans, Josh Owen, and the Cycle Labs team.
https://t.co/G5ZQAGqsVT

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Excited to share that First Analysis portfolio company @Yello, a leading provider of early #talentacquisition software solutions, has acquired @symba_io.
https://t.co/G4Q1TVIVXr

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AI-enabled #eQMS platforms are transforming pharma quality management; our analysis profiles leading providers and emerging innovators shaping the future. Read the full report: https://t.co/tXCNToTM7C

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Read our latest Software as a Service quarterly insight: #SaaS growth outlook and valuations remain subdued
https://t.co/w5xYXixaWt

[First Analysis @FirstAnalysis]

Tech-driven solutions are emerging to provide flexible, cost-effective employee coverage, helping SMBs overcome the challenges of offering affordable healthcare.
Download the full report: https://t.co/QmHOCrHUeK