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Value-Based Care in Medicaid Is Quietly Working Where Investors Wrote It Off: Behavioral Health Is the Proof

Value-Based Care in Medicaid Is Quietly Working Where Investors Wrote It Off: Behavioral Health Is the Proof

by Ethan Webb | Jun 25, 2026 | Technology

Investors at the AIF Roundtable argued that value-based care is not dead, it just moved to Medicaid, where complex-care platforms are aligning payment with outcomes and producing durable behavioral health companies that fee-for-service mental health cannot. Key...
Behavioral Health Investment Is Moving to Whole-Person Care: Why Investors Are Abandoning the Single-Condition Bet

Behavioral Health Investment Is Moving to Whole-Person Care: Why Investors Are Abandoning the Single-Condition Bet

by Ethan Webb | May 27, 2026 | M&A

At the AIF Investment Roundtable, a panel of investors and operators argued that the split between behavioral and physical health was always a billing artifact, and that the most durable behavioral health companies now treat autism, mental health, and medical...

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