Jim Lacy

Board Member | Investor

📍 Santa Rosa Beach, Florida, United States🔄 Updated September 2026💼 13 investments📅 10 years investing🗓 Last invested May 2025𝕏 @upgrade_to_unlock
VC🌍 United States
13
Total investments
1
Early stage
1
Mid stage
3
Late stage
10y
Years active

Portfolio

7 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
May 2025
Smarter Technologies, the automation and insights platform for healthcare efficiency, is a leading AI-powered revenue management platform that combines proprietary clinical agents, human-in-the-loop AI Agents, clinical ontology and global financial and administrative services that allows healthcare organizations the flexibility to automate the entirety of their administrative and financial workflows to optimize operational outcomes and drive better patient experiences. The Smarter Technologies platform brings together Access Healthcare, SmarterDx and Thoughtful.ai, three companies that recently received strategic growth investments from New Mountain Capital, LLC. Access Healthcare is the leading revenue cycle management (RCM) operations and services company that partners with many of the largest U.S.-based healthcare organizations. SmarterDx is the leading provider of proprietary clinical AI for revenue integrity and Thoughtful.ai is the leading AI-powered business and revenue cycle automation platform.
Board Member
Mar 2023
Annexus Health is the leading healthcare technology company that is revolutionizing the patient access journey by delivering innovative solutions, including tech-enabled services, that reduce financial and administrative burdens to improve access, speed, and adherence to critical care.
Board Member
Oct 2022
We are proud to share an update about our journey to transform the industry with the shift towards value-based reimbursement models. With ClaimLogiq and Apixio merging, the combined company will move forward as Apixio to form a Connected Care Platform that powers accurate payments and high-quality patient care at the intersection of health plans and providers. As we embark on this exciting new chapter, follow the Apixio LinkedIn page to stay informed on our latest updates, news, and insights. By following Apixio, you will receive valuable content about our innovative solutions, industry trends, and our combined efforts to impact the healthcare ecosystem through AI-powered solutions.
Board Member
Oct 2022
At Machinify, we’re cutting through complexity, combining an AI-powered platform with deep domain expertise to reimagine what’s possible in healthcare, starting with the payment process.
Board Member
Jan 2021
MedTrainer is the only all-in-one compliance platform purpose-built for healthcare organizations, by healthcare professionals. For over 13 years, our continuous innovation has outpaced the competition, helping healthcare organizations of all sizes remain in compliance with confidence. Double-digit growth year after year and a team that truly prioritizes client success make MedTrainer a top company to work for. MedTrainer unifies learning, credentialing, and compliance into a single, cloud-based system so organizations can onboard employees faster, stay audit-ready, drive operational efficiencies, and maximize revenue. It’s why MedTrainer is preferred by healthcare professionals who want the best credentialing and compliance experience. The healthcare learning management system offers access to 1,200+ highly curated healthcare-specific courses with the ability to assign them in seconds by department, role, or facility. Healthcare organizations of all sizes can stay ahead of regulatory changes while cutting onboarding time by choosing software regarded as a go-to choice for the best workforce readiness in healthcare. MedTrainer’s healthcare compliance software includes robust policy management, incident reporting, and SDS management. Powered by intelligent automation and AI, healthcare teams can get immediate answers to compliance questions and streamline compliance operations. Customers gain immediate benefit from the platform with onboarding in weeks, not months, and a flexible, modular deployment that allows organizations to seamlessly scale their use as their organizations and needs grow over time. With MedTrainer’s healthcare credentialing software, teams can automate provider onboarding, shorten enrollment cycles, and reduce rework. MedTrainer is trusted as one of the best credentialing software platforms for healthcare organizations nationwide.
Board Member
Mar 2020
Datavant makes the world’s health data secure, accessible and usable. Datavant is a data platform company for healthcare whose products and solutions enable organizations to move and connect data securely. Through proprietary technology, the world’s most robust healthcare network, and value-added services we protect, connect, and deliver the world’s health data. Datavant enables more than 60 million healthcare records to move between thousands of organizations, more than 70,000 hospitals and clinics, 70% of the 100 largest health systems, and an ecosystem of 500+ real-world data partners. To learn more about Datavant, visit datavant.com.
Board Member
Oct 2019
Marketware's Physician Strategy Suite has all your healthcare technology needs in 1 place: • Physician Onboarding: Collaborate on new provider launch • Physician Recruitment: Source, qualify & retain the best providers • Healthcare Analytics: Transform data into outcomes • Physician Relationship Management: Maximize provider engagement
Experience · 14 entries
All (14)
Investments (13)
Board (13)
2025
Board Member
May 2025
Office Ally™ is a leading provider of healthcare technology solutions, offering a comprehensive suite of products and services designed to streamline administrative workflows and improve revenue cycle management for healthcare providers. With a focus on delivering innovative and user-friendly solutions, Office Ally empowers providers to enhance their operational efficiency and deliver high-quality care.
Board Member
May 2025
Smarter Technologies, the automation and insights platform for healthcare efficiency, is a leading AI-powered revenue management platform that combines proprietary clinical agents, human-in-the-loop AI Agents, clinical ontology and global financial and administrative services that allows healthcare organizations the flexibility to automate the entirety of their administrative and financial workflows to optimize operational outcomes and drive better patient experiences. The Smarter Technologies platform brings together Access Healthcare, SmarterDx and Thoughtful.ai, three companies that recently received strategic growth investments from New Mountain Capital, LLC. Access Healthcare is the leading revenue cycle management (RCM) operations and services company that partners with many of the largest U.S.-based healthcare organizations. SmarterDx is the leading provider of proprietary clinical AI for revenue integrity and Thoughtful.ai is the leading AI-powered business and revenue cycle automation platform.
2023
Board Member
Mar 2023
Annexus Health is the leading healthcare technology company that is revolutionizing the patient access journey by delivering innovative solutions, including tech-enabled services, that reduce financial and administrative burdens to improve access, speed, and adherence to critical care.
2022
Board Member
Oct 2022
Apixio is the Connected Care Platform at the intersection of health plans and providers. Our actionable AI technology, flexible services, and seamless workflows power accurate payments and high-quality patient care so healthcare organizations can thrive as the industry moves toward value-based reimbursement models.
Board Member
Oct 2022
We are proud to share an update about our journey to transform the industry with the shift towards value-based reimbursement models. With ClaimLogiq and Apixio merging, the combined company will move forward as Apixio to form a Connected Care Platform that powers accurate payments and high-quality patient care at the intersection of health plans and providers. As we embark on this exciting new chapter, follow the Apixio LinkedIn page to stay informed on our latest updates, news, and insights. By following Apixio, you will receive valuable content about our innovative solutions, industry trends, and our combined efforts to impact the healthcare ecosystem through AI-powered solutions.
Show all 14 entries ↓
Investment activity
2016–2025 · 13 investments
20161201912020420211202232023120252
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