273. Family Office: How Ivanny Franklin Uses Her NAMSA Experience to Invest

Episode breakdown:

00:00 – Intro: From NAMSA to MedSite Capital
01:52 – Who Is Ivanny Franklin? Her $B Exit Story
03:33 – Why She Started a Medtech Family Office
05:04 – MedSite’s Investment Strategy: SPVs, Syndicates, Direct
07:17 – Where She’s Investing: IVD, Cardiovascular, Health Tech
10:50 – How NAMSA’s Scale Gives Her Market Pattern Recognition
13:40 – Top Red Flags in Pitch Decks (Founders, Listen Up)

16:30 – 510(k) vs PMA: Why Your FDA Path Can Kill a Deal
18:55 – Clinical Trial Design: $1M vs $10M and What Drives It
20:50 – The Most Overlooked Statement in Regulatory Strategy
23:00 – Balancing Legacy with Risk: Family Office Real Talk
26:00 – Syndication as a De-Risking Strategy (Real Examples)
29:00 – How She Decides Between Direct vs Fund Investments
32:00 – Check Sizes, Stages, and How She Allocates
33:45 – Where Family Offices Actually Source Deals
35:45 – How Referrals, Ecosystems, and Events Drive Access
37:30 – Why Medtech Needs a “Family Office Network”
40:00 – The Conferences She Attends Year After Year
43:00 – AI in Medtech: Her Risk View & What She’ll Actually Back
45:00 – What Most Pitch Decks Are Missing (It’s Not What You Think)
48:00 – Why Clinician Feedback Is More Valuable Than Market Reports50:00 – Pre-FDA? You Still Need a Pipeline Strategy52:10 – Outside the Office: Travel, Horses, and E-Bikes53:30 – Final Thoughts: How Founders Win with the Right Support

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