@j_c_pascasio : some pieces that stuck out in the Omada S-1: • 55%+ of revenue is tied to a single distribution channel (Cigna/Evernorth), heavily weighting NDR (128%) as well • rev model is engagement-based, i.e., only gets paid when participants actively use the program, opening to the • TwiCopy

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@j_c_pascasio

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Investing in companies defining whole-person health at @nextventures

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calendar_today13-05-2009 13:49:33

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jordan pascasio

@j_c_pascasio

4 months ago

some pieces that stuck out in the Omada S-1: • 55%+ of revenue is tied to a single distribution channel (Cigna/Evernorth), heavily weighting NDR (128%) as well • rev model is engagement-based, i.e., only gets paid when participants actively use the program, opening to the

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