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Our Latest Insights
Fertility Market Gets Boost From Trump Administration Guidance
Capstone believes the US fertility market is well-positioned amid increased state and federal action on in vitro fertilization (IVF) policy and access. Recent guidance from the Trump administration may empower employers to expand access to fertility benefits; however,...
The Consumers Strike Back: Corporate America’s AI-Driven Conundrum
The rapid advancement of AI and its near ubiquity will have underappreciated consequences for consumer-facing regulated businesses—developments the industry may not be ready for. Already, ChatGPT, Claude, and other large language models (LLMs) reduce not...
Healthcare Billing Vendors Will Benefit from New Regulatory Landscape
Capstone believes investors should focus on four key regulatory dynamics that separate signal from noise in the RCM landscape. Amid regulatory flux that includes Medicaid work requirements, ACA subsidy expiration, and AI restrictions, RCM vendors face a dramatic...
