Humane – a longevity
deal platform for investors

We grade the sport, longevity, preventive-health and foodtech universe on clinical evidence and unit economics — so a small circle of institutions can invest on data, not instinct.

The market
0T

Global longevity market — third-party market data and internal calculations.

0%

of dealflow is early-stage — where evidence is thinnest and most calls are still made on instinct.

~0 yrs

behind AI in capital-market maturity. In AI, late rounds absorb ~80% of venture dollars — this niche is only starting to grow.

Four markets are converging into one investable category.

Sport

Sports science, performance analytics, recovery tech, team & athlete services.

Longevity

Clinics, diagnostics, biomarkers, healthspan therapeutics, NAD+/senolytics.

Preventive health

Wearables, continuous monitoring, precision nutrition, employer health, mental health.

Foodtech

Functional and medical nutrition, personalised diets, gut health, food that carries a health claim we can test.

The model

Judgement, on subscription.

For family offices and HNWI, strategics and corporates, and PE funds, investing on their own account.

We are

Subscription research

Clients pay for coverage and judgement, monthly or annually. Revenue is recurring and independent of deal outcomes.

A grading system

Every tracked company carries two scores: clinical evidence and unit economics. Refreshed quarterly and versioned.

A deal desk

The best-graded opportunities are packaged as decision-ready memos. Clients act on them on their own account.

We are not

A fund

No committed capital, no LPs, no management fee, no deployment pressure, no fund-life clock forcing bad entries.

A broker

We do not solicit investors for issuers or take success fees on capital raised. See the regulatory note.

A generalist database

One niche, covered exhaustively. Depth is the product; breadth of sectors is what we deliberately give up.

The thesis

When green appears on our map, it means one thing: invest-grade.

The product

Every grade has a paper trail.

What a subscriber opens: the grade, the memo behind it, and everything that has moved since.

Current assessment · rubric v1.0Final
Clinical evidence0.0
Unit economics0.0
Combined0.0
BandD
Study designw 0.30
0.0
Endpoint qualityw 0.25
0.0
Independent replicationw 0.20
0.0
Funding independencew 0.15
0.0
Generalisabilityw 0.10
0.0

Ten questions, two answers, one grade.

Five questions about the evidence, five about the business, each scored against a written anchor, so the same company gets the same grade whoever reads it. The two totals combine by geometric mean: a strong paper does not rescue a company nobody pays for, and a strong business does not rescue a claim nobody has tested.

Two companies side by side in the portal: each dimension with its score and the rationale written for it

Every number has its reason next to it.

Each of the ten scores comes with the rationale and the studies it rests on, so a grade can be checked line by line instead of taken on trust. One named analyst signs it. When a score moves later, the reason moves with it, and the earlier version stays on the record.

A deal memo: ink cover with the four scores and the evidence–economics map, and the scorecard page that follows

The memo is the database, printed.

Cover, scorecard, what moved since the last version, sources and disclosure, all drawn from the record on the day it was signed. Read it as a page in the portal or take the PDF; earlier versions stay beside the new one, so you can see exactly what changed and why.

The portal: what changed since your last visit, then the latest memos with their scores and band

The whole market, in one place.

Every memo, the quarterly letter, the pass list with our reasons, and the shape of each segment: how many companies we graded and how the grades fall. Put two to four companies side by side. Follow a company or a segment and a weekly note tells you what changed: new memos, re-scored grades, what we passed on and why.

The method

From 5,000 companies to a handful of decisions.

~5,000 Universe screened

Automated ingest across the US, Europe, Asia and the Gulf: funding databases, ClinicalTrials.gov and PubMed checked daily, app-store and channel data, clinic data, patent flow. Every new registration or paper lands on the company's record as a signal.

500+ Actively tracked

One analyst-owned page per company. Refreshed quarterly; alert-driven between refreshes.

~120 Graded & shortlisted

Primary work begins: customer calls, clinician interviews, unit-economics rebuild.

20–30 Deal memos / year

Full memo with valuation, structure, risks and a stated view.

↑ Clinical evidence
Proven, unprofitable

Great science, broken model. Watch for a strategic buyer.

Memo pool

Invest

Strong evidence and economics. This is the deal memo pool.

Pass

Neither. ~60% of the universe, including most viral brands.

Profitable, unproven

Sells well, evidence thin. Regulatory and reputational risk.

Unit economics →
The Companies view in the platform: the whole universe with its stage, band and owner, filtered by flag and stage
Seven stages, from screened to memo
No pass without a written reason
Every company has an owner and a review date

Feedback loop: client questions, portfolio gaps and passed deals re-prioritise next quarter's coverage

The controls

Nothing in our universe is older than 90 days.

Six rules that keep the grades honest.

The rules are enforced in the software.

Fixed once signed

A signed grade stays as it was. A second opinion becomes a second version, kept beside the first.

Signed by a person

One analyst puts their name to every grade, and the name travels with the memo.

Back in 90 days

Every graded company returns to the desk on a fixed clock, quiet quarter or not.

Registries on watch

A trial is registered, a paper comes out, a clearance is granted, and it is on the company's record within the day.

Passes in print

The companies we declined, with the reason, on a list anyone can read.

A full trail

Who changed what, when, and what they wrote at the time.

Phase 1 registered NCT · study design 2.0 → 4.0 Re-scored band C → B · combined 5.8 → 6.4 Passed economics without evidence · reason published Memo v2 published what changed since v1 PubMed 12 new papers on the record 90-day review 6 companies due this week Expectation settled first-in-human study appeared · came true
Questions

Questions we hear from allocators.

On ten questions: five about the clinical evidence, five about the business. Each is scored from 0 to 10 against a written anchor, so the same company gets the same score whoever reads it. The two totals combine by geometric mean into one grade and a band from A to D, and every graded company comes back to the desk within 90 days.

Both, in a fixed order. A model reads everything on the record, the trials, the papers, the filings, the company’s own claims, and produces two independent draft scores. An analyst then scores every dimension themselves, writes down where they disagree and why, and signs. No grade is published without a named analyst’s signature. The model makes the reading faster; it does not make the call.

Most of what we grade is used in training rooms, in clinics and on wrists, so we ask the people who use it: athletes and coaches, physicians, clinic operators, distributors. What they tell us goes on the company’s record as evidence next to the trials, and it can move a score. When it does, the memo says so.

The registries are watched daily: a new trial, a paper, a clearance or a recall lands on the company’s record the day it appears. If it changes the picture, the company is re-scored and a new version of the memo says exactly what moved and why. Earlier versions stay beside it.

No. Our revenue is the subscription and, occasionally, fixed-fee diligence mandates. We do not solicit investors for issuers — which is exactly what keeps the research conflict-light.

A quarterly landscape map, the re-scored database of 500+ names, a monthly written market note and 20–30 deal memos a year.

Regulatory

Humane sells subscription research and analysis. We are not a fund and not a broker: we hold no client capital, do not solicit investors for issuers, and take no success fees on capital raised. Nothing on this site is investment advice or an offer of securities.

Next step

Invest on evidence, not instinct.

team@humane-research.com humane-research.com