After a few weeks on the road across Latvia, Amsterdam, Norway, and France, I'm finally back with plenty of stories to share.

Before we dive into conference takeaways and fintech trends, I'm excited to share the latest edition of Five Questions with Virta. We cover the questions every founder should ask a VC before taking their capital.

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5 QUESTIONS WITH VIRTA HEALTH’S AMIT SHAH

1. What core problem in your sector do you think the market misunderstood early on?

The market misunderstood metabolic disease by treating it as a collection of separate chronic conditions to be managed individually, instead of one interconnected disease that can be reversed.

For years, the default approach has been to treat obesity, type 2 diabetes, hypertension, fatty liver disease, cardiovascular risk, and other related conditions as chronic, progressive diseases that require more medication over time. That misunderstanding shaped the entire healthcare system. The default model became symptom management.

But metabolic disease is not just a medication problem. It is a root-cause problem tied to how the body processes and stores energy.

At Virta, we believe in something different: that when you address that root cause through personalized nutrition, behavior change, and medical supervision, reversal is possible.

That is our core differentiation. We aren’t just helping people lose weight or manage symptoms. We are helping them improve their metabolic health, reduce dependence on medications where appropriate, and change the trajectory of disease.

That’s also how we think about GLP-1s. They’re powerful tools that we utilize with many of our patients, but they are not the full answer. Without a care model that addresses nutrition, behavior, medication management, and long-term maintenance, you’re not solving the underlying metabolic problem.

When you address the root cause…reversal is possible.

2. How do you describe what the business actually does when explaining it to partners or customers?

Virta reverses metabolic disease through a nutrition-first, virtual care model.

Each member receives individualized nutrition therapy, medical supervision, health coaching, medication management, and technology that supports them day to day. It is a full-stack metabolic health clinic delivered digitally.

That model is especially important in the GLP-1 era. GLP-1s are powerful tools, and for the right person, they can play an important role. But they are not the full answer to metabolic disease. The real question is whether people are getting healthier: improving their metabolic markers, building sustainable behaviors, reducing medication burden where appropriate, and maintaining progress over time.

That is where Virta is different. We don’t just provide access to care or access to medication. We help members improve health with GLP-1s, instead of GLP-1s when appropriate, and after GLP-1s if they stop.

Our goal is durable metabolic health, through a model designed to achieve outcomes, not write prescriptions. We help members improve markers like weight, A1c, metabolic health, and medication use, and we stand behind those outcomes financially

3. What is a decision the company made that slowed growth or limited optionality in the short term, but ultimately strengthened the business model or customer trust over the long term?

One of the biggest decisions was moving to outcomes-based pricing, with 100% of our fees at risk.

That was harder in the short term. It required confidence in our clinical model, strong engagement, high-quality data, and disciplined execution. It also meant we had to be very clear about what we were willing to stand behind.

But it has made the company much stronger because it aligns our business model with our customers’ goals and our care model. Our customers want better health outcomes and lower total cost of care. Our model is designed to reverse metabolic disease and reduce avoidable medication burden where appropriate.

Outcomes-based pricing connects those pieces directly.
That alignment gives customers confidence. They know we are not simply selling access, activity, or engagement. We are accountable for the same things they care about: measurable health improvement, durable outcomes, and cost reduction.
It also creates the right internal discipline. Every team at Virta is oriented around the same question: are we delivering outcomes that matter?

That accountability reflects what makes Virta distinctive. We are not a point solution layered onto the healthcare system. We are a care model built to reverse metabolic disease, and a business model built to prove it.

This is especially important now. In a crowded GLP-1 market, many companies are paid to prescribe, manage access, or control utilization. Virta is accountable for health improvement, whether someone is on a GLP-1, trying to avoid one, or coming off one.

4. Was there a metric, customer pattern, or operational insight that materially changed how the team thought about the business or prioritized resources?

One of our biggest insights was that outcomes are not just something you measure after the fact. They are something you can design for.

If you build the care model correctly — the nutrition therapy, clinical oversight, coaching, data infrastructure, and intervention points — you can identify risk earlier and help people before they fall off track.

That changed how we built Virta. We invested in predictive models, scalable care workflows, and earlier interventions because our goal is not simply to deliver care, but to reliably produce better outcomes.

This is also where our approach to GLP-1s is different. GLP-1s can affect appetite and weight, but they do not automatically create metabolic health. They do not, on their own, solve nutrition quality, behavior change, medication optimization, muscle preservation, or long-term maintenance.

Virta’s model is built around those harder questions. We use nutrition and clinical care to address the underlying disease, and we use technology and AI to make that care more personalized, proactive, and effective at scale.

Outcomes are something you can design for.

5. What's being underestimated right now that will define the next five years?

The shift from access to accountability.

For a long time, healthcare buyers asked, “Can people access this?” Then they asked, “Will people use it?” Increasingly, the question is, “Will this actually improve health and lower cost?”
That’s especially important in metabolic health. GLP-1s have brought tremendous attention to obesity and diabetes, but they’ve also reinforced an old pattern: the system tends to reach first for medication. Medication can be valuable, but durable metabolic health requires more than a prescription. It requires nutrition, behavior change, medical management, and ongoing support.

The same is true with AI. AI will make healthcare faster and cheaper, but if the underlying care model doesn’t work, it won’t make care better. It will just scale the same broken model more efficiently.

Virta was built to reverse metabolic disease. We use GLP-1s when appropriate: as support, an alternative when possible, and after them if they stop. And we use AI to make our care model more effective, identifying risk earlier, personalizing support, and helping care teams make better decisions that improve outcomes.
The next five years will be defined by companies that can prove they improve health, not just provide more access to tools.

Till next week and don’t forget to click on the link below,

Ilona

What happens when you throw out the GTM playbook

That investor was wrong. Gamma is now worth $2B, with 50M users and more than half their growth driven by word of mouth.

They're one of 6 AI-native startups in HubSpot for Startups' free Bold Bets Playbook. Replit grew revenue 50x after half the team pushed back on the strategy. Ramp generated 100M+ views from a single stunt. Clay's co-founder wouldn't hang up a sales call until the prospect DMed him in Slack.

Each one took a GTM risk most founders would never greenlight. Each one paid off.

P.S. Interested in working with me as a speaker or moderator? Hit “reply” to this email.

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