Delta Capital & Research
Delta Capital & Research blends Wall Street precision with entrepreneurial vision—across portfolio management, fintek innovation, and healthcare transformation
About Us
Delta Capital & Research (DC&R) represents the family office of Satish Tyagi, operating as DCNR LLC based in Newton MA. We manage a diverse portfolio of public and private assets through our proprietary OmniFolio, and incubate ground-breaking opportunities in fintek and healthcare—industries where we have deep domain expertise and proven track records.
DC&R blends the analytical discipline of Wall Street with the strategic agility of venture capital. Our investment decisions are guided by decades of experience in capital markets and technology innovation.
We don’t just invest in sectors. We invest in transformations.
With regard to public investments, DC&R follows a proprietary asset allocation model, honed over years of experience on the buy- and sell-side on Wall Street. We are always on the lookout for smart investment ideas, with a focus on sector ETFs and income generation, and are receptive to alt assets and other opportunities beyond core equity and fixed income products. Individual stock selection is focused on the health care industry, leveraging our domain expertise.
On the private side, DC&R has a long history of seed/VC-backed startups, and PE companies with multiple successful exits (recently GetixHealth, link a medical billing company, backed originally as a spinoff from Xerox). Startup investment opportunities are assessed for breakthrough product potential in brand-new markets, and for substantial customer value-add and financial discipline in mature company candidates. DC&R’s LP participation in a network of well-established VC and PE groups also generates deal sourcing and exit opportunities. Along with providing ongoing access to market intelligence, management talent, and top-quartile financial returns.
OmniFolio Asset Management
With regard to public investments, DC&R follows a proprietary asset allocation model, honed over years of experience on the buy- and sell-side on Wall Street. We are always on the lookout for smart investment ideas, with a focus on sector ETFs and income generation, and are receptive to alt assets and other opportunities beyond core equity and fixed income products. Individual stock selection is focused on the health care industry, leveraging our domain expertise.
On the private side, DC&R has a long history of seed/VC-backed startups, and PE companies with multiple successful exits (recently GetixHealth, a medical billing company, backed originally as a spinoff from Xerox). Startup investment opportunities are assessed for breakthrough product potential in brand-new markets, and for substantial customer value-add and financial discipline in mature company candidates. DC&R’s LP participation in a network of well-established VC and PE groups also generates deal sourcing and exit opportunities. Along with providing ongoing access to market intelligence, management talent, and top-quartile financial returns.
Fintek
There is a paucity of smart tools offering multiple-account aggregation, consolidation and actionable analytics for family portfolios, beyond simplistic 60:40 allocation models and retirement runway analyses. Tackling this market opportunity, we have incubated FinDosh, as a fintek startup. Generalizing from DC&R’s specific OmniFolio needs, we have developed IT/AI solutions for self-directed HNW families and smaller family offices.
FinDosh’s TrueNorth portfolio management SaaS app incorporates years of investment strategies deployed in the DC&R OmniFolio and state-of-the-art methodologies typically available only for multi-million portfolios. Our goal is to empower HNW families to execute self-directed scenario planning and optimize risk management across their entire universe of financial assets. We are actively engaged in partnering with RIAs and other finteks as we build a low-cost deep featured solution.
Healthcare
DC&R’s activity is built on Satish’s multi-decade career in the health care industry, first in management consultancy (with The Sage Group) and then on Wall Street (with Jefferies and Cowen). As an investment banker and research analyst, he was credited with defining the Health Information Technology (HIT) sector in the 1990s. Subsequently Satish was Venture Partner with Schroder Venture’s US healthcare team, that invested over $500 million and generated significant IRR during the 2000 decade.
In his healthcare career, Satish has served on several private/public Boards including, currently, Berkeley-based Cogitativo Inc. The company delivers AI solutions for the Veterans Administration and other leading healthcare insurers that manage large populations.
Our Core Pillars
Investing with Insight. Innovating with Intent.
At DC&R, our work is grounded in deep expertise and a long-term perspective across three key domains: asset management, financial technology, and healthcare. Each pillar reflects our commitment to disciplined investing, meaningful innovation, and industry leadership—shaped by decades of experience on Wall Street and in venture ecosystems.
Explore how we invest, build, and partner across these verticals.
Omnifolio Asset Management
With regard to public investments, DC&R follows a proprietary asset allocation model, honed over years of experience on the buy- and sell-side on Wall Street. We are always on the lookout for smart investment ideas, with a focus on sector ETFs and income generation, and are receptive to alt assets and other opportunities beyond core equity and fixed income products. Individual stock selection is focused on the health care industry, leveraging our domain expertise.On the private side, DC&R has a long history of seed/VC-backed startups, and PE companies with multiple successful exits (recently GetixHealth, link a medical billing company, backed originally as a spinoff from Xerox). Startup investment opportunities are assessed for breakthrough product potential in brand-new markets, and for substantial customer value-add and financial discipline in mature company candidates. DC&R’s LP participation in a network of well-established VC and PE groups also generates deal sourcing and exit opportunities. Along with providing ongoing access to market intelligence, management talent, and top-quartile financial returns.
Fintek
There is a paucity of smart tools offering multiple-account aggregation, consolidation and actionable analytics for family portfolios, beyond simplistic 60:40 allocation models and retirement runway analysis. Tackling this market opportunity, we have incubated FinDosh, link, as a fintek startup. Generalizing from DC&R’s specific OmniFolio needs, we have developed IT/AI solutions for self-directed HNW families and smaller family offices.
FinDosh’s TrueNorth portfolio management SaaS app incorporates years of investment strategies deployed in the DC&R OmniFolio and state-of-the-art methodologies typically available only for multi-million portfolios. Our goal is to empower the HNW family to execute self-directed scenario planning and optimize risk management across its entire universe of financial assets. We are actively engaged in partnering with RIAs and other finteks as we build a low-cost deep featured solution.
Healthcare
DC&R’s activity is built on Satish’s multi-decade career in the health care industry, first in management consultancy (with The Sage Group) and then on Wall Street (with Jefferies and Cowen). As an investment banker and research analyst, he was credited with defining the Health Information Technology (HIT) sector in the 1990s. Subsequently Satish was Venture Partner with Schroder Venture’s US healthcare team, that invested over $500 million and generated significant IRR during the 2000 decade.
In his healthcare career, Satish has served on several private/public Boards including, currently, Berkeley-based Cogitativo Inc. link to VC Investments. The company delivers AI solutions for the Veterans Administration and other leading healthcare insurers that manage large populations.
Meet The Team
Satish K. Tyagi
Delta Capital & Research was founded in 2008 by Satish K. Tyagi, following a distinguished career spanning over three decades in
healthcare management consulting and investment banking. Based in Boston, Satish is widely credited with pioneering Wall
Street institutional research coverage for the Health Information Technology (HIT) sector, helping to define it as a standalone
investment category. Throughout his career he has advised and financed numerous startups and growth-stage companies in the
healthcare and IT industries—with many successful exits through IPOs and M&A. His experience includes senior roles at leading Wall
Street firms Jefferies and Cowen, where he built a reputation for sharp analysis and strategic insight.
Beyond Wall Street, Satish has played an active role in venture capital, serving on multiple boards and helping build innovative, high-impact companies. He holds an MBA in Finance from New York University and is an alumnus of the Indian Institute of Management, Calcutta.
Delta Capital & Research was
founded in 2008 by Satish K.
Tyagi, following a
distinguished career spanning
over two decades in
healthcare management consulting and investment banking. Based in Boston, Satish is widely credited with pioneering WallStreet institutional research coverage for the Health Information Technology (HIT) sector, helping to define it as a standalone investment category.
Throughout his career, he has advised, financed, and guided numerous startups and growth-stage companies in the healthcare and IT industries—many of which have achieved successful exits through IPOs, M&A, and recapitalizations. His experience includes senior roles at leading Wall Street firms like Jefferies and Cowen, where he built a reputation for sharp analysis strategic insight.
Beyond Wall Street, Satish has played an active role in venture capital, serving on multiple boards and helping build innovative, high-impact companies. He holds an MBA in Finance from New York University and is an alumnus of the Indian Institute of Management, Calcutta.
“At DC&R, we believe in long-term value creation through deep research, disciplined investing, and operational focus.”
– Satish K. Tyagi
Vikas Tyagi
I’m Vikas, Co-Founder of Findosh, based out of New Delhi. I lead the tech stack end-to-end and stay deeply involved in the business side— whether that’s shaping product, managing ops, or opening new growth opportunities.
Before Findosh, I spent years working with and supporting start-ups across Fintech, IoT, E-Commerce, and DTC. I enjoy getting my hands dirty—building, fixing, scaling—and I naturally gravitate toward teams solving real-world problems with technology. I also invest in early- stage companies, especially those driving The Energy Transition or building systems that bring structure to sectors that have traditionally been fragmented.
I began my career as a management consultant with EY and KPMG, where I worked closely with government organizations in the Power Sector and Urban Planning. Most of my work involved improving operational efficiency and helping public-sector institutions rethink how they operate at scale.
I studied Mechanical Engineering at Northeastern University and later earned my MBA from IE University in Madrid.
Vikas is a seasoned
entrepreneur. He is a Co-
Founder at Findosh. In his
current role Vikas manages
clients, oversees the technology
stack of the platform, has administrative responsibilities and is involved in business development.
He has worked-on / supported multiple start-ups. These start-ups range from Fintech, Internet of Things, E-Commerce and DTC. Vikas is also an investor who focuses on emerging technology focused firms in India. His investment interests are ’The Energy Transition’ and technologies that facilitate the formalization of sectors that are highly fragmented. Prior to Start-up life, he has worked for EY and KPMG as a consultant. His professional experience mostly centered around government projects, focusing on improving operational efficiency and changing the strategic direction of governmental organizations. He primarily worked in the Power Sector and Urban Planning.
He did is BS in Mechanical Engineering from Northeastern University and MBA from IE University, Madrid.
Our Partners
DC&R partners with consulting companies, investment banks, VC \ PE Groups and specialty marketing agencies, as demanded by the specific assignment, to create a team of specialists that maximizes value to our clients.
Contact & Partnerships
Let’s Build Together
Whether you’re an entrepreneur, investor, advisor, or innovator—we’re open to opportunities across fintech, healthcare, and smart investing.
We don’t just invest in sectors. We invest in transformations.
DCNR LLC 516 Commonwealth Ave., Newton, MA 02459 USA
Main: 617.614.8383 | Fax: 617.965.5018
DCNR India A-1/312 SJ Enclave, New Delhi-110029 India
Main: +91 98184 96767
DC&R LLC | Partnered with Findosh.io