One Drop

A diabetes management platform that helps people navigate diabetes together

Cover Block

Field	Value
Name	One Drop
Tagline	A diabetes management platform that helps people navigate diabetes together
Headquarters	New York, NY
Founded	2014
Business Model	B2C
Industry	Healthtech (digital diabetes management)
Technology Type	AI / Machine Learning, mobile health
Geography	North America
Founder	Jeff Dachis
Funding Label	Series A (total disclosed approximately $8,000,000)
Lead Strategic Investor	Bayer

What an Investor Needs First

One Drop is a New York-based digital health company that has spent roughly a decade building a consumer-facing diabetes management platform combining device-agnostic glucose tracking with AI-driven coaching [Crunchbase] [CBInsights]. The company was founded in 2014 by Jeff Dachis, the Razorfish co-founder who turned to digital health after his own Type 1 diabetes diagnosis, and it operates through the legal entity Informed Data Systems [CBInsights] [PitchBook]. Its product ingests data from blood glucose meters, continuous glucose monitors, and insulin pumps, then layers personalized coaching and predictive insights on top, positioning the company in the precision-health subset of digital chronic care [LinkedIn] [CBInsights]. The most consequential commercial development on the public record is a multi-stage relationship with Bayer that began as a licensing arrangement, expanded into a Series B investment, and ultimately produced a co-developed AI platform aimed at cardiovascular disease prevention beyond diabetes alone [pharmaphorum] [Fierce Pharma]. Disclosed primary funding is modest at roughly $8 million in a 2015 Series A, with a subsequent $40 million round referenced in secondary sources whose lead remains unconfirmed [Crunchbase]. The company was named a top-three digital diabetes care provider worldwide in industry rankings cited in 2018 [PRNewswire, 2018], and has experimented with direct-to-consumer television advertising as a customer acquisition channel [Fierce Pharma]. Over the next 12 to 18 months, the items worth tracking are the depth of the Bayer relationship beyond cardiovascular co-development, any expansion into employer or payer channels that would shift the model from pure B2C, and renewed disclosure of subscriber metrics now that several years have passed since the last public traction figures.

Data Accuracy: GREEN -- Confirmed by Crunchbase, CBInsights, LinkedIn, and pharmaphorum.

Taxonomy Snapshot

Axis	Value
Business Model	B2C with strategic pharma licensing
Industry / Vertical	Healthtech, digital chronic disease management
Technology Type	AI / Machine Learning, mobile, connected devices
Geography	North America (HQ New York, NY)
Founding Team	Solo founder, Jeff Dachis (prior Razorfish)
Funding	Series A disclosed $8M; later round referenced at $40M

Inside the Company

One Drop was founded in 2014 by Jeff Dachis, who built the company under the legal entity Informed Data Systems following his own Type 1 diabetes diagnosis [PitchBook] [pharmaphorum]. The founding premise was that diabetes management was fragmented across hardware, pharmacy, and clinic, and that a software layer combining tracking, coaching, and behavioral nudging could meaningfully improve outcomes for people managing the disease day to day [New Atlas] [pharmaphorum]. The company is headquartered in New York and remains separate from the similarly named One Drop Foundation, the Cirque du Soleil-affiliated water charity [Crunchbase].

The public milestone record begins with a Series A round of roughly $8 million dated June 4, 2015 [Crunchbase]. From there, the most substantive disclosed development is a phased partnership with Bayer: an initial licensing deal granting Bayer access to One Drop's data science, predictive capabilities, and mobile platform, followed by a Series B investment that broadened the licensing to areas outside diabetes, and ultimately a co-developed AI-powered platform aimed at cardiovascular disease prevention [pharmaphorum]. In 2018 the company was recognized in industry rankings as a top-three digital diabetes care provider worldwide [PRNewswire, 2018], and it later moved into mass-media customer acquisition with a television advertising experiment covered by trade press [Fierce Pharma].

Data Accuracy: GREEN -- Confirmed by Crunchbase, PitchBook, pharmaphorum, and PRNewswire.

Under the Hood

The core product is a mobile-first diabetes management application that aggregates data from third-party devices and pairs it with software-driven coaching. According to CB Insights, the platform allows users to track glucose levels using blood glucose meters, continuous glucose monitors, and insulin pumps [CBInsights], and the mobile application offers personalized coaching covering the interactions between food, insulin, exercise, and glucose readings [CBInsights] [ZoomInfo]. One Drop's own LinkedIn description frames the offering as "a precision health company combining continuous diagnostics, predictive analytics and machine learning" in a single digital solution [LinkedIn]. The company has historically also sold a connected blood glucose meter and test-strip subscription, which is consistent with the device-plus-software pattern common in connected chronic-care companies.

The more differentiated piece of the technology stack is the predictive analytics layer that Bayer chose to license. The first agreement gave Bayer use of One Drop's data science and mobile platform [pharmaphorum]; the expanded agreement, attached to a Series B investment, broadened that license outside diabetes [pharmaphorum]; and the most recent disclosed step is a co-developed AI platform targeting cardiovascular disease prevention [pharmaphorum]. That progression is meaningful because it implies Bayer was willing to underwrite the predictive engine as a horizontal asset rather than a diabetes-specific feature.

Data Accuracy: YELLOW -- Product claims confirmed by CBInsights and LinkedIn; the Bayer technology arc is corroborated by pharmaphorum, but current product configuration and dataset scale are not in the public record.

Market Research and Opportunity

The market backdrop matters because diabetes is one of the few chronic conditions where digital tools, connected hardware, pharmacy, and payer reimbursement are all converging at the same time. Diabetes affects a very large global population and consumes a disproportionate share of healthcare spending, and digital management tools sit at the intersection of consumer health apps, connected medical devices, and employer-sponsored chronic care benefits.

Demand drivers visible in the cited record fall into three categories. First, pharma-led interest in software as both a distribution channel and a data asset, evidenced concretely by Bayer's escalating commitments to One Drop from licensing to equity to co-development [pharmaphorum]. Second, the maturation of consumer-grade continuous glucose monitoring, which expands the addressable user base from insulin-dependent patients to a broader prediabetic and metabolic-health audience and which One Drop's device-agnostic architecture is positioned to ingest [CBInsights]. Third, the willingness of digital diabetes companies to invest in mass-market consumer acquisition, a shift signalled by One Drop's move into television advertising [Fierce Pharma].

Adjacent and substitute markets create both pull and pressure. Cardiovascular disease prevention, the explicit target of the co-developed Bayer platform [pharmaphorum], is an adjacency that sits naturally next to diabetes given shared metabolic risk factors, and it expands the relevance of One Drop's data science beyond a single condition. On the substitute side, employer-channel competitors such as Omada Health and payer-integrated programs from Onduo and DarioHealth compete for the same end-user attention, while pure-play CGM hardware vendors increasingly bundle their own software experience.

Data Accuracy: YELLOW -- Qualitative drivers are sourced to pharmaphorum, Fierce Pharma, and CBInsights; no third-party sized TAM appears in the captured record for this specific subsegment.

Competition and Substitutes

One Drop sits in a crowded but stratified market where the competitive boundaries between software, devices, coaching, and pharma distribution are actively being redrawn.

Company	Positioning	Stage / Funding	Notable Differentiator	Source
One Drop	Device-agnostic diabetes management app with AI coaching, B2C with pharma licensing	Series A disclosed $8M; later round referenced	Bayer co-development extending predictive engine beyond diabetes	[Crunchbase] [pharmaphorum]
Omada Health	Employer-channel digital chronic care across diabetes, hypertension, MSK	Late-stage private	Deep employer and payer distribution	[CBInsights]
DarioHealth	Consumer device plus app for diabetes and broader cardiometabolic	Public (Nasdaq: DRIO)	Multi-condition platform with B2B2C pivot	[CBInsights]
Glooko	Data aggregation across diabetes devices for clinics and pharma	Late-stage private	Clinic-side workflow and device interoperability	[CBInsights]
Dexcom	Continuous glucose monitor hardware with companion software	Public (Nasdaq: DXCM)	Dominant CGM hardware franchise	[CBInsights]
MySugr (Roche)	Diabetes logbook and coaching app, integrated with Roche meters	Subsidiary of Roche	Pharma parent distribution	[CBInsights]

Dexcom, Medtronic, Tandem, and Senseonics are primarily hardware franchises whose software experience exists to retain users on their devices; they are substitutes for One Drop's tracking layer but rarely compete on coaching or behavioral analytics. Omada and Onduo compete most directly on outcomes and have built their distribution through self-insured employers and health plans rather than the App Store. DarioHealth and MySugr are the most direct B2C analogs, with DarioHealth having moved aggressively into B2B2C and MySugr operating with the distribution advantage of Roche ownership. Glooko sits adjacent as a data aggregation layer, often complementary rather than directly competitive.

Where One Drop has a defensible edge today is the Bayer relationship, which is unusual in its depth: a licensing deal followed by an equity investment followed by a co-developed cardiovascular AI platform is a more layered commitment than most digital health companies secure with a pharma partner [pharmaphorum]. That edge is durable to the extent that the underlying predictive engine continues to outperform pharma-internal alternatives, and perishable to the extent that Bayer could in principle build or acquire a substitute. The device-agnostic architecture is a second source of edge because it allows the app to ride whichever CGM franchise wins the next hardware cycle.

Data Accuracy: YELLOW -- Competitor identities confirmed by CBInsights; positioning is analyst characterization based on the cited public record.

Opportunity

The size of the prize, if One Drop executes on the Bayer arc and extends it, is materially larger than a standalone diabetes app would suggest. The headline opportunity is for One Drop to become the embedded software and predictive analytics layer that one or more major pharma companies use to operate digital chronic care at scale across cardiometabolic conditions. The cited evidence makes that outcome reachable rather than purely aspirational because Bayer has already moved through the three steps that typically precede a deeper strategic outcome: a licensing agreement, an equity investment alongside expanded licensing outside diabetes, and a co-developed AI platform targeting cardiovascular disease prevention [pharmaphorum].

Scenario	What happens	Catalyst	Why it's plausible
Become Bayer's cardiometabolic software stack	The co-developed cardiovascular platform expands into a multi-condition commercial product distributed through Bayer's pharma channels	Commercial launch and uptake of the co-developed CV platform	Bayer has already invested equity and licensed the engine outside diabetes [pharmaphorum]
Multi-pharma predictive engine	A second pharma licenses the predictive layer for a different therapeutic area, validating the engine as horizontal infrastructure	A second named pharma deal disclosed publicly	The cross-condition licensing structure with Bayer is a template that other pharmas in cardiometabolic, oncology, or respiratory could replicate [pharmaphorum]
Direct-to-consumer cardiometabolic platform	One Drop expands beyond diabetes into a broader consumer cardiometabolic subscription, marketed alongside CGM hardware penetration	Continued mass-media acquisition combined with CGM availability for non-insulin-dependent users	One Drop has already begun TV-led acquisition [Fierce Pharma] and the platform is device-agnostic across CGMs [CBInsights]

Data Accuracy: YELLOW -- Scenario plausibility is anchored to the documented Bayer partnership progression in pharmaphorum and the device-agnostic architecture in CBInsights; outcome sizing is explicitly framed as scenario rather than forecast.

Sources

[Crunchbase] OneDrop - Crunchbase Company Profile & Funding | https://www.crunchbase.com/organization/onedrop
[Crunchbase] Series A - OneDrop - 2015-06-04 | https://www.crunchbase.com/funding_round/onedrop-series-a--14714ac5
[Crunchbase] OneDrop - Funding, Financials, Valuation & Investors | https://www.crunchbase.com/organization/onedrop/company_financials
[Crunchbase] OneDrop - News & Analysis | https://www.crunchbase.com/organization/onedrop/news_and_analysis
[Crunchbase] OneDrop - Recent News & Activity | https://www.crunchbase.com/organization/onedrop/company_overview/overview_timeline
[PitchBook] One Drop 2026 Company Profile: Valuation, Funding & Investors | https://pitchbook.com/profiles/company/112129-48
[LinkedIn] One Drop company page | https://www.linkedin.com/company/onedroptoday
[CBInsights] One Drop - Products, Competitors, Financials, Employees, Headquarters Locations | https://www.cbinsights.com/company/informed-data-systems
[ZoomInfo] One Drop - Overview, News & Similar companies | https://www.zoominfo.com/c/one-drop/433793893
[Mashable] One Drop is revolutionizing diabetes care through an app | https://mashable.com/article/one-drop-diabetes-app
[pharmaphorum] Is One Drop the start of a revolution in diabetes management? | https://pharmaphorum.com/news/one-drop-gets-approval-monthly-diabetes-management-solution
[pharmaphorum] Digital Health Innovation: All diabetics, unite, one drop at a time | https://deep-dive.pharmaphorum.com/magazine/digital-health-innovation/one-drop-jeff-dachis/
[New Atlas] One Drop: The data-driven approach to managing diabetes | https://newatlas.com/one-drop-diabetes-interview/50885/
[Fierce Pharma] One Drop begins TV advertising, experimenting with media mix to connect to people with diabetes | https://www.fiercepharma.com/marketing/one-drop-begins-tv-advertising-experimenting-media-mix-to-connect-to-people-diabetes
[PRNewswire, 2018] One Drop Recognized As Top-3 Digital Diabetes Care Provider Worldwide | https://www.prnewswire.com/news-releases/one-drop-recognized-as-top-3-digital-diabetes-care-provider-worldwide-300731683.html

Articles about One Drop

One Drop Is Building a Coaching App for Every Person Living With Diabetes — The New York startup, backed by Bayer, is betting on AI-driven predictions to change how 37 million Americans manage a daily disease.

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