De-risk the growth thesis across every platform.
One AI-first partner across the portfolio. Consistent playbook. Location-level economics you can underwrite. Cleaner data rooms at exit.
Seven vendors per platform. Zero visibility across the fund.
You closed the roll-up. Now every platform has a different marketing agency, a different reputation tool, a different scheduling vendor, and a different definition of "new patient." Diligence at exit is a nightmare.
Underwritable growth
Predictable new-patient math per location — plug directly into your LBO model.
Portfolio-wide leverage
One vendor, one contract, one dashboard across every platform company.
Value-based upside
Capture quality bonuses that expand EBITDA without adding chairs.
Exit-ready reporting
Cohort, CAC, LTV, and payer-mix data your buyer's diligence team expects.
A shared services layer for the growth motion.
Enterprise assessment
9-domain growth maturity assessment across the portfolio in 30 days.
Standardized rollout
One AI stack, one reporting layer, one pod — deployed platform by platform.
Fund-level reporting
Rollup dashboards for the operating partner. Location-level detail for the CEO.
- Fund-level KPI rollup: new patients, no-show rate, review score, VBC capture — by platform, by location.
- AI-readiness score per platform, refreshed quarterly.
- Value creation plan mapped to growth thesis and hold period.
- Cleaner Q of E: standardized definitions, auditable pipeline data, defensible LTV assumptions.
Diligence and portfolio questions
Can growth be standardized across platform companies?
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Yes. One playbook, one data model and one reporting standard deploy across every platform company, so growth performance is comparable at the portfolio level.
How does this help at diligence and exit?
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Clean, appointment-level attribution and consistent KPI definitions make the growth story defensible in a data room, and de-risk the buyer's underwriting of organic patient volume.
What is the typical payback?
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Most platforms see payback inside two quarters from recovered no-shows and incremental booked new patients alone, before acquisition efficiency gains.
Can we roll this into add-on acquisitions?
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Yes — add-on locations are onboarded in bulk under the existing platform contract, usually within days of close.
How is it priced across a portfolio?
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Per location with portfolio volume tiers and a single master agreement across platform companies.
Book a portfolio conversation.
60 minutes with the operating partner and one platform CEO. We'll show you what standardized, AI-first growth looks like across the fund.