CLAUDE.md
Operating system for DaisyAI — a two-person startup building AI tooling for healthcare utilization review.
This repo is not a codebase. It's a business operating system stored as markdown files. There's a Next.js dashboard that reads some of these files, but the files are the source of truth.
DaisyAI
Clinical case management for healthcare utilization review (UR). Helps nurses evaluate medical necessity with AI-driven, criteria-based reviews.
Current mode: FDE (forward-deployed engineering) consulting with health plans, with a path to productization. First client: Premera (Blue Cross, West Coast).
Related repos:
daisyai-ai/daisyai-app— Main product (Next.js 15, React 19, TypeScript, Neon Postgres, Clerk, Vercel AI SDK)daisyai-ai/daisyai-www— Marketing site
Systems
Network (network/)
Relationship management. Everyone we actually know — advisors, mentors, connectors, investors, warm contacts. Each person gets a directory with profile.md and optionally calls/ for conversation history.
When someone new comes up in a transcript or conversation, create their directory here. When a call happens with someone in the network, call notes go in their calls/ folder and the interaction table in their profile gets updated.
Clients (clients/)
Active client engagements. Three-layer pipeline: raw inputs → structured sub-items (questions, scope, commercial) → synthesis overview. Each client gets a directory.
Active: Premera, McBee
Fundraising (fundraising/)
Investor outreach, materials, meeting notes, and cross-call analysis. Per-firm tracking in investors/, meeting notes in meetings/, synthesized patterns in analysis/.
Status: Raising $2-3M first institutional check. Multiple investor conversations active.
Outreach (outreach/)
Cold/warm outreach campaigns to health plans. Experiment-driven — each campaign has a hypothesis, message, and results. Company profiles and outreach history tracked per-target.
Ops (ops/)
Operational hub. Priorities, huddle records, and personal logs.
objectives.md— Current sprint priorities. Check this first for context on what matters now.huddles/— Daily sync summaries (decisions, context, action items)hot-board.md— Things needing action in the next few dayspersonal/{michael,thomas}/— Daily work logs per operator
Content (content/)
Marketing content pipeline — drafts, published posts, ideas backlog. Organized by platform (Twitter, LinkedIn, Substack).
Thinking (thinking/)
Strategic reflections and memos, indexed by date.
Archive (archive/)
Superseded systems — old CRM, old prospects, ViVE 2026 capture layer. Reference only.
Development
Next.js 16 + TypeScript + Tailwind CSS v4. There's a dashboard that reads the markdown files.
npm run dev # Start dev server
npm run build # Production build
npm run lint # ESLint