Vision
Synthesized from layered exploration
The Now
What we're building: AI-powered services for healthcare operations, starting with utilization management.
The customer: Health plans. Premera is contracting (close Spring). AppriseMD late stage. Pipeline building with HURC, McBee, SFUR, Westview Capital.
The model: AI + expert services, not pure software. We're not replacing humans — we're augmenting them.
The Thesis
Healthcare back-office is massive and broken. AI crossed a threshold — LLMs can now handle judgment-intensive tasks that were previously human-only.
But the technology alone isn't enough. You need people who understand healthcare deeply enough to know where AI actually helps vs. where it creates liability.
Our bet: The future of healthcare operations is AI-augmented expert services, not pure SaaS.
The Path
- Land with health plans on specific use cases (utilization management)
- Prove value
- Expand to adjacent functions
- Define the category
Healthcare services + AI scales better than pure SaaS in this space because trust and judgment matter.
Why Now
The window is now. First movers who get this right will define the category. If you wait 2 years, someone else has already established the beachhead.
AI capability crossed a threshold. But most people don't know how to apply it in healthcare. We do.
The Horizon
If everything works: We've restructured how healthcare administrative work gets done. AI + human expertise (FDEs) is the standard model. Daisy AI defined the category.
What changes in the world: Health plans operate more efficiently. Nurses spend less time on administrative burden. The relationship between payer and provider works better.