The most concentrated body of current work is in California behavioral health. Five active portfolio companies have been grown from approximately $100,000 in annual recurring revenue to $20M-plus under our partnership. Several are still scaling.
Behavioral health is the hardest marketing environment in American healthcare — admissions cycles measured in hours, payer-mix sensitivity that can move the unit economics by a quarter overnight, clinical ethics that cannot be compromised for growth, and a regulatory surface that changes under you.
The playbook that moves a behavioral health operator from founder-stage to eight-figure ARR is not a media plan. It is an integrated system — admissions engineering, clinical brand, payer-mix optimization, operational AI, and the internal capability to keep it running after the retainer ends. That is what we build.
“We do not sell volume. We architect the admissions system that produces the right patient, at the right clinical match, at the right payer mix — and scales without breaking.”