$300k+
Annual savings
Annual savings from automating the patient referral process.
Outcomes
Numbers from thirteen years across operations, advisory, and SaaS in home health and hospice.
Operator work
10x
Expansion
Led EMR strategy & implementation through acquisition-based expansion to 29 branches across 7 states.
52,000
Workflow tasks eliminated
Annual reduction in manual tasks.
77%
Faster referral decisions
Intake automated end-to-end.
62 minutes
Cut from SOC visits
Median time saved per visit.
95%+
Client satisfaction
Sustained across 20+ enterprise clients.
60+
Partners served
Home Health, Hospice and vendor partners served since 2023.
5
New service lines
Built from the ground up: Super User, Revenue Cycle, Analytics, Automation, AI Enablement.
5x
Client book growth
Active client roster grown fivefold since 2023.
Advisory and SaaS
$50M
Series A
Helped position a partner to scale administrative efficiency, setting the foundation for a $50M Series A.
$2.5M
Seed round
Advised a healthcare technology company that went on to close a $2.5M seed round.
Read the full seed round case study$500k
Partner ARR secured
Structured a referral partnership that delivered $500k in ARR for a portfolio partner.
Class of 2026
HHCN Future Leaders
One of six named in the home health and home care vendor category nationwide. Recognizes people under 40 driving innovation across home-based care.
Read the HHCN Q&AVentures
If your situation looks like one of these, or doesn't but feels similar, let's talk.