Pipeline Infrastructure
Welcome back, Victoria
Medicare CHOW notification required within 30 days of close. CMS processing backlog 4-6 months. $12M revenue at risk if billing privileges lapse.
QoR variance: $1.55M. Locum tenens not non-recurring. Coding intensity 15% above specialty benchmark. Provider comp normalization overstated.
Credentialing gaps: 6 providers across 4 payors. $1.6M billings frozen until re-credentialing complete (4-6 months).
Southeast Orthopedic Associates referral arrangement (18% of volume) — exclusive verbal agreement with Dr. Santos. No written contract.
PMS fragmentation: 3 platforms across 14 clinics. Consolidated reporting confidence 64%. Exit-quality earnings blocked.
Buyer red team: opioid prescribing patterns for 2 providers exceed state averages. Compliance documentation incomplete.
Quiet Alpha Engines
Runs quietly in the background of your pipeline. Ingests teasers and CIMs, maps provider platform adjacencies, and tees up pre-emptive positions.
Your structural countermeasure to sell-side information asymmetry. Reads managed care agreements, extracts payor consent clauses, verifies credentialing, and pressure-tests healthcare EBITDA.
Activates the moment the wire clears. Normalizes fragmented PMS reporting, feeds the RCM sprint, tracks credentialing remediation, and captures post-close claims.
Red-teams the asset before buyers do. Hardens the VDR narrative, validates the thesis, and fixes compliance gaps that buyers would otherwise discount.