Adversarial Defense Engine

Coastal Physical Therapy Group — $48M Revenue — Phase 2: Diligence

Offensive VDR Monitor

Real-time surveillance of seller data room activity

14 events·1 Critical·5 High·3 Medium·5 Routine
Mar 28, 2026 — 10:12 PMBulk UploadRoom 3 — Payor Contracts612 docs

612 documents uploaded: credentialing files, provider licenses, malpractice certificates, managed care amendments across 14 locations. Uploaded Friday 10:12 PM.

Friday night dump — 612 documents uploaded outside business hours, 64 hours before management call. Pattern consistent with burying adverse documents in volume.

Triage Required — Team mobilized for weekend review
Mar 27, 2026 — 2:35 PMVersion ReplaceRoom 2 — Financial1 doc

Coastal_PT_Payor_Rate_Schedule_2025.xlsx replaced. Version 3 supersedes Version 2. 4 CPT code reimbursement rates changed. No redline provided.

Silent version replacement. Rate schedule changes not flagged to buyer. 4 CPT codes show reduced reimbursement rates. May affect revenue run-rate assumptions.

Diff Complete — 4 rate changes identified. Forwarded to QoR team.
Mar 26, 2026 — 8:30 PMDocument RemovedRoom 6 — Compliance & Regulatory1 doc

File removed: Coastal_PT_State_Survey_Findings_2023.pdf. File was accessible for 4 hours before removal.

Document removed from compliance room after brief availability. State survey findings may contain adverse information seller is attempting to suppress.

Escalated — Seller notified. Copy preserved from earlier download.
Mar 26, 2026 — 9:15 AMNew UploadRoom 3 — Payor Contracts1 doc

Amendment_BCBSFL_Termination_Provision_2026.pdf uploaded. Amendment to Blue Cross contract with modified termination provision. Uploaded 2 days before bid deadline.

Late disclosure. BCBS contract amendment with modified termination language uploaded near bid deadline. May materially affect contract risk assessment.

Flagged for Counsel — Review scheduled
Mar 25, 2026 — 4:48 PMAccess GrantedRoom 6 — Compliance & Regulatory189 docs

New room opened: Room 6 — Compliance & Regulatory. 189 documents including HIPAA audits, state survey reports, malpractice claim history, DEA registration files.

New compliance room with 189 documents made available late in process. Regulatory documents should have been available from Day 1. Review for buried adverse findings.

Review Scheduled — Regulatory counsel assigned
Mar 24, 2026 — 11:30 AMVersion ReplaceRoom 4 — Employment1 doc

Provider_Compensation_Summary_2025.pdf replaced. Version 2 shows Dr. Santos compensation changed from $480K to $420K. No explanation provided for reduction.

Cosmetic adjustment to reduce add-back scrutiny. Original showed $480K, revised shows $420K. Seller may be attempting to minimize perceived overpayment of founder.

Flagged — Original preserved. Both versions forwarded to QoR team.
Mar 23, 2026 — 8:45 AMNew UploadRoom 4 — Employment3 docs

Three new physician employment agreements uploaded: Dr. Williams (PT), Dr. Rodriguez (Sports Medicine), Dr. Kim (PT). All Add-On #3 providers.

Routine upload. Employment agreements for Add-On #3 providers needed for credentialing transfer assessment.

Indexed — Forwarded to credentialing review
Mar 22, 2026 — 3:20 PMNew UploadRoom 5 — Real Estate14 docs

14 facility lease documents uploaded. Covers all 14 clinic locations. Includes 2 lease amendments and 1 sublease agreement.

Complete lease package received. Review for co-tenancy clauses, assignment restrictions, and above-market rent exposure.

Reviewed — 1 co-tenancy clause flagged (Jacksonville location)
Mar 21, 2026 — 10:00 AMNew UploadRoom 2 — Financial24 docs

Monthly financial statements Jan-Dec 2025 uploaded. Includes P&L by clinic location, consolidated balance sheet, and AR aging detail.

Routine financial upload. Cross-reference with QoR model. Check for seasonal patterns (Q1 deductible reset dip expected).

Indexed — Forwarded to QoE team
Mar 20, 2026 — 5:45 PMNew UploadRoom 6 — Compliance & Regulatory8 docs

HIPAA compliance audit report (2024), state physical therapy licensing documents for FL and GA, DEA registrations for providers with prescriptive authority.

Compliance documentation. Review HIPAA audit for any findings or corrective action plans. Verify all state licenses current.

Reviewed — HIPAA audit clean. 2 state licenses expiring within 90 days flagged.
Mar 19, 2026 — 1:15 PMNew UploadRoom 1 — Corporate6 docs

Corporate formation documents, operating agreement, provider organization NPI documentation, tax returns (2022-2024).

Standard corporate documentation. Review NPI structure for any unusual arrangements.

Indexed — No issues identified
Mar 18, 2026 — 9:30 AMAccess ChangedRoom 7 — Insurance / Risk

Access permissions for Room 7 changed. Previously view-only, now download enabled. Malpractice claims history and insurance certificates available.

Permission change on sensitive insurance room. May indicate seller preparing for more detailed diligence questions about malpractice history.

Reviewed — 2 open malpractice claims identified
Mar 17, 2026 — 2:00 PMNew UploadRoom 3 — Payor Contracts5 docs

Five commercial payor contracts uploaded: BCBS, Aetna, UHC, Cigna, Humana. Base agreements without amendments.

Core payor contracts received. Cross-reference with contract extraction module for CoC provisions.

Indexed — Forwarded to contract extraction
Mar 15, 2026 — 11:00 AMNew UploadRoom 8 — Add-On Materials42 docs

Add-On #3 (Sports Medicine) due diligence materials: financials, provider agreements, facility leases, credentialing files.

Standard add-on materials upload. Review for integration readiness and credentialing transfer timeline.

Indexed — Integration team reviewing