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For PE buyers & operating partners

What the PMS won't tell you about a group's demand.

Built on the same Revenue Leak Snapshot used by operators. Extended with governance-grade records, CPOM-safe architecture, and multi-entity controls — independently verifiable in about a minute.

01

One normalized record across the portfolio

Demand from every location and every platform — Boulevard, Mangomint, Zenoti — resolved into a single source of truth, regardless of the underlying stack.

02

Tamper-evident by construction

Each entry is written to a record that cannot be quietly altered after the fact. What was captured, normalized, and routed stays on the record.

03

Verifiable in about a minute

A diligence team queries the verification endpoint and confirms the record independently — no trust required, no waiting on a data room export.

Governance & controls

CPOM-safe by design. Multi-entity by default.

The record layer is architected to preserve compliance with state-level CPOM requirements (NY, CA, TX, FL) from the first entry. Inquiry data flows through a governed routing layer — no call forwarding arbitrage, no revenue-share structures, no per-patient attribution. Each location operates as an independent entity within a unified control plane, with separate audit boundaries and role-based access scoped by entity.

CPOM-safe routing

Inquiry routing governed by state regulatory boundaries. No call-forwarding structures that could trigger co-ownership or fee-splitting concerns.

Entity-scoped controls

Each location is its own audit domain. Role-based access, separate record chains, independent verification paths — all managed from a single pane.

No revenue-share architecture

Designed as infrastructure, not a revenue intermediary. No per-patient attribution, no outcome-based pricing structures, no shared-revenue triggers.

This is operational infrastructure — not legal advice, compliance certification, or a replacement for independent regulatory review. Verify application to your specific jurisdictions.

Portfolio benchmarking

Compare locations on the same ruler.

Once demand is normalized, locations become comparable on consistent operational signals — useful for post-close integration planning and for seeing which sites are leaving the most on the table. Benchmarks are shown as anonymized percentiles across a portfolio, never as raw clinic-level data, and are provided for internal operational insight only.

Built for M&A diligence. Operational verification only — not legal, medical, financial, or insurance advice, and not a compliance certification.

Want to see the 60-second proof on a live record?

The same verification a buyer's team would run is public. Check it yourself.