Description:
The Company is a software-as-a-service (SaaS) company that provides a cloud-based platform designed for businesses in the healthcare and home care industries. The software seamlessly integrates all aspects of a healthcare agency, including scheduling, billing, reporting, personnel management, and compliance, while facilitating streamlined communication within the customer organization.

Key Aspects:
• The Company grew revenue at a compound annual growth rate (CAGR) of 8.9% from 2022 to 2025.
• The Company operates under a recurring subscription revenue model with pricing linked to the number of users, patients on the platform, and overall system utilization, resulting in 100% monthly recurring revenue (MRR) in 2025.
• The Company’s software comprises a broad, modular product suite comprising seven specialized platforms that address the full managed long-term care ecosystem, allowing customers to consolidate disparate legacy systems into a single integrated solution.
• The Company's software is highly scalable, featuring a true multi-tenant architecture that supports customers ranging from small agencies to enterprise networks on a single codebase.
• The Company has a lean organizational model with a small full-time team and heavily automated sales, onboarding, and support workflows, driving attractive unit economics and facilitating rapid scale without proportional headcount growth, according to management.

Opportunities:
• Expand penetration within core markets by scaling direct sales and marketing efforts to capture a larger share of an underpenetrated base of approximately 60,000 long-term care providers in the US, according to the Centers for Disease Control and Prevention (CDC).
• Leverage the Company’s growing customer account base of approximately 1,000 as of 2025 to offer ancillary services.
• Grow enterprise, payer, and government affiliations by leveraging existing integrations and certifications to win larger contracts with managed care organizations, health systems, and state or provincial agencies.
• Pursue international expansion into regulatory-compatible markets, adapting existing compliance frameworks to unlock substantial long-term care spend internationally.
• Enhance analytics and automation capabilities (e.g., advanced reporting, artificial intelligence (AI) driven scheduling, fraud detection, reimbursement optimization) to drive measurable value for customers.

Headquartered:
• Northeast US

Current Markets:
• The Company is a business-to-business (B2B) SaaS provider that delivers solutions to long-term healthcare organizations across home care, adult day care, nursing, hospice, assisted living, infusion pharmacy, and regulatory sectors, primarily in the US, with additional international customers internationally.

Real Estate:
• The Company leases two small sales offices in the Northeast US, including a primary office that may be assumed by a buyer and a secondary shared space with an affiliated entity that is not expected to transfer after the sale of the Company. With the majority of sales and support staff operating remotely, the Company can be run effectively with no physical real estate footprint, according to management.

Shareholder Objectives:
• The Company is equally owned by two shareholders. Following the transaction, one shareholder is expected to exit the business, while the remaining shareholder is willing to continue post-closing to support operational continuity and foster continued growth.