Cade Partner Program
From AI Opportunity
to Verified EBITDA.
We run governed 12-month AI programs for healthcare investors and portfolio operators that turn operational complexity into measurable enterprise value.
The Market Reality
of PE value creation now comes from operational improvements.
Operations Drive Value. AI is the Lever.
The convergence of PE's operational value shift and AI breakthroughs creates a rare opportunity. We sit exactly at this intersection.
Operational Value Era
Multiple expansion is no longer guaranteed. The firms that win are the ones that build real operating leverage into their platforms.
LLM Maturity
Advanced language models now understand clinical workflows, regulatory nuance, and documentation. Tasks that required human judgment 18 months ago can now be automated.
Agentic Automation
Computer-use agents navigate legacy EHRs, complete forms, and orchestrate multi-step workflows across systems. No expensive API integrations required.
The Program
One Program. Three Phases. Twelve Months.
Diagnostic Progress
Day 67 of 100
Days 1 to 100
100-Day Diagnostic
Full operational audit across revenue cycle, staffing model, EHR integrations, and AI readiness. Ends with a board-approved transformation roadmap and quick wins already in motion.
Sprint Board
Month 8 of 12
Backlog
Referral network
In Progress
Agent billing
Dashboard v2
Measuring
Intake automation
Verified
Rev cycle agent
Data warehouse
Verified EBITDA Uplift
Months 4 to 12
9-Month Deployment
Agents deployed against the highest-impact levers first. Every initiative measured against pre-agreed baselines. Weekly steering, monthly board reporting.
AI Maturity Assessment
End-State Capability
AI Operating Model
Your team owns the infrastructure. Internal AI capability that compounds after we exit. Self-sustaining, not consultant-dependent.
Verified Value Creation
average verified EBITDA uplift within the first 12 months.
AI is the Lever. Operations Drive Value.
Every dollar of improvement is traced to a specific operational lever and verified against a pre-agreed baseline. No vanity metrics.
Revenue Cycle
AI agents file claims, verify coverage, and follow up on denials. Clean rates above 90%. Zero manual touch from submission to payment.
Workforce Efficiency
Same patient throughput with fewer administrative seats. Agents handle intake, scheduling, and billing so clinical staff focus on care.
Patient Growth
AI-powered local SEO, automated paid campaigns, and referral intelligence. Measured by booked appointments, not impressions.
The Infrastructure
Deployed and Day-One Ready.
Executive Dashboards
Live Metrics. Not Quarterly Surprises.
Live visibility into contribution margin, facility capture rates, and provider productivity. Decision intelligence, not quarterly surprises.
Contribution Margin
34.2%
+2.1% this week
Capture Rate
Dr. Smith is 1.4x above baseline.
Action: Adjust block time.
1.4x
Productivity
Live. Not quarterly.
Agentic Automation
Agents That Navigate Legacy Systems
Computer-use agents navigate legacy EHRs to automate billing, scheduling, and patient intake. No expensive API integrations or IT overhauls.
Manual Intake
14 hrs/wk
Agent Intake
0 hrs/wk
No API integration. No IT overhaul.
Agent: Authenticated Epic EHR.
Agent: Read Patient ID 8492.
Agent: Verified Aetna coverage.
Agent: Auto-filled intake form.
Agent: Filed Claim #9921.
Status: SUCCESS
Data Architecture
One Warehouse. Every Source.
Every clinical and financial source system flows into one unified, queryable warehouse. No more spreadsheet archaeology.
Natural Language Query
“Show Q3 margin by facility.”
SQL is dead. Ask in English.
Generative Acquisition
AI-Driven Patient Volume
AI-driven SEO and automated paid campaigns drive predictable patient volume at lower acquisition cost. Measured by booked appointments.
Need an MRI for torn ACL in LA. Who is best for cost and outcomes?
Based on cost, wait time, and outcomes:
Westside Imaging Center
$420 MRI. 4.8 stars. 2-day availability.
Book appointment →
Valley Diagnostic
$510 MRI. 4.6 stars. 5-day wait.
AI recommends based on value.
Partnership Structure
We Win When You Win.
Institutional rigor with aligned incentives. Our fee model covers program leadership, but our true upside is tied directly to verified value creation.
Performance Fees
Compensation tied to verified EBITDA improvement. We do not charge for activity. We charge for results.
Equity Alignment
Optional equity participation ensures complete alignment across the hold period. Our upside tracks yours.
Board Governance
Weekly steering with monthly board reporting. Full transparency into deployment status, adoption metrics, and value capture.
Verified Outcomes
Every initiative is measured against a pre-agreed baseline. No ambiguity. No vanity metrics. Auditable impact.
“Kate and her team were thorough and well-organized throughout our underwriting process. They added substantial value during diligence. Revenue insights, performance dashboards, and improved operational efficiency. I would confidently work with them again.”
Hope Mago · Partner, HCAP Partners
Next Step
Start With the 100-Day Diagnostic.
We run two deployment cohorts per year. Capacity is limited by design. Schedule a working session to pressure-test our playbook against your growth goals.