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A companion to the portfolio

Seven products, four tools. One pattern.

Each was built by staying in a gap no one was minding, and each is defended by the same discipline: accountability held on its own books, where almost no one else will.

Value — what it's worthMoat — why it holds
Waybright
waybright.health
Value
In maternity, it is the rare company whose economics punish it for failure — it pays, from its own reserves, for the readmission it should have caught.
Moat
Independence held on its own books. It delivers no care, owns no facility, takes no referral fee. So the warranty means something an integrated competitor can't copy without betting against its own economics.
Cadence.
showyourwork.health
Value
It named the problem the system couldn't see: the space between authorization one and refill fourteen, where continuation runs on autopilot and nobody owns the clinical question.
Moat
Whoever defines the continuation standard will set the rules later entrants are measured against — and Cadence is built to own the gap first.
Caliber.
verifythebill.com
Value
It moves verification to the one moment of maximum leverage: before the check clears. Everything after payment is collection, and collection recovers pennies.
Moat
Independent of the network it audits. A verifier paid by no one in the payment chain is the one whose findings a CFO doesn't have to discount.
Continuum.
continuumhealth.care
Value
It closes the 72-hour silence where SUD patients vanish unnoticed. One named navigator owns the whole episode, start to finish, so disappearing between systems stops being nobody's problem.
Moat
Continuity is a relationship, not a feature. The named-navigator bond and the engagement record it builds deepen with every retained patient... a switching cost a competitor has to re-earn one patient at a time.
Curated.
curatedhealth.care
Value
Episode-based behavioral health that puts a readmission warranty behind the outcome. Financial accountability in a category that has almost never offered any.
Moat
The warranty almost no one else will write. Guaranteeing behavioral-health outcomes takes reserve discipline and independence most competitors won't take on; most simply don't.
Compass.
compass-model.com
Value
It makes an opaque value-based contract legible before you sign it, modeling the downside everyone else discovers only after the settlement arrives.
Moat
Trust earned by modeling the loss case. A tool willing to show the downside, not just the pitch, becomes the one a buyer reaches for again. The moat is the relationship the honesty buys, not the math itself.
Equipoise.
equipoise.health
Value
It automates the one analysis nearly everyone fails: NQTL comparative analysis for mental-health parity, where federal reviewers have found almost no submitted analysis sufficient.
Moat
Regulatory depth as the barrier. Encoding what "sufficient" actually means under MHPAEA is specialized work that rides directly on enforcement, durable exactly when the rules tighten.
SmartShot.
smartshot.health
Value
It names a category that does not exist: Remote Medication Delivery — the structural successor to RPM, where a wearable detects an emergency and delivers the drug without requiring a conscious human.
Moat
Category naming and regulatory pathway research. Nobody else has scoped the FDA path, the beachhead (opioid overdose / naloxone), or published a falsification document naming what could kill the concept. The honesty is the IP.
The thread across all of them: each lives in the gap between authorization and outcome, and each is defended by accountability no incumbent will take on. Return to the portfolio →