Seed Round — Confidential
Jeff Giuzio | Founder & CEO | jeff@launchlineadvisory.com
Know what's at risk.
Medicaid cuts threaten $40M in annual revenue. Payer mix is shifting. A competitor just filed a CON 12 miles away. Your bond rating is under review. Credit markets are tightening.
Who tells the CFO? Today: nobody until the consultant's quarterly report arrives — months late.
Eagle's 3 Lenses — DETECT, STRESS, POSITION — monitor continuously. Not quarterly. Not annually. Always on.
Know what to build.
A $300M expansion starts with "is there demand?" and ends with "did it work?" — spanning demand forecasting, facility sizing, cost estimating, financing, construction, activation, and outcomes.
Who connects the dots? Today: 6 different consultants who don't share data, each with conflicting assumptions.
Eagle's 7 Links — NEED → SIZE → PENCIL → FINANCE → BUILD → ACTIVATE → PROVE — one unified chain.
Eagle is the first platform that serves both. Resilience intelligence feeds capital decisions. Capital outcomes validate resilience assumptions. The two missions compound each other.
Well-resourced systems spend $200K–$500K per engagement for data that's 6–12 months stale by delivery. They can afford it — but they're still making billion-dollar decisions on yesterday's numbers.
Mid-size and community hospitals face the same capital decisions but can't justify $500K for a market study. They rely on intuition, outdated benchmarks, or skip the analysis entirely. Eagle levels the playing field.
We deconstructed 3 real consultant deliverables and analyzed 42 healthcare RFPs. 86% of the data was freely available. Eagle gives every CFO — large or small — the data layer on day one. Large systems scope smarter engagements. Small systems get intelligence they could never afford. The consultant earns their fee on what only a human can do.
| Consultant | Typical Fee | Eagle Handles | What's Left |
|---|---|---|---|
| Sg2 (market study) | $50K–$200K | Data + analytics | Relationships |
| Kaufman Hall (financial) | $75K–$250K | Data + analytics | Banker relationships |
| Chartis / CHNA | $75K–$150K | Data + analytics | Community engagement |
| Guidehouse (strategic) | $150K–$300K | Data + analytics | Board facilitation |
| HDR/HKS (facility plan) | $200K–$1M | Sizing + benchmarks | Site visits, design |
| FTI (ops/revenue) | $100K–$200K | Benchmarks | Process, on-site |
The data was always public — buried across EMMA, CMS, state regulators, and FOIA archives. For sophisticated operators, it can now be structured and scrubbed at record velocity. Advanced technology plus deep domain know-how assembles what no one thought to connect.
AI can now correlate and synthesize data across sources at a scale no human team can match — bond documents, construction costs, disease incidence, demand forecasts, room standards, payer mix, and quality scores, cross-referenced in seconds across hundreds of facilities simultaneously.
Aging facilities, margin compression, rising construction costs — and a political yoyo on Medicaid and federal funding that changes the math every election cycle. Capital decisions that take 5 years to execute can't survive on 2-year policy horizons. The wrong call costs hundreds of millions.
A renaissance in technology. What once required large companies and large tech staffs can now be built by domain experts who know the problem. 30 years of capital planning experience meets AI leverage — and the product ships in months, not years.
3 lenses monitor risk continuously. 7 links guide every capital decision from "is there demand?" to "did it work?" The lenses feed the links. The links validate the lenses. They compound each other.
Not a point solution. Every lens and every link has its own tools, data sources, and consultant equivalents. Eagle replaces the fragmented consultant stack with a unified resilience and capital intelligence layer.
48 deterministic tools return sourced answers — AI orchestrates, not guesses. A council of models cross-checks judgment to flag misalignment before it reaches the user. Built solo on an enterprise stack: structured SQL across 320 tables + vectorized RAG for ingested documents. Not a ChatGPT wrapper — a purpose-built intelligence layer.
320 structured tables. 7.8M rows. Zero data licensing fees — assembled from public sources over 148 working sessions in 3 months. No one else has done this.
| Data Sources | Key Numbers | |
|---|---|---|
| 3 RESILIENCE LENSES | ||
| DETECT | Medicaid enrollment, payer mix shifts, policy tracking, HPSA designations, pipeline projects | 159K+ rows |
| STRESS | DSH impact, Medicaid cut scenarios, Medicare rate sensitivity, DSCR stress floors, downgrade cost curves | Scenario engine |
| POSITION | Competitive landscape, peer financials, discharge market share, system screening, growth scores, Lown index | 323K+ rows |
| 7 CAPITAL LINKS | ||
| NEED | Procedure demand forecasts, discharges (TX/NY/CA), disease incidence, CHNAs, service line forecasts, NPPES providers | 3.5M+ rows |
| SIZE | FGI/SpaceMed space standards, grossing factors, CMS department utilization, master plan observations, HCAI utilization | 135K+ rows |
| PENCIL | 75K HCAI construction costs, BNi costbook, material prices, cost indices, project cost growth trends | 83K+ rows |
| FINANCE | 328 bonds ($144B par), 1,749 tranches, IRS 990s, CMS cost reports, payer revenue, HCRIS timeseries | 102K+ rows |
| BUILD | 5K projects, 611 CON filings, construction disputes, DOL violations, labor wages, schedule phases | 24K+ rows |
| ACTIVATE | 4,269 observed ramp curves, ML ramp predictions, licensure timelines, activation checklists | 4.5K+ rows |
| PROVE | HCAHPS patient satisfaction, CMS quality outcomes, HRRP readmission penalties, star ratings | 375K+ rows |
Why it's a moat, not a head start. The raw data is public. The cross-referencing isn't. Eagle joins facility-level financials, bond terms, construction costs, discharge patterns, and quality scores across 320 tables — and the data compounds daily. A competitor starting from zero isn't replicating a static dataset. They're chasing a moving target.
148 sessions. 3 months. Heads down. Built with AI leverage and domain expertise — frugal by design, not by accident. Infrastructure runs under $500/month. Zero data licensing fees. Every dollar of seed capital goes to growth, not rebuilding what already exists.
We ran two systematic tests to prove Eagle isn't a wrapper — and that structured data beats general intelligence on capital planning questions.
61 capital planning questions for Memorial Hermann, Harris County TX. Same questions, same day, head-to-head.
| Raw LLM | Eagle | |
|---|---|---|
| Questions won | 1 of 61 | 59 of 61 |
| Data type | News summaries, generic frameworks | Facility-level structured data |
| Market share by hospital | Not available | 8 hospitals, discharge volumes |
| Service line growth rates | Not available | 7 lines, 10-year projections |
| Every number sourced | Some linked to news | All from structured tables |
The LLM found news articles about Memorial Hermann's expansions. Eagle returned the quantified market data a CFO needs to make the decision — discharge volumes, market share, growth rates, HCAHPS benchmarks, expansion triggers.
Eagle derives a strategic recommendation from data alone — no prior reports, no context, no parroting. Then we validate against what the system actually did.
Feed Eagle only a system name. It queries its 320 tables independently — no access to consultant reports or prior findings. Then we compare Eagle's recommendation against actual CON filings, board announcements, and published project outcomes.
We compared Eagle's blind output against real consultant reports for WellSpan Health and UM Shore Medical Center. Eagle independently arrived at the same conclusions — without seeing the reports. Ask us to run one live.
We searched every funded startup and incumbent analytics play in healthcare capital planning. Here's what we found.
| Company | What They Do | Overlap with Eagle | Why They're Not a Threat |
|---|---|---|---|
| Kaufman Hall (Vizient) | Capital advisory, bond underwriting, strategic planning | Highest — same content | Consulting, not software. $200-500K engagements. Productizing cannibalizes revenue. |
| Sg2 (Vizient) | Market demand forecasts, volume projections | NEED link only | Consulting + reports. No cost, finance, construction, or resilience data. |
| Definitive Healthcare | Provider data, facility profiles, claims analytics | Low — different data | No bond terms, no construction costs, no CON filings, no FOIA data. Different layer. |
| Aurigo Primus | Capital planning for facilities (horizontal) | Structure only | Zero healthcare-specific intelligence. No payer mix, Medicaid, CON, or bond analytics. |
| Translucent AI $27M Series A | Operational FP&A — P&L, labor costs, service line margins | None — different quadrant | Validates the market. Same buyer (CFO), adjacent problem. GV-led, March 2026. |
| CenterIQ / GigHz | "Arm the buyer" for ambulatory surgical centers | Thesis only | ASC-only. No acute care, no capital lifecycle, no bond analytics. |
No direct competitor found. Nobody covers the full 3+7 chain. The closest funded startup (Translucent, $27M) is operational finance — not capital planning. The closest content match (Kaufman Hall) is consulting, not software. Eagle is alone in the space.
The innovator's dilemma protects us. Kaufman Hall and Sg2 can't productize without cannibalizing $200-500K engagements. Definitive Healthcare has provider data but not the capital planning layer — bonds, construction costs, CON filings, discharge analytics. And every day Eagle runs, the cross-referencing deepens.
Pricing hypothesis based on analysis of 42 real healthcare RFPs and the consulting fees they replace. Validated with first pilots.
| Tier | Who | ACV |
|---|---|---|
| Essentials | Standalone hospitals, small systems (1–3) | $36–60K |
| Professional | Mid-size systems (3–10 hospitals) | $96–180K |
| Enterprise | Large systems (10+), secured data vault, SSO, API | $180–360K |
The expansion motion: Land with one hospital's CFO at Essentials ($36K). They see value. System VP Strategy upgrades to Professional ($120K). CIO connects the data room → Enterprise ($250K). NRR >150% — every customer grows.
| US health systems | ~700 |
| Eagle already has data on | 226 systems |
| Facilities tracked | 13,500+ |
| Avg ACV target | $100K |
| Year 1–2 target | 20 systems → $2M ARR |
| Healthcare SAM (200 systems) | $20–40M ARR |
Capital planning consulting across institutional sectors — market studies, financial advisory, CHNAs, cost benchmarking, strategic planning.
| Market | Annual Spend |
|---|---|
| Healthcare capital planning consulting | $500M–$1B |
| Higher ed / K-12 facility advisory | $300M–$700M |
| Sports / civic / federal planning | $200M–$500M |
| Other institutional sectors | $200M–$500M |
| Total addressable market | $1.2–$2.7B |
Our value proposition: Eagle replaces expensive, slow consulting engagements with affordable SaaS. The gap between TAM and ARR is the customer's savings.
| Sector | Codename | Status | ARR |
|---|---|---|---|
| Healthcare | Eagle | LIVE | $20–40M |
| Sports & Entertainment | Falcon | Proven | $5–15M |
| Higher Education | Owl | Named | $10–20M |
| K-12 / Civic / Federal | Mapped | $15–35M | |
| Other sectors | 20 mapped | $10–25M | |
| Total ARR potential | $60–135M | ||
Does not include fee development revenue (1–3% of TDC, separate entity, project-based).
Founder & CEO — Capital Path
Product, technology, data strategy, fundraising, capital path.
Co-Founder & CSO — Resilience & Governance
Healthcare GTM, board facilitation, advisory services, client network.
Advisor: Roger Witalis — 40+ yr healthcare governance consultant, former TriBrook partner
Why this works: Jeff has been in the room — 30 years managing billion-dollar programs, presenting to hospital boards, navigating demanding clients like Amazon. Kara has been in healthcare daily for 25 years — governance, strategy, and the relationships that open doors. Jeff brings the capital path. Kara brings the resilience lens. Eagle handles the data. Together, they cover the full lifecycle.
| Without Eagle | With Eagle | |
|---|---|---|
| Consulting spend | $13.2M | $6.9M |
| Eagle license | — | $500K |
| Net savings | — | $5.8M |
Based on 42 real healthcare RFPs and published consultant fee ranges. Eagle license: Enterprise tier ($100K/yr).
| Analysis | Consultant | Eagle |
|---|---|---|
| Market demand study | 6–12 weeks | < 5 min |
| Debt capacity analysis | 4–8 weeks | < 2 min |
| Competitive landscape | 3–6 weeks | < 3 min |
| Cost benchmarking + comps | 2–4 weeks | < 2 min |
| CHNA data synthesis | 8–16 weeks | < 5 min |
Avg consultant: 6.9 weeks (midpoint of ranges). Avg Eagle: 3.4 minutes. Same data sources, structured and queryable.
We need smart money — warm introductions to health system CXOs, credibility that accelerates procurement, and a network that turns a cold pipeline into a warm one.
This isn't a slide deck — it's a live product. 320 tables, 48 tools, 148 blind tests, deployed and working. Replacement cost: $1.6–2.5M and 18 months. One founder built what takes a team of 8–10.
18 months runway at ~$110K/mo burn. Healthcare sales cycles run 6–18 months — this gives us room to land first enterprise pilots without raising again before we have revenue to show.
Built the entire platform for under $10K in infrastructure. Every dollar post-raise gets stretched further here than anywhere else in your portfolio. 20% dilution — we keep building lean.
| Engineering | 40% · $800K | Enterprise features, SOC 2, API hardening, data room integration |
| Data | 25% · $500K | Paid data subscriptions, FOIA expansion to all 50 states |
| GTM | 25% · $500K | First 5 enterprise pilots, conference presence, CFO network |
| Operations | 10% · $200K | Legal (C-corp conversion), compliance, infrastructure |
| Month 3 | First enterprise pilot live (LOI signed) |
| Month 6 | 5 paying customers, $250K ARR |
| Month 9 | SOC 2 Type I, data room integration shipped |
| Month 12 | $1M ARR, Falcon (sports) beta launch |
| Month 18 | $2M ARR, Series A ready |
320 tables, 7.8M rows built for $0. Every customer, every data room, every FOIA response deepens the moat. A competitor starting today is 18 months behind — and falling further.
48 deterministic tools across the full 7-link capital chain + 3 resilience lenses. An entire intelligence layer, not a feature.
The chain is universal. Healthcare is the beachhead. Sports (Falcon), higher ed (Owl), K-12, civic, military — 20 sectors mapped, same NEED→PROVE framework, same EMMA bond pipeline.
One founder, under $10K in infrastructure, 150 sessions — product live, data assembled, 148 blind tests passing. This is what capital discipline looks like before the raise. It doesn't change after.