The full business plan covers strategy, market sizing, competitive landscape, team, technology architecture, financial model, and the current $2M raise. It's structured for institutional investors, strategic partners, and operators conducting deeper diligence.

What's covered

The problem. Why the status quo fails families and providers — with quantified impact: 40–60% relapse rates within 3–12 months, an estimated $1T economic burden from opioids alone, and the $840k annual revenue lost on a 50-bed program running a 20% AMA rate.

The solution. A fully managed, provider-branded family support service running from intake through aftercare. Key capabilities, partnership mechanics, and what makes Pathroot defensible.

The market. ~17,000 U.S. addiction programs (TAM), ~6,800 private programs as the SAM, ~4.5M patients/year, tens of millions of families directly affected. Sourcing from SAMHSA, NSDUH, and Pew Research.

Go-to-market. Direct enterprise sales, channel partnerships (consultants, EHR/RCM, alumni vendors, NAATP), and the family enrollment engine at intake. Customer acquisition tactics and subscriber retention model.

Competitive landscape. Detailed comparison against Pelago, Bamboo Health, WeConnect Health, Qualifacts/CareLogic, and Woebot Health — with the gap each leaves and how Pathroot fills it.

The team. Carolyn Bradfield (CEO, four profitable exits), Bruce Ahern (Strategy), Mike Guardalabene (CTO, MBA Data Analytics, Georgia Tech), Brent Palmer (CMO, 17+ years SaaS). Plus eight advisors including a board-certified psychiatrist, behavioral health operators, and channel veterans.

Technology. Multi-tenant white-label platform built on the Convey Services enterprise core. HIPAA, GDPR, VPAT, WCAG compliant. Integrated with Zoom, Vimeo, SendGrid, Twilio, and EHR APIs. AI-enabled engagement scoring.

Financials. Revenue assumptions, 85% gross margin model, channel fee structure, and ARR projections from 35 to 300 programs ($5M to $43M ARR). Plus six additional revenue opportunities: channel licensing, D2C extension, affiliate, employer/community, behavioral health beyond SUD, chronic disease, and data benchmarking.

The raise. $2M SAFE round to extend runway, scale to 35 → 70 → 140 programs live, and lock in payer-ready engagement reporting. Use-of-funds allocation: 40% sales and marketing, 25% platform and tech, 15% program development, 15% customer success, 5% G&A and compliance.

Appendices. Evidence and sources for every claim (PubMed, NIDA, Pew, NIH, PMC), plus an FAQ covering buyer profile, funding mechanics, EHR integration, compliance posture, and channel partner economics.

Who this is for

Institutional investors evaluating Series-A or strategic positioning, channel partners considering deeper integrations, and operators looking for the full picture before signing.

Contact

Bruce Ahern, Chief Strategy Officer  ·  bruce@pathroot.com  ·  678-492-8359