AlphaAlign
A healthcare commercial intelligence company

Aligned plans of action at strategic inflection points.

Investment decisionsLeadership changesGrowth resetsExits

Precise alignment for CEOs, boards and investors on where to compete, what to fund and how to execute.

Send your question See the work
The questionWhat must be true?
CIE · ResearchBuild the picture
CIA · JudgmentMake the call
CIP · ActionPut the plan to work
ReactionAdjust to results
Record results. Adjust the plan. Improve the next decision.
The plan changes hands
~2 in 3

PE firms replace a portfolio company CEO during the hold

1.8 yrs

average tenure of a chief revenue officer, against about 4.3 for a CEO

Built by healthcare technology CEOs
75+

years of combined leadership experience in healthcare technology

Healthcare AI, data, clinical workflow and commercial growth, from the CEO seat.

Why it matters

The decision changes hands. That's where the value leaks.

A deal team writes the thesis. Advisers rebuild it as a diligence model. A new leader rewrites it as a 100-day plan. The board sees a summary. By the first board review, the plan and the bet that justified it have quietly split.

The original bet
The gap between the bet and the plan

Context is lost at every handoff, and the gap widens. With a loop, the plan is pulled back at every review.

Capital follows the old thesis.

Money keeps funding assumptions nobody has tested since the deal closed.

Every new leader starts over.

The 100-day plan gets written from scratch, not from the bet that justified the deal.

The board sees it late.

Results drift for months before the next board deck shows it.

Four documents, four owners, four versions of the truth. Every plan drifts. The question is whether anyone catches it.

How it works

One loop that stays with the decision. From the thesis through the first year of results.

CIPCIACIE

The recommendation first. The analysis and research behind it.

Or select a step.

AI brings the reach and the rigor. Healthcare judgment makes the call. The plan moves ahead of the change, not behind it.

The work

See the question. See what the work makes clear.

Real screens. Public information. Names changed.

Investment decision

The company that looked three times cheaper cost two and a half times more per dollar of gross profit.

The question
Which of two healthcare businesses can reach the return target at the terms on offer?
The call
Back one. Pass on the other at these terms. Only one could reach the target in the modeled plan.
An investment committee summary comparing two companies with names changed: price per dollar of gross profit, weighted return and the revenue each needs.
Investment briefThe call comes first. The evidence sits under it.
See the range before you commit
+$1.11M
Extra yearly revenue by month 12 · base case
Month 12
Low+$547K
Base+$1.11M
High+$1.69M
One plan, three cases

Three actions, each with an owner and a date.

  1. Recover at-risk renewalsAll at-risk renewals have agreed recovery plans within 90 days · Customer success lead
  2. Sign expansions with two customersTwo expansions signed by month 6 · Account leads
  3. Make onboarding repeatableTwo launches on one playbook within 90 days · Delivery lead

At day 100 and each quarter, actual results replace the projections.

Portfolio Read

Five companies. One commercial picture.

The question: Where should the next commercial conversation in a healthcare portfolio go deeper?

  1. Buyer value is open at all five companies.
  2. One company has a dated decision to flag first.
  3. Green means public evidence covers it. Yellow means management input is needed.
A portfolio heatmap: five companies with names changed, rated across customer offer, buyer value, delivery, expansion and dated decision.123
Portfolio ReadBuyer value is open for all five.
The plan

A recommendation with an owner.

The question: What should management do first, and what would change the call?

  1. A recommendation, not a menu of options.
  2. A named owner and a first commitment.
  3. A clear rule for when to stop or change course.
A decision card: options, the recommendation, proposed owner, first commitment, review window, resource limit and stop rule.123
Commercial Intelligence PlanEvery decision has an owner and a stop rule.
AlphaAlign Network

Know whom to ask, and why.

The question: Who knows these companies and their markets, and how are they connected?

  1. Five companies, the people around them and every link between them.
  2. Each link shows its type and its public source.
  3. A link is a fact, not an introduction.
A relationship network linking five companies to people, parents, sponsors and accounts, with every name changed.123
AlphaAlign NetworkThe people behind the next move.
When to call

Built for the moments that change the plan.

Investment decisions

What must be true for this investment to work?

Test the thesis against the market, the customers and the economics before the money moves.

Leadership changes

What does the new leader walk into?

Hand over the commercial picture with the role, so the first plan starts from the original bet.

Growth resets

Where should the next dollar of growth come from?

Choose the buyers, offers and accounts to fund, and the ones to stop.

Exits

What will a buyer believe, and what proves it?

Line up the commercial story with the evidence behind it.

Start small

See the first answer. Then decide how far to go.

Send the question

The decision in front of you, and whatever you already have: a thesis, a few slides or a model.

Get an Outside-in Read

One page on that decision, built from public information. No data room needed.

Decide how far to go

A deeper read, a plan with owners and dates, or follow-through with reviews through year one.

Send your question chriscashwell.ai@gmail.com
Questions

Fair questions. Straight answers.

Couldn't we do this ourselves?

You could produce something. It would be thinner, slower and static. What you can't easily build is the combination behind this: CEO-level healthcare judgment, more than 250 AI agents and skills, and a proprietary blend of data and discernment. And where a report stops the day it's delivered, this keeps adjusting through year one.

Where does AI stop and judgment start?

AI brings the reach and the rigor. It reads widely, maps the accounts and the people, and keeps the picture current. Healthcare judgment sets the priorities, challenges the models and owns the recommendation.

Is this a consulting report?

No. A report is a moment. This stays with the decision: the call, the plan with owners and dates, and the reviews at day 100 and each quarter that adjust it.

What do you need from us to start?

A question and whatever you already have: a thesis, a few slides or a model. No data room or analyst is needed to start.

Who is it for?

Healthcare companies at an inflection point, and the CEOs, boards and investors behind them. Healthcare technology and tech-enabled services first.

Inflection Points

A monthly letter. The decisions that move healthcare companies.

Four minutes. What happens at each inflection point, and after the call is made.

Issue 1: The decision changes hands. That's where the value leaks.Three questions to ask this week, and the one loop that stays with the decision.
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What decision is in front of you? Start with one question.

Bring the question and whatever you already have. Start small. See the first answer. Then decide how far to go.

Send your question
One decision. One page.Send a question