For Investors
The first time post-surgical follow-up is both mandated and monetizable.
CMS mandates, new CPT codes, and AI maturity are converging to create a category-defining opportunity in post-surgical care. Recovery Insights is purpose-built to capture it.
Seed Round
The Ask
Recovery Insights is raising a seed round to fund our first 10 design partner pilots, achieve SOC 2 Type II certification, and build the go-to-market engine for hospital and ASC adoption.
Design Partner Pilots
Fund 10 fully-supported 90-day pilots across orthopedics, general surgery, and cardiac service lines.
SOC 2 + HITRUST
Complete SOC 2 Type II certification and begin HITRUST CSF process to unlock enterprise procurement.
Engineering
Expand AI capabilities, build EHR integrations (Epic, Cerner), and harden the clinical guardrail architecture.
Go-to-Market
Build sales infrastructure targeting the 741 CMS TEAM hospitals and 5,800+ ASCs.
Investment thesis
Four forces are converging simultaneously to create an unprecedented market opportunity in post-surgical follow-up:
CMS TEAM Mandate
741 hospitals now absorb 30-day surgical episode cost overruns. Post-discharge follow-up is no longer optional — it's a financial imperative tied to Medicare reimbursement.
HRRP Penalties Escalating
Over 2,273 hospitals are penalized annually for excess readmissions. The penalty structure creates direct, quantifiable demand for readmission prevention tools.
New CPT Codes (2026)
Post-surgical remote monitoring becomes billable for the first time. This transforms follow-up platforms from cost centers into revenue-generating tools for providers.
AI Maturity
AI-native architecture now enables clinically intelligent, discharge-note-driven follow-up that was impossible two years ago — purpose-built for healthcare safety requirements.
The convergence
CMS TEAM + HRRP + CPT + AI = a regulatory-created, revenue-backed, technology-enabled market that didn't exist 24 months ago. Recovery Insights is the AI-native platform built specifically for this moment.
Total addressable market
$624M+
TAM: 52M annual surgical procedures in the U.S.
52M
Annual U.S. surgical procedures
6,000+
U.S. hospitals performing surgery
The serviceable addressable market expands further with ASC adoption (5,800+ centers), payor partnerships, and employer health programs. International expansion represents additional long-term upside.
Land-and-expand model
Recovery Insights follows a proven land-and-expand playbook that minimizes sales friction and maximizes account growth.
Land
$200K
Single-department pilot (e.g., orthopedics). 90-day free pilot removes procurement risk. 2-week technical setup, no capital expenditure.
Expand
$500K
Multi-department rollout (add general surgery, cardiac, plastics). Demonstrated ROI from pilot drives internal champion advocacy.
Enterprise
$1M+
System-wide deployment across all surgical departments. EHR-integrated, embedded in clinical workflows. Becomes infrastructure.
Net revenue retention potential
High expansion revenue from department-to-department rollout within existing accounts. Low churn risk once embedded in clinical workflows and EHR integrations.
Regulatory moat
Healthcare compliance isn't just a requirement — it's a durable competitive advantage that raises barriers to entry for generalist competitors.
HIPAA / BAA compliance
Full HIPAA compliance and Business Associate Agreements are table stakes. Every component — AI models, SMS delivery, data storage — is architected for PHI handling from day one.
Clinical guardrails
No medication dosing. No diagnostic statements. Surgeon approval required for every patient-facing communication. These aren't features — they're invariants built into the architecture.
Audit trail
Every AI-generated message is logged with the prompt, model output, and guardrail evaluation. Full traceability for compliance, litigation, and quality improvement.
EHR integration
Deep integration with Epic, Cerner, and other EHR systems creates switching costs and operational dependency that generic platforms cannot replicate.
Unit economics
65%
Automation rate
Low
Marginal cost per patient
High gross margins
65% of touchpoints are fully automated by AI. Manual clinician touchpoints are the minority, not the majority.
Volume-driven economics
Pricing scales linearly with surgical volume. Infrastructure costs grow sub-linearly.
CPT code revenue upside
2026 CPT codes for remote post-surgical monitoring create a secondary revenue stream for providers — increasing willingness to pay.
Competitive landscape
Existing solutions are rules-based, app-dependent, and generic. Recovery Insights is AI-native, SMS-first, and purpose-built for post-surgical care.
| Capability | Recovery Insights | Twistle | CareSignal | GetWell |
|---|---|---|---|---|
| AI-native architecture | ✓ | ✗ | ✗ | ✗ |
| Discharge-note-driven plans | ✓ | ✗ | ✗ | ✗ |
| No app required (SMS-first) | ✓ | Partial | ✓ | ✗ |
| Surgeon-in-the-loop approval | ✓ | ✗ | ✗ | ✗ |
| Wound photo AI analysis | ✓ | ✗ | ✗ | ✗ |
| Adaptive monitoring (AI) | ✓ | ✗ | ✗ | ✗ |
| Flexible pricing model | ✓ | ✗ | ✗ | ✗ |
Key differentiator
Competitors use rules-based logic with predefined pathways. Recovery Insights generates personalized recovery plans from the actual discharge note using AI — meaning every plan is unique to the patient, procedure, and surgeon preferences. This is the difference between a template and intelligence.
Early traction & pipeline
Product readiness
- ✓AI engine generating recovery plans from discharge notes
- ✓SMS delivery infrastructure built and tested
- ✓Wound photo analysis capability operational
- ✓Clinician dashboard designed and functional
- ✓EHR integration architecture defined
Go-to-market signals
- ✓Active pilot conversations with surgical practices and ASCs
- ✓Website generating inbound pilot requests from target personas
- ✓90-day free pilot removes procurement barriers
- ✓CMS TEAM mandate creating inbound demand from 741 hospitals
- ✓CPT code revenue model validated with billing consultants
- ✓ASC and health system targeting in parallel
741
Hospitals under CMS TEAM mandate
2,273
Hospitals penalized under HRRP
5,800+
ASCs in the U.S.
Q2 2026
First pilot target launch
Raising a seed round
Recovery Insights is raising a seed round to fund the first 10 design partner pilots, achieve SOC 2 Type II certification, and build the go-to-market engine for hospital and ASC adoption.
Design Partner Pilots
Fund 10 fully-supported 90-day pilots across orthopedics, general surgery, and cardiac service lines
SOC 2 + HITRUST
Complete SOC 2 Type II certification and begin HITRUST CSF process to unlock enterprise procurement
Engineering
Expand AI capabilities, build EHR integrations (Epic, Cerner), and harden clinical guardrail architecture
Go-to-Market
Build sales infrastructure targeting the 741 CMS TEAM hospitals and 5,800+ ASCs as initial beachhead
The window is now. CMS TEAM launched January 2026. Hospitals are actively seeking solutions. Early movers will define the category.
Let's talk about the opportunity.
Recovery Insights is building the infrastructure layer for post-surgical follow-up — at the exact moment regulation, reimbursement, and AI are converging to make it inevitable.
