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For Investors

Healthcare's
missing
intelligence.

The operating system that tells a medical practice what to do, when to do it, and exactly how to make money doing it. Then does it all for them. Automatically. Forever.

$3M
Raise — Limited allocations
$7.5M
Pre-Money Preferred Equity
7
Pilots Completed — Real traction
$142M+
Projected ARR — Year 6

At a 12× exit multiple, Saara fetches a billion-dollar valuation. Seed investors get a piece of that — starting right now at a $7.5M pre-money.

New  ·  Issue #2  ·  June 2026

The June update is out.
The window is real.

OSH360 term sheet advancing. Platform redesign live. Seed round building. The $7.5M pre-money closes when the term sheet executes — measured in weeks, not months.

OSH360 term sheet active — Ohio flagship targeting late-Q3 2026
Full platform redesign shipped — built by Google G-Suite’s lead designer
10–15 OccHealth deals loading in pipeline behind OSH360
$3M seed open · $7.5M pre-money · closes with term sheet
$3M Seed Open Now
$7.5M Pre-Money Valuation
OSH360 First Enterprise Customer
Weeks Until Price Moves
The Problem

330,000 practices.
Zero playbook.

Physicians receive zero business training and no on-the-job clinical guidance — then spend the next 30 years running million-dollar operations under one of the most complex regulatory environments on earth.

The tools exist. EHRs. Billing software. Scheduling apps. Compliance platforms. Practices use seven or more — and none of them talk to each other, none enforce the rules, and none tell the doctor what to do or execute anything for them.

That's the gap. That's Saara.

63%

of every clinical day lost to administrative work — not patients

90%

of insurance claim denials are entirely preventable

$100B+

lost annually to operational failures no one has solved

The Solution

One operating system.
Everything it needs to run.

Not an EHR. Not a chatbot. Not another point solution with a sales rep attached.

Saara sits above a clinic's existing software stack, connects everything, and actively runs the business — compliance, revenue, clinical workflow, supply chain, and staff protocols. All live. All connected. All enforcing the same standard of care, automatically.

A voice-driven LLM interface sits atop the entire organization — front office, back office, finance, compliance, billing. Integrated with Medicare, EHR, GPO, CMS-1500, and ambient clinical documentation. HIPAA-compliant by design, not retrofit.

The compliance backbone? Every protocol reviewed by our Senior Advisory Panel — Liaison to the AMA CPT® Editorial Panel, advisor to AMA, CMS, and the World Health Organization. The people who helped write the very rules Saara enforces. That’s not a feature. That's a structural moat.

Practices don't just get better systems. They get confidence.

Serves every practice model
Insurance-accepting practices
Cash-pay practices
Concierge & specialty care
Hybrid practice models
MSO / multi-site groups
PE-backed medical networks
Pilot Traction

The numbers
don't need translation.

Seven real practices. Real results. Zero red flags, audit-ready documentation across all Saara protocols to date.

85%

reduction in compliance errors across all pilot practices

60%

faster clinical protocol rollout from day-one baseline

30%

average margin lift across active pilot practices

Business Model

Four revenue streams.
All compounding.

01

SaaS Subscriptions

Tiered pricing starting at $850/month. Recurring, predictable, scales automatically with practice growth. Three tiers: Starter, Growth, Enterprise — each with expanding module access.

Recurring revenue
02

Saara Studio Marketplace

Zero-activation-fee protocol marketplace. One-click add-ons. Network effects compound as the library grows — every new protocol makes the platform more valuable to every existing customer.

Compounding
03

Documentation & Add-Ons

High-margin add-ons: ambient documentation, CMS-1500 automation, clinical coding. Clear standalone value, strong willingness to pay, and industry-leading retention once adopted.

High margin
04

Supply Chain Commissions

8–12% supplier-side commission — invisible to customers, who save 15–30% through our GPO network. Saara earns the spread. Practices often recoup their entire subscription cost from GPO savings alone.

Highest margin
Featured Product

Saara Studio.

The only marketplace where a practice can activate a new service line — instantly.

No implementation consultants. No six-month rollouts. No guesswork. A wound care practice adds a hormone optimization protocol in a click. A podiatry group launches a regenerative medicine line over a weekend. New revenue stream. Zero-friction on-ramp.

Every protocol has been clinically validated and reviewed by our Senior Advisory Panel — Liaison to the AMA CPT® Editorial Panel, advisor to AMA, CMS, and the World Health Organization. Zero shortcuts. Maximum confidence.

$0 Activation
Expert-Validated
Instant Deploy
Network Effects
Saara Studio Marketplace
Wound Care Protocol
Active · 3 locations
$0
Hormone Optimization
Available · Activate now
+ Add
Regenerative Medicine
Available · Activate now
+ Add
Metabolic Health
Available · Activate now
+ Add
Chronic Pain Management
Available · Activate now
+ Add
Team & Leadership

The depth of experience
this problem demands.

People who have built products used by billions, managed global healthcare at the highest level, and spent decades inside the exact problem Saara solves don't join companies they don't believe in.

Engineering & Product

Saara's technical team is drawn from the engineering and design organizations of the world's most-used platforms. Hamza Shaikh — lead designer for Google G-Suite (Gmail, Drive, Docs, Meet) and founding designer of a $1B AI unicorn — leads product design. That's not an accident. It's a deliberate decision about what Saara will become.

Sean Filson (CEO) scaled a medical services organization to a $1.25B portfolio — front office, back office, compliance, billing, supply chain. All of it. Jeff Igoe (Co-Founder) has operated functional medicine clinics for 12+ years and built a digital agency supporting hundreds of practices. These founders have lived inside this problem every single day.

Google
Amazon
Meta
Apple

"If nobody's going to build the operating tool of our dreams, do you think we could build it?" — Sean Filson, in the conversation that started Saara.

Board of Directors

Dr. Anthony Harris, MD, MBA, MPH
Global Medical Director, Amazon (One Medical)
Enterprise healthcare credibility at the highest level. Doors open for Saara that don't open for most startups.
Dr. Chris Cutter, PhD
Professor, Yale School of Medicine
Trained at Yale and Harvard / McLean. Connects Saara directly into the Yale-Harvard clinical research ecosystem.
Patrick J. Hannigan
Managing Partner, Vizient National MSK GPO
Supply chain backbone. Day-one buying power equivalent to a 100-location health system.
NEW · June 2026

Issue #2 is out. Read what happened this month.

OSH360 advancing. Platform shipped. Seed window closing. The full picture is in Issue #2.

Read Issue #2

Senior Advisory Panel — Liaison to the AMA CPT® Editorial Panel, advisor to AMA, CMS, and the World Health Organization. The people who helped write the billing rules and CPT codes Saara enforces. Compliance isn’t a feature here — it’s a structural moat. Full bios and references available to qualified investors under NDA.

Market Size

One of the last
untransformed industries.

Healthcare is where technology comes to die — or, for the right company, to dominate for a decade. Saara is entering at the inflection point with proven traction and a team that's been inside the problem for years.

$300B+

U.S. Physician Groups market (2024)

330K+

Private specialty practices in the U.S. / 4.2M providers

$48.8B

MSO Market by 2034 — 8.85% CAGR

11.7%

CAGR in PE-backed medical networks (2024–2032)

Financial Projections

Conservative.
Then it gets interesting.

Year Pro Forma Revenue Model Revenue
2026 $3.8M $1.6M
2027 $21.4M $14.3M
2028 Convergence $46.2M $44.1M
2029 $70.8M $85.1M
2030 $94.4M $133.8M
2032 $142M $242M

Model converges with Pro Forma by 2028 — then significantly exceeds from 2029 onward as per-provider fees, enterprise mix, and marketplace revenue compound. Projected break-even: ~9 months post-MVP. All projections are illustrative. See legal disclaimer.

Seed Round

Doors just opened.

We are raising $3M to deliver the MVP, scale the first 50 practice accounts, and prove the model at a level that makes future rounds straightforward — if required at all.

Raising
$3M
Pre-Money Valuation
$7.5M
Structure
Priced
Preferred Equity
Break-Even
~9 months
post-MVP

Use of Funds — $3M Seed Round

51% Product — Engineering, R&D, Protocol Library
47% Growth — Sales, Customer Success, Strategic Hires
2% Legal — Licensing, Compliance, Corporate Advisory

A final tranche of pre-seed convertible notes is also available (2% interest, $5M cap). Minimum check size of $250K for the seed round. Pre-seed available at $100K minimums. Some accredited investors elect to straddle — allocating at both Pre-Seed and Seed.

Risk Framework

How we think
about risk.

Sophisticated investors are better served by an honest framing of risk than a one-sided pitch.

01

Execution risk in healthcare AI

Risk

Healthcare AI is complex and regulated — execution failures are common and costly.

Mitigant

Our Senior Advisory Panel’s involvement is structural, not decorative. HIPAA-compliant by design. Seven completed pilots with zero compliance failures.

02

Long enterprise sales cycles

Risk

Provider settings are notoriously slow to adopt new technology, extending time-to-revenue.

Mitigant

Saara integrates via HL7/FHIR with nearly every major EHR — dramatically shortening deployment. Connect Internal Medicine went from signed to fully integrated in six weeks.

03

Capital intensity of healthcare GTM

Risk

Healthcare go-to-market is expensive and undercapitalized companies frequently stall before scale.

Mitigant

Capital-efficient model. Milestone-based path: Pre-Seed → Seed → subsequent priced rounds. Each round sized to commercial milestones — not arbitrary runway targets.

04

Technology risk in a shifting space

Risk

Top engineers are competed for daily and the LLM landscape shifts fast.

Mitigant

Saara's edge is not technology — it's the proprietary clinical protocols curated by our team, board, and advisors. Competitors can buy tech. They cannot buy our domain depth.

Competitive Moat

Why they can't copy this.
And they've tried.

The healthcare tech market is crowded with point solutions. Here is why Saara is structurally different — and why incumbents cannot close the gap by adding features.

Capability
Athena / AdvancedMD Legacy EHR platforms
Nabla / Nuance / Abridge AI documentation tools
saara. The operating system
Voice-first clinical documentation
Add-on only
Core feature
Core + context-aware
Automated CMS-1500 & billing workflows
Partial, manual review
Not in scope
Fully automated
Expert-curated compliance protocols (AMA/CMS-validated)
Not offered
Not offered
Advisory Panel-vetted library
GPO supply-chain integration
Not offered
Not offered
Day-one access
Natural-language operations across all departments
Not offered
Clinical only
Front + back + clinical
Protocol marketplace with royalty model
Not offered
Not offered
Saara Studio
Built by specialty-practice operators
Enterprise background
Technology background
12+ yrs operator DNA
Implementation time to live
3–6 months typical
2–4 weeks, doc only
6 weeks, full stack
01

The protocol library is the moat

Our Senior Advisory Panel includes the Liaison to the AMA CPT® Editorial Panel — the person who helps write the CPT codes that govern how medicine is billed in the United States. These protocols — and the network of advisors behind them — cannot be purchased, hired, or replicated by a competitor. The compliance library compounds in value every time a new specialty is added, every time a code changes, every time CMS updates its guidelines.

Structural, not decorative
02

The GPO network is a distribution channel, not a feature

Patrick Hannigan’s 20 years of supply-chain operator relationships give Saara something no software competitor has: a GPO distribution network into 300,000 private practices. The GPO relationship creates immediate ROI that makes the software subscription free in comparison. Competitors cannot buy this access. It was earned through decades of operator trust.

20 years of trust, not a feature request
03

The exit path is written into the architecture

Every major healthcare incumbent — Epic, Oracle Health, Optum, PE-backed MSO roll-ups — needs what Saara is building. An intelligent operating layer for specialty practices. The Saara Studio protocol marketplace creates a proprietary data asset that grows more valuable with every practice onboarded. At a 12× revenue exit multiple, the path to a billion-dollar outcome is a model outcome — not an outlier.

Epic, Oracle, PE roll-ups all need this
Why now

The window is 18 months.

GPT-4 opened a door. Every incumbent healthcare vendor is now scrambling to bolt AI onto a 20-year-old infrastructure. The practices adopting now are locking in operating systems, not features. The founders building now — with operator DNA, AMA-level compliance authority, and hospital-system supply-chain access — are the ones who will own this market. That window closes when the incumbents catch up. It hasn't closed yet.

$300B U.S. physician group market (2024)
330K private specialty practices, underserved
12× exit multiple at $142M ARR → $1B+
NEW · Issue #2 · June 2026

Before you look at the entry table — read Issue #2.

The OSH360 term sheet changes the picture. The price at signing moves. The full context is in the update.

Read Issue #2 — June 2026
Entry Options

Two ways to enter Saara.

Some accredited investors elect to straddle — allocating at both Pre-Seed and Seed, balancing maximum entry leverage with preferred-stock protections.

Term
Pre-Seed Note Max leverage
Seed Round Preferred stock
Valuation $5M cap $7.5M pre-money
Security Convertible Note → Common Preferred Stock
Minimum check $100K $250K
Liquidation preference None (common) 1× non-participating
Best suited for Angels seeking maximum entry leverage Investors prioritizing preferred status & information rights
Talk to Sean

Ready to go deeper?
Let's talk.

Saara is raising $3M from a small group of aligned investors. Allocations are limited and moving. If you're interested in learning more, Sean will walk you through the full model, cap table, and pilot results personally — no deck required.

30-minute intro call — no obligation
Full financial model shared under NDA
Live pilot demo available on request
Minimum $100K pre-seed · $250K seed
Sean Filson
Founder & CEO, Saara Intelligence

Scaled a medical services organization to a $1.25B portfolio. Built the operational systems that Saara now automates. He's been inside this problem for 20+ years.

Typically responds within a few hours. Or send a message directly →

Request the Deck

Get the full package.

Detailed cap table, full financial model, return scenarios, advisory panel bios, product demo access, and full subscription documents — available to qualified investors under NDA.

Full cap table
Financial model & return scenarios
Advisory panel bios
Live product demo access
Full subscription package & term sheet

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Legal Disclaimers

This document and all content on this page are provided for informational purposes only in connection with a private offering of securities to accredited investors. It is not an offer to sell or a solicitation to buy securities.

Forward-looking statements carry inherent uncertainty. All financial scenarios, projections, and timelines are illustrative — not guaranteed outcomes. Actual results will differ materially based on company performance, market conditions, timing, and other factors beyond the Company's control.

Pre-seed and seed-stage investments carry substantial risk, including total loss of capital. This is not a suitable investment for all accredited investors. Future financings will dilute current ownership. There is no guarantee of any exit event, liquidity, or return.

No representation or warranty is made as to the accuracy of forward-looking statements. Consult your own legal, tax, and financial advisors before making any investment decision.

Saara Intelligence Corporation is a Wyoming C-Corporation. This material is confidential and intended for accredited investors only. Reproduction or distribution without written consent is prohibited.