One engine. Built for clinicians.
Ready for every model of care.

The Opportunity in One Paragraph

What Grove Does

Grove is a horizontal clinical intelligence engine — ambient capture, longitudinal reasoning, role-specific agents, and a compounding learning loop. It sits at the heart of every care model it powers, making clinicians faster, sharper, and less burdened by documentation.

Why Now

The PACE sector hit an inflection point in 2024–2025. Twenty-five new programs opened in 2024, the most in history. PE and VC firms have flooded capital into the space. New entrant PACE organizations are making technology decisions right now, with no good options to choose from.

Investment Ask

Grove is seeking $6–8M in Seed funding to build the Grove clinical intelligence engine, prove the model with Grove PACE as the first vertical wrapper, and establish the foundation for a multi-vertical platform. PACE is the beachhead. The engine is the company.

Healthcare is drowning in documentation. Clinicians are paying the price.

Clinicians across every care model spend 30–40% of their time on administrative work — documenting, cross-referencing, coordinating, complying. The systems they use were built for billing, not for care. They are fragmented, generic, and AI-free. The result: burnout, missed signals, and decisions made without the full picture. This is not a PACE problem. It is a structural failure across the entire care continuum, and it is solvable.

In PACE specifically — the fragmentation is acute

PACE organizations are simultaneously a clinical provider, a risk-bearing health plan, and a social services agency — yet they operate with 8–14 disconnected systems, none built for PACE. A sample of the stack:

Clinical / EMR

• Generic ambulatory EMR (Epic, Netsmart, eCW)
• Not built for IDT workflows
• No PACE-specific care plan templates
• No built-in PACE regulatory compliance

Enrollment / CRM

• Spreadsheets or generic CRMs
• Not built for PACE eligibility workflows
• No state/CMS enrollment integration
• Manual referral tracking

Revenue Cycle / Claims

• Generic RCM platforms (Waystar, Availity)
• No PACE-specific capitation logic
• Risk adjustment managed manually
• Encounter data submission errors

Quality / Compliance

• Spreadsheets for SDRs, grievances, incidents
• Manual appeals tracking
• No automated CMS audit prep
• Siloed from clinical workflows

Why Generic Solutions Fail PACE

Requirement	Generic Hospital EMR	Generic Health Plan Platform	Grove PACE
IDT care plan workflows	✗ Not supported	✗ Not supported	✓ Native
PACE eligibility & enrollment	✗ Manual	~ Partial	✓ End-to-end
Dual capitation (Medicare + Medicaid)	✗ Not applicable	~ MA only	✓ PACE-native
Risk adjustment (CMS-HCC + frailty)	✗ Not applicable	~ MA only	✓ PACE-native
SDR / Grievances / Appeals	✗ Not supported	~ Generic	✓ PACE-regulatory
CMS encounter data submission	✗ Manual/consulting	~ Workarounds	✓ Automated
Integrated data platform	✗ Siloed	✗ Siloed	✓ Unified
PACE-specific analytics	✗ None	✗ Generic BI only	✓ Purpose-built

Grove is built to solve this — across every care model.

Ambient Capture

Clinicians stop typing during visits. Grove listens, captures, and structures clinical data in real time from voice, vision, and device streams.

Longitudinal Intelligence

No more chart-diving. Grove builds a synthesized picture of each patient, surfacing what changed, what matters, and what the care team needs to know right now.

Role-Specific Agents

Every clinician gets intelligence shaped to their role — a context-aware partner that knows the care model, the regulatory frame, and the individual patient.

What Exists Today — And Why It Falls Short

After thorough market research, there is no end-to-end intelligent operating system built natively for PACE available in the market today. The PACE sector is a classic example of an underserved niche market at the exact inflection point where a vertical SaaS solution becomes viable and valuable.

A Historic Inflection Point

The PACE sector reached a historic milestone in early 2026 when the 200th program opened. This followed 25 new program openings in 2024, more than the prior four years combined, driven by CMS expansion mandates, Medicare Advantage saturation, and an aging population that demands community-based alternatives to nursing home care.

The For-Profit / PE Shift

Between 2016 and 2022, for-profit PACE organizations grew by 182% while nonprofits grew by just 6%. PE and VC-backed organizations now represent the fastest-growing buyer segment, with the highest willingness to pay for enterprise technology that drives ROI.

The PACE Financial Model — Why ROI Is Massive

PACE operates on capitated payments: a fixed per-member-per-month amount from CMS and Medicaid. A 300-participant program manages $10M–$20M in annual capitated revenue. At this scale, a technology platform that improves risk adjustment by even 3–5% pays for itself in weeks.

Conservative, subscription-only view. Add-on revenue from data services, implementation, training, and population health analytics will expand revenue per customer substantially.

Market data sourced from CMS PACE enrollment reports, National PACE Association (NPA) 2024 State of PACE, and comparable vertical SaaS benchmarks in healthcare technology. ACV ranges reflect modular pricing assumptions; final pricing is under active development. Forward-looking projections (2028, 2030) are illustrative modelling estimates based on CMS expansion trends and adjacent managed care technology market growth rates; they are not audited financial forecasts.

Grove. The intelligence layer care has been waiting for.

Grove in PACE — How It Feels on the Ground

Featured · Daily Intelligence Workspace

MyGrove — Where Intelligence Becomes Personal

Every provider begins their day in MyGrove, a living workspace that knows what matters most right now. Grove lines up critical work, stays live and listening, and responds the way a trusted clinical partner would. Three modes shape every session: Clinical for day-to-day participant care and open tasks, Research for deeper clinical and regulatory exploration, and Coaching for peer review recommendations and personal development.

Context

What Grove knows about today: participant priorities, care gaps, and team alerts, surfaced before the first interaction.

Evidence

The source behind every recommendation: clinical literature, regulatory guidance, and population data, always cited.

My Snapshot

A personal performance view for every provider, and a trusted window into team growth for leadership.

MyGrove is not a dashboard. It is a daily ritual.

Regulatory Intelligence

Grove reads 42 CFR Part 460 so your team doesn't have to. Every documentation decision is cross-referenced against current CMS requirements in real time, surfacing gaps before they become deficiencies. Grove also understands state-specific Medicaid rules and regulatory variations, so programs operating across multiple states are always working to the right standard.

Peer Review, Human-Led

Grove pre-analyzes documentation and flags gaps — then steps aside. Every finding is labeled "Grove flagged — your decision pending." Clinicians decide. Grove learns. The loop never breaks.

The Judgment Tracker

Grove measures its own adoption quality — not just usage volume. Every provider sees in real time when they adopted Grove's recommendation, when they adapted it, and when they overrode it entirely. This is the flywheel: each judgment trains the next graduation, the org learns, the model learns, and Grove gets smarter, more trusted, and harder to replace with every interaction.

Grove is the reason Grove PACE cannot be replicated.

This is Grove PACE's secret sauce — the reason organizations that choose us will never leave, and the reason competitors will spend years trying to catch up. Less burnout. Better documentation. Defensible peer review. And a clear, traceable record of responsible AI use for CMS.

Grove PACE — The Six Core Modules

Grove PACE is a single, cloud-native platform that replaces every major technology system a PACE organization uses, from first community referral to final encounter submission to CMS, with the first end-to-end intelligent operating system built exclusively for PACE.

Module 1

CRM — Outreach & Enrollment

• Referral tracking and community outreach management
• PACE eligibility screening workflows
• State and CMS enrollment submission automation
• Participant onboarding and orientation workflows
• AI-powered lead scoring and market penetration analytics
• Disenrollment tracking and appeals

Module 2

Clinical — First-Ever Built-for-PACE EMR

• PACE-native Physician and IDT documentation and workflows
• Comprehensive care plan creation and management
• PACE Center scheduling and transportation coordination
• Home care scheduling and visit management
• Medication management and pharmacy integration
• AI-assisted clinical documentation and HEDIS capture

Module 3

Quality & Compliance

• Service Determination Request (SDR) management
• Grievances and appeals with regulatory timelines
• Incident reporting and investigation workflows
• CMS audit preparation and documentation management
• State Medicaid compliance reporting
• Quality measure dashboards and PACE-specific KPIs

Module 4

Health Plan Backend

• Dual capitation management (Medicare + Medicaid)
• Risk adjustment automation (CMS-HCC + frailty scoring)
• Encounter data submission to CMS and state Medicaid
• Claims processing for contracted providers
• Prior authorization management
• Revenue cycle management and financial reporting

Module 5

Data Platform & Analytics

• Unified participant data lake across all modules
• Real-time operational and financial dashboards
• Population health analytics and risk stratification
• Predictive modeling for hospitalization and utilization
• Data science workbench for advanced analytics
• Regulatory and CMS reporting automation

Module 6

Integration & API Layer

• HL7 FHIR-compliant API for external integrations
• Lab, pharmacy, and specialist network connections
• State HIE and Medicaid system integration
• CMS data submission pipelines
• Third-party vendor integration marketplace
• Telehealth and remote monitoring connectivity

Six core modules. And much more.

Community Support Module: Coordinating social services, community resources, and participant support networks, closing the loop on PACE's community care mission.

Patient & Caregiver Portal: A dedicated experience for participants and their families: care plans, visit schedules, medication lists, and secure messaging with the care team.

Predictive Hospitalization & Risk Intelligence: ML models that identify participants at elevated risk for hospitalization or ER use, enabling proactive, preventive intervention before a crisis occurs.

Culturally Sensitive Care: Participant-level language, cultural, and dietary preferences embedded across all clinical and operational workflows. Not an add-on; a core design principle.

AI-Native by Design

Every module, core and extended, is built AI-native. Intelligence woven into every workflow, every screen, every decision.

Built with security in mind

HIPAA Compliant · PHI-Safe Architecture · End-to-End Encryption · Full Audit Trail · Role-Based Access Control

The Vision

Every PACE organization runs on a single intelligent platform where clinical, operational, compliance, and health plan functions work in concert — and every compliance function is handled by an invisible, intelligent system working perfectly in the background.

Grove PACE

PACE is the wedge. The engine is the moat.

But Grove PACE sits on a horizontal clinical intelligence engine, deliberately architected to power any regulated, longitudinal care model. Grove PACE will take roughly twelve months to build to commercial readiness. Once Grove PACE is launched, a complete Home Health wrapper — OASIS-E assessments, the 485 plan of care, PDGM episode billing — can be built on the same engine in eight weeks.

Proof: the Home Health demo as platform validation

What comes next — when we choose

Once Grove PACE is launched, the same engine adapts to additional regulated, longitudinal care verticals. Each new vertical adds a regulatory schema, a handful of domain extractors, and a payment mechanic. The engine doesn't change. The vertical depth multiplies.

One of the Strongest ROI Stories in Healthcare IT

PACE organizations are at full financial risk. Every dollar of operational efficiency and every dollar of revenue capture improves their bottom line directly. Model based on a mature PACE organization with 300 enrolled participants generating approximately $25M in annual capitated revenue.

Note: InnovAge, the largest PACE operator, paid $21M+ in CMS settlements, illustrating the compliance risk avoidance value alone can dwarf a typical Grove PACE contract.

Start Smart. Scale Fast.

Phase 1

Year 1 · Anchor Customers

Land with Compliance

• Target 60–80 programs opened 2022–2025, with minimal legacy tech
• Offer 2–3 founding partner orgs deeply discounted pricing ($30K–$60K/yr)
• Lead with Quality & Compliance for immediate CMS pain relief
• NPA conference presence established
• Target: 5–8 clients, $600K–$1M ARR

Phase 2

Year 2 · Channel Development

Expand with AI

• PACE Technical Assistance Center partnerships active
• 3–4 enterprise sales reps hired
• Upsell clinical and AI documentation modules
• PPPM expansion revenue as clients grow enrollment
• Target: 20–30 clients, $3M–$5M ARR

Phase 3

Year 3–5 · Market Dominance

Scale & Entrench

• Enterprise multi-site operator contracts ($350K–$1M+)
• Data platform network effects compounding
• 100+ clients → de facto PACE standard
• Strategic M&A conversations begin
• Target: 130–160 clients, $28M–$45M ARR

Path to Profitability

Projections are illustrative modelling estimates based on sector benchmarks and comparable vertical SaaS businesses. PPPM pricing is under active development using a modular framework by participant volume and module set; final pricing will reflect the full scope of Grove PACE relative to point solutions in market. Churn assumption: 8% (conservative for vertical SaaS). Implementation revenue recognized over 6 months. Gross margin at scale: 85%.

Join us in building the intelligence layer for care.

Raising $6–8M Seed

To build the Grove engine, prove the PACE wrapper, and establish the foundation for a multi-vertical clinical intelligence platform

Year 4 EBITDA Positive Strong Exit Optionality 115%+ NRR Target

Use of Funds

45%

$2.7–3.6M

Product & Engineering

Core platform build across all 6 modules; AI/ML infrastructure; mobile app; FHIR integration layer

25%

$1.5–2M

Sales & GTM

Enterprise AEs, NPA conference presence, PACE TAC partnerships, channel development

20%

$1.2–1.6M

Clinical & Compliance

CCO hire, PACE regulatory expertise, CMS certifications, clinical advisory board

10%

$0.6–0.8M

Operations

Infrastructure (HIPAA/SOC2), legal, working capital, and contingency reserve

Why We Win

Deep domain expertise

Built by people who have lived inside PACE organizations. The product reflects real workflows, real regulatory requirements, and real financial pressures, not generic assumptions.

First-mover advantage

There is no incumbent to displace in the vertical SaaS sense. We are creating this category, and we are building at exactly the right moment.

Network effects

Every new PACE client enriches our data platform, improves our predictive models, and makes Grove PACE more valuable for every other client. This compounds over time.

Switching costs

Once a PACE organization builds its clinical, operational, and financial workflows on Grove PACE, switching costs are extremely high. NRR target is 115%+ as clients grow enrollment.

Timing

The market just had its biggest growth year ever. PE capital is flooding in, and new programs are making technology decisions right now. We are building at exactly the right moment.

Competitive moat

PACE regulatory expertise encoded into the product + proprietary data from operating across PACE programs + a team competitors cannot easily replicate.