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Succession Health, Inc.

Investor Overview

Pre-seed: continuity infrastructure.

Building the operating layer for preventative healthcare.

Stage: Pre-seedInstrument: SAFECohort: Dental

01

Context: Why this exists

Preventative healthcare lacks a system for continuity.

Care is delivered. Data is recorded. Progress is not tracked across time.

This creates a structural gap: prevention does not compound.

Succession is designed to solve this.

02

Current State: What exists today

CohortDental (pilot)
Cohort statusFounding practice deployment
StagePilot preparation / early deployment
CHILongitudinal scoring model
NovaEarly command layer
DashboardInternal operator system

The system is early, but operational.

02b

Signal Context: Why CHI matters

Before systems scale, signals must exist.

In credit, FICO created a shared understanding of risk.

Before a standard signal

  • Fragmented data
  • Inconsistent decisions
  • No comparable score

After a standard signal

  • Comparable scoring
  • Scalable coordination
  • Systems built on top

Preventative healthcare is still in the first state. Data exists. Care exists. Decisions do not compound. There is no longitudinal signal.

What CHI introduces

CHI — Compounding Health Index — measures how health progresses over time.

Signal Components

Stage velocityInput 1
Milestone completionInput 2
Adherence persistenceInput 3
Recurrence stabilityInput 4
Single longitudinal scoreOutput

Comparable progression

Patients understood across time, not visits

Scalable coordination

Systems like Nova can act on structured signals

Persistence visibility

Continuity and drop-off signals organized for review

Cohort extension

Signal extends across preventative domains

CHI is being developed as a longitudinal measurement layer for preventive-care continuity.

FICO did not scale credit by itself. It made credit legible.

CHI serves the same structural role for prevention. It does not replace care. It structures it. It does not automate decisions. It enables them.

CHI Signal Pattern

CompoundingStandard reset

03

Model: How it works

CHI

Measures longitudinal progression across patients

Nova

Coordinates timing, escalation, and intervention

Operator Layer

Turns continuity into action

Continuity becomes measurable. Measurable systems can compound.

04

Validation: What is being tested

  • Hygiene recurrence improvement
  • Adherence persistence over time
  • Progression visibility across patients
  • Patient persistence under structured continuity

The pilot is focused on signal quality, not scale.

05

System Logic: How continuity compounds

As the continuity layer matures

  • CHI signal becomes more precise
  • Nova coordination becomes more reliable
  • Patient persistence is measured over time
  • Cohort expansion becomes structurally viable

Compounding loop

Data
Signal
Coordination
Outcome
Learning

05b

Economic Model: Succession is paid on continuity

Most healthcare software is priced on usage. Seats. Messages. Activity.

Succession is evaluating a model in which a base software layer could be complemented by outcome-aligned economics once sufficient evidence exists.

Access

Base Layer

Access to CHI, Nova, and the operator system. The foundation of longitudinal care.

  • CHI
  • Nova
  • Operator system access

Future model under evaluation

Outcome Layer

  • Measured re-engagement
  • Recurrence continuity
  • Documented outcome signals

Future outcome-aligned pricing would depend on validated measurement and contractual design.

Claims discipline

No retention or revenue lift is presented here as established performance. Pilot measurement is intended to determine which outcomes can be supported with evidence.

06

Roadmap: Expansion sequence

Cohort sequence — directional

Dental
Longevity
Performance
Women's Health

Each cohort added only after signal stability is achieved.

07

Financing

StagePre-seed
InstrumentSAFE
RaiseRolling close
Use of capitalProduct infrastructure · Pilot execution · Operator systems · Data modeling

This is an infrastructure build, not a growth-stage deployment.

08

Alignment: Who this is for

Aligned with

  • Infrastructure takes time
  • Signal precedes scale
  • Discipline creates defensibility

Not optimized for

  • Short-term growth metrics
  • Surface-level traction

09

Contact: Continue the conversation

If the model resonates and the timeline aligns, we are open to a direct conversation.