Voice Agentic AI Automation Platform

Business Overview:

The company has developed an AI-powered agentic workforce platform designed to automate both customer-facing communication and back-office administrative work for SMB and mid-market organizations, with an initial focus on healthcare, insurance, legal, and home services. Unlike traditional voice AI providers that only handle conversations, the platform is designed to complete real operational tasks such as scheduling, intake, billing follow-up, revenue cycle management (RCM) tasks, data entry, CRM/EHR updates, outbound follow-up, and sales development outreach.

The platform combines AI voice agents, workflow automation, and system integrations to automate entire workflows rather than just phone calls. The solution is delivered as a done-for-you implementation with vertical-specific workflows, compliance-aware deployment, and ongoing optimization, allowing customers to improve responsiveness, reduce administrative labor, accelerate collections, and increase revenue capture without adding headcount.

The company already has live integrations with AdvancedMD and is positioned to market directly into its network of approximately 14,000 independent medical practices. This integration provides a defined go-to-market channel and positions the company to scale rapidly within a large, underserved segment that relies heavily on phone-based workflows, billing administration, and patient communication.

NDA required to receive comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

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Market Competition and Expansion:

Growth & Expansion: The company is seeking a buyer that will accelerate go-to-market efforts, particularly within healthcare and the AdvancedMD ecosystem, where the company already has a live integration and a defined target market of independent practices. The company wants to expand customer acquisition initiatives, sales hiring, marketing campaigns, workflow expansion, and additional integrations to support healthcare operations, revenue cycle management, and administrative automation.

Beyond healthcare, the platform is designed to expand into insurance, legal, and home services, where similar high-volume communication and administrative workflows exist. Additional growth opportunities include expanding AI agent capabilities, increasing revenue per customer through additional workflows and integrations, developing partner and reseller channels, and expanding into multilingual support and additional vertical-specific automation packages.

With a scalable recurring revenue model, an asset-light operating structure, and defined vertical entry points, the business is positioned to scale recurring revenue through targeted vertical penetration and workflow expansion within existing customers.

Reason for Selling:

Owner is seeking growth capital to accelerate go-to-market execution, expand within the AdvancedMD ecosystem, build sales capacity, and scale customer acquisition and recurring revenue. Kindly ask the seller for more information.

Additional Details:

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