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Advanced Recovery Systems
HeatherAI Platform
The Vertical AI Stack Transforming Behavioral Health Operations
$4.7M
Annual Savings Realized
99.4%
Documentation Success Rate
113
FTEs Automated
75,541
Monthly Workflows
01
$300B+ Market Transformation Opportunity
Why ARS is Positioned to Win
📊
80% unstructured data in healthcare - perfect for LLMs to process clinical notes and documentation [2]
👥
78,000 nurse shortage by 2025 + 40% admin turnover creating urgent automation need [3]
💰
$2.5T economic impact of mental health globally, growing to $6T by 2030 [4]
🚀
Vertical AI companies achieving 400% YoY growth vs 80% for traditional SaaS [5]
02
From SaaS to Vertical AI Agents: A 10x Opportunity
Legacy
Traditional SaaS
- Human-operated tools
- Fragment workflows
- Manage tasks
- $15-30/user/month
- Training required
- Limited scalability
Current
Point AI Solutions
- Single-function AI
- Draft & suggest
- Assist humans
- $50-200/user/month
- Integration challenges
- Partial automation
HeatherAI
Vertical AI Agent
- Complete workflows end-to-end
- Autonomous execution
- Replace entire teams
- 10x value capture
- Zero training needed
- Infinite scalability
HeatherAI: Complete Vertical Stack for Behavioral Health
📝
Clinical Docs
🏥
Avatar EHR
💰
RCM/Billing
📞
Intake/Calls
👥
HR Support
🔧
IT Helpdesk
📊
QA/Audit
📱
Outreach
03
HeatherAI vs Market: Complete Stack Advantage
| Capability | HeatherAI (ARS) | Nabla Copilot | Nuance DAX | Abridge | Salesforce Health |
|---|---|---|---|---|---|
| Ambient Documentation | ✔ Avatar-native | ✔ [6] | ✔ [7] | ✔ [8] | ◐ Not ambient |
| UR/VOB Automation | ✔ 3 clearinghouses | ✗ | ✗ | ✗ | ◐ CRM only |
| Call Center QA | ✔ 30K calls/mo | ✗ | ✗ | ✗ | ◐ Requires staff |
| HR/IT Support | ✔ 3K cases/mo | ✗ | ✗ | ✗ | ✔ Service Cloud |
| Agentic Workflows | ✔ End-to-end | Limited | Limited | Limited | ✔ Within stack |
| WER Accuracy | <1% BH-specific | ~5% general [9] | 4.9% general [10] | ~5% general | N/A |
| Enterprise Results | 113 FTEs automated | Testimonials only | 20-24% time reduction [11] | Adoption metrics | Case studies |
Key Differentiator: HeatherAI is the only solution providing complete workflow automation from intake to discharge, plus operational support, with proven enterprise-scale results
04
Capability Ramp & EBITDA Expansion Timeline
2023
2024
2025
2026
2027
2028+
Initial AI Exploration
• 10 FTEs automated
• Basic documentation
• Basic documentation
Insurance Verification
• Assessment automation
• Digital marketing AI
• Digital marketing AI
99% Documentation
• Call center QA
• HR/IT automation
• HR/IT automation
Replace Salesforce
• DocuSign elimination
• Five9 replacement
• Five9 replacement
Full RCM Automation
• Complete intake AI
• Clinical autonomy
• Clinical autonomy
EHR Replacement
• Full stack control
• Platform licensing
• Platform licensing
Already Realized
113 FTEs
AI Workflows Automated:
- • 36 Admission Center
- • 29 Central Business Office
- • 22 IT/Facilities
- • 12 Business Dev
- • 6 Revenue Cycle
- • 8 Other Admin
Current Annual Savings
$4.7M
Calculation:
- • 40K clinical docs/mo
- • 10K hours saved/mo
- • $40/hr blended rate
- • = $400K/mo
- • = $4.8M annually
12-24 Months
$2M+ SaaS
Software Eliminations:
- • Salesforce: $600K
- • Netsmart: $1.2M
- • Five9: $150K
- • DocuSign: $70K
- • Zoom: $60K
Future Potential
+200 FTEs
Target Areas:
- • Call Center (50)
- • Back Office (80)
- • Front Lines (40)
- • RCM/UR (30)
05
Proven Enterprise Traction & Results
75,541
Total Monthly Workflows
40,541 clinical forms + 30,000 call QAs + 3,000 IT/HR cases + 2,000 insurance verifications (in the last 2 months)
99.4%
Documentation Success Rate
Processing SOAP notes, BPS assessments, H&P, treatment plans with <1% WER (in the last 2 months)
1,018
Active Users
99% adoption across clinical staff, 415,668 messages monthly
113
FTEs to be Automated by EOY 2026
Path to additional 200+ FTE reduction potential through continued automation
25+ Clinical/Medical/Nursing Workflows Automated
Each workflow represents significant time savings and quality improvements
General Progress Notes
Primary documentation
BPS Assessments
Comprehensive intake
ASAM Medical
Substance use docs
H&P Forms
Medical evaluations
06
Path to 3-5% EBITDA Margin Expansion
SaaS Replacement (Realized)
SysAid (eliminated)
$45K/yr
Zendesk (eliminated)
$82K/yr
Documentation tools
$60K/yr
QA/Audit tools
$40K/yr
Future SaaS Elimination (2026-2027)
Salesforce CRM
$600K/yr
Five9 Call Center
$150K/yr
DocuSign
$70K/yr
Zoom
$60K/yr
Labor Optimization Potential
Call Center (2.7% of revenue)
$5.0M
Represents potential for
270 bps
Additional automation
200-300 bps
EBITDA Impact Summary
Current margin expansion
Realized
Near-term potential (2026)
+200 bps
Long-term potential (2027+)
+300-500 bps
Total Potential
3-5% expansion
Total EBITDA Margin Expansion Potential
3-5%
Through continued automation, SaaS replacement, and operational efficiency
Investment Thesis: The Platform Play
🎯
Proven Execution
113 FTEs to be automated by EOY 2026, clear path to 3-5% EBITDA margin expansion through continued automation.
🔄
Stack Replacement
Eliminating $1.1M+ in annual SaaS costs while improving functionality. Deep Avatar integration creates switching barriers.
📈
Margin Expansion
Clear path to 3-5% EBITDA margin expansion. Call center alone represents 270 bps opportunity.
Future Optionality
While focused on internal optimization, HeatherAI represents a $1B+ platform opportunity.
Potential to license to 15,000+ behavioral health facilities or strategic acquisition by
Microsoft, Google, or Oracle at 15-20x revenue multiple.
References |
Market Data |
Internal ARS Analysis 2025