Caesar HealthCaesar Health

One Platform. Entire Portfolio. Maximum Efficiency.

You've acquired 5, 10, or 20 healthcare practices—each running different EMRs, billing systems, and workflows. Caesar Health unifies your portfolio with AI-powered standardization, delivering operational efficiency and enterprise visibility at scale.

Your Portfolio is Fragmented. Your Returns Are Suffering.

Post-Acquisition Reality

• Practice A: Epic (hospital-owned legacy)

• Practice B: athenahealth (independent group)

• Practice C: eClinicalWorks (small practice)

• Practice D: Paper charts (yes, still)

• Practice E: NextGen (different specialty)

The Operational Nightmare

• No enterprise visibility: Can't aggregate data across portfolio

• Inconsistent workflows: Each practice operates differently

• Redundant costs: Paying for 5 different EMRs, 5 RCM vendors, 5 care coordination platforms

• Integration hell: $500K-$2M to connect systems for basic reporting

• Limited scalability: Can't deploy best practices across portfolio

• Exit challenges: Buyers discount for operational complexity

Current Approaches Don't Work

"Rip and Replace"

• Cost: $2M-$10M+ for portfolio-wide implementation

• Timeline: 18-24 months

• Risk: Provider exodus, revenue disruption

"Leave As-Is"

• Minimal visibility (manual reporting)

• Limited efficiency gains

• Exit value discounted for complexity

The Caesar Health Portfolio Strategy: Standardize Without Disruption

Model 1: AI Agent Overlay (Fast, Low-Risk)

Deploy Caesar Health's AI agents on top of existing EMRs to standardize intake, documentation, and workflows—without replacing clinical systems.

Timeline: 3-6 months across portfolio

Cost: $300-$500/provider/month

Disruption: Minimal (providers keep familiar EMR)

Value Creation: Immediate efficiency gains, enterprise data visibility

Model 2: Full Platform Migration (Maximum Value)

Migrate practices to Caesar Health's unified EMR + PM + RCM platform over 12-24 months.

Timeline: Phased rollout (1-2 practices per quarter)

Cost: $500-$1,000/provider/month (replaces EMR + RCM + care coordination)

Disruption: Managed through phased approach

Value Creation: Complete standardization, maximum efficiency, highest exit multiple

How Caesar Health Drives Portfolio Returns

1. Operational Efficiency

Front-Office Automation

Reduce staff by 30-50% = $100K-$200K/practice annually

Clinical Documentation

See 2-4 more patients/day = $150K-$300K/provider annually

RCM Optimization

Reduce costs from 7-9% to 3-5% = $200K-$500K/practice annually

Total EBITDA Impact: 15-25% margin improvement

2. Enterprise Visibility

• Unified Analytics Dashboard: Real-time view of all practices

• Benchmarking: Compare practices on key metrics

• Identify top/bottom performers

• Deploy best practices across portfolio

• Data-driven compensation and incentives

• Predictive analytics for revenue, patient volume, staffing

3. Revenue Growth

• Capacity Optimization: 10-15% increase in patient volume

• Service Line Expansion: Deploy successful services from Practice A to B, C, D

• Value-Based Care Contracts: $50-$200 PMPM in shared savings

4. Scalability

• Faster Integration: New acquisitions onboard in weeks, not months

• Standard playbook for technology migration

• Immediate data integration for due diligence

• Lower integration costs per acquisition

5. Exit Value (Higher Multiple)

Operational Excellence Story

"We've standardized operations across 20 practices on one AI-powered platform"

Clean Data Room

Unified data for due diligence, no buyer discount for technology fragmentation

Strategic Buyer Appeal

Platform can be retained or easily integrated

Multiple Expansion

1-2 turns of EBITDA

How [PE Firm] Increased Portfolio EBITDA by 22% in 18 Months

Portfolio: 12 primary care practices, 85 providers, 150,000 patients

Challenge

  • • 4 different EMRs across portfolio
  • • Inconsistent workflows and quality
  • • High overhead (55% of revenue)
  • • Limited visibility for management team

Solution

  • • Deployed Caesar Health AI agents to all practices in 6 months
  • • Migrated 6 practices to full platform in 12 months
  • • Standardized workflows and reporting

Results

18% → 22%

EBITDA margin (4-point improvement)

+$180K

Revenue per provider annually

-35%

Front-office staff reduction

8% → 4%

RCM costs of collections

12x → 14x

Exit multiple EBITDA (operational excellence premium)

$25M+

Total value creation on $100M exit

Flexible Pricing for Portfolio Scale

ROI Example: 10-Practice Portfolio (60 Providers)

Current State Costs:

  • • EMR costs: $1.2M/year
  • • RCM vendor fees (7% of $30M): $2.1M/year
  • • Front-office staff: $2.4M/year
  • • Total: $5.7M/year

Caesar Health Costs:

$700/provider/month × 60 × 12 = $504K/year

Efficiency Gains:

  • • Eliminate separate RCM: $1.2M savings
  • • Reduce front-office 40%: $1M savings
  • • Total savings: $2.2M/year

Net Value: $1.7M annual savings

Plus Revenue Growth: 10% capacity increase = $3M additional revenue × 20% EBITDA = $600K

Total Annual Value: $2.3M

EBITDA Impact: 7.7% margin improvement

Transform Your Portfolio. Maximize Your Returns.

Join the private equity firms using Caesar Health to drive operational excellence, accelerate growth, and command premium exit multiples.