Case Study
Positioning a Healthcare IT Platform for
Funding, Growth, and Strategic Exit
(formerly Vizi Health Solutions)
Client Snapshot
Industry: Healthcare IT
Stage: Seed to Exit
Project Type: Commercialization & Strategic Rollout of SaaS Platform
The Challenge
Vizi Health Solutions developed a proprietary SaaS platform that integrated large-scale hospital system data with critical small data for home health and long-term care providers. Designed to improve patient onboarding, compliance tracking, and reimbursement workflows particularly for underserved and post-acute populations the technology had broad potential but lacked a clear commercialization strategy. As a health IT startup, Vizi needed support in branding, positioning, investor readiness, and phased rollout planning across both institutional and community-based healthcare settings.
Our Approach
LLSS worked directly with the executive team to define a scalable commercialization model and cohesive messaging platform. We created the company’s brand identity and developed funding support materials to guide investor conversations. Working closely with the CIO and leadership, we mapped a rollout strategy for enterprise healthcare systems, defined onboarding and training workflows, and built implementation frameworks tailored for home health and long-term care partners. LLSS also facilitated strategic pivots as the company moved through multiple funding roundsand M&A stages.
Solutions Delivered
- Brand identity and positioning framework
- Investor pitch deck and funding round strategy
- Commercial rollout plan for SaaS implementation
- Onboarding and training toolkit for enterprise systems
- Market segmentation and go-to-market advisory
Outcomes & Results
- Secured multiple rounds of funding, from angel through Series C
- Built the foundational infrastructure for a first-of-its-kind health IT platform
- Successfully positioned the company for staged exit and integration into the Arkos Health organization
- Core technology was rebranded as PrefTech OR and acquired by Vizient to expand its perioperative analytics capabilities
- Created scalable implementation tools for long-term care and home health partners
