Fundraising Services for AI-Driven Healthcare Workflow Automation

Healthcare Automation

An AI-native platform built by healthcare practitioners engaged Flexbox to refine their fundraising narrative and collateral. The challenge was translating a feature-rich, clinically accurate product into a concise investment story that appealed to non-medical investors while quantifying value across clinics, patients, and operational workflows.

We helped with

Investor Pitch Deck Development

Financial Projections  

One-Pager Design

The Challenge

  • Investors lacked data insights on issues associated with administrative clinic operations and hence, the burnout economics.
  • Differentiation from AI scheduling tools and traditional EHR software.
  • Visualizing full clinic workflows without technical overload.
  • Consolidating market data into TAM/SAM/SOM and "Why Now" insights.
  • Building a pitch deck that seamlessly integrates product technicalities, market data, and visual excitement.
  • The client also requested a clean one-pager for quick angel outreach.
Strategic Approach

  • Addressed problems such as post-COVID burnout, inefficiencies, no-shows, and huge healthcare automation as the addressable market.
  • Reframed as an AI workflow automation layer for clinics, freeing clinicians from admin to focus on care while being compliant with the sensitive clinical workflow.
  • Worked on investor collaterals (pitch deck and one-pager), prioritizing visuals for key numbers.
Measurable Results

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