Challenge

A private equity fund preparing a secondary transaction needed to rapidly build a comprehensive investment memo for a high-growth, private-pay home-care platform. But the team faced critical hurdles

• Fragmented industry data across 30,000+ agencies made market sizing and competitive mapping slow and manual.
• Lack of structured operational datasets (caregiver supply, retention, matching engine, LTCI reimbursement dynamics).
• Heavy primary-research lift required to validate unit economics, hub-and-spoke expansion model, and LTV:CAC flywheel.
• Traditional IM creation involved 60–80 hours of analyst time across slides, synthesis, and narrative drafting.