Local LifeCare: Investor Data Room
Executive Summary
Local Care Systems Inc DBA Local LifeCare is a Life Care Platform (patent pending) that blends AI automation with lightweight human follow-through to help people stay organized, healthy, and supported in their everyday lives. We work with employer groups and Direct Primary Care (DPC) clinics to deliver scalable daily support, medication adherence, and life-management assistance across populations at a cost structure that behaves like software—not traditional healthcare services.
Most health breakdowns don't happen in exam rooms—they happen in the chaos of everyday life. People forget medications, postpone labs, miss early warning signs, skip tasks, and struggle to stay consistent. Care plans fall apart in the "last mile," not due to lack of access, but due to lack of follow-through.
Local LifeCare solves this by closing the execution gap: the space between what people intend to do for their health and what actually gets done.
Our platform provides automated, proactive support that keeps members on track every day. Through AI-powered workflow automation, personalized reminders, behavioral nudges, and asynchronous communication—augmented by 24/7 lightweight human oversight—we ensure that essential health tasks are not forgotten, delayed, or abandoned. This approach delivers meaningful health impact without requiring care managers, clinical teams, or high-touch concierge services.
Because the system is built on automation first, Local LifeCare achieves ultra-low operating costs (10% COGS), software-like margins (90% gross), and massive scalability (1:2500+ support ratio), enabling employers and DPC partners to deploy the service to hundreds of thousands of members at near-zero incremental cost. Distribution through Employer Groups and DPC networks provides immediate population access—creating a growth pathway with zero CAC, a rarity in healthcare.
Financial Trajectory
5-Year Path to $165.6M ARR:
- Year 1: 150k lives → $1.2M ARR (foundation building)
- Year 2: 650k lives → $8.3M ARR (partnership scaling)
- Year 3: 1.8M lives → $31.9M ARR (market validation)
- Year 4: 3.6M lives → $81.5M ARR (rapid expansion)
- Year 5: 6M lives → $165.6M ARR (category leadership)
Valuation Framework (Year 5):
- Conservative (2×): $331M
- Standard (4×): $662M
- Aggressive (6×): $993M
EBITDA Margin Evolution: ~10% → 41% → 54% → 66% → 72%
Our Investment Thesis
Three-Layer Revenue Model
Layer 1: Employer Group Distribution (Primary Channel)
- Pricing: $0.65 Per Employee Per Month (PEPM)
- Scale: 100k → 5M lives by Year 5
- Revenue: $0.78M → $39M annually
Layer 2: DPC Partnerships (Clinical Integration)
- Pricing: $0.65-$1.00 Per Member Per Month (PMPM)
- Scale: 50k → 1M lives by Year 5
- Revenue: $0.39M → $7.8M annually
Layer 3: Premium Upsell (Enhanced Support)
- Pricing: $165/month for expanded coordination and advanced accountability workflows
- Conversion: 0% Y1 → 1% Y5 (60k premium users)
- Revenue: $0 → $118.8M annually
Once deployed, Local LifeCare also offers a premium optional upgrade for members who want more structured guidance, expanded coordination, and higher-frequency support. Even this premium tier remains automation-first with minimal human involvement, allowing it to scale with the same capital efficiency.
Why This Category Matters Now
Local LifeCare introduces a new category in modern healthcare and employer benefits: Life Care—a daily follow-through engine that keeps people engaged, adherent, accountable, and proactive with their health. By ensuring the right steps happen at the right times, Local LifeCare strengthens primary care, reduces avoidable medical costs, and supports members with a level of consistency that traditional models simply can't provide.
With the ability to integrate seamlessly (per Employer Group/DPC), scale instantly (zero marginal cost per user), and sustain software-like margins (90%), Local LifeCare is positioned to become the default behavioral and life-management layer across the employer and DPC ecosystem.
Market Opportunity
| Metric | Value | Notes |
|---|---|---|
| TAM | $1.25T | Preventable "between-visit" execution gaps: medication non-adherence ($528B), missed visits ($150B), productivity loss ($575B) |
| SAM | $125B | Health management, care-management solutions, medication-adherence tools and remote patient monitoring platforms that directly manage care between visits |
| SOM | $300M-$400M | Realistic 5-year capture: 10-15M reachable lives via Employer Group/DPC networks |
| Year 5 Target | $165.6M | 50% of SOM midpoint: 6M lives at blended $2.30/month |
Unit Economics Excellence
Distribution Advantage:
- Customer Acquisition Cost: $0 (partner-owned lives)
- Contract Value: $50K-200K per Employer Group/DPC partnership
- Gross Margins: 90% (AI automation-driven)
- Support Ratio: 1:2500+ members per coordinator
- Platform Uptime: 99.99%
- Integration Speed: Seamless
Use of Funds ($1.6M Seed Round)
| Category | Amount | Purpose |
|---|---|---|
| Product & Engineering | $520,000 | AI voice platform, automation workflows, messaging infrastructure, partner APIs |
| Growth & Commercial | $400,000 | Employer Group/DPC partnerships, enterprise sales, channel development |
| Operations & Support | $520,000 | Salaries/wages for care coordinators, operations team, and support staff |
| Compliance & Legal | $120,000 | HIPAA alignment, SOC 2, partner contracts, regulatory review |
| Working Capital | $40,000 | Operational flexibility and vendor management |
Investment Highlights
Why Local LifeCare Wins
✅ New Category Creation: Life Care Platform addressing universal execution gap
✅ Zero-CAC Distribution: Employer Groups and DPCs provide instant access to millions
✅ Software Economics: 90% gross margins with near-zero marginal cost
✅ Three Revenue Streams: Base PEPM + clinic fees + high-ARPU premium upsells
✅ AI-Powered Efficiency: 1:2500+ support ratio through automation
✅ Predictable Growth: Partner-driven distribution eliminates acquisition costs
✅ Path to $660M+ Valuation: $165.6M ARR at 4× multiple = $662M by Year 5
✅ Capital Efficient: $1.6M to 6M lives and profitability
Commercial Strategy Snapshot
The Commercial Flywheel
Employer Groups and DPCs provide zero-CAC distribution to millions of covered lives:
- Each Employer Group → tens of thousands of members
- Multiple Employer Groups → millions of members
- Premium tier rides on top: 1% of 6M lives = 60,000 premium members
5-Year Execution Path
Year 1: Foundation
- Contract 2-3 Employer Groups, integrate 20-40 DPC clinics
- 150,000 covered lives → $1.2M ARR
Year 2: Scaling
- Expand to 5-7 Employer Groups, 75-100 DPC clinics
- 650,000 covered lives → $8.3M ARR
Year 3: Market Validation
- National broker programs, Employer Group default benefit
- 1.8M covered lives → $31.9M ARR (with premium)
Year 4-5: Category Leadership
- National-tier Employer Groups, category-standard benefit
- 6M covered lives → $165.6M ARR (premium becomes majority)
Navigation Guide
Use the sidebar to explore detailed sections:
- Fundraising & Investors - Investment opportunity, use of funds, milestones
- Corporate & Legal - Entity structure, insurance, key contracts
- Market & Strategy - TAM/SAM/SOM, go-to-market, competitive analysis
- Financials - Pro forma models, unit economics, 5-year projections
- Product & Technology - Architecture, roadmap, HIPAA/security
- Operations - SOPs, staffing plan, care coordination protocols
- Commercial - Pricing, channel strategy, partnership models
- Regulatory & Compliance - HIPAA, risk register, business registrations
Contact
For investor inquiries, please contact our executive team.
Kenny Lyman, CEO
619.517.8122
kennylyman@locallifecare.com