Citation Tracking
Claim Mapping Table
This document tracks all key claims in the investor data room with their sources and verification status.
| Claim | Location | Source | URL/Reference | Last Verified |
|---|---|---|---|---|
| ~6 in 10 U.S. adults have ≥1 chronic condition | index.md, 2-market-strategy.md, 8-fundraising-investors.md | CDC Chronic Disease Fast Facts 2024 | https://www.cdc.gov/chronic-disease/data-research/facts-stats | November 2025 |
| $528B annual cost from medication non-adherence | index.md, 2-market-strategy.md, 8-fundraising-investors.md | AJMC/GTMRx "Get the Medications Right" 2018 | https://www.ajmc.com/view/economic-impact-medication-non-adherence | November 2025 |
| $150B annual cost from missed healthcare visits | index.md, 2-market-strategy.md | Hernandez et al. 2024, Dialog Health | Healthcare appointment no-show analysis | November 2025 |
| $575B annual illness-related productivity losses | index.md, 2-market-strategy.md, 8-fundraising-investors.md | Integrated Benefits Institute 2020-2023 | https://www.ibiweb.org | November 2025 |
| ~100M Americans covered by self-funded employer plans | 2-market-strategy.md, 6-commercial.md | KFF Self-Funded Employer Health Plans 2024 | https://www.kff.org/private-insurance | November 2025 |
| 90% of $4.1T healthcare spending on chronic conditions | index.md, 2-market-strategy.md | CDC Chronic Disease Fast Facts 2024 | https://www.cdc.gov/chronic-disease | November 2025 |
| 125,000 preventable deaths/year from non-adherence | 2-market-strategy.md, 8-fundraising-investors.md | CDC Statistics 2024 | https://www.cdc.gov/medicationsafety | November 2025 |
| 20-30% average no-show rates across healthcare | 2-market-strategy.md | Dialog Health 2024 | Healthcare engagement analysis | November 2025 |
| 53M unpaid caregivers providing $470B in care | Referenced in sources-references.md | Rosalynn Carter Institute 2022 | https://www.rosalynncarter.org | November 2025 |
| Healthcare spending growth 5.4% per year | 3-financials.md | CMS National Health Expenditure Data 2023-2024 | https://www.cms.gov/data-research/statistics-trends-and-reports | November 2025 |
| 60% of Medicare moving to value-based contracts by 2030 | 2-market-strategy.md | CMS Medicare Statistics 2024 | https://www.cms.gov/data-research/statistics-trends-and-reports | November 2025 |
| 15-30% hospitalization reduction | Mentioned in investor materials | JAMA 2023 Medication Adherence Meta-Analysis | https://jamanetwork.com | November 2025 |
| 20-30% hospitalization reduction | index.md | Clinical studies aggregate | Multiple sources (JAMA, AJMC) | November 2025 |
| 25-45% decrease in preventable admissions | index.md | RAND Corporation RPM Effectiveness Study | https://www.rand.org/health-care | November 2025 |
| $1.25T TAM (preventable execution gaps) | index.md, 2-market-strategy.md, 8-fundraising-investors.md | Combined: $528B medication + $150B visits + $575B productivity | Multiple sources | November 2025 |
| $125B SAM (health management platforms) | index.md, 2-market-strategy.md, 8-fundraising-investors.md | Internal market research | Health management, care-management solutions, medication-adherence tools | November 2025 |
| Livongo acquired for $18.5B (2020) | 8-fundraising-investors.md, sources-references.md | Public Company Data | SEC filings, press releases | November 2025 |
| Omada Health valued at $3B (2023) | 8-fundraising-investors.md, sources-references.md | Public Company Data | Crunchbase, company announcements | November 2025 |
| Virta Health valued at $2B (2021) | 8-fundraising-investors.md, sources-references.md | Public Company Data | Crunchbase, company announcements | November 2025 |
| 4-10x ROI for health interventions | index.md | JAMA Cost-Effectiveness Study | https://jamanetwork.com | November 2025 |
| 50% of adults have multiple chronic conditions | Referenced in sources-references.md | CDC Chronic Disease Statistics | https://www.cdc.gov/chronic-disease | November 2025 |
| 200k lives under contract queued for Q1-Q2 | 2-market-strategy.md | Local LifeCare traction data | Internal business development | November 2025 |
| Anti-Kickback Statute compliance | 6-commercial.md | OIG Healthcare Compliance Guidance 2024 | 42 U.S.C. § 1320a-7b(b) | January 2025 |
| Stark Law compliance | 6-commercial.md | CMS Physician Self-Referral Law 2024 | 42 U.S.C. § 1395nn | January 2025 |
| Average ED visit costs $2,000 | 3-financials.md | Healthcare Cost and Utilization Project (HCUP) 2023 | https://www.hcup-us.ahrq.gov | January 2025 |
| Medicare ED utilization 0.5 visits/year | 3-financials.md | CMS Medicare Current Beneficiary Survey 2024 | https://www.cms.gov/data-research | January 2025 |
Citation Guidelines
Inline Citations
- Use superscript numbers (¹ ² ³) at the end of claims
- Place citations after the fact, not within the sentence
- Group multiple sources for the same claim with consecutive numbers
Footer Sources
- Format: [Number] Source Name Year - Brief description
- Keep descriptions concise and investor-friendly
- Order sources by appearance in document
Verification Schedule
- Quarterly Review: Market statistics, enrollment data
- Annual Review: Clinical studies, government projections
- As Needed: Competitor valuations, industry reports
Priority Claims for Validation
- Total addressable market ($1.25T in preventable execution gaps)
- Medication adherence costs ($528B) and healthcare system impact
- Employer productivity losses ($575B) and workforce health impact
- Clinical outcomes (hospitalization reduction rates)
- Self-funded employer market size (~100M covered lives)
- Competitive landscape valuations (Livongo, Omada, Virta)
Last Updated: November 2025