Catchment AI is the first agentic AI data layer for healthcare market intelligence — delivered through the AI workspaces our customers already use. We supply the proprietary healthcare data and domain logic the generalist agents cannot.
Healthcare provider strategy and the real estate that serves it are decided on weeks-old, manually assembled data. The data exists — it is fragmented, slow, and analyst-only. Commercial real estate is now in a measurable, fast-accelerating agentic AI adoption cycle. What those generalist agents lack is healthcare-specific data and domain logic. That is the gap Catchment fills.
The data exists. The decisions outrun it.
Each requires weeks of analyst work today. The Catchment agent answers in minutes, with the underlying evidence attached.
An MCP-server architecture. Customers do not adopt a new application — they add Catchment as a connector inside the AI workspace they already pay for. Only the bottom two layers are ours.
Customers add Catchment as a connector inside the AI workspace they already pay for — operational within an hour.
Data, structure, distribution, domain, and discipline — each defensible against both incumbent healthcare intelligence vendors and generalist AI platforms.
Proprietary national healthcare dataset — geospatially indexed and AI-ready. Incumbents lack the breadth; generalist AI cannot reach these answers.
Census-block-aggregated, fully de-identified — outside HIPAA scope by construction. No BAAs, no PHI, no security-review friction.
MCP-native and platform-portable. The same server reaches Claude, ChatGPT, Carto, and Copilot without incremental engineering.
Founders have spent careers in this category — the buyer, the data, and the failure modes of the prior generation. No agentic competitor exists yet.
Senior team day one. Foundation-model leverage. Consumption pricing. A focused beachhead in place of horizontal breadth.
Every platform shift relocates value from the application to the infrastructure beneath it. Catchment is built to be the infrastructure healthcare's agent shift relocates value toward.
REIT and MOB capital is a bet on provider performance — first to real estate buyers, then across the healthcare market economy.
REIT acquisition committees meet weekly or biweekly. Proof-of-concept to paid pilot fits inside a single decision cycle.
The cap-rate impact of better site selection is measurable, attributable, and material to the buyer's P&L.
Census-block-aggregated, de-identified claims. No PHI, no BAA, no security review. Catchment sells where incumbents stall.
Incumbents serve hospital strategy departments. No agentic AI platform targets REIT and MOB site decisions today.
A small amount to prove the architecture against a paying customer, then a build-out tranche contingent on that proof. Stage 1 investors hold right of first refusal on Stage 2 at a defined valuation step-up.
Execution already derisked — fixed-price Phase 1 build under an executed vendor SOW; predecessor cloud migration complete.
The full thesis and pitch deck are available on request. We are particularly interested in investors who can introduce target REIT, MOB, and provider customers, and who are prepared to engage on a 90-day timeline.