For DSOs and PE‑backed groupsOperations · Finance · Investors

Same‑store growth. No new headcount.

The growth your next recap will be judged on is already sitting in the practices you own: accepted and never scheduled, overdue and never called, contracted and never paid in full. It fits the chairs and the people you already pay for. What's missing is one record across every location that can say so, and be checked.

See Investment Intelligence Run contract variance on a portfolio

HIPAA‑ready4 patents pendingTwo design‑partner seats open

Portfolio brief

Tuesday · 7:45 am · twenty locations · one record

Advise mode

20locations

4 → 1systems of record

2want a conversation

Modelled portfolio. Every figure on this page carries the source rows behind it on yours.

The altitude problem

You run twenty practices. You're handed twenty exports.

An operations director and a CFO sit above the office manager's altitude, and yet get the office manager's data: a different system at every acquisition, a spreadsheet at month‑end, and a number nobody can quite defend at the board.

Measurement bias, removed

Each location measures itself the way its system and its manager happen to. Vella extracts every record into one standard, so a 4% at Willow Park means the same thing as a 4% at Southgate, and the comparison finally holds.

The month‑end analyst job, retired

At five locations and beyond, reporting becomes someone's second job: log into each system, export, reconcile, defend. The record is already reconciled when the day starts, so the person doing that work gets their week back.

Decisions, not dashboards

You don't need a twenty‑first KPI. You need to be told which two locations need a conversation, why, what it's worth, and what the record says you should do about it. That's an action card, not a chart.

The hard part was never the dashboard. It was one record that every location can be measured against. We had to build that first, before any of the intelligence on top of it could be trusted.

The mandate

The growth is already inside the practices you own.

Not acquired. Not sold. Produced, accepted, and then quietly dropped somewhere between the chair and the ledger, at every location, in a slightly different place.

One location · one month · identified in the recordModelled

Accepted treatment, never scheduledDiagnosed, presented, agreed to — then never booked.$24K

Recall overdue, uncontactedThe cheapest appointment you will ever fill.$16K

Specialty referred outside the groupWork a sister location could have delivered.$12K

Benefits expiring unusedInsurance dollars about to reset to zero.$9K

Per location$61,000every month, identified in a single practice's record

Across twenty$1.2Mevery month — before you acquire anything

How we count

Anything no longer indicated, already delivered elsewhere or outside the patient's benefit is stripped out before it's counted. What survives has a patient, a code and a chair behind it — the same ledger we use on Run the Numbers.

Why it fits the headcount you have

None of it needs a new provider or a new operatory. It needs the schedule filled from the record instead of the phone, and the recall called before it lapses. That is work Vella does in Advise mode first, and only ever with your say‑so after that.

What a buyer sees

Same‑store collections and EBITDA growth by vintage cohort is the first thing a recap partner asks for. This is the organic half of that number, the half you can't buy.

Tuesday, 7:45 am

Eighteen ran themselves. Two want a conversation.

This is what the top of a twenty‑location group looks like when the record is whole. Not a wall of KPIs. A board that says which locations need you today, and two cards that say why.

Portfolio · same‑store, trailing twelve months

Modelled group · twenty locations · every figure with its source rows

2 conversations

Willow Park+6.1%Ran itself

Maple Grove+4.8%Ran itself

Riverside+7.2%Ran itself

Oak Hollow+5.5%Ran itself

Cedar Point+3.9%Ran itself

Lakeside+6.4%Ran itself

Brookfield+8.1%Ran itself

Pine Ridge+5.0%Ran itself

Fairview+4.4%Ran itself

Elm Street+6.8%Ran itself

Harbor View+5.7%Ran itself

Meadowbrook+7.6%Ran itself

Southgate−1.2%Yield · contract variance

Stonebridge+5.2%Ran itself

Clearwater+6.0%Ran itself

Hillcrest+4.1%Ran itself

Westfield+6.9%Ran itself

Birchwood+5.4%Ran itself

Northlake−0.6%Recall · 212 uncontacted

Summit+7.0%Ran itself

Southgate · Yield

Delta Dental PPO has short‑paid six codes since March.

−$3,904 a month against the fee schedule you signed. 218 claim lines, each with the contract line beside it. Recommended: reprocess and open the renegotiation. Your call.

Open the variance report

Northlake · Recall

212 hygiene patients overdue and never contacted.

One hygienist left in June and the recall list stopped being worked. Filling the open capacity is worth about $16K a month; the schedule already has the room. Recommended: Vella works the list in Advise mode. Your call.

See how a gap closes

Nothing on this board is a KPI. Each card is a constraint, an exposure or a scenario — with a recommendation and a receipt. What happens next is still your decision, in Advise mode first.

How Fleetwide RCM runs the day

Before the LOI

A quality of earnings reads the books. The record reads the chairs.

Five reported EBITDAs from a modelled five‑location target, and what each one reads as once the record has been extracted and every accepted plan, recall and remittance has been checked.

Reported, five locations$13.12M

As the record reads it$12.54M

Gap−$580K

At 9–14× for a platform of this size$5.2M – $8.1M of price

Modelled target, illustrative of the format. Multiples are the 2026 range quoted for ten‑plus‑location groups with a full management team; the gap is priced at the low and high end of that range. Vella hasn't underwritten a deal yet. The first ones are design‑partner engagements, priced, in Advise mode.

What a quality of earnings can't see

A QoE takes four to eight weeks and reads what the seller's books say. It can't tell you that a third of the treatment plan revenue was accepted and never scheduled, that recall lapsed at one location in June, or that a carrier has been short‑paying since March. The record can, because it's built from the chairs, not the ledger.

Pre‑scan before you sign

Fraud Guard runs an acquisition pre‑scan on the target's own record: detected schemes, estimated historical losses, and the control gaps you'd be inheriting. At twenty locations the odds of an active scheme somewhere are above ninety percent; you'd rather know before the multiple is agreed.

After the close, keep score

Every acquired location joins the same record on day one, so same‑store by vintage cohort is a fact from the first month: the number your next partner will ask for first, produced the way they'd want to see it.

Undocumented earnings get struck at diligence. At ten times, every struck dollar costs ten. The same arithmetic runs the other way: verified growth is worth ten too.

How the pre‑scan works

What runs on the record

Six things a group can run today. One record underneath all of them.

Because every location is extracted into the same record, none of these is an add‑on with its own copy of your data. They read one truth and they agree with each other.

Decide

Investment Intelligence

Where the next dollar of capital earns the most across the portfolio, with a hurdle rate, a probability and an audit trail instead of a gut call at the board.

$534Kdeliberately left undeployed in the working demonstration

Open Investment Intelligence Run

Fleetwide RCM

Eligibility, claims, denials and remittances worked the same way at every location, with the exceptions routed to a person and the rest done before 7:45.

~1 in 5claims denied on first pass — every one of them worked

See Fleetwide RCM Protect

Fraud Guard

Deterministic detection across the whole portfolio from day one, an evidence chain a court will accept, and a pre‑scan before you sign the next LOI.

90%+odds of an active scheme somewhere in twenty locations

How Fraud Guard works Simulate

What‑If

Add a provider, open on Fridays, buy the group across town: each scored against your own record and the census around each location, with a verdict you can defend.

5verdicts, from act to not supportable here

Try What‑If Find

Contract variance

The first thing we run on a portfolio: every claim line against the fee schedule in force, by carrier, by location. The one finding you can verify against paperwork you already have.

−$46,848one carrier, one location, modelled

Run it on a portfolio Connect

Vella Connect

A read‑only adapter extracts every location's record from whatever it runs on today. Nothing written back; you see the inventory before a byte moves.

4 → 1systems of record, without a migration

How the adapter works

Advise mode firstVella reads, reconciles and recommends. Nothing is posted, appealed, scheduled or changed unless you decide it should be.

Priced, not freeEvery engagement has a price you see before we start. A free audit is worth what you paid for it.

Two design‑partner seatsGroups that want to shape the DSO surface — action cards, the board, the deal record — with us, on their own portfolio.

Two to nine locations? The group practices page is written for you.

Twenty locations. One version of the truth.

Not a dashboard with twenty tabs. One record every location is measured against, two cards that say where you're needed, and a number you can defend to a board, a lender or a buyer, because the rows behind it are yours.

Talk to us about your portfolio Watch Vella work

HIPAA‑ready4 patents pendingAdvise mode firstTwo design‑partner seats open

Tell us how many locations, what they run on, and when your next recap is. Everything after that is a conversation about your record.

The scalable operating system that actually improves financial performance on its own.

Launching Q4, 2026

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