Design PartnerSix seats · three paths

Six operators will help us finish it. This is the invitation.

Pick the path that fits your mandate, run it on your own data, and help us write its rules. You keep what it finds either way.

Your own dataNo new headcountProvable results
One recordyour own dataABCInvestmentRevenue integrityRisk management
Three paths

Choose the path that fits. You help us write its rules.

Every path starts with Phase One: your own data, no new staff, an outcome in weeks. Select one or more; it tells us where to start the conversation.

A

Investment path

Built on Investment Intelligence

Where the next dollar earns the most across the portfolio: the best combination, not the top five.

Phase One producesA ranked, defensible allocation for one decision you're already facing, with the evidence behind it.
Best suited to CFOs · funds · owners with a capital planSelect this path
B
CHAIRCLAIMBANK

Revenue integrity path

Built on Fleetwide RCM

Revenue cycle at scale, under your rules. Payers, thresholds, PPO versus fee‑for‑service.

Phase One producesContract variance and denials on one system, read where it sits, with every finding traceable to its rows.
Best suited to COOs · RCM leads · operations directorsSelect this path
C

Risk management path

Built on Fraud Guard

Fraud, credentialing and compliance: case files that assemble themselves.

Phase One producesThree‑way matching on every location's ledger and a graded case file for anything that doesn't tie out.
Best suited to Owners · the 2:14 am guardian · PE operating partnersSelect this path
Nothing selected yet — pick a path, or bring your own question to the call.Book a call
How it works

Three steps. No migration required.

Nothing here needs you to change systems. The reconciled view sits on top of what you have, and the value arrives there first.

Phase OneDesign sessionsKeep what it findsweeksat your pace
01 · Phase One

Your own data, read where it sits

A read‑only adapter reads one system with credentials you create and can revoke. Nothing is written back. Your path's first output arrives in weeks, not quarters.

02 · Design sessions

You help write the rules

A short call every few weeks with the people building it. You tell us what's wrong, what's missing and what you'd never let it do. Your input shapes your path first.

03 · Keep what it finds

Findings and the dataset are yours

Whether or not you go further: every finding with its rows, and your reconciled data in open formats. Terms are agreed per partner, in writing, before anything moves.

What we askOne system we can read, an operator who'll use it weekly, and an hour or two a month of honest feedback.
What you getEarly access on your path, a real say in what gets built next, design‑partner terms, and everything Phase One finds.

We will not promise every feature you ask for, and we will not ask for more than the path needs. Both sides say what they'll do, in writing, before Phase One starts.

Who fits

Three things we look for. Nothing else.

Six seats is a small number, so the first call is about fit, yours and ours. If it isn't there, we'll say so, and point you to the page that is.

01

A group of five or more locations, or a DSO

Owner‑led or PE‑backed. The paths are written for portfolio altitude; a single practice is better served by Run the Numbers.

02

A mandate you can name

Same‑store growth, revenue integrity, or control: the thing your board or your partner will ask about at the next meeting.

03

An operator who will actually use it

A director of operations, an RCM lead, a CFO or an owner who opens it weekly and tells us plainly when it's wrong.

Book a call

Thirty minutes to see if it fits.

The first call is a conversation about your mandate and your path. If we find alignment, we'll invite you to a second call with our leadership team, and your input starts shaping what gets built.

What you've selected
No path selected yet — that's fine. Bring the question you're carrying.
1Fit call · 30 minutes
2Leadership call · your path, your rules
3Phase One · terms in writing first

Prefer email? hello@canopy.dental

Built by the people who lived this problem.

You'll be talking to the three of us, not a sales team. If your path is one we can serve well, we'll say so. If it isn't yet, we'll say that too.

John SalterCEO & Co‑FounderTwenty years of Fortune 100 enterprise technology — go‑to‑market and partnerships.
Natalie MaddoxCOO & Co‑FounderTwenty‑three years inside dental operations. Every Vella workflow is something she fixed first.
Greg ElmoreCTO & Co‑FounderMIT data science, former NASA senior architect, Fortune 500 automation founder.
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Intelligent practice. Zero friction.