"Legacy drug-interaction databases — FDB, Lexicomp, Micromedex — are priced for hospital systems at $50K–$500K/year. They ship flat alert lists, not mechanism-level reasoning. The result: alert fatigue so severe that clinicians click through 95%+ of warnings."
"Mid-market practices and ISVs pay an enormous integration tax. Every clinical workflow — EHR, billing, drug interactions, e-prescribing, telehealth — lives in a separate vendor with its own data model and compliance footprint. There is no unified layer."
A modular clinical infrastructure stack. One canonical data model. Four products.
Orisan Clinical Systems is a holding company for a modular product family — Sage, RxLabelGuard, Connect, and SeedHealth — sharing a single HIPAA program, canonical data model, and developer experience.
$185K MRR in LOIs closing in 90 days.
This is not a projection. These are active letters of intent in final negotiation — representing a near-term path to $1M+ ARR without raising priced equity.
| Deal | Value | Confidence |
|---|---|---|
Anchor EHR (Sage) Per-clinic MRR | $836K weighted | Final negotiations |
Project Customer A Pharmacy management, 12-month | $350K | 85% |
Project Customer B Engineering services, 90-day | $150K | 85% |
Rx Exchange Partner Wholesale + analytics residuals | $164K weighted | Qualified |
Three converging markets. One infrastructure layer.
$120M
Four products. One platform. All high-margin.
Each product shares the canonical data model and HIPAA program. Each stream compounds the others.
An 18-month technical moat. Two distinct competitive fields.
| Competitor | Pricing | Mechanism |
|---|---|---|
| Orisan Sage | $0.007/call | ✓ Pathway-level |
| First Databank (FDB) | $50K–$500K/yr | ✗ Flat alerts |
| Wolters Kluwer Lexicomp | $50K–$500K/yr | ✗ Flat alerts |
| Merative Micromedex | Enterprise only | ✗ Flat alerts |
| DrugBank | Gated academic | Partial |
| Competitor | Build Time | Cost |
|---|---|---|
| Orisan Connect | 3 days | ~$5K |
| Redox | 6–12 months | ~$200K |
| Health Gorilla | 6–12 months | ~$200K |
| 1upHealth | Months | Enterprise |
| In-house eng. | 3–6 mo/integration | High burn |
One anchor deal starts a compounding flywheel.
Path to $10M ARR by Year 3.
Three compounding revenue streams — each one making the others larger. The anchor EHR deal alone scales from $0 to $120K MRR as the partner ramps from 50 to 1,000 clinics.
| Customers | ARR | Engineering | AWS | Gross Margin |
|---|---|---|---|---|
| 25 | $300K | $90K | $45K | ~55% |
| 100 | $1.2M | $180K | $180K | 70% |
| 200+ | $2.4M | $200K | $300K | 75%+ |
A small bridge unlocks a large valuation step-up. Each signed contract is a milestone that drives the cap higher. The SAFE allows the valuation to be set once the anchor contracts are signed and the platform's revenue trajectory is visible.
Given the near-term pipeline, a priced round would undervalue the company. The SAFE allows the valuation to be set once the anchor contracts are signed and the platform's revenue trajectory is visible.