For healthcare brokers & advisors

Understand the facility behind the deal.

Check the numbers behind an offering, compare nearby facilities, and understand what could affect the deal. Build market studies and offering memoranda with the records reviewers need.

Senior housing · Skilled nursing · M&A advisory · Brokerage · Valuation

Try Kai for your work

Choose an example or write your own question.

Free account required. No credit card.

$11–20K

consultant study, replaced

Weeks → hrs

to a defensible number

5x

the deals one analyst covers

15 hrs

back every week

01HOW IT WORKS

Understand the situation. Move the work forward.

Focus your diligence on the targets and risks that matter. Get the evidence, assumptions, and investment case together.

INTELLIGENCE

Know the facility behind the asking price.

Review cost reports, ownership, quality, staffing, and available state records together. Compare nearby facilities and market conditions. See what supports the offering and which numbers need follow-up with the seller.

Research the facility
Illustrative project · example output
K
P
A
S
Project · UnderwritingExample

Skilled Nursing Facility: Underwriting Review

Pull every filing on the asset, cross-reference the numbers, and flag what the pro forma is hiding.

Cost ReportsRate LettersDeficiency HistorySeller Pro Forma

What Matters

6

Discrepancies

12

Comps pulled

3

Risks flagged

Rate letter overstates Medicaid per diem by $14/day.
Occupancy trend diverges from the OM by 6 points.
Two deficiencies not disclosed in the package.

What You Get

UWUnderwriting memoReady
XLAdjusted pro formaReady
CPComp setDraft

Your Next Step

Review how the $14/day Medicaid rate variance affects the valuation.

Open memo
SIGNALS

Predictive signals keep the deal current.

Compare the offering memorandum with newer reimbursement, ownership, quality, and staffing records. Identify assumptions that need updating before buyers rely on stale numbers.

Check the offering
Example updates
1 new
  • OW
    Ascension St. Vincenthigh

    PECOS filing: new operator effective Sep 1

    2 hours agoOwnership
EXECUTION

Give buyers the materials to evaluate the deal.

Build an offering memorandum, market study, or valuation analysis around the facility and your documents. Keep the sources and assumptions visible so buyers can review the story behind the numbers.

Create my deal materials
Your pipeline results
Q3 2026Export

$2.4M

Pipeline sourced

+34%

142

Accounts touched

+28

22%

Close rate

+4pp

Opportunities to pursue

Not in CRM38 accts$890K
Ownership change12 accts$420K
Live RFP8 accts$640K
Distress signal6 accts$310K
Illustrative report · Research and results for your team.
02EVIDENCE

Real results from real sessions.

Examples from production sessions. Review the context behind each result; outcomes vary.

17.2x

ten-year return, modeled and stress-tested

A senior-housing investor asked Kai to model a recap on a $6M deal. It built the bridge-to-HUD: $7.9M cashed out at the Year-3 refinance, a 17.2x ten-year return, the downside laid out. The work an analyst bills a week for.

From the deal's economics, HUD refinance terms, and comparable transactions.

$173.6B

market mapped before the call

A commercial banker covering health tech used Kai to prep two prospects: the home-care market sized at $173.6B, each company's likely next raise, the reason to leave the incumbent. He walked in the most informed person there.

From market research, company filings, funding records, and live signals.

$108.7B

market sized, whitespace mapped

Kai sized the home medical-equipment market at $108.7B by 2033, mapped where it is fragmented, and named who is consolidating. The landscape a research firm charges five figures and six weeks for, in one answer.

From company filings, market data, and the competitive record.

In their own words.

There's zero comparison to a general AI. The detail and research I got from one session would rival hundreds of hours with a healthcare-specialty investment-bank team.

Partner, healthcare-focused PE fundInvestors & dealmakers

It can do a lease abstract and put a single-tenant deal proposal together in minutes, versus what could be an entire workday of underwriting. We'll be using it for all our proposals from now on.

Managing Director, healthcare M&A advisoryInvestors & dealmakers

It's kryptonite for every broker. The offering memos we look at are doctored, the only question is the slant. This is like seeing behind the kimono.

Managing Director, healthcare M&A advisoryInvestors & dealmakers

With Kai, it almost corrects itself, I'm not putting outdated information together anymore.

Senior Analyst, institutional healthcare brokerageInvestors & dealmakers

Try it with your own question.

Free to start. No credit card. See what Kai finds in your first session.

Try free · No credit card required

YOUR CONTEXT, ACROSS MODELS

Your question. Your context. Work you can use.

Kai brings healthcare sources and your business context to supported AI models. Research the question, check the evidence, and turn the conversation into useful work.

AI models

Your choice of supported models

Choose from supported models while keeping your healthcare research and project context together.

Healthcare sources

Public records & connected data

Research organizations, markets, and policies using the sources available for your question.

Kai

Answers, analysis, and finished work

Connect the research to your business question, explore the implications, and create a brief, plan, or target list.

Choose from supported models while keeping your healthcare research, business context, and projects together.

04TRUST

Know what supports your decision.

Check the evidence

Follow source links and reporting periods to see what supports the answer.

Know what needs a closer look

See the assumptions, coverage gaps, and open questions before you make a decision.

Get answers that fit your business

Bring your documents, priorities, and goals into the analysis so it addresses your situation.

05PRICING

Start with a question that matters to you.

Start free, then choose a plan for your ongoing work.

Individual plans first. Team and Enterprise plans follow below.

For individuals

Free

Compare Kai to general AI.

Ask real healthcare business questions, review cited answers, and get a daily brief for your role before you pay.

$0/mo
  • 7 free prompts per month
  • Cited answers with source links
  • Daily brief for your company and role
Try it free

7 prompts / month

Starter

Find opportunities in healthcare data.

Standard intelligence for individual work. Turn healthcare questions into cited answers, exports, notifications, and automated reports.

$199/mo
  • 30% higher-quality intelligence
  • Export to Excel, Word, PowerPoint
  • Notifications and automated reports
Choose Starter

100 credits / month

Pro

Your data connected

Kai works while you don't.

Enhanced intelligence that watches your sources, connects your data, and surfaces opportunities, risks, and timing signals before you go looking.

$399/mo
  • 50% higher-quality intelligence
  • Connect CRM and email
  • Source monitoring and predictive signals
  • Larger uploads and export templates
Choose Pro

140 credits / month

For teams

Team

One shared intelligence base for your team.

Standard intelligence for teams. Share findings, projects, documents, reports, and notifications so no opportunity stays trapped with one person.

$199/seat /mo

5-seat minimum

  • 30% higher-quality intelligence
  • Shared projects and documents
  • Team reports and notifications
Start a team

100 credits / seat / month

Team Pro

Your data connected

Kai works while your team stays ahead.

Enhanced intelligence for teams. Connected data, shared knowledge, source monitoring, and predictive signals help everyone find opportunities earlier.

$399/seat /mo

5-seat minimum

  • 50% higher-quality intelligence
  • CRM and email enrichment
  • Data enrichment and shared knowledge
  • Predictive signals and unlimited reports
Start Team Pro

140 credits / seat / month

Enterprise

Your private healthcare intelligence system.

Custom intelligence mapped to your company knowledge, workflows, data infrastructure, and security requirements.

Custom
  • 70% higher-quality intelligence
  • 98% verified accuracy, no more hallucinations
  • Live company knowledge repository
  • AI coworkers, workflows, private infrastructure
Discuss your needs

Custom pooled credits

Starter finds opportunities. Pro keeps watching for them. Teams share the work. Enterprise maps Kai to your company.

Understand the facility behind the deal.

Free to start. No credit card. Ask your first question and see the difference.

Try free · No credit card required

Measured across a 151-day production deployment at a publicly traded Fortune 500 healthcare company that grew Kai from 2 seats to 30+. One rep identified $4.5M in a single session. Results vary.