InvestorsConfidential — shared for discussion

The intelligence layer for healthcare and insurance — built, launched, and scaling.

TheoVex is one AI-native ecosystem for two of the largest, most regulated, and least AI-native markets on earth — healthcare and insurance. The full suite is live today, powered by a single compliant intelligence layer: Theo. After a year of launches and exceptional growth, we're in scale mode.

Specific metrics and financials are shared privately on request.

The opportunity

Regulated industries can't put modern AI to work.

Healthcare and insurance run on fragmented, legacy systems that block agility — and the AI that could fix it can't legally touch their data. Compliance is the barrier, and it's exactly where we start.

  • Rigid core systems — EHRs, claims, policy admin — block any real agility.
  • Enterprise-grade AI is priced out of reach for mid-market clinics and agencies.
  • Teams stay dependent on expensive outside consultants to ship anything.
  • Most “AI” in these sectors stops at basic drafting — not real workflows.
  • There's no plug-and-play, compliant OS to scale on.
Two markets, one layer

Two enormous, compliance-locked markets. One AI-native ecosystem that serves both — and incumbents can't follow without rebuilding from the model layer up.

Why TheoVex wins

A wedge competitors can't copy.

Healthcare + insurance focus

We don't build general-purpose AI. Every product is purpose-built for the highest-stakes regulated verticals, where being right and compliant is the whole game.

HIPAA + SOC 2-native moat

Compliance is built into the framework from the model layer up, not bolted on. Incumbent AI tools can't enter these markets without rebuilding — that gap is our moat.

Five products, one intelligence layer

Theo powers all five products we've shipped, so each one compounds the same core orchestration, safety, and compliance work instead of starting over.

Built-in industry relationships

We launch into pre-existing distribution across insurance agents and medical practices — not a cold market we have to buy our way into.

The ecosystem

Five products, one intelligence layer.

All five products are live today. Theo is the core — every product compounds the same orchestration, safety, and compliance work, so the suite gets stronger with each release.

Strategic advantage

Distribution most startups spend a decade earning.

Our go-to-market doesn't start from zero. It rides a foundational insurance distribution network built over a decade — turning a cold-start problem into a warm, embedded launch.

Built on a top FMO network

A foundational field-marketing-organization distribution network, a decade in the making, sits underneath our go-to-market.

Direct carrier access

Established relationships reach across every major U.S. insurance carrier — not introductions we still have to earn.

Embedded agency reach

Instant distribution into thousands of insurance agencies through partnerships that already exist.

Near-zero-CAC growth

We grow through embedded industry partnerships instead of buying demand, keeping acquisition costs structurally low.

Pre-validated product-market fit

Product-market fit was proven inside the sector before launch, with operators who feel the problem every day.

Two verticals, one motion

The same intelligence layer sells into both medical practices and insurance agents, so every relationship compounds.

Traction

Momentum, not vanity.

Every product is live and adoption is compounding. The specifics are in the deck; the shape of it is here.

The full suite is live

All five products launched this year and are available today — not a roadmap, a shipped ecosystem.

Growth is compounding

OpenCharts has thousands onboarded and the base grows every week, with a roster of companies running real workloads on the Theo API.

A high-converting pipeline

We demo to new businesses every week and close a strong share of them across both core products.

Deep daily engagement

Power users return daily — the kind of engagement that signals a tool teams run their work through, not try once.

The long-term arc

Where we’re headed.

Phase 01

Built & launched

Done — the full five-product suite shipped this year and is live across healthcare and insurance.

Phase 02

Scaling now

We're in scale mode: pushing go-to-market through our insurance distribution network as growth compounds across both verticals.

Phase 03

Ecosystem flywheel

All five products compounding on one intelligence layer across subscriptions, API usage, and HSA infrastructure.

Milestones this round unlocks
  • Scale go-to-market across our insurance distribution network.
  • Deepen the platform to 100+ EHR integrations for healthcare.
  • Grow the paid OpenCharts base and the API developer community.
  • Land marquee enterprise customers across the sector.

Every product is live and growth is compounding. We're scaling toward meaningful, durable ARR across subscriptions, API usage, and HSA infrastructure, with a clear path to profitability. Detailed financials and the full model are shared on request.

Leadership

The people behind TheoVex.

A senior founding team is in place — and growing fast as we scale.

Ariel Dominguez

Chief Executive Officer

Visionary leader and architect of the TheoVex ecosystem, setting the thesis that regulated industries need an intelligence layer, not another point tool.

Tony Feijoo

Co-Founder

Built one of the country's largest FMOs over a decade and is a force in health insurance distribution — the foundation of our go-to-market advantage.

Alexandr Vinocurov

Chief Operating Officer

Operational leader focused on execution and scaling high-growth technology ventures from early traction through expansion.

Daniel Diaz

Chief Legal Officer

Legal and compliance expert ensuring robust guardrails across every product, so our compliance posture stays a moat rather than a liability.

Investor relations

Scale it with us.

Everything is built, launched, and growing fast — now we’re raising to scale. If that’s something you want to be part of, send a note and we’ll share the deck, the data room, and the full model, straight from Ariel.

ariel@theovex.com
ariel@theovex.com