Signal/pitch/signal-asset-package-v1.md
Kisa c2141a127a Update Signal brand language and add pitch/build artifacts
- Remove 'coverage' from worklist description across all docs
- Add whitepaper v2, documentation gap whitepaper, gate demo, sample
- Add TERAX.md, Claude Code settings, test-data generator
- Add settings.local.json to .gitignore

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-28 10:14:16 -04:00

121 lines
5.4 KiB
Markdown
Raw Blame History

This file contains ambiguous Unicode characters

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

# Signal — Asset Package | Executive Summary
**STTIL Solutions LLC | Confidential | April 2026**
---
## Market Opportunity
The CGM DMEPOS market is entering a window of structural stress that rewards
suppliers with proactive coverage management tooling.
- **2028 Competitive Bidding (CB):** CMS is expanding CB to CGM categories.
Margin compression will accelerate. Suppliers that reduce denials and appeals
overhead gain a direct cost advantage over competitors still running manual,
reactive workflows.
- **Prior Authorization Expansion (April 13, 2026):** CMS implemented expanded
PA requirements for CGM and related DMEPOS categories. Every prior auth cycle
introduces a coverage gap risk. Suppliers need automated visibility into
those gaps to act before a claim touches a PA trigger.
- **Enrollment Moratorium:** CMS supplier enrollment moratoria in high-risk
areas are tightening the supply pool. Existing enrolled suppliers face
consolidation pressure and rising per-patient management burden — exactly
the problem Signal is designed to reduce.
- **Denial Patterns:** CGM claims deny on predictable, preventable conditions:
coverage lapsed before refill, physician visit not renewed on the Medicare
180-day cycle, quantity exceeds allowable without documentation. Signal
flags all three before shipment, not after.
The total addressable market is approximately 7,500 Medicare-enrolled DMEPOS
suppliers billing CGM. A conservative 1% penetration at $3,600 ARR = $2.7M ARR.
CMS projects CGM beneficiaries to exceed 3.2 million by 2028.
---
## What Signal Does
Signal is a B2B documentation worklist tool built for DMEPOS supplier back-office
teams. It replaces manual spreadsheet tracking with an automated, rule-driven
coverage clock.
- **Coverage Clock:** Calculates coverage expiration per patient per device
using payer-specific wear-day rules (Dexcom G6/G7, Libre 2/3, Omnipod 5).
Medicare visit renewal (180 days) is tracked as a separate flag.
- **24-Hour Batch Worklist:** n8n orchestration runs nightly. Staff arrive to a
sorted worklist — `OUT_OF_COVERAGE`, `VISIT_DUE`, `REFILL_WINDOW`, `OK`
with highest-urgency patients at the top.
- **Minimal PHI Surface:** The system ingests `patient_id`, `device_type`,
`shipment_date`, `quantity`, `payer` only. No names, SSNs, DOBs, or contact
information enter the system. The supplier's own staff map `patient_id` back
to identity in their existing systems (Brightree, EHR). All audit logs hash
identifiers before storage.
- **Self-Hosted:** Runs on supplier's own VPS or STTIL-managed Hostinger VPS.
Data never leaves the supplier's network. No third-party SaaS dependency
on the data path.
---
## What's Included in the Sale
| Asset | Description |
|-------|-------------|
| Full source code | Python/FastAPI backend, coverage calculator, audit logger, PostgreSQL models, payer rules config |
| Research library | DMEPOS market research v3, compliance roadmap v1, CB/PA regulatory analysis |
| BAA templates | Hostinger VPS BAA request template; operator BAA framework for customer agreements |
| Newsletter strategy | Subscriber acquisition strategy for DMEPOS supplier outreach (v1) |
| n8n workflows | Self-hosted batch trigger workflow exports |
| `CLAUDE.md` handoff | Full AI-assisted development context file — new owner can continue building with Claude Code with zero ramp-up loss |
| 30-day knowledge transfer | Live sessions with STTIL Solutions founder covering architecture, payer rule updates, compliance posture, and go-to-market |
Buyer receives all intellectual property, documentation, and development context
as a clean, working asset. No vendor lock-in. No ongoing royalty.
---
## Ideal Buyer Profile
**Option A — DMEPOS Supplier (Direct User)**
A mid-size supplier billing 2002,000 CGM patients/month who currently manages
coverage tracking in spreadsheets or Brightree custom fields. Immediate ROI
through denial reduction. Can deploy internally or white-label for peer suppliers.
**Option B — Healthcare Operator / DME Platform**
A DMEPOS software vendor, billing company, or managed services operator looking
to add a differentiated coverage intelligence module to their existing platform.
Signal integrates cleanly into existing FastAPI or Django stacks.
**Option C — Consortium or Buying Group**
A DMEPOS buying group or GPO representing multiple suppliers. Acquire once,
deploy across member base. License to members as a value-add service. Buying
groups operating in markets with active CB expansion have the strongest urgency
case.
---
## Investment Range
**$25,000 — $60,000** (one-time asset acquisition)
Range reflects buyer type and included transfer scope. Direct supplier buyers
at the lower end. Platform/operator buyers and consortium structures at the
higher end. All terms negotiated directly with STTIL Solutions LLC.
No SaaS subscription required. No ongoing royalty. Buyer owns the asset outright.
---
## Why Now
- PA expansion is live as of April 13, 2026 — suppliers are feeling it now
- CB 2028 planning cycles begin at the supplier level 1824 months out
- The enrollment moratorium is reducing the number of new entrants who can
absorb this problem with headcount — existing suppliers must solve it with tools
- Early buyer gets the asset before it is offered to competitors in their market
- 30-day knowledge transfer window is time-limited and not guaranteed after
initial close
---
## Contact
[CONTACT PLACEHOLDER]