Medical Software Company Investment Opportunity in Daytona Beach, USA

We operate in a service-based and software-as-a-market industry and currently expanding our product suite.
1. Online video therapy (pay-as-you-go/monthly subscription)
Monthly subscription plans:
2. Add-on app (EHR) for therapists.
3. Add-on app (self-help) for clients.
Post-M&A, our top offerings will include:
- Virtual therapy sessions (CBT, trauma, couples)
- Integrative wellness plans (mental, physical, nutritional)
- AI-driven care tools for personalization and engagement.
- Therapist-client progress tracking & post-session support (via our in house chat technology)
- Dietitian consultations for mental-physical health alignment.
- ABA therapy, PT/OT, and chronic care management (expanding post-rollup)
These services are used by individuals seeking accessible, personalized care and by clinics and therapists to boost outcomes and operational efficiency. Most services are reimbursable through insurance providers and large payers, enabling scalable, high-margin growth. As we scale, Wellin5 will define the next category of hybrid wellness delivery. We plan to file patents/trademarks on the following.
- Match-making software algorithm (IP)
- Integration of AI within our product suite.
- Digital mental health tools (IP)
- Unique systems and processes.
- Client psychological data to develop/create new products/services that compliments our long-term vision. Our company operates as a tech-enabled virtual care platform, so we do not rely on a centralized physical facility, instead:
Primary operations are remote and cloud-based, enabling scalable, cost-efficient service delivery across the U. S. and Canada.
Corporate offices are based in Florida (Daytona Beach), with leased administrative space used for leadership and coordination.
Post-M&A, we will integrate with brick-and-mortar behavioral health clinics that typically include:
- 3,000–10,000 sq. ft. facilities.
- 1–2 floors with multiple therapy rooms.
- Long-term leases or owned premises, depending on the clinic.
- In-network payer relationships and compliant with all local health regulations.
- This hybrid model (post M&A) will allow us to combine virtual care with in-person services for enhanced engagement, outcomes, and insurance reimbursement. Funding & ownership structure.
Current funding:
- The company has been funded through a combination of founder capital, angel investors, and a seed equity round, with approximately USD 4M raised to date.
Outstanding debt:
- The company currently carries approximately USD 700K in debt on favorable, non-dilutive terms, used strategically to support growth initiatives, product development, and operational scaling.
Future capital strategy:
- As part of our roll-up and IPO roadmap, we are currently raising a nine-figure growth round through a blend of senior debt and institutional equity, targeting a 10-digit valuation and preparing for a public listing within 18–24 months.
Shareholders & ownership:
- The founder & CEO holds majority ownership with full voting rights, ensuring the ability to drive strategic decisions and long-term vision.
- Supported by high-conviction angel investors and strategic advisors, including Kevin Harrington, an original Shark from ABC’s Emmy-winning show Shark Tank.
- This founder-led, strategically backed structure enables is to scale aggressively through M&A while remaining aligned with long-term investor returns and public market readiness.