PureXcelAI

AI That Moves
the Needle Across
Your Portfolio

Purpose-built AI for PE-backed healthcare. We add new platforms, improve existing ones, and build shared tools that scale across every portfolio company.

CONFIDENTIAL  |  2026  |  PUREXCELAI.COM

The Opportunity

Three Ways AI Creates
Portfolio-Wide Value

PE firms with healthcare portfolios face the same challenge: AI is moving fast, but applying it consistently across diverse companies is hard. PureXcel AI is built to solve all three layers of that problem.

Layer 01

Expand the Portfolio

AI accelerates how you source and evaluate new platform opportunities. Expand deal flow, surface targets faster, and support diligence more efficiently — with recently deployed capital or actively raising.

PureXcel: AI-powered deal sourcing and BD pipeline
Layer 02

Improve Existing Companies

We assess each portfolio company across sales, operations, staffing, compliance, and finance to identify where AI creates the most material impact. Every company is different. We meet them where they are and move fast.

PureXcel: AI audit, prioritization, and deployment
Layer 03

Build a Portfolio-Level AI Advantage

Create shared AI assets that portfolio companies adopt and configure for their own needs. Whether building proprietary IP, integrating best-in-class platforms, or a hybrid, PureXcel designs, builds, and executes the right model for your vision.

PureXcel: Build, partner, or support. Your strategy, our execution.
PureXcel AI

We assess every part
of the business
and deploy where AI
moves the needle.

PureXcel AI works across the full operating model of a healthcare company: sales, operations, staffing, compliance, finance, and clinical workflows. We identify where AI creates the most leverage, then build and run it.

We're not a SaaS tool your operators have to manage. We deploy it, run it, and report on it.

"The best AI improvements aren't always the most obvious. We look for the 20% of changes that drive 80% of the impact. And we make them happen fast."

Eric Demers, CEO, PureXcel AI

Where We Work

  • Sales and Business Development: pipeline generation, outreach, and meeting booking across any target market
  • Operations: administrative workflow automation, intake, scheduling, and coordination tasks that consume staff time
  • Staffing and HR: candidate sourcing, screening, and interview pipeline for clinical and non-clinical roles
  • Compliance and Documentation: audit prep, policy review, regulatory tracking, and documentation quality
  • Finance and Revenue Cycle: denial management, coding accuracy, and AR workflow optimization
  • Portfolio Visibility: GP-level dashboard across all companies showing AI performance, ops health, and ROI
PE Portfolio Applications

Where AI Moves
the Needle for Your Companies

Area Example Use Cases What AI Does Business Impact
Sales & Business Development Referral acquisition, payer contracting, employer partnerships, new market entry Autonomous outreach, lead qualification, and meeting scheduling targeting the right buyers at scale Faster pipeline growth. Expanded revenue channels.
Operations & Clinical Workflows Prior authorization, intake, scheduling, care coordination documentation AI automates high-volume administrative tasks, reduces manual touchpoints, and accelerates throughput Staff capacity freed. Fewer denials. Stronger cash flow.
Staffing & Talent Acquisition Clinical hiring, contingent workforce, executive search, retention risk Continuous candidate sourcing and engagement. Screens interest and routes qualified candidates to hiring managers Faster hiring. Lower agency costs. Better candidate quality.
Compliance & Risk Audit preparation, policy review, regulatory change tracking, documentation quality AI monitors regulatory updates, flags compliance gaps, and drafts or reviews required documentation Stronger audit readiness. Reduced compliance risk.
Finance & Revenue Cycle Denial management, coding accuracy, AR follow-up, billing workflow AI identifies denial patterns, recommends corrections, and automates follow-up on outstanding claims Higher collections. Fewer write-offs. Faster cycle times.
Portfolio-Level Intelligence GP Team Unified dashboard across all portfolio companies covering AI performance, pipeline health, ops metrics, and intervention flags Real-time visibility. Faster GP decision-making.
Case Study

Building an Autonomous BD Pipeline
for a Value-Based Care Platform

A value-based care technology company serving independent practices, community health centers, and hospital systems engaged PureXcel AI to design and operate a fully autonomous business development pipeline. Multiple buyer segments across the US were targeted with zero manual outreach required from their team.

33%
LinkedIn Connection Acceptance Rate
26%
Warm Reply Rate, Top Segment
4,800+
Qualified Prospects Sourced & Engaged
100%
Fully Autonomous, Zero Manual Outreach by Client

What We Did

  • Designed ICP profiles and buyer segments across practices, hospitals, and payers nationally
  • Built fully autonomous multi-channel outreach in the client's voice, AI-personalized to each recipient
  • AI classified every reply in real time, drafted follow-ups, and surfaced warm leads for human review
  • Delivered weekly pipeline reporting to client leadership covering contacts reached, engagement rates, and meetings booked

Key Outcomes

  • 33% connection rate and 26% warm reply rate in the top-performing segment within 8 weeks of launch
  • 4,800+ ICP-matched prospects sourced, enriched, and sequenced automatically
  • Multiple warm conversations active simultaneously, including a potential channel partner representing thousands of independent physicians
  • Client team spent zero hours on outreach. Fully handled by PureXcel AI end-to-end
Our Approach

How We Work With
Portfolio Companies

1

AI Opportunity Assessment

We map the business across sales, ops, staffing, compliance, and finance to identify the highest-ROI AI opportunities

2

Prioritize and Scope

We focus on the 20% of changes with 80% of the impact. Quick wins with material outcomes, not complex multi-year projects

3

Build and Deploy

We build and deploy AI agents and automations configured to each company's processes, voice, and systems

4

Run and Optimize

We operate the AI layer on an ongoing basis, monitoring performance, refining outputs, and expanding what works

5

Report to GP

Your team sees results across all portfolio companies in one unified view: performance, ROI, and where to act next

Per-Company: Each portfolio company gets its own AI instance configured to their market, workflows, brand voice, and goals. Fully independent and fully managed by PureXcel.

Portfolio-Level: Whether you want to build proprietary AI, integrate proven platforms, or partner with specialists, PureXcel can design and execute the right approach. The goal is a durable AI advantage you own and each portfolio company can put to work.

Why PureXcel AI

Built for operators.
Not software teams.

Most AI platforms require your portfolio companies to hire, configure, and maintain them. PureXcel runs the entire AI layer. Your operators focus on delivering care, not managing software.

Rapid
From assessment to first deployment in weeks, not months
Multi-tenant
One instance per company, one view for the GP team
Done-for-you
We run setup, copywriting, optimization, and reporting
White-label
Fully branded per company, looks and feels like their team

What Sets Us Apart

  • Healthcare-first: built for services businesses across staffing, outpatient, home care, behavioral health, and value-based care
  • PE-native model: designed for portfolio-wide deployment with GP-level reporting from day one
  • 80/20 focused: we identify the highest-leverage improvements, not the flashiest ones. Small changes, material outcomes.
  • Shared platform capability: common operational workflows built once at the GP level and configured across portfolio companies
  • AI that sounds human: voice configuration ensures every AI interaction reflects each company's brand and culture
  • Proven in healthcare: deployed across executive search, outpatient care, home health, and value-based care contexts
About PureXcel AI

Who We Are

PureXcel AI is an AI strategy and implementation firm purpose-built for healthcare. We work with PE-backed healthcare companies to identify, build, and operate AI that drives measurable business outcomes across every part of the organization.

Founded by Eric Demers, a recognized AI strategist with hands-on experience across hospitals and health systems, payers, health tech, revenue cycle, and value-based care organizations.

Healthcare Experience Across

Hospitals and Health Systems Payers Health Tech Revenue Cycle Management Value-Based Care Healthcare Services

Proposed Next Steps

  • Share this overview with your investment and operating partners
  • Identify 1 to 2 portfolio companies with acute operational or growth challenges
  • PureXcel builds a tailored scope specific to that company's use case and priorities
  • 60-day pilot with agreed metrics; scale across portfolio if proven
  • Optionally: begin scoping a portfolio-level shared AI platform
Contact

Eric Demers

CEO, PureXcel AI

eric@purexcelai.com

purexcelai.com