The Investment Thesis

When AI can generate every note, letter, and claim for free — the last thing worth paying for is a human who will sign it.

That is the whole bet. I build the accountable layer of healthcare AI — the named clinician, the owned record, the signed outcome — across a portfolio of products that are already live.

Everyone is automating the work. We own the part that has to answer for it.

Blaine Warkentine, MD · blainomd.com
Boulder, CO
The Shift

The model, the harness, and the plumbing are collapsing to $200 a month.

Every vendor — OpenAI, Anthropic, Google, xAI — now ships the model, the agent, and the cloud computer as one bundled commodity. In healthcare that means the draft is about to be free: the note, the prior-auth letter, the billing code, the care plan. The scarce thing is no longer the ability to produce them.

When the draft is free, the signature is the business.

The investment thesis
2
The Thesis

AI commoditizes the tool, the model, and the plumbing. It can’t commoditize four things.

The named human who signs.
A model can draft. Only a licensed clinician can be accountable for it.
The proof a payer trusts.
A signed, attested outcome — not a log, not a confidence score.
The ownership extraction can’t reach.
Work and records owned by the people who do the work and the patients they serve.
The record that remembers.
The running, attested story of a life — not the billing machine.

We build on those. Only those.

The investment thesis
3
Why This Team

A clinical translator who grew a $250M vertical — and now ships the code himself.

MD, twenty years at the boundary between surgeons and technology. I built BrainLAB’s orthopedic navigation vertical from zero to $250M across two continents; five patents in image-guided navigation. Part of three healthcare acquisitions — InVivoLink (HCA Healthcare), PumpOne (Anytime Fitness), Disior (Paragon 28). I’m a translator by training — MD-trained, not a practicing surgeon — fluent with surgeons, health systems, and reimbursement.

The person who used to advise the founders now builds the things — the clinical judgment and the production software in the same week.

Blaine Warkentine, MD
4
One Machine, Many Doors

Each product proves one face of the same bet. SolvingHealth is the platform beneath them.

SurgeonValue
The AI front office for the independent surgeon. Every billing code becomes an attested, defensible record. NPI in, profile live in ten seconds.
ClinicalSwipe
The physician attestation marketplace. AI drafts clinical content; a licensed physician reviews and signs with a swipe. Audit-defensible, hash-anchored.
co-op.care
Worker-owned aging-at-home care. The signed outcome record, generated at the kitchen table — owned by the people who do the work.
SolvingHealth
The platform they all run on: the attestation layer, the owned data corpus, the billing rails. One engine, configured per vertical.

Different doors. One engine: draft with AI, sign with a human, own the record.

SolvingHealth
5
The Moat

The giants own scale. They structurally can’t own the signature.

A model vendor cannot be the accountable clinician. A claims giant cannot sit with your mother. The defensible layer is the one no amount of capital or compute can buy: a named human’s accountability, the owned outcome ledger, and the network of both. Competitors ship the automation in a weekend now — and that is exactly why the automation was never the moat.

The medical record bills. Ours proves — and answers to someone.

The investment thesis
6
What’s Real Today

Live products, not a deck.

3
products shipping now — SurgeonValue, ClinicalSwipe, co-op.care
7‑yr
WORM-anchored attestation record, OIG audit-defensible (AO 25‑03)
$0
EHR integration required for a surgeon to go live — enter an NPI

SurgeonValue catches the codes an EHR template skips. ClinicalSwipe turns AI output into signed, billable physician attestations. co-op.care is running with its first families in Boulder — a $59/month membership and a $199 physician assessment that documents care already eligible under §213(d).

Honest state: early, and deliberately small before it is replicable. No exits yet on this stack — this is the build phase. The three exits above are prior chapters, not this one.

SolvingHealth
7

Why now

The commoditization. AI just made the medical draft nearly free — so the accountable layer went from a nice-to-have to the entire remaining value. The window to own it is open precisely because the tool stopped being the moat.
The payment shift. CMS is steering Medicare toward outcome-based, accountable, directly-employed care — CJR-X, the ACCESS model, the 2027 fee schedule — and paying for the proof of outcome. Whoever owns the attested record owns that transition.
The demand. A third of adults already use AI for health advice — most with no clinician in the loop. People want a trusted human behind the machine. The market is proving it faster than the incumbents can respond.

CMS FY2027 rules · KFF Health Information & Trust, 2026 · public filings.

The investment thesis
8
If This Is Your Thesis

I’m not raising on this page. I’m finding the few people who see the same thing.

This is the whole picture; each product has its own deeper read. If you back the accountable layer of healthcare AI — as an investor, an operator who wants to build it, or a partner with distribution — that is the conversation I’m looking for. Sharpest-question-first. No pitch, no agenda beyond finding out if we see it the same way.

Find a time to talk →

Or reach me directly: Blaine Warkentine, MD · orthoblaino@gmail.com · Boulder, CO

Blaine Warkentine, MD · blainomd.com
9