Investment Committee Memo
CaseFlow IC Memo
Surgery Partners Ceo
8-page PDF closer built for your investment committee. Forward it unchanged.
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Portfolio Companies
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Total Practices
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Est. Annual Recovery TCV
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Why this memo exists: Every PE deal dies or closes at the IC meeting. This PDF gives your associate something to forward into the room unchanged — leakage TCV, implementation timeline, contract structure, and a signed pilot CTA on page 8.

What's in the PDF (8 pages)
1
Cover — firm name, portfolio stats, TCV summary
2
Portfolio leakage TCV table by company
3
90-day implementation timeline by week
4
Contract structure + tier pricing + volume discounts
5
Integration architecture + EHR list + SOC2 + BAA
6
Revenue recovery projection — 3 scenarios
7
Implementation team + escalation SLAs
8
Next steps — book call + start pilot CTA
Also review

Supporting materials that pair with this memo:

→ PE Contract Rollup — detailed TCV + MSA structure → Board Memo — 1-page pilot proposal for CFO approval → Book Page — your engagement summary + calendar
⬇ Download IC Memo PDF
⚡ Or skip the call — start $495 pilot now
Confidential — prepared for Surgery Partners Ceo investment committee review.
CaseFlow Surgical Revenue Recovery · https://surgeoncaseflow.com