| Dimension & Weight | Assessed Capability & Risk Tested | Score | Moat Status |
|---|---|---|---|
| Data Gravity Weight: 35% |
Proprietary data depth & customer switching cost Stress Test: Foundation Model Disintermediation |
5.0 / 5.0 | Proprietary |
| Wrapper Immunity Weight: 25% |
Model independence vs. third-party API reliance Stress Test: Model Provider Commoditization |
4.8 / 5.0 | Proprietary |
| Deterministic Gov Weight: 20% |
Runtime governance, validation & auditability Stress Test: Hallucination & Policy Liability |
4.5 / 5.0 | Proprietary |
| Token Unit Economics Weight: 10% |
Inference / compute cost structure at scale Stress Test: Inference Volume Inflation |
4.5 / 5.0 | Proprietary |
| IP & Compliance Weight: 10% |
IP ownership, licensing & certification posture Stress Test: Open-Source Contamination & Mandates |
4.5 / 5.0 | Proprietary |
| Strategic IP Asset | IP Class & ISD Structural Role | Value Proposition & Counterfactual Impact | Estimated Reconstruction Cost | IC Relevance |
|---|---|---|---|---|
| Project Beacon Proprietary Data CorpusKey-Person | Proprietary Data AssetCOMPOUND FLYWHEEL | Longitudinal proprietary dataset creating high data gravity and customer switching cost. ISD Counterfactual: If removed: algorithmic precision reverts toward commodity baseline and the data flywheel stalls. |
24–36+ mo (very high) | Data Flywheel |
| Project Beacon In-House Model & Inference Stack | Model / Algorithmic IPMODEL INDEPENDENCE | Owned model / inference path rather than a thin wrapper over third-party foundation-model APIs. ISD Counterfactual: If removed: capability reverts to third-party API dependence, exposing margin and continuity risk. |
24–36+ mo (very high) | Model Independence |
| Project Beacon Deterministic Governance Layer | Architectural IPGOVERNANCE GATE | Hard runtime validation gates enforcing bounded, auditable execution. ISD Counterfactual: If removed: control evidence for governed execution and enterprise auditability materially degrades. |
24–36+ mo (very high) | Governance Gate |
| Project Beacon IP & Compliance Portfolio | Legal / Compliance IPCOMPLIANCE GATE | Invention assignments, registered IP, and certifications underpinning enterprise deployment. ISD Counterfactual: If removed: enterprise and regulatory exposure rises and deployment friction increases. |
24–36+ mo (very high) | Compliance Gate |
| Project Beacon Automated Workflow Engine | Software / Algorithmic IPCORE EBITDA DRIVER | Automates 2 audited operating workflow(s) into recoverable EBITDA. ISD Counterfactual: If removed: forfeits +$2,696,880/yr of modeled post-close automation EBITDA. |
12–24 mo (moderate–high) | EBITDA Driver |
| Workflow Name | FTEs | Burdened Rate | Feasibility | Net Lift |
|---|---|---|---|---|
| Prior Authorization & Denial Appeal Triaging | 18 FTEs | $55/hr | 75% Feasible | +$1,510,800 |
| Clinical Code Extraction & Crosswalk | 12 FTEs | $55/hr | 75% Feasible | +$1,186,080 |
| Exit Multiple Scenario | Pro-Forma EBITDA ($7.95M) | Gross Exit EV | Entry Purchase Basis | Net Equity Value Created (Net of $120k CapEx) |
|---|---|---|---|---|
| Multiple Compression (11.0x) | $7.95M | $87.42M | -$68.25M | +$19.05M |
| Multiple Maintenance (13.0x Base Case) | $7.95M | $103.31M | -$68.25M | +$34.94M |
| Multiple Expansion (15.0x Target Exit) | $7.95M | $119.20M | -$68.25M | +$50.83M |
| Pricing Power Multiplier: | 1.950 | Derived from data-gravity & unit-economics scores |
| Structural Business Resilience: | 0.900 | Derived from deterministic-governance score |
| Competitive Pressure Risk: | 3.0% | Inverse of wrapper-immunity score |
| M&A Integration Synergy: | Requires VDR | Platform & integration diligence pending |
| Node ID | Source Family | Document / Origin | Substantiating Evidence Data | Confidence |
|---|---|---|---|---|
| E-0101 | Software & AI Supply Chain (SBOM) | Git Repository AST Scan & Snyk Dependency Manifest 05. Engineering / 05.01 Source Repositories · Repository 'beacon-clinical-engine' Commit f48a29b #e99a18c428cb |
Core inference executed on VPC-isolated Mistral weights with zero OpenAI/Anthropic API runtime dependencies. | Illustrative 96% |
| E-0102 | QoE / Financial Source of Truth | 12-Month Itemized AWS & Infrastructure Invoices 03. Technology / 03.02 Cloud Infrastructure Bills · Invoice AWS-2026-07-3392 #2c26b46b68ff |
Average trailing 12-month GPU compute invoice $2,900/month; unit cost $0.238 per prior authorization. | Illustrative 95% |
| E-0103 | Data Rights, Lineage & IP Transferability | Data Lineage Manifest & Customer DPA Rights Audit 07. Data Architecture / 07.01 Data Provenance · Data Catalog pp. 12-44 #7f83b1657ff1 |
4.2M historical clinical encounter records verified; 100% of DPAs grant de-identified continuous model training rights. | Illustrative 97% |
| E-0104 | Sector Regulatory & Compliance Trajectory | SOC2 Type II Examination Report & HIPAA Compliance Review 08. Legal & Compliance / 08.01 Security Reports · Schellman SOC2 Type II Report pp. 4-18 #c672b8d1ef56 |
Zero exceptions identified; 100% of customer BAAs permit de-identified telemetry aggregation for ongoing model training. | Illustrative 96% |
| E-0105 | AI TEVV & NIST Ground-Truth Evals | NIST AI RMF 1.0 Golden Benchmark Validation Suite 05. Engineering / 05.04 QA & Benchmarks · Test Run Report 'BENCH-2026-08-01' #a591a6d40bf4 |
10,000 blind payer scenarios evaluated with zero policy hallucinations; hard state validation passed in 100% of cases. | Illustrative 96% |
| E-0106 | Workflow Operating Telemetry | Snowflake Event Lake — 12-Month Prior Auth Telemetry Logs 04. Operations / 04.01 Telemetry & Case Queues · Table 'fact_prior_auth_intake_2025_2026' #4a5a543f8bfd |
146,200 completed prior authorizations; average handle time 7.8 minutes; human intervention in 11.2% exception cases. | Illustrative 94% |
| E-0107 | Workflow Operating Telemetry | JIRA Service Management & Epic EHR Event Stream 04. Operations / 04.02 Denial Queues · Table 'fact_denial_appeals_metrics' #8d969eef6eca |
88,400 appeal packets generated; closed-loop overturn success 84.6% vs 61.2% industry baseline. | Illustrative 93% |
| E-0108 | Data Rights, Lineage & IP Transferability | Customer MSA Cohort Matrix & Retention Schedule (2022-2026) 06. Commercial / 06.01 Customer Contracts & MSAs · Schedule 06.01-A 'Retention_Cohorts' #5e884898da28 |
96.4% Gross Revenue Retention; 118.2% Net Revenue Retention; 88% of ARR under 3-year minimum commitments with 3.5% CPI clauses. | Illustrative 96% |
| E-0109 | Security, SOC2 & SLA Resilience | Coalfire Network Penetration Test & Disaster Recovery Audit 08. Legal & Compliance / 08.03 Penetration Tests · Penetration Report pp. 2-24 #9f86d081884c |
Zero critical or high vulnerabilities identified; RTO demonstrated at 1.0 hour; daily immutable cross-region backups verified. | Illustrative 97% |
| E-0110 | Software & AI Supply Chain (SBOM) | Engineering Org Chart, IP Assignments & Git Ownership Map 09. Organization / 09.01 Engineering Team · Roster Schedule 09.01 #5e884898da28 |
100% of engineering staff signed comprehensive IP assignment agreements; top committer represents 28% of core commits. | Illustrative 94% |
| E-0111 | QoE / Financial Source of Truth | FY2025-26 Audited Financial Statements & QoE Schedule (BDO) 02. Financials / 02.01 General Ledger · Sheet 'P&L_Consolidated' L22:L45 #e3b0c44298fc |
Adjusted TTM EBITDA validated at $5,250,000 on net revenues of $35,000,000 (15.0% margin). | Illustrative 98% |
| E-0112 | Market, Win/Loss & Transaction Comps | Historical M&A Integration Post-Mortem & Architecture Runbook 10. Strategic & M&A / 10.01 Acquisition Integrations · Integration Report 'Project Apex & Project Pulse' #4a5a543f8bfd |
Two previous practice management add-ons fully integrated onto unified data lake within 3.5 months post-close. | Illustrative 93% |