IntakeIQ
Intelligent Intake. Effortless Care.
Investor Document
Executive Summary
March 2026 • Confidential

The first AI-native platform that automates dental patient intake — from form to chair-ready in minutes. IntakeIQ eliminates paper, slashes staff workload, and delivers verified, clean patient data directly into practice management systems.

The Problem

140,000 U.S. dental offices still rely on paper intake forms and manual data entry. Each new patient costs 10–20 minutes of staff time for triple data entry — clipboard to EHR, insurance card to billing, medical history to chart.

With 25–40% annual front-desk staff turnover, training costs compound. Transcription errors drive claim denials and delayed reimbursements. HIPAA compliance anxiety grows as paper records pile up. The result: frustrated patients, burned-out staff, and revenue leakage at every visit.

The Solution

Smart Mobile Intake

SMS link to patient — no app download. Dynamic forms adapt to dental history.

Insurance Card OCR

Snap a photo. AI extracts carrier, group, member ID, and plan details instantly.

Real-Time Eligibility

Automated verification before the patient sits down. No surprises at checkout.

AI Medical Analysis

Flags drug interactions, contraindications, and conditions relevant to treatment.

Bi-Directional PMS Sync

Pushes verified data into Dentrix, Eaglesoft, Open Dental, and more.

HIPAA by Default

End-to-end encryption, BAAs, audit logs. Compliant from day one.

Business Model

SaaS per-location subscription with implementation fees ($500–$1,500). DSO volume discounts available.

Starter
$199/mo
Solo & small practices
Professional
$279/mo
Multi-provider offices
Enterprise
$349/mo
DSOs & multi-location
Market Opportunity

Dental is amid a once-in-a-generation convergence: DSO consolidation (30% → 40% of practices), cloud PMS migration, and an AI adoption window. IntakeIQ rides all three waves.

TAM
$2B+
All dental workflow SaaS
SAM
$500–700M
Intake & eligibility
SOM
$5–20M
Years 1–3 capture

140K offices. High fragmentation. No dominant AI intake player. First-mover advantage is real.

Traction & Go-To-Market
  • Insider relationships with state dental associations
  • Conference circuit: ADSO Summit, SmileCon, Hinman
  • CE credit sponsorships for dentist engagement
  • Dental buying group partnerships (GPOs)
  • Phase 1: State associations & independents
  • Phase 2: DSO enterprise contracts
  • Phase 3: ADA endorsement pathway
Financial Projections
Year 1
$374K
100 locations
Year 2
$1.9M
500 locations
Year 3
$5.8M
1,500 locations
The Ask
$750K–$1.5M
Seed Round • 18-Month Runway

Funds product buildout, PMS integrations, HIPAA infrastructure, and go-to-market through dental association and conference channels.

Product & AI
45%
Go-To-Market
30%
Team & Ops
25%

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