IntakeIQ

AI-Powered Dental
Intake Automation

Founding Cohort — $50/mo for Life

Pre-Seed 2026
The Problem

Dental intake is broken

82%
of practices still
use paper intake
23 min
average patient
wait time
$4,680
per practice / year
in wasted staff time
Manual data entry errors cause insurance claim denials — costing practices thousands more in delayed or lost revenue.
The Solution

IntakeIQ

AI-native platform that automates dental patient intake from form to chair-ready — in minutes, not hours.

💬

Conversational AI Forms

Patients complete intake through an intelligent, guided conversation — not a 12-page clipboard.

📷

Insurance OCR Verification

Snap a photo of the insurance card. AI extracts, verifies, and validates coverage in real-time.

🔗

PMS Integration

Verified data flows directly into your practice management system. Zero re-entry. Zero errors.

How It Works

Three steps. 3.2 minutes.

1

Generate Link or QR

Practice creates a unique intake link or QR code for the patient in one click.

→
2

AI-Guided Intake

Patient completes the intelligent intake form on their own phone — before they even arrive.

→
3

Data Flows to PMS

Verified, structured data flows directly into the practice management system. Chair-ready.

Average completion time: 3.2 minutes — from blank form to verified, chair-ready patient record.
Market Opportunity

Massive. Greenfield. Ours.

$179.4B
US dental services market
178K
dental practices
11.2%
PMS software CAGR
$2.4–3.2B

Dental practice management
software market

82%

Still on paper —
massive conversion opportunity

AI-native dental intake: ZERO funded startups. Empty category.
Why Now

Three trends converging

AI Cost Collapse

97%

Drop in LLM inference costs since 2023. What was impossible at $100/patient is now pennies.

Digital-First Patients

73%

of patients prefer digital intake post-COVID. Expectations permanently shifted.

Real-Time Eligibility

API

Insurance verification becoming real-time via APIs. Enables instant eligibility at intake.

First-mover advantage in AI-native dental intake. The window is open now.
Competitive Landscape

We're not replacing PMS. We're the AI layer.

Company Valuation / Status Price AI-Native Dental-Specific
NexHealth $1B valuation $350–500/mo No Multi-vertical
Weave Public · $239M rev $400–750/mo No Multi-vertical
Phreesia Public · ~$689M cap Enterprise No Multi-vertical
Yosi Health $7.5M revenue Mid-market No Multi-vertical
Tab32 $3.9M revenue Mid-market No Dental
IntakeIQ Pre-Seed $50/mo Yes 100% Dental
None are AI-native. None start at $50/mo.
Product

Built. Working. Ready.

Patient Mobile Intake

Conversational, AI-guided flow on any device. Medical history, medications, insurance — completed in 3.2 minutes. No app download required.

MOBILE-FIRST

Office Dashboard

Real-time view of all incoming patients, completion status, flagged items, and chair-ready confirmations. One screen, total visibility.

REAL-TIME

Insurance OCR Scan

Patient photographs their insurance card. AI extracts all fields, validates against payer databases, flags issues before the visit.

AI-POWERED OCR

QR Code Generation

One-click unique QR codes for lobby display, appointment reminders, or mailed pre-visit packets. Patient scans and starts intake instantly.

ONE-CLICK DEPLOY
Business Model

Land at $50. Grow with upgrades.

Founding Cohort
$50
/mo — locked for life
First 1,000 practices
Core AI intake platform
QR codes, dashboard, HIPAA
ADD-ON
Insurance OCR
auto-verification
Scan & extract cards
Real-time eligibility
Coverage details
ADD-ON
PMS Sync
direct integrations
Open Dental, Dentrix
Eaglesoft, Curve
Auto-push patient data
ADD-ON
Multi-Location
enterprise management
Centralized dashboard
DSO reporting
Dedicated CSM
$50/mo gets practices in the door. Revenue per practice grows as they add premium services: insurance OCR, PMS integrations, SMS, multi-location, and advanced analytics.
Traction & Milestones

Built for launch — not a prototype

Completed

  • Full patient intake flow
  • Insurance OCR extraction
  • HIPAA-compliant architecture
  • 16+ business documents
  • Complete deployment infrastructure
  • QR code generation system

Next 60 Days

  • 10 founding cohort customers
  • First revenue
  • Clinical validation
  • PMS integration (Dentrix)
  • HIPAA compliance audit
  • SOC 2 readiness assessment
Go-to-Market

Bottom-up. Practice by practice.

Phase 1 · Weeks 1–4

Direct Outreach

  • Personal visits to dental offices within 50 miles
  • Dental association partnerships
  • LinkedIn content engine
  • Local dental society presentations
Phase 2 · Weeks 5–12

Scale Channels

  • Dental conference circuit
  • Referral program ($100 credit)
  • Dental supply rep partnerships
  • Webinar series for office managers
Phase 3 · Months 4–12

Growth Engine

  • Paid acquisition (Google, Meta)
  • Content marketing + SEO
  • DSO enterprise sales
  • Channel partner program
Financial Projections

Path to $10M+ ARR

$60K
Year 1
100 practices
$50/mo avg
$720K
Year 2
500 practices
$120/mo avg
$4.3M
Year 3
2,000 practices
$180/mo avg
$10M+
Year 4
4,500+ practices
$200/mo avg
97%+
Gross margin
(SaaS + AI)
<3 mo
CAC payback
at Founding tier
$7,200+
Projected LTV
per practice
Team

Builder + Clinical + Advisor

PF

Peter Ferrante

Founder & CEO

Technical architecture, product development, AI/ML, full-stack execution. Built entire platform as a solo technical founder using A.X.I.S. autonomous execution framework.

PC

Perri Corsello

Clinical Operations

Dental workflow expertise, practice relationships, surgical assistant background. Bridges the gap between technology and clinical reality.

MC

Dr. Michael Corsello

Clinical Advisor

Retired implant and dental surgeon. Decades of clinical practice experience. Advises on workflow integration and clinical compliance.

The Ask

Pre-Seed: $500K

Engineering
40%
$200K
Sales
30%
$150K
Compliance
15%
$75K
Operations
15%
$75K
ENGINEERING

PMS integrations, AI model training, infrastructure

SALES

First 100 customers, conference circuit, partnerships

COMPLIANCE

SOC 2 Type II, penetration testing, HIPAA audit

OPERATIONS

Infrastructure, legal, BAAs, accounting

Every dollar goes to getting to 1,000 paying practices.
IntakeIQ

Intelligent Intake. Effortless Care.

Founding Cohort: $50/mo — Join the first 1,000
peter@intakeiq.com intakeiq.com
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IntakeIQ · Confidential · 2026