Investor Relations

Recovery lodging is a $50 billion blind spot

Every year, millions of patients travel for specialized medical care with nowhere suitable to recover. HealthHaven is building the infrastructure layer to connect them with recovery-friendly lodging near their point of care.

Read our thesis

Investment Thesis

A structural shift, not a trend

Three forces are converging to create an unprecedented opportunity in recovery-focused lodging.

Demographic inevitability

By 2030, 73 million Americans will be over 65. This population consumes healthcare at 3x the rate of younger cohorts and is far more likely to travel for specialized procedures. The demand curve is set for the next two decades.

Hospital discharge pressure

Hospitals face operational pressure around discharge planning and post-discharge coordination. Patients traveling for care often need nearby lodging options that are practical, accessible, and easy to coordinate.

Medical travel is mainstream

An estimated 40% of patients receiving specialized treatment travel more than 50 miles. Centers of excellence for transplants, oncology, and cardiac care draw patients nationally, yet the lodging infrastructure has not kept pace.

Total Addressable Market

$50B+

Annual U.S. medical lodging spend

3.6M

Annual discharge gap

73M

Aging population by 2030

40%

Patients travel 50+ miles

$4.2K

Avg. stay estimate

Market Sizing

Large market, clear wedge

TAM

$50B+

Total U.S. medical lodging market

SAM

$12B

Patients traveling 50+ miles for specialized care

SOM

$2.4B

Recovery lodging in initial 42 markets

Aging demographics

The 65+ population will grow 30% by 2030. Specialized procedures like joint replacements, cardiac interventions, and transplants are projected to increase proportionally.

Regulatory tailwinds

Discharge planning and value-based care models are pushing care teams to improve coordination around post-discharge logistics. Patient lodging is an emerging operational category.

No incumbent

General lodging platforms are not designed around care proximity, accessibility details, caregiver needs, and privacy-aware coordination. The adult recovery-lodging category remains underserved.

The Platform

Three-sided marketplace, one platform

HealthHaven connects patients, property partners, and healthcare providers on a single platform purpose-built for medical recovery lodging.

For Patients

  • transparent match ranking based on care location, mobility, and stay timing
  • Properties reviewed for accessibility details, comfort features, and proximity to care
  • Transportation notes and support handoffs during active pilots

For Property Partners

  • SaaS dashboard for calendar, pricing, guest communications, and policy documentation
  • Demand pipeline from hospital referral network
  • Revenue analytics and occupancy optimization

For Healthcare Providers

  • Discharge coordination portal for lodging referral workflows
  • Privacy-first safeguards where covered-entity partnerships require them
  • Operational reporting for referrals, options sent, and booked stays

Proprietary match-ranking engine

Our matching algorithm scores properties across 40+ variables including medical proximity, accessibility features, treatment compatibility, and recovery environment quality. Every booking improves the model, creating a compounding data advantage that new entrants cannot replicate.

Revenue Model

Dual revenue engine, asset-light structure

Marketplace Commission

A take rate on every booking processed through the platform. Revenue scales linearly with transaction volume and requires no capital expenditure on real estate.

Transaction-based recurring revenue
Targeted gross margins above 70% (forward-looking estimate)
No property ownership or maintenance

SaaS Platform

Property partners subscribe to management tools for calendar syncing, guest communications, policy documentation, and revenue analytics. Predictable, contract-based revenue.

Monthly subscription revenue
High retention through workflow integration
Upsell path from basic to enterprise tiers

Defensibility

Barriers to entry compound over time

Proprietary data moat

Every booking is intended to improve match ranking over time, building a data advantage that compounds with platform growth.

Hospital network effects

Provider relationships and pilot agreements can create a referral pipeline that feeds supply-side growth. These relationships take time and trust to build.

Healthcare-aware controls

Privacy-aware data handling, recovery-lodging verification, and documented accessibility standards are built into our core platform. Retrofitting those controls onto a general lodging platform is prohibitively expensive.

Category creation advantage

HealthHaven is defining the recovery-lodging category. First-mover positioning means we set the standards that future competitors must meet.

Data flywheel

More bookings improve ranking accuracy, which drives higher conversion, which attracts more properties, which increases selection. This loop accelerates with scale.

Three-sided network

Patients, properties, and hospitals each add value for the other two sides. This multi-sided network creates higher switching costs than a traditional two-sided marketplace.

Capital Deployment

Where we are going

Q2 2026

Close funding round

Expand engineering and commercial teams. Accelerate product development and hospital onboarding.

Q4 2026

100 cities, 2,000+ properties

Geographic expansion to all major U.S. medical corridors. National coverage for top-50 hospital systems.

Q2 2027

Insurance integration

Payer agreement pilots and documentation automation. Unlocks enterprise-grade demand channels once contracts and approvals are in place.

Q4 2027

International expansion

Medical tourism hubs in Mexico, Thailand, and India. Cross-border recovery lodging for U.S. patients traveling abroad.

Team

Built by operators who know both sides

CEO / Co-Founder

Healthcare & Marketplace Strategy

Former VP of Operations at a national hospitality platform. 12 years in healthcare services and marketplace growth.

CTO / Co-Founder

Product Engineering

Former senior engineer at a Series D health-tech company. Led ML infrastructure serving 10M+ patients. Deep expertise in recommendation systems.

COO

Operations & Hospital Partnerships

Background in hospital administration at a top-20 U.S. health system. Built and managed cross-functional teams of 50+ across multiple facilities.

Advisory network includes leaders from major hospital systems, health-tech, hospitality technology, and healthcare investment banking.

Get in Touch

Ready to explore the opportunity?

We welcome conversations with investors who share our conviction that recovery-focused lodging infrastructure represents a generational opportunity. Reach out to start the dialogue.

Access Investor Documents

Tier 2 and Tier 3 access for qualified investors

Or email us directly at investors@healthhaven.ai

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Forward-Looking Statements

Forward-looking statements. Statements in this material that are not historical facts — including market size, addressable market, gross-margin targets, roadmap commitments, hospital and city counts, and revenue projections — are forward-looking. Actual results may differ materially. Estimates are based on internal assumptions and third-party data believed reliable but not independently verified. This material is provided for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities. Targets, projections, and roadmap items reflect current intent and are subject to change.