Holistic Office Inc.

The All-In-One EHR Practice Management Software Designed for Holistic Practices

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Executive Summary

Industry Opportunity:
Holistic healthcare is the fastest-growing segment in the U.S. healthcare industry. As new practitioners establish independent practices, they encounter significant challenges with existing software solutions, which are often outdated and not tailored to their specific needs. This has created a burgeoning market opportunity in an area currently underserved by technology providers focused primarily on larger healthcare institutions.

Our Solution:
Holistic Office has developed a user-friendly, integrated Software as a Service (SaaS) platform designed specifically for holistic practitioners. Our application combines essential tools into one intuitive interface, simplifying practice management and reducing practitioner burnout. Key features include telehealth via Zoom, Stripe for payments, QuickBooks for accounting, Rupa Health for lab orders, and future integrations like eRx and FullScript for prescription and supplement management. Additional functionalities include secure messaging, patient mobile apps, inventory management, billing, and task management. Upcoming features aim to incorporate AI-driven scheduling and advanced note-taking to further enhance efficiency and ease of use.

Market Size and Traction:
Our targeted market in the U.S. alone is valued at over $13 billion. Having completed the initial development and testing phases, we have launched our go-to-market strategy and already secured paying customers, predominantly solo practitioners. Our ongoing interactions with these early adopters have allowed us to continually refine our platform, adding features and integrations that enhance user satisfaction and operational efficiency.

Leadership Team:
Our leadership team brings a wealth of experience across healthcare, technology, and business management:

  • Kristen Ford, CEO and Co-Founder: Over 25 years in finance, accounting, and operations for small businesses and medical practices. Experienced in fundraising for private equity ventures.
  • Rich Ford, Co-Founder: Expert database designer with over 30 years of experience managing sensitive data for major international firms.
  • June Clarke, Lead Developer: 20+ years in software development, recognized for creating innovative coding solutions and expertise in AI and tech development.

Funding Objective:

We are seeking angel investment to accelerate our development, enhance our sales and marketing efforts, and expand our product offerings. This funding will enable us to attract a broader customer base, including larger practices and healthcare chains, positioning Holistic Office as a leader in holistic health technology as well as an attractive purchase for a lucrative exit.

Investment Appeal:
We invite angel investors who have a background in EHRs and/or holistic health to join us in reshaping the future of healthcare technology. Your investment will not only help propel our growth but also support a transformative change in an underserved market ripe for innovation.

Please contact us if you are interested in more information. You are welcome to check out our website at www.myholisticoffice.com, or follow us on Facebook, Instagram or LinkedIn

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Holistic Office Inc. is no longer seeking funding.