Product

Roadmap

AI Diligence Console

Roadmap: 0 / 6 / 12 / 18 Months

Date: 2026-05-14 Tied to: 06_financial/USE_OF_FUNDS.md and 01_strategic_foundation/MASTER_STRATEGY.md

Roadmap is conservative against the 3-case model. Bear case lands on Months 0-12 milestones; Base case requires Months 12-18 execution; Bull case requires upside in months 6-18.

Expansion sequence (time-phased)

The 18-month execution plan below maps to a longer five-stage expansion arc. Each quarter advances one or more stages.

Five-stage expansion (Workforce OS for healthcare): 1. Readiness, JC/CMS survey-prep packets. Shipping now. Pilot-tier entry point ($12K, 90-day, one-time). 2. Operator, full credentialing + privileging cockpit for facilities. In design-partner conversations. Core ($10,000/mo · $120K ACV) and Operator ($20,000/mo · $240K ACV) tiers. 3. Worker Passport, portable, primary-source-verified record owned by the clinician. Phase 2. 4. Network, verified clinicians meeting verified facilities. Phase 3. 5. Workforce OS, the eventual category, owned by Rōvn. The endgame.

Quarter-by-quarter stage mapping:

Phase	Quarters	Stage focus	Stage proof
M0-6	Q3-Q4 2026	Readiness (Pilot entry) + early Operator	First $12K Pilots signed; Operator credentialing/privileging deepens
M6-12	Q4 2026 - Q2 2027	Operator scale (Core conversion)	First $120K Core ACV deals close; Operator becomes referenceable
M12-18	Q2-Q4 2027	Operator at chain scale + Worker Passport Phase-2 build	First $240K Operator ACV deal; Passport rolled to design-partner workers
M18-30	2028	Worker Passport GA + Network Phase 3	Verified clinicians meeting verified facilities
M30+	2029+	Workforce OS category capture	Multi-facility / multi-network / Verified-API integrations land Rōvn as the category

Rōvn ships outward-in from the wedge: Readiness first, Operator next, Passport + Network on top, Workforce OS as the long arc.

Months 0-6 (Close → Q4 2026)

Theme: Land the provider-group-first GTM. Get to paid pilots. Progress SOC 2 Type II evidence.

Product

✅ Already live: Passport intake, facility workflow layer cockpit, hash-chained audit, MCP server, AI Trust Layer
🎯 Wire ai_runs fully across every executor path (PARTIAL → LIVE)
🎯 Wire source_receipts population on every verification path (PARTIAL → LIVE)
🎯 Wire consent_events UX (TARGET → LIVE)
🎯 Verification coverage map UX on worker side (PARTIAL → LIVE)
🎯 Nursys e-Notify continuous ingestion E2E (PARTIAL → LIVE)
🎯 NPDB QRXS full integration (PARTIAL → LIVE)
🎯 Privileging committee workflow with a real design-partner CMO (PARTIAL → LIVE)

Compliance

🎯 SOC 2 Type II evidence collection running (Drata-managed); audit window open, Q3 2026 target observation-window start
🎯 NCQA CVO alignment evidence package complete
🎯 First customer BAA signed (with design-partner facility)
🎯 Pentest scheduled and executed Q4 2026

Go-to-market

🎯 First 3 design-partner facilities signed (provider-group-first GTM across CAH, ASC, hospital, and specialty-group operators)
🎯 First $12,000 90-day Pilot signed (revenue milestone, one-time pilot-to-production engagement; converts to paid Core / Operator at day 90)
🎯 LinkedIn organic content cadence weekly (founder + platform engineering partner under NDA)
🎯 5 advisors confirmed (clinical + commercial)

Team

🎯 Founding engineer #2 (post-close, runway permitting)
🎯 platform engineering embedded team operational (compliance + deploy velocity)

Months 6-12 (Q4 2026 → Q2 2027)

Theme: Pilot → Core conversion. SOC 2 Type II observation underway. Scale provider-group-first GTM.

Product

🎯 ABMS + AMA Physician Profile adapters live (TARGET → LIVE)
🎯 CMS PECOS direct API integration (TARGET → LIVE)
🎯 Active staff continuous monitoring delta ingestion E2E (PARTIAL → LIVE)
🎯 Audit Trail Composer (Joint Commission / CMS surveyor/CMS packet on demand) (TARGET → LIVE)
🎯 Worker premium SKU ($9.99 / $24.99), decision gate, not a build commitment
🎯 Renewal reminder workflow E2E (PARTIAL → LIVE)
🎯 OPPE / FPPE production workflows with a real facility (PARTIAL → LIVE)

Compliance

🎯 SOC 2 Type II evidence package distributed to design-partner facilities (interim "audit in progress" letter from Drata-paired auditor)
🎯 NCQA CVO certification filed
🎯 HITRUST CSF self-assessment started
🎯 First customer BAA cascade to AWS / Anthropic / Persona executed in production

Go-to-market

🎯 10 paying facility logos (facility workflow layer Pilot or Core)
🎯 First facility workflow layer Core tier deal ($10,000/mo · $120K ACV)
🎯 First Verified API paying customer (Build tier)
🎯 strategic-advisor introductions converted: 3+ customer relationships handed to Rōvn

Team

🎯 Clinical advisor team: 5-7 active CNO/CMO advisors
🎯 Founding sales role (post-revenue, runway permitting)

Months 12-18 (Q2 2027 → Q4 2027)

Theme: Multi-region expansion. SOC 2 Type II report distributed. First facility workflow layer Ops deal.

Product

🎯 SOC 2 Type II observation window underway (continuous Drata evidence)
🎯 Verified API Scale tier customers ($2.5K platform fee + usage), first 3
🎯 Cached-replay margin tracking dashboard live for internal ops
🎯 Continuous monitoring covering 25+ states + DEA + NPDB + OIG / SAM at scale
🎯 Travel marketplace surface (if Bull-case warrants)
🎯 EHR integration prototype (Epic or Cerner read-only), design-partner pilot

Compliance

🎯 SOC 2 Type II report, Q3-Q4 2027 target
🎯 NCQA-aligned CVO trajectory
🎯 HITRUST CSF Level 1 certified, dependent on customer pull
🎯 Second pentest annual cadence

Go-to-market

🎯 50+ paying facility workflow layer logos (Pilot + Core mix)
🎯 First facility workflow layer Operator deal ($20,000/mo · $240K ACV)
🎯 First exploratory Platform conversation (>$250K floor)
🎯 Southeast US expansion beyond Georgia
🎯 First strategic OEM/partnership conversation (HRIS / EHR / scheduler)

Team

🎯 Founding engineer #3 (assuming Series A trajectory)
🎯 Customer success / implementation lead
🎯 Compliance officer (engineering-partner secondment (under NDA) → full-time)

Series A Trigger Conditions

Founder will only consider a Series A raise once all four of these are true: 1. SOC 2 Type II report distributed 2. 50+ paying facility workflow layer logos with >90% gross retention 3. First facility workflow layer Operator deal closed (>$240K ACV / $20,000/mo) 4. NCQA CVO certification filed

Conservative trigger: late Q4 2027 → Q1 2028.

Tied-to-Use-of-Funds Milestone Map

Use of funds bucket	Months 0-6 milestone	Months 6-12 milestone	Months 12-18 milestone
Engineering	Wire ai_runs / source_receipts / consent_events	ABMS, AMA, PECOS adapters; Audit Composer	EHR prototype; cached-replay dashboard
Compliance	SOC 2 Type II evidence + NCQA prep	SOC 2 Type II evidence package; HITRUST self-assessment	SOC 2 Type II report; NCQA CVO alignment path
GTM	First 3 design-partner pilots	10 paying logos; first Core deal	50 logos; first Ops deal
Team	platform engineering embedded ops	Eng #2; clinical advisors	Eng #3; CS lead; compliance officer

Risks (Honest)

Pilot conversion lag, if Pilot-to-Core takes >12 months, runway pressure shows up by Month 9 of the 18-month plan. Mitigation: tighten Pilot scope to 90-day stand-up + 90-day conversion.
Compliance audit slip, SOC 2 Type II evidence window slipping past Q3 2026 blocks all enterprise pilot conversations. Drata + platform engineering pairing is the mitigation.
Source authority API change, e.g., NPDB / Nursys auth changes. Adapter pattern + engineering on-call mitigates, but is a non-zero risk.
AI provider risk, Anthropic model dependency. Mitigation: production AI chain is AWS Bedrock under BAA → Anthropic Claude (Haiku 4.5) under BAA → Rōvn backend on ECS; the executor abstraction in ai_gateway.py keeps model selection swappable across Bedrock-eligible models if any single model is deprecated or retired.

End of roadmap.

Ask the AI agent about this section, the raise, compliance posture, or any cross-document question. Grounded in Rōvn's deep context, with on-page source citations.

AI queries route through AWS Bedrock under BAA · Anthropic Claude (Haiku 4.5) under BAA · zero-data-retention posture · no PHI in prompts.