Shields Health Solutions Acquisition, Valuation, Funding & Investors

Cohere Health is a Boston-based healthcare technology company offering prior authorization and utilization management software for payers and providers. The platform uses clinical intelligence to automate medical necessity reviews, reducing approval times from weeks to hours for procedures like MRIs and infusions. Cohere Health serves major health plans including CareFirst and Martin's Point Health Care, integrating with electronic health records from Epic and Cerner. Headquartered in Boston with expansion into provider networks nationwide.

Pearl Health is a technology platform enabling primary care practices to thrive in value-based care arrangements. Boston-headquartered and founded in 2020, it equips providers with analytics, care coordination tools, and revenue cycle management for Traditional Medicare and Medicare Advantage. The company partners with practices across 44 states, supported by investors including Andreessen Horowitz and Viking Global Investors.

Clari is a Sunnyvale-headquartered revenue operations platform that aggregates data from CRM, marketing automation, email, calendars, and conversation tools. It aligns activity data to accounts and opportunities for pipeline visibility, AI-driven forecasting, and churn prediction. The platform serves B2B enterprises like Qualtrics, Lenovo, Adobe, Dropbox, and Okta to enhance sales efficiency and revenue predictability.

Craneware PLC provides automated revenue integrity solutions that improve financial performance for healthcare organizations. Its activities include the development, licensing, and ongoing support of computer software for the US healthcare industry. It is engaged in the sale of software licenses, white labelling, and professional services (including installation) to hospitals within the USA. The company recognizes its revenues from the sale of and distribution agreements relating to software licenses and professional services.

Judi Health is a health technology company streamlining pharmacy benefit management through a transparent pricing model and clearinghouse platform. It processes millions of prescriptions annually for self-insured employers, reducing drug costs by negotiating directly with pharmacies and PBMs nationwide. Headquartered in New York, the firm integrates with electronic health records to improve adherence and outcomes in employer-sponsored plans.

Ocrolus is a New York-based financial document automation platform, founded in 2014, that combines AI, machine learning, OCR, and human-in-the-loop quality control to classify, capture, and analyze financial documents with over 99% accuracy. The platform helps lenders automate underwriting, credit scoring, and fraud detection across small business, consumer, auto, and mortgage lending. Its customers include Brex, PayPal, SoFi, Plaid, LendingClub, and Cross River Bank.

Waystar Holding Corp is a provider of mission-critical cloud technology to healthcare organizations. Its enterprise-grade platform transforms the complex and disparate processes comprising healthcare payments received by healthcare providers from payers and patients, from pre-service engagement through post-service remittance and reconciliation. its platform enhances data integrity, eliminates manual tasks, and improves claim and billing accuracy, which results in transparency, reduced labor costs, and faster, more accurate reimbursement and cash flow. The market for solutions extends throughout the United States and includes Puerto Rico and other USA Territories.

CareCloud Inc delivers flexible, tech-enabled solutions for healthcare providers of all sizes and multi-specialties across the U.S. It is a healthcare technology company offering cloud-based solutions that simplify clinical, administrative, and financial workflows for medical practices of all sizes. Its comprehensive suite includes Electronic Health Records (EHRs), Practice Management, Revenue Cycle Management (RCM), Medical Billing, Telehealth, and Patient Experience solutions. The group helps practices increase efficiency, improve patient care, and drive sustainable growth-all while ensuring HIPAA compliance and seamless integration. The operating segments of the group are Healthcare IT, which is the key revenue-generating segment, and Medical Practice Management.

Tenet Healthcare is a Dallas-based healthcare services organization. It operates acute and specialty hospitals (50 as of December 2025) and hundreds of ambulatory surgery centers and other outpatient facilities across the US, primarily in the South. Through its Conifer segment, Tenet also provides revenue cycle management solutions.