Dear Valued Investors,
Executive Summary — Platform Operational
Operational Milestones
- ✓ 1,496+ operator functionalities deployed across 83 integrated modules
- ✓ Multi-care-level support (IL/AL/MC/SNF)
- ✓ Marketplace live with active listings
- ✓ Connected ecosystem across 5 user types
- ✓ Cloud infrastructure fully scaled
Market Position
- ✓ Comprehensive feature set operational
- ✓ Integrated vendor ecosystem active
- ✓ Investment/transaction tools deployed
- ✓ Clinical & compliance workflows live
- ✓ Real-time analytics and reporting
We are pleased to provide this operational update on SeniorCRE®, HavenCo's comprehensive platform serving the senior living ecosystem. After extensive development and testing, the platform is now fully operational with an extensive feature set deployed and active users across all stakeholder categories.
Platform Achievement: Fully Operational Ecosystem
SeniorCRE® represents a significant technical achievement: a unified platform spanning the complete senior living continuum from Independent Living through Skilled Nursing Facilities, with deep operational, clinical, financial, and transactional capabilities.
Operational Platform Components
Operator Platform
1,496+ features across 83 integrated modules spanning clinical care, staffing, maintenance, compliance, family engagement, financial accounting, and analytics
Investment Marketplace
Property listings, transaction management, deal flow, and investment tools with Haven Realty integration
Connected Ecosystem
Unified platform connecting operators, investors, brokers, sellers, and vendors with shared workflows
This integrated architecture positions SeniorCRE® as the first operational platform to address the complete senior living ecosystem with production-grade functionality across operations, care delivery, financial management, and real estate transactions.
Operational Capabilities — 1,496+ Operator Features Deployed
The SeniorCRE® operator platform represents the most comprehensive senior living management system available, with fully operational features across eight core functional areas:
Clinical Operations & Care Management
OPERATIONALVitals monitoring, care notes, medication management, ADL assessments, care plans, incident reporting, fall tracking, psychotropic monitoring, and eMAR integration
Staffing & HR Management
OPERATIONALStaff scheduling, shift management, overtime tracking, call-off management, payroll integration, credential tracking, training logs, and performance management
Financial Operations
OPERATIONALBilling, invoicing, payment tracking, revenue management, ADL-based pricing, trust accounting, financial reporting, and QuickBooks integration
Facilities & Maintenance
OPERATIONALWork order management, preventive maintenance, equipment tracking, safety inspections, vendor coordination, and compliance inspection readiness
Resident & Family Engagement
OPERATIONALFamily portals, messaging, photo sharing, activity calendars, amenity booking, meal planning, transportation scheduling, and satisfaction surveys
Full feature catalog available at /operator-functionality (password-protected investor resource)
Investment Marketplace — Live & Active
The SeniorCRE® marketplace is operational with active property listings, transaction management tools, and integrated brokerage workflows through Haven Realty. The platform serves buyers, sellers, investors, and brokers with specialized tools for senior living real estate transactions.
Marketplace Capabilities
- ✓ Property listings with detailed underwriting
- ✓ Advanced search and filtering tools
- ✓ Transaction workflow management
- ✓ Document management and data rooms
- ✓ Broker dashboard and CRM tools
- ✓ Deal pipeline and activity tracking
- ✓ Investment analysis calculators
- ✓ Market data and comparables
Market Opportunity — $461B Addressable Market
With the platform operational, SeniorCRE® is positioned to capture significant value across the $461B senior living industry, which continues to demonstrate strong fundamentals:
Market Fundamentals¹
Demographics & Demand
- Current:54M Americans 65+ (16.5% of population)
- 2035 Proj.:95M Americans 65+ (+78% growth)
- Supply Gap:1.2M additional units needed by 2030
Financial Metrics
- Market Size:$461B industry (7% CAGR)
- Transactions:$18.2B annually (+23% YoY)
- Avg. ROI:12-18% for institutional investors
¹ Sources: U.S. Census Bureau, National Investment Center for Seniors Housing & Care, Commercial Real Estate Direct
Competitive Positioning — Unique Value Proposition
SeniorCRE®'s operational platform addresses a critical gap in the market: no other solution provides integrated functionality across operations, clinical care, financial management, and real estate transactions on a single platform.
Platform Differentiation
Traditional Point Solutions
- • Specialized single-function tools
- • Fragmented data across systems
- • Complex integration requirements
- • Limited cross-functional visibility
- • No unified ecosystem approach
SeniorCRE® Platform
- ✓ 1,496+ features across 83 integrated modules
- ✓ Unified data model and analytics
- ✓ Native integration across workflows
- ✓ Enterprise-grade scalability (IL→SNF)
- ✓ Connected multi-stakeholder ecosystem
Growth Strategy — Scaling the Platform
With the platform operational and validated, HavenCo is focused on three strategic growth initiatives:
1. Operator Acquisition & Expansion
Target mid-market operators (5-50 properties) with demonstrated ROI from operational efficiency, improved care quality, and reduced administrative burden
2. Marketplace Network Effects
Leverage Haven Realty relationships to drive investment marketplace adoption, creating liquidity and transaction volume across property types
3. Ecosystem Integration & Monetization
Build vendor partnerships, data monetization products, and premium services that leverage the platform's unified ecosystem position
Financial Model & Path to Profitability
SeniorCRE®'s business model combines recurring SaaS revenue from operators with transaction-based revenue from marketplace activity and vendor partnerships.
Revenue Streams
Operator Subscriptions
Per-property SaaS pricing based on care level and resident count
Primary RevenueTransaction Fees
Commission on marketplace property transactions through Haven Realty
Growth DriverVendor Services
Referral fees and premium integration services for ecosystem vendors
Scalable MarginRisk Factors & Mitigation
As with any technology platform in a regulated industry, SeniorCRE® faces execution and market risks that we actively manage through strategic initiatives and operational discipline.
Key Risks
- • Regulatory changes in healthcare/housing
- • Competitor response from incumbents
- • Customer adoption and retention
- • Scaling operational infrastructure
Mitigation Strategies
- ✓ Compliance team & regulatory monitoring
- ✓ Comprehensive feature set & platform lock-in
- ✓ Customer success programs & ROI tracking
- ✓ Cloud-native architecture with auto-scaling
Next Steps & Investor Engagement
With the platform operational and validated, we are focused on scaling customer acquisition, driving marketplace transactions, and building sustainable revenue growth. We welcome continued engagement with our investor community as we execute this growth strategy.
Investment & Partnership Opportunities
Current Investors
- • Quarterly operational and financial reviews
- • Platform demonstrations and feature roadmap
- • Customer case studies and success metrics
- • Future growth capital participation rights
Prospective Partners
- • Platform overview and market positioning
- • Management presentations and Q&A
- • Financial projections and unit economics
- • Due diligence materials and references
Thank you for your continued partnership as we scale SeniorCRE® to become the operating system for the senior living industry. Your support enables us to transform an industry that serves millions of families across America.