For PE-Backed DSOs & Portfolio Operators
Know which locations to bet on before the P&L tells you.
You have 20, 50, 200 locations. Some are thriving. Some are bleeding. By the time the financials confirm it, the market shifted 12 months ago.
Arcon scores every practice across five dimensions and classifies each as Hold, Invest, or Divest — so you put capital where it compounds and catch hidden vulnerability before it hits the books.
The Portfolio Problem
Three locations. One question.
Imagine three practices in your portfolio. Different markets, different stages, different competitive dynamics. You need to decide: which one gets your next dollar of capital?
The Blind Spot
The financials say they're fine. The market says otherwise.
Due diligence checks the books. It doesn't check whether the practice sits inside an elastic market boundary with 4 DSO-backed competitors and rising saturation risk. Toggle between views to see what the P&L hides.
The Blind Spot
De Novo Family Practice
Meridian, ID
Mature Multi-Provider
Houston, TX
Implant Center
Plano, TX
All three look healthy on paper. Revenue up. Margins stable. But which one actually deserves your next dollar of capital?
Five Lenses. Every Location.
Same platform. Three completely different stories.
Every location gets scored across five dimensions, each calibrated to its actual local market. A 72 in Plano means something completely different than a 72 in rural Montana. That's the point.
Same platform. Three practices.
The Verdict
Divest. Hold. Invest.
Every location gets a strategic classification backed by data — not a consultant's gut feeling. HIDA tells you exactly where to allocate capital, what the binding constraint is, and what happens if you don't act.
Portfolio Verdict
Final capital allocation classification for each practice
De Novo
Meridian, ID
Rural · Low densityPortfolio Score
$3.4M market ceiling in rural Idaho limits returns. Solo-provider fragility means one health event zeros out the investment. Capital produces better returns elsewhere.
-38%
Floor Risk
+$420K
60mo Upside
Exit cleanly — limited ceiling, outsized risk
Houston
Houston, TX
Metro · Dense competitionPortfolio Score
62% payer concentration creates catastrophic downside — one contract loss collapses $1.8M in revenue. Stabilize the payer mix before allocating any growth capital.
-31%
Floor Risk
+$1.8M
60mo Upside
Stabilize payer mix, protect the revenue base
Plano
Plano, TX
Suburban · SpecialtyPortfolio Score
Best risk-adjusted returns in the portfolio. Low vulnerability, strong unit economics, clear growth runway. Earned-channel investment would unlock an additional $1.2M in annual Marketing Contribution.
-8%
Floor Risk
+$1.2M
60mo Upside
Deploy capital here — highest return per dollar
What You Get
Every product drove a real decision.
The Divest, Hold, and Invest verdicts you just saw? Here's which product surfaced each one — and the specific insight that changed the capital allocation.
Here's how each product supported the decision.
Three tools, three practices, three verdicts. Each product was built to solve the exact problem that decision exposed.
Portfolio Dashboard
Cross-practice comparison ranked by P-Score with HIDA classification, binding constraint identification, and heatmap visualization across all five dimensions.
Dashboard flagged De Novo's $3.4M market ceiling and 100% key-person risk. Capital redeployed to Plano yielded 3.2× better risk-adjusted returns.
Risk Assessment
V-Score 5-dimension risk radar with concentration analysis, competitive vulnerability, churn exposure, channel fragility, and saturation ceiling — plus Floor stress quantification.
Risk assessment surfaced 62% payer concentration — a single contract loss would collapse $1.8M in annual revenue. Growth capital redirected until payer mix stabilized.
Performance Monitoring
Ongoing score tracking, trend alerts, share trajectory signals, and re-scoring as interventions take effect — so you catch market shifts before they hit the P&L.
Monitoring tracked Plano's earned-channel growth over 6 months — acquisition share gained 8% annually, validating the investment thesis and triggering additional capital deployment.
Pick one practice location. If it doesn't change how you see your market, you don't pay.
We'll build a complete Local Market Index for one practice — all five dimensions, 10,000+ data points, scored and benchmarked against your actual competitive context. If it doesn't deliver value you can see, it's on us.
No contracts. No commitment. Satisfaction guaranteed or your money back.