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?

Rural · Low density
De Novo Family Practice
Meridian, ID
Solo GP, 14 months old, growing from scratch in a small rural market. Your newest acquisition.
Metro · Dense competition
Mature Multi-Provider
Houston, TX
4-provider group, 18 years established. Your highest-revenue location. The flagship.
Suburban · Specialty
Implant Center
Plano, TX
Board-certified implantologist, 6 years, premium positioning. Your specialty play.

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

Revenue$890K
Providers1
Collections/Provider$890K
Margin51%
YoY Growth+12%

Mature Multi-Provider

Houston, TX

Revenue$3.7M
Providers4
Collections/Provider$925K
Margin38%
YoY Growth+3%

Implant Center

Plano, TX

Revenue$2.5M
Providers2
Collections/Provider$1.25M
Margin52%
YoY Growth+8%

All three look healthy on paper. Revenue up. Margins stable. But which one actually deserves your next dollar of capital?

Auto-cycles in 6s

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.

M
Market Opportunity
X
Marketing Execution
U
Unit Economics
V
Vulnerability
P
60-Month Projection

Same platform. Three practices.

Rural · Low density
M
Market Opportunity
41 / 100
X
Marketing Execution
28 / 100
U
Unit Economics
72 / 100
V
Vulnerability
35 / 100
P
Performance Proj.
38 / 100
Small market, underdeveloped execution — but surprisingly strong unit economics. The question is whether the practice can survive its own fragility long enough to grow.

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 density
38/100

Portfolio Score

DIVEST

$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 competition
61/100

Portfolio Score

HOLD

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 · Specialty
81/100

Portfolio Score

INVEST

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.

P

Portfolio Dashboard

Cross-practice comparison ranked by P-Score with HIDA classification, binding constraint identification, and heatmap visualization across all five dimensions.

De Novo Family Practice·Meridian, ID
DIVEST

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.

V

Risk Assessment

V-Score 5-dimension risk radar with concentration analysis, competitive vulnerability, churn exposure, channel fragility, and saturation ceiling — plus Floor stress quantification.

Mature Multi-Provider·Houston, TX
HOLD

Risk assessment surfaced 62% payer concentration — a single contract loss would collapse $1.8M in annual revenue. Growth capital redirected until payer mix stabilized.

X

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.

Implant Center·Plano, TX
INVEST

Monitoring tracked Plano's earned-channel growth over 6 months — acquisition share gained 8% annually, validating the investment thesis and triggering additional capital deployment.

5
dimensions per location
10,000+
data points per practice
60
month forward projection

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.

Solo practice ownersDental agenciesDSO & PE portfolios

No contracts. No commitment. Satisfaction guaranteed or your money back.