Series
The Investment Architecture
Unit economics across six deployment paths. A five-layer funding stack that makes the $35/month cost floor viable at five million subscribers. The PE thesis, the retention flywheel, and the BGO revenue split. The business case for capital, modeled honestly.
BMT-10.01
The Unit Economics
Six deployment paths, six cost profiles, one price schedule
Six deployment paths, six cost profiles, one price schedule. The unit economics that make path-agnostic pricing commercially sustainable at a $35/month cost floor.
BMT-10.02
The Viability Gap Model
Five funding layers close the gap
Five funding layers close the gap between what the service costs and what the subscriber can pay. Infrastructure financing applied to personal technology, with an architectural …
BMT-10.03
Care Model Density
Platform economics versus human care economics
Human care scales linearly. Platform economics scale in step functions. The density math that lets existing care staff serve more people without replacing the work that requires …
BMT-10.04
The PE Thesis: Home Care Rollups
From labor multiple to technology multiple
A PE home care rollup valued at 9x EBITDA as a labor business. The same portfolio with BlueMirror's technology layer, measurable outcomes, and value-based contracts: 15-20x. The …
BMT-10.05
The Retention Flywheel
Five dimensions compound with tenure
Five dimensions compound with subscriber tenure: service quality, financial savings, earning potential, declining cost, and deepening funding. The flywheel that makes the year-five …
BMT-10.06
What This Does to Cost Structure
Four savings categories, independently measurable
Four savings categories quantified: care coordination ($80-120/mo), medication adherence ($400/mo avoided cost), benefits navigation ($250-500/mo), and home maintenance …
BMT-10.07
The 40/40/20
The BGO revenue split and savings architecture
The BGO revenue split: 40% to the Sage, 40% to the buyer, 20% to the platform. Two savings instruments, three compensation channels, and the boundary between marketplace …
Synthesis