Invest with Clerie

Investor Overview · 2026

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01 The Problem

Trouble for Mental Health Clinics

Insurers are now using AI to deny claims faster and at higher volume than ever before. Small clinics don't have the resources to fight back, and every denied claim becomes unpaid work the practice still has to chase down.

An incumbent can add an AI feature, but it can't rebuild its revenue model, which typically depends on hoarding clinic data and taking a cut of clinic revenue. That's a structural problem, not a product gap, and it's why bolting on AI won't save them.

A skyscraper tower rising into the clouds — the towering incumbent Goliath.
02 The Opportunity

The AI Opportunity

A calm, modern clinical workspace with a plant and laptop, wrapped in an aurora of light.

Clerie is here to challenge incumbents by giving power back to clinics and their patients, opening for API data access that allows for valuable integrations.

Most competitors bolted AI onto old systems. Clerie was designed AI-native from day one, which is why it can move faster and go deeper across the entire clinical workflow. Telehealth, credentialing, billing, scheduling, and notes, one system, powerful enough to save a 10-provider clinic half a million dollars a year.

Mental health care will always need a human in the room, which makes this a rare "invest in AI" opportunity the technology itself can't automate away. The value compounds instead of commoditizing.

03 Target Customer

The Target Clinic

This category represents a segment who feels the problem, is large enough to afford the cost, and yet small enough for self service implementation at scale.

Mental health clinics are commonly bogged down with paperwork and sink depressing amounts of hours into managing the administrative burden using 3-5 disconnected tools.

A multi-provider group practice team meeting together.
04 Competitive Landscape

Why Everyone is Rushing In.

A few names amongst many more.

Dozens of companies are seeing the gap, and racing to take the cake, with different emphases on functionality.

05 Team

The Team to Win

  • Dr. Todd Spencer — Executive Director, Zest for Life
  • Dr. Kyle Bills — Neuropsychologist, UVU Faculty
  • Dr. Shayne Anderson — BYU Faculty
  • Cliff Park — CEO Azure Stone Mental Health and National Sinus Institute
  • Dr. Lee Johnson — BYU Faculty
06 Business Model

Business Model

$99/moper full time user
$75/moper part time user
+$4-6for extra tokens
+$.05/claim
07 Traction

Building Momentum

0
Clinics (+5 every week)
0
therapists
0
Development Complete
Discovery & Planning
Design & Prototyping
Development & Implementation
QA & Testing
Go Live
Maintenance & Improvement
Current stage
08 Market

Market Opportunity

TAM: $1B–$6B
all US mental health providers
SAM: $300M–$400M
group & mid-size clinics
SOM: $7M–$30M
2–10% of SAM

~350+ providers per 100k population in the USSources: Mental Health Provider Density (US); SAMHSA Behavioral Health Demand Data

(5-50 providers), where most care is delivered by therapists, counselors, and social workers ~200k-250k providers in this segment (derived from workforce mix)Sources: Behavioral Health Workforce Composition; Social Worker Workforce Size (200k+)

Based on typical SaaS adoption plus a clinic-level sales motion. Reflects execution, not theoretical market.

09 Financials

Pro Forma

Baseline scenario · Year 1–3
Revenue
Profit (EBITDA)
Gross Margin (right axis, %)

10 Use of Funds

Use of Funds ($500,000 Raise)

$500K
Total raise
11 The Raise

Fuel to close the mental health EHR gap

$500K
Raise amount
$10M
Valuation cap
20%
Discount
Invest with Clerie

Thank You.

Invest with Clerie · sales@clerie.ai