Dataix
PROPRIETARY FRAMEWORK

VERA

VALUATION ERROR AND REVENUE AUDIT ENGINE

VERA is the financial translation layer of every Dataix engagement. Where FORT identifies the gap, VERA quantifies what that gap means for enterprise valuation, EBITDA performance, and balance sheet integrity. It was built for one audience: the people who make capital allocation decisions.

2

Proprietary frameworks working in concert — FORT finds, VERA values

Every output traceable to a specific FORT finding

100%

Of VERA outputs are derived directly from forensic findings — no projections

WHY VERA EXISTS

The gap has a valuation consequence. VERA makes it explicit.

Every dollar of revenue that falls through a billing integration gap is a dollar that never reaches EBITDA. At the multiples that govern private equity exits and institutional acquisitions, the mathematics of that loss compound quickly. As an illustration of the mathematics: a two million dollar annual billing gap in a platform valued at twelve times EBITDA is a twenty-four million dollar reduction in enterprise value.

Most healthcare organizations have never seen that calculation performed on their own data. FORT produces the findings. VERA performs the translation — converting forensic billing discrepancies into the financial language that governs capital allocation decisions.

The other side of the equation is documentation. Revenue gaps that cannot be recovered — because timely filing limits have closed — still carry value when they are documented and closed. An acquirer cannot use undocumented billing irregularities to renegotiate a purchase price when those irregularities have already been forensically identified and documented.

VERA was built to make both calculations explicit, documented, and defensible in a transaction data room, before the diligence process begins.

WHAT VERA CALCULATES

Four financial outputs. Derived from forensic findings.

EBITDA IMPACT

The recoverable portion of identified billing gaps flows directly to operating income. VERA maps each gap category to its EBITDA contribution net of recovery costs, giving the organization a documented view of how forensic findings translate to the income statement.

ENTERPRISE VALUE AT RISK

Using a disclosed exit multiple — with its source stated in every deliverable — VERA translates identified gaps into a range of enterprise value implications at the moment of a transaction, refinancing, or recapitalization event. The calculation is explicit, documented, and tied directly to FORT findings.

TIMELY FILING ANALYSIS

Not every gap is recoverable. VERA segments findings by payer type and service date to identify which gaps fall within applicable filing limits and which represent clean-slate documentation value only. The distinction matters for recovery planning and transaction disclosure.

CLEAN SLATE DOCUMENTATION VALUE

Gaps outside recovery windows still matter. A documented clean slate means no acquirer, creditor, or regulator encounters undocumented billing irregularities during due diligence for the analyzed period.

THE DISTINCTION

VERA does not produce projections. It produces a documented translation.

Financial projections in healthcare transactions are estimates. They are forward-looking, assumption-dependent, and subject to negotiation. VERA outputs are arithmetic translations of documented findings under disclosed, sourced assumptions — every input visible, every step traceable — which is precisely what makes them defensible where projections are not. Every figure is derived from data. Every calculation is documented. Every output is traceable to a specific forensic finding in the FORT reconciliation record.

This distinction is consequential in a data room. A projection can be challenged. A documented translation of forensic billing discrepancies, traceable line by line to FORT findings, is a different class of evidence.

FORT findings are prepared for examination under AICPA AT-C 215 by an independent certified public accounting firm. The VERA translation is Dataix's documented financial analysis of those findings, with every assumption disclosed.

The methodology behind VERA was developed specifically for environments where the audience is not a revenue cycle team but a CFO, a private equity sponsor, a creditor, or an acquirer. Those audiences do not need to understand billing codes. They need a number they can defend — at the board level, in a financing package, at closing.

VERA provides that number. Backed by forensic evidence. Signed by Dataix. Defensible in any institutional context where documentation of revenue integrity carries financial weight.

WHAT A VERA ENGAGEMENT PRODUCES

Three financial outputs. Delivered alongside the FORT findings.

VERA FINANCIAL ANALYSIS

A documented financial translation, traceable line by line to FORT findings. Includes EBITDA impact, enterprise value at risk at stated and market multiples, timely filing segmentation, and clean slate documentation value. Structured for presentation to sponsors, lenders, or acquirers.

VALUATION BRIDGE DOCUMENT

A formatted summary showing the step-by-step relationship between forensic billing findings and enterprise value — from identified gap to EBITDA impact to value at a disclosed multiple. Designed for direct use in transaction materials.

REVENUE INTEGRITY LETTER

A signed Dataix summary of review scope and findings status, expressly distinct from FORT's independent CPA attestation prepared under AT-C 215. Removes undocumented findings from the diligence process for the analyzed period. Suitable for board documentation and data rooms.

WHERE VERA IS DEPLOYED

The valuation consequence is largest where the transaction pressure is highest.

PRE-TRANSACTION DUE DILIGENCE

VERA is deployed before a transaction closes to surface and document all billing integrity findings before an acquirer encounters them independently. A VERA engagement removes undocumented findings from the diligence process for the analyzed period and supports the seller's stated valuation.

PRIVATE EQUITY PORTFOLIO MANAGEMENT

Platform and add-on acquisitions in healthcare require revenue integrity documentation across multi-site environments. VERA provides the financial documentation sponsors need for LP reporting, debt covenant compliance, and exit preparation.

FINANCING AND RECAPITALIZATION

Lenders and credit facilities increasingly require revenue integrity documentation as a condition of healthcare financing. VERA provides the documented financial evidence that supports borrowing base calculations and debt covenant structures.

For nonprofit health systems, VERA's translation is expressed as operating margin restored, not enterprise value. Multiple-based valuation applies only where a transaction context exists.

“VERA does not produce projections. It produces a documented financial translation, traceable line by line to FORT findings. Every figure is derived from data. Every calculation is documented. Every output is defensible in a data room.”

DATAIX — VALUATION ERROR AND REVENUE AUDIT ENGINE
SUBMIT A REQUEST FOR PROPOSAL