Market Sizing
Large market, concentrated buyer, clear wedge.
Total Addressable Market (TAM)
| TAM — All DPC Practice Software | SAM — DPC Practices Willing to Switch | SOM — Year 3 Target (500 practices) |
|---|---|---|
| $780M | $195M | $12M |
TAM Calculation
| Segment | Practices | Avg. Annual Spend | Revenue |
|---|---|---|---|
| DPC Primary Care (Adult) | 2,000 | $3,600/yr ($300/mo) | $7.2M |
| DPC Pediatrics | 400 | $3,600/yr | $1.4M |
| DPC Family Medicine | 600 | $3,600/yr | $2.2M |
| Concierge/Hybrid Practices | 12,000 | $6,000/yr ($500/mo) | $72M |
| Employer DPC Programs | 5,000 | $12,000/yr ($1,000/mo) | $60M |
| Total TAM | 20,000 | ~$143M (core) — $780M (expanded) |
*Expanded TAM includes adjacent membership medicine: functional medicine, integrative health, longevity practices.
Wedge Strategy: Pediatric DPC First
1. Fastest growing DPC segment — 30% YoY growth vs. 15% for adult DPC 2. Highest switching pain — age-based tiers, wellness schedules, and newborn workflows are uniquely complex 3. Tight community — pediatric DPC doctors know each other; referrals spread fast 4. We have the founder — Dr. Yogini Prajapati is a practicing pediatric DPC physician running her practice on the platform 5. Atlas.md is weakest here — zero pediatric-specific features (no growth charts, no AAP scheduling, no newborn checklists)
Expansion Path
Phase 1 — Now
Pediatric DPC (400 practices)
Land-and-expand within the tightest, most underserved DPC niche. Complement Atlas.md initially.
Phase 2 — Month 12
Family Medicine DPC (600 practices)
Generalize age tiers and wellness protocols for all-ages DPC
Phase 3 — Month 18
Adult DPC (2,000 practices)
Add chronic disease management, medication tracking, and adult wellness. Begin Atlas.md replacement strategy.
Phase 4 — Month 24
Concierge & Employer DPC ($72M market)
Enterprise features: multi-provider, employer dashboards, reporting