Four tiers, one operator.
Strategix monetizes its internal infrastructure by productizing the same systems for outside clients. The architecture follows four tiers, from boardroom-ready strategy to managed platforms to vertical AI products. Each tier maps to a distinct engagement model, timeline, and procurement path.
Why StrategixBuilt by a high-acuity clinician and an active acquirer. The systems we sell to clients are the same systems we run on our own clinical practice and our own deal flow. Domain fluency is not borrowed.
Boardroom-ready direction, before a line of code.
For leadership teams and operating partners who need a defensible AI thesis, an honest readiness assessment, and a roadmap their CFO and CTO will both sign off on. Outputs that survive the boardroom and the build.
AI readiness assessment & roadmap
Operational diagnostics across the value chain, capability maturity scoring, and a sequenced 12-to-24-month roadmap with phased ROI modeling.
Vendor selection & build-vs-buy
Independent vendor evaluation, build-versus-buy economics, and procurement support. We have no vendor referral fees, ever.
Executive workshops & AI governance
Board-level workshops on AI risk, governance, and policy. Practical frameworks for procurement, security review, and human-in-the-loop standards.
Operational diagnostics
Targeted process review for the highest-leverage intervention points. Turns into a Tier 2 implementation scope only if the economics warrant it.
Production systems, tied to your stack.
For organizations that have a clear thesis and need to ship. Custom agent and workflow systems engineered against your actual EHR, CRM, ERP, and data infrastructure. Built for reliability, observability, and the long horizon, not the demo.
Custom GPT & agent deployments
Multi-agent systems designed against the client's specific workflow, with eval harnesses, observability, and human-in-the-loop checkpoints where the stakes demand them.
CRM, EHR, and ERP integrations
HubSpot, Salesforce, Athena, Epic, NetSuite, QuickBooks. We build to your stack and respect the data residency and access boundaries your IT team requires.
RPA & workflow automation
Operations, HR, and finance workflow automation that combines RPA, AI agents, and traditional integration to remove the right kind of friction.
Data pipelines & analytics enablement
Warehouse design, pipeline construction, and the analytics layer that makes the AI systems above auditable and the executive dashboards trustworthy.
The system runs. We keep it running.
Most AI engagements end at deployment. Ours continues. We host, maintain, tune, and evolve the systems we build, with SLAs, audit trails, and compliance monitoring designed for the regulated environments we work in.
Model maintenance & performance tuning
Ongoing prompt engineering, retrieval tuning, model upgrades, and quality monitoring as your data, customers, and the underlying models all change.
Hosted AI assistants
Clinical, operations, sales, and customer service copilots hosted and operated by Strategix, with tenant isolation and SSO built in from day one.
Compliance monitoring & audit trails
HIPAA-conscious architecture, full audit logging, and inspection-ready documentation. Designed for the kind of regulators who actually show up.
24 / 7 support & SLAs
Tiered support with SLAs that match the stakes. Production systems do not go offline at 11 p.m. on a Sunday without somebody picking up.
Productized solutions, built once and licensed.
Vertical AI products are productized solutions developed once internal use cases prove out, then licensed externally. Each one is anchored in a domain Strategix already operates inside. The roadmap is sequenced; product status is honest.
Healthcare RCM Intelligence
An AI-driven revenue cycle platform for ASCs, infusion centers, and specialty practices. Denial recovery, prior auth automation, and revenue capture, packaged.
Acquisition Operator Suite
An end-to-end M&A workflow platform for searchers, independent sponsors, and family offices. Sourcing, diligence, integration, and 100-day execution.
Clinical Workflow Copilot
Anesthesia, surgical, and infusion documentation automation for high-acuity clinical teams. Built around the workflow, not on top of it.
Practice Growth Engine
Ad creative, intake, and conversion stack for cash-pay healthcare verticals: medspa, regenerative, weight loss, and hormone therapy practices.
Who Strategix builds for.
Aligned with the broader Recio acquisition thesis and the firm's Southeast geographic focus. Engagements outside this profile are reviewed case by case for fit.
Lower-mid healthcare operators
ASCs, infusion centers, home health and hospice, diagnostics, compounding pharmacies, and specialty practices.
DSOs, MSOs, physician groups
Multi-site dental and medical platforms, MSO-backed groups, and physician practices scaling toward institutional ownership.
Sponsors & search funds
Independent sponsors, search funds, and self-funded searchers building diligence and integration discipline at the holdco level.
Family offices & RIAs
Family offices and registered investment advisors looking for AI-enabled operational leverage across direct holdings and managed portfolios.
Professional services firms
Legal, accounting, and financial advisory firms accepted selectively when the operational profile and confidentiality posture are a fit.
Southeast focus
Florida, Georgia, Tennessee, North Carolina, South Carolina, and Texas. National engagements considered for the right institutional fit.
Three reasons clients stay.
"Deployments that pay for themselves on the operations they touch."
Every engagement is anchored to a specific operational metric the system is committed to move. EBITDA, denial recovery, cycle time, realization. We do not ship work that cannot be measured against the baseline that justified the build.
"Built by an active acquirer. The systems we ship are the ones we run on our own deal flow."
Strategix sits inside the Recio Holdings ecosystem alongside an active acquisition platform. The diligence, integration, and operational AI we sell to clients is the same infrastructure we use to evaluate and integrate our own deals.
"A roadmap of vertical AI products, not just a consulting engagement."
Strategix is a building firm. Tier 4 vertical products give clients a path from custom mandate to productized platform, with the option to license rather than rebuild as their portfolio scales.
Pick a tier, start a conversation.
Most engagements begin with a Tier 1 readiness assessment or a scoped Tier 2 pilot. We take a small number of mandates each quarter, selected for fit.