Asha Health

What do they actually do

Asha Health provides a hosted, practice‑branded "AI clinic" that runs continuous patient support between visits. Practices configure it for specific patient cohorts (e.g., primary care, cardiology, pulmonology), and it automates education, reminders, symptom checks, and triage for those patients YC company profile | Asha homepage.

In a typical setup, Asha provisions the workflows and messaging cadence, enrolls the target patients, and runs recurring outreach while escalating to staff only when needed. The company says "100+ physicians" across specialties are on the platform today Asha homepage | YC company profile.

Who are their target customer(s)

• Independent or medium‑sized primary care practices (physicians and owners): They struggle to keep patients engaged and manage chronic conditions between visits without hiring more staff, and need ways to capture revenue from ongoing care YC profile | Asha homepage.
• Specialty clinics managing chronic cohorts (cardiology, pulmonology, etc.): They require continuous outreach, monitoring, and timely triage for high‑risk patients but rely on manual calls and fragmented workflows today YC profile | Asha homepage.
• Practice managers and clinic operations leaders: They face high operational cost and staff burnout from repetitive outreach, education, and coordination, while needing to meet quality metrics without adding headcount Asha homepage | jobs/company page.
• CMOs, ACO/IPA executives, and value‑based care leaders: They are measured on population outcomes and cost metrics and need scalable programs that improve engagement and reduce avoidable utilization YC profile | press summary.
• Nurses and care coordinators (frontline triage and follow‑up): They are overloaded with routine check‑ins and low‑acuity triage, and need reliable automation that escalates only true clinical issues YC profile | press summary.

How would they acquire their first 10, 50, and 100 customers

• First 10: Founder‑led pilots with trusted practices recruited via YC and clinical networks, with white‑glove onboarding in exchange for rapid feedback and permission to share early outcomes YC profile | Asha homepage.
• First 50: Standardize specialty templates and onboarding checklists to replicate wins in similar practices, and use referral incentives from pilot customers to reduce founder time per sale YC profile | Asha homepage.
• First 100: Package ROI and care‑quality case studies for practice groups and VBC buyers, build partnerships with EHRs/MSOs/consultants for distribution, and stand up a dedicated customer success function YC profile | jobs/company page | press summary.

What is the rough total addressable market

Top-down context:

Asha sells workflow automation and patient engagement software to US physician practices and provider organizations running chronic‑care and value‑based programs. This focuses on independent/medium practices and specialty clinics rather than large health systems.

Bottom-up calculation:

If ~40,000 target US practices (primary care and key specialties) buy an AI clinic at an average annual contract value of $20k–$80k, the US TAM would be roughly $0.8B–$3.2B. Larger enterprise deals with ACOs/CMOs could expand this further.

Assumptions:

• Focus on ~40k independent/medium practices and specialty clinics in the US that run chronic care and VBC programs.
• Avg. ACV per practice $20k–$80k based on cohort count, volume, and support needs.
• TAM excludes international markets and assumes software‑only (no bundled devices).

Who are some of their notable competitors

• Memora Health (now part of Commure): Two‑way, programmatic care navigation that automates clinical pathways and triages messages; historically focused on health‑system deployments with deep EHR ties. Acquired by Commure in Dec 2024 press release.
• CareSignal: Text‑first patient engagement for chronic disease cohorts and ACOs, delivering regular check‑ins, education, and escalation rules at scale.
• Twistle (by Health Catalyst): Configurable patient‑engagement/workflow engine with EHR integration to run automated education, reminders, and alerts for practices and health systems.
• CareSimple: Turnkey RPM and chronic‑care platform bundling devices, logistics, EHR integration, and billing support; emphasizes device‑based monitoring programs.
• TeleVox: Longstanding patient communication suite for physician practices (reminders, multi‑channel outreach, conversational AI) competing for reliable between‑visit outreach.