CaseLift recovers lost revenue for dental practices on a monthly subscription. Ten practices are live with zero cancellations. This round builds the sales and client success team and reaches profitability within 8 to 13 months.
A done-for-you service practices pay for every month, with no work required on their end.
We pull every unscheduled treatment plan and overdue patient from the practice's records.
Trained coordinators call and text each patient personally.
Patients get scheduled. The doctor gets a weekly results report.
Evidence the model works, four months after launch.
Dr. Perry's practice earned a 35x return on CaseLift in its first 90 days, all from patients it already had but wasn't booking.
The founder's track record acquiring dental clients through paid ads at his previous company.
Practices already pay for tools that show the problem. CaseLift is the only option that brings patients back.
| Messaging softwareWeave, RevenueWell, NexHealth | Practice analyticsDental Intelligence | Call centersVirtual assistants | In-house hire | CaseLift | |
|---|---|---|---|---|---|
| Finds the right patients | Partial | ✓ | ✕ | Partial | ✓ |
| Personally calls and texts them | ✕ | ✕ | ✓ | ✓ | ✓ |
| Knows each patient's treatment plan | ✕ | ✓ | ✕ | ✓ | ✓ |
| Zero front-desk time | ✕ | ✕ | Partial | ✕ | ✓ |
| Costs less than a hire | ✓ | ✓ | ✓ | ✕ | ✓ |
Each advantage raises what your stake is worth.
Devyn built and sold a seven-figure dental agency serving 150+ practices. Lower execution risk for you.
Booked patients keep practices paying. Recurring revenue is what buyers pay a multiple for.
Ads pay back in one to two months, so fewer future rounds dilute your stake.
AI lets each coordinator serve more practices. Modeled margins of 74% to 87% at scale mean CaseLift sells like software, not an agency.
A five-year build, not a quick flip.
10 practices, zero cancellations.
Paid ads build the base. Profitable within 8 to 13 months.
Referral partners join the growth engine.
Base case, close to the $500K ceiling we plan around.
This round is intentionally small. We are choosing partners, not just capital.
We want investors who already live in dentistry: practice owners, group leaders, consultants, and industry vendors. When your capital is in CaseLift, your introductions, credibility, and advice grow the value of your own stake.
Client revenue can fund growth, but slowly. Outside capital lets us hire the sales and client success team now and win practices before others copy the model.
Devyn leads CaseLift day to day and takes no salary from this round. Every dollar goes to growth, and his return comes from building the company alongside yours.
$150K total from 2 to 3 investors, all at the same price.
Select a check size to see its potential return below.
Example rounds: $100K + $50K, $75K + $75K, or three checks of $50K.
Every new client pays monthly, so growth funds itself within a few months. Your capital bridges the gap until profitability, within 8 to 13 months depending on ad costs.
Built on conservative numbers, with growth leveling off around $500K a month. Base case: about $360K a month by year 3 and $480K by year 5.
| Monthly revenue | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 |
|---|---|---|---|---|---|
| Conservative | $61K | $134K | $206K | $245K | $266K |
| Base case | $74K | $208K | $363K | $452K | $482K |
| Upside | $130K | $348K | $459K | $483K | $491K |
| Monthly ad spend | $9K | $20K | $30K |
|---|---|---|---|
| Base case cost per practice (25% close rate) | $2,400 | $3,230 | $3,650 |
| Upside cost per practice (40% close rate) | $1,500 | $1,930 | $2,150 |
Base case assumes only 25% of held demos close, so a new practice starts at $2,400 to win and gets more expensive as ad spend grows. Ads ramp from $9K to $20K a month in year one and $30K from year two, 4% of practices cancel each month, and referral partners add about 8 practices a month from year two. The BDR starts on day one, a customer success manager joins at about 25 practices, office and conference costs are included, the sales team runs at half speed its first two months, and managers are added as revenue reaches set levels. Conservative case adds steeper ad costs, 5% monthly cancellations, and fewer referrals. Upside case uses the 40% close rate from the founder's previous company. All cases assume growth levels off around $500K a month. Illustrative only; our actual cancellation rate today is zero.
How far the round goes at three different costs to acquire a practice.
About $63K of the round left over. Matches the founder's past results.
About $52K of the round left over.
About $42K of the round left over.
Ads ramp from $9K to $20K a month in year one and $30K from year two. Each case assumes 4% of practices cancel monthly and referral partners add about 8 practices a month from year two. Cost per practice is held flat in each case, with the BDR on from day one, a customer success manager at about 25 practices, and the sales team at half speed for its first two months. The founder's track record with paid ads to dentists is $1,500 per new client.
What a $100K investment (4%) could become. Plan on a five-year horizon.
Illustrative only. Company values assume about 4x annual revenue.
Devyn founded and scaled Grillo Marketing, a dental implant marketing agency, over six to seven years, working with more than 150 dental practices and closing over 200 dentists on a roughly $2,000-a-month growth service before exiting the company.
He brings deep experience in high-ticket sales and direct-response advertising on Meta and Google for dental practices, and now leads product, sales, and delivery at CaseLift.
The round is limited to 2 to 3 investors. To discuss participation or request the full data room, contact Devyn Grillo, Founder and CEO.
caselift.io