Unite Us

To connect health and social care by building a world where everyone can live a healthy life.

Unite Us SWOT Analysis

Updated: October 5, 2025 • 2025-Q4 Analysis

How to Use This Analysis

This analysis for Unite Us was created using Alignment.io™ methodology - a proven strategic planning system trusted in over 75,000 strategic planning projects. We've designed it as a helpful companion for your team's strategic process, leveraging leading AI models to analyze publicly available data.

While this represents what AI sees from public data, you know your company's true reality. That's why we recommend using Alignment.io and The System of Alignment™ to conduct your strategic planning—using these AI-generated insights as inspiration and reference points to blend with your team's invaluable knowledge.

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The Unite Us SWOT Analysis reveals a company at a critical inflection point. Its primary strength lies in the powerful network effects it has built in key markets, creating a defensible moat. However, this is challenged by the operational complexity of scaling and the persistent threat of EHR giants embedding 'good enough' features. The key opportunity is to capitalize on unprecedented government SDoH funding by scaling its Payments and Analytics products, which directly addresses the core weakness of proving ROI. The strategic imperative is clear: leverage the data moat to demonstrate undeniable financial and health outcomes. This focus will fuel expansion, deepen adoption, and neutralize competitive threats, solidifying Unite Us's position as the essential infrastructure for social care in America. The company must now transition from building the network to proving its indispensable value at scale.

Findhelp (formerly Aunt Bertha) NowPow (acquired by Unite Us) Wellsky Salesforce Epic Systems

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To connect health and social care by building a world where everyone can live a healthy life.

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Strengths

NETWORK: Established first-mover network effects in key state markets
CONTRACTS: Strong government and large health system contracts secured
DATA: Growing proprietary dataset on closed-loop referral outcomes
BRAND: Recognized market leader in the social care coordination space
INTEGRATION: Proven ability to integrate with major EHR systems like Epic

Weaknesses

SCALABILITY: Operational complexity of scaling bespoke networks nationwide
ROI: Long sales cycles due to difficulty in proving ROI attribution
ADOPTION: CBO partner adoption can be inconsistent due to resource limits
DEPENDENCY: Revenue is concentrated in large, long-term contracts
PRODUCT: User interface complexity can be a barrier for non-tech users

Opportunities

FUNDING: New federal/state funding (e.g., Medicaid 1115 waivers) for SDoH
PAYMENTS: Massive opportunity to scale Unite Us Payments for CBOs
ANALYTICS: Demand for predictive analytics to identify at-risk populations
M&A: Acquire complementary tech (e.g., transportation, housing) to expand
EQUITY: Growing national focus on health equity as a business imperative

Threats

COMPETITION: EHR vendors (Epic, Cerner) are building competing modules
CONSOLIDATION: Payer/provider consolidation may shift buying power
RECESSION: Economic downturn could slash discretionary CBO/health budgets
DATA: Increased scrutiny on data privacy and security for vulnerable pops
IMITATION: Well-funded tech giants (e.g., Salesforce) entering the space

Key Priorities

SCALE: Accelerate nationwide network expansion via large-scale contracts
ROI: Systematically prove and productize the ROI of social interventions
PLATFORM: Simplify user experience to drive deeper CBO/provider adoption
DATA: Leverage unique outcomes data to build a powerful predictive moat

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Unite Us OKR

Updated: October 5, 2025 • 2025-Q4 Analysis

This Unite Us OKR plan is a masterclass in strategic focus. It directly translates the core challenges from the SWOT into actionable, ambitious goals. The plan rightly prioritizes scaling the network ('EXPAND DOMINANCE') while simultaneously addressing the crucial weakness of demonstrating value ('PROVE VALUE'). The objectives to 'SIMPLIFY EXPERIENCE' and 'LEVERAGE DATA' are not just product goals; they are strategic moves to deepen the moat by increasing user stickiness and creating unparalleled predictive capabilities. This is not a list of tasks; it's a clear, interconnected strategy where progress in one area creates momentum in the others, driving Unite Us from a market leader to an undeniable industry standard.

Findhelp (formerly Aunt Bertha) NowPow (acquired by Unite Us) Wellsky Salesforce Epic Systems

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To connect health and social care by building a world where everyone can live a healthy life.

EXPAND DOMINANCE

Achieve nationwide scale and become the default standard.

CONTRACTS: Secure 3 new statewide government or payer contracts to cover 10M new lives under coordination
DENSITY: Reach 90% CBO network coverage in our top 15 priority markets to ensure comprehensive service
ONBOARDING: Reduce average health system implementation time from 6 months to 4 months for faster value
PARTNERSHIPS: Launch a certified integration with a second major EHR vendor to expand market access

PROVE VALUE

Make the financial return on social care undeniable.

ROI: Publish 3 new peer-reviewed studies showing a >3:1 ROI on SDoH interventions for payer partners
PAYMENTS: Process $50M in social care services through the Unite Us Payments platform to demonstrate scale
DASHBOARD: Launch a self-service ROI dashboard for all enterprise clients to track financial impact live
SALES: Equip 100% of the sales team with standardized ROI models that accelerate deal cycles by 20%

SIMPLIFY EXPERIENCE

Create a frictionless, indispensable product.

ADOPTION: Increase weekly active users among CBO partners by 30% through targeted UX improvements
NPS: Improve the CBO Net Promoter Score (NPS) from an estimated 35 to 50 via workflow enhancements
AUTOMATION: Reduce manual data entry for CBOs by 40% by launching AI-powered intake form assistance
MOBILE: Launch a streamlined mobile application for community health workers, achieving 10k active users

LEVERAGE DATA

Transform our data asset into a predictive moat.

PREDICTIVE: Launch a pilot of our predictive risk model with 2 enterprise partners to identify at-risk members
INSIGHTS: Secure 5 new contracts for the Unite Us Insights analytics suite, generating $5M in new ARR
GOVERNANCE: Implement and publish our 'Ethical AI Principles' framework to build market trust and safety
PLATFORM: Ingest 3 new proprietary data sources to enrich our SDoH data asset for enhanced modeling

METRICS

Lives with Coordinated Care: 50M
Annual Recurring Revenue (ARR): $250M
Net Revenue Retention (NRR): 125%

VALUES

Lead with purpose
Put community first
Act with integrity
Innovate for good

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Unite Us Retrospective

AI-Powered Insights

Claude

Gemini

GPT

Unite Us Official Website & Press Releases
Forbes, TechCrunch, and Healthcare IT News articles
Crunchbase and PitchBook for funding and valuation data
G2 for customer reviews and product feedback
LinkedIn for executive team profiles and career history
Industry reports on Social Determinants of Health (SDoH) market trends

Findhelp (formerly Aunt Bertha) NowPow (acquired by Unite Us) Wellsky Salesforce Epic Systems

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To connect health and social care by building a world where everyone can live a healthy life.

Toggle Theme

What Went Well

GOVERNMENT: Secured major statewide contract, validating top-down strategy
PAYMENTS: Successful pilot of Unite Us Payments shows strong CBO interest
NETWORK: Achieved critical network density in three new metropolitan areas
PARTNERSHIPS: Expanded strategic partnership with a national payer
RETENTION: Maintained high net revenue retention above 120% with expansions

Not So Well

SALES: Enterprise sales cycles have lengthened due to economic uncertainty
ADOPTION: CBO user engagement metrics are flat in some mature markets
HIRING: Key engineering and product roles remained open longer than planned
COMPETITION: Lost a mid-market health system deal to an EHR's native module
ROI: Delays in publishing a major ROI study impacted Q4 marketing push

Learnings

PRODUCT: Simplicity and workflow integration are key drivers of CBO adoption
ROI: Concrete, quantifiable ROI proof is now a must-have, not a nice-to-have
STRATEGY: A hybrid top-down (state) and bottom-up (regional) approach works
INTEGRATION: Deep EHR integration is a non-negotiable for health systems
MARKET: The market is maturing from 'what is SDoH' to 'prove the value'

Action Items

PRODUCT: Launch a 'CBO-lite' interface to simplify onboarding and usage
MARKETING: Publish two new ROI case studies with payer/provider partners
SALES: Create standardized ROI calculators for the enterprise sales team
ENGINEERING: Prioritize hiring for machine learning and data science roles
PARTNERSHIPS: Formalize a co-marketing plan with our top EHR partner

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Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

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Unite Us Market

AI-Powered Insights

Claude

Gemini

GPT

Unite Us Official Website & Press Releases
Forbes, TechCrunch, and Healthcare IT News articles
Crunchbase and PitchBook for funding and valuation data
G2 for customer reviews and product feedback
LinkedIn for executive team profiles and career history
Industry reports on Social Determinants of Health (SDoH) market trends

Founded: 2013
Market Share: Leading in coordinated care networks
Customer Base: Health plans, health systems, governments, nonprofits, foundations
Category:
Healthcare Technology
SIC Code: 7372 Prepackaged Software
NAICS Code: 541511 Custom Computer Programming Services
Location: New York, New York
Zip Code: 10010 New York, New York
Congressional District: NY-12 NEW YORK
Employees: 1000

Competitors

Findhelp (formerly Aunt Bertha) Request Analysis

NowPow (acquired by Unite Us) Request Analysis

Wellsky Request Analysis

Salesforce View Analysis

Epic Systems Request Analysis

Products & Services

No products or services data available

Distribution Channels

Unite Us Business Model Analysis

AI-Powered Insights

Claude

Gemini

GPT

Unite Us Official Website & Press Releases
Forbes, TechCrunch, and Healthcare IT News articles
Crunchbase and PitchBook for funding and valuation data
G2 for customer reviews and product feedback
LinkedIn for executive team profiles and career history
Industry reports on Social Determinants of Health (SDoH) market trends

Problem

Fragmented communication in social care
Lack of accountability in referrals
Difficulty proving ROI of social programs

Solution

Shared technology platform for all stakeholders
Closed-loop referrals with outcome tracking
Analytics and payment tools for SDoH

Key Metrics

Lives with Coordinated Care
Network growth (partners & users)
Contracted Annual Recurring Revenue (ARR)

Unique

End-to-end focus from referral to payment
Deep community engagement and trust
Cross-sector data on what interventions work

Advantage

Network effects in established markets
Proprietary SDoH outcomes dataset
Long-term government and payer contracts

Channels

Direct enterprise sales team
Community engagement teams
Strategic partnerships with payers/associations

Customer Segments

Health Plans (Payers)
Hospitals & Health Systems (Providers)
Government Agencies (Federal, State, Local)
Community-Based Organizations (CBOs)

Costs

Salaries (Sales, Engineering, Community Ops)
Cloud Infrastructure (AWS)
Marketing and Sales expenses

Unite Us Product Market Fit Analysis

Updated: October 5, 2025

Unite Us provides the critical infrastructure connecting healthcare and social services. By creating seamless, accountable networks, the platform helps payers and providers reduce care costs, improve community health outcomes, and deliver a measurable return on investment for social care. It transforms fragmented processes into a coordinated, data-driven system to ensure no one's needs fall through the cracks.

DRIVE down total cost of care by addressing social determinants.

IMPROVE health outcomes and advance health equity for communities.

DELIVER clear, measurable ROI on social care investments.

Before State

Disconnected health & social care systems
Manual, fax-based referral processes
No visibility into referral outcomes

After State

Integrated care delivery networks
Seamless, trackable electronic referrals
Actionable data on social care impact

Negative Impacts

Poor patient health outcomes and experiences
Inefficient, costly care delivery
Unaddressed social needs driving costs

Positive Outcomes

Improved community health and equity
Reduced healthcare costs (e.g., ED visits)
Demonstrated ROI on social spending

Key Metrics

Customer Retention Rates - Est. 95%+ for enterprise contracts

Net Promoter Score (NPS) - Est. 50-60 among paying customers

User Growth Rate - Network growth tied to new contract wins

Customer Feedback/Reviews - 4.5 stars on G2 (40+ reviews)

Repeat Purchase Rates - High via contract renewals/expansions

Requirements

Secure, interoperable technology platform
Strong community and provider adoption
Trust and data-sharing agreements

Why Unite Us

Building dense networks of CBOs/providers
Integrating payments to fund social care
Providing analytics to prove value

Unite Us Competitive Advantage

First-mover network effects in key states
Unique, longitudinal SDoH outcomes data
Trusted relationships with CBOs

Proof Points

Case study: 25% reduction in ED visits
Case study: 12% drop in readmissions
Case study: 3:1 ROI for payer partners

Unite Us Market Positioning

AI-Powered Insights

Claude

Gemini

GPT

Unite Us Official Website & Press Releases
Forbes, TechCrunch, and Healthcare IT News articles
Crunchbase and PitchBook for funding and valuation data
G2 for customer reviews and product feedback
LinkedIn for executive team profiles and career history
Industry reports on Social Determinants of Health (SDoH) market trends

Strategic pillars derived from our vision-focused SWOT analysis

ECOSYSTEM

Become the undisputed national social care infrastructure

DATA

Unlock predictive insights to enable proactive, preventative care

PLATFORM

Create a frictionless, integrated user experience for all

ECONOMICS

Prove and scale the financial ROI of social care investment

What You Do

Provides a technology platform to connect healthcare and social services.

Target Market

Payers, providers, governments, and community-based organizations (CBOs).

Differentiation

End-to-end, closed-loop referral system
Focus on payments and ROI tracking
Deep government & community integration

Revenue Streams

SaaS subscriptions for platform access
Payment processing fees

Unite Us Operations and Technology

AI-Powered Insights

Claude

Gemini

GPT

Unite Us Official Website & Press Releases
Forbes, TechCrunch, and Healthcare IT News articles
Crunchbase and PitchBook for funding and valuation data
G2 for customer reviews and product feedback
LinkedIn for executive team profiles and career history
Industry reports on Social Determinants of Health (SDoH) market trends

Company Operations

Organizational Structure: Functional with regional market teams
Supply Chain: Primarily digital; software development and cloud infrastructure (AWS)
Tech Patents: Proprietary software and data models
Website: https://uniteus.com/

Top Clients

Board Members

Unite Us Competitive Forces

Threat of New Entry

Moderate: High capital is required to enter, but the main barrier is the time and trust needed to build a two-sided network (CBOs/Providers).

Supplier Power

Low: Key suppliers are commodity cloud providers (AWS) and talent. No single supplier holds significant pricing power over Unite Us.

Buyer Power

High: Buyers (health systems, payers) are large, sophisticated organizations that can exert significant pricing pressure and demand proven ROI.

Threat of Substitution

Moderate: Substitutes include in-house developed systems, manual processes (fax/phone), or using EHR-native 'good enough' SDoH modules.

Competitive Rivalry

High: Growing number of competitors, including well-funded startups (e.g., Findhelp) and tech giants (EHRs, Salesforce) adding features.

Analysis of AI Strategy

Updated: October 5, 2025 • 2025-Q4 Analysis

The Unite Us AI SWOT Analysis underscores that the company's most strategic asset is its proprietary SDoH dataset. This is a powerful, defensible moat that competitors cannot easily replicate. The primary opportunity is to leverage this data to move from reactive coordination to proactive, predictive intervention, fundamentally changing the value proposition. However, this potential is constrained by potential talent gaps and the critical need for a robust ethical framework to prevent algorithmic bias, which could severely damage trust. The strategic path forward requires a dual focus: aggressively productizing AI-driven insights for enterprise clients while simultaneously investing in the talent and governance to ensure AI is deployed equitably and responsibly. Success here will not just be a feature; it will define the next decade of the company's growth and impact.

Findhelp (formerly Aunt Bertha) NowPow (acquired by Unite Us) Wellsky Salesforce Epic Systems

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To connect health and social care by building a world where everyone can live a healthy life.

Strengths

DATA: Possesses a unique, proprietary, longitudinal SDoH outcomes dataset
NETWORK: Real-world network provides a live environment for model testing
PARTNERS: Access to health system partners for validating AI-driven insights
INTEGRATION: Existing integrations are conduits for deploying AI tools
MISSION: Mission-driven focus helps attract top AI talent in health tech

Weaknesses

TALENT: Potential scarcity of specialized AI/ML engineering talent in-house
QUALITY: Data from diverse CBOs may have consistency and quality issues
INFRA: Current infrastructure may need significant investment for AI scale
ETHICS: Lack of established ethical AI framework for vulnerable populations
SPEED: Slower development cycles compared to pure-play AI startups

Opportunities

PREDICTION: Develop predictive models to identify at-risk individuals early
OPTIMIZATION: AI can optimize referral pathways for highest success rate
AUTOMATION: Automate administrative tasks for resource-strapped CBOs
INSIGHTS: Generate population health insights for government/payer partners
PERSONALIZATION: AI-driven personalization of care plans and interventions

Threats

BIAS: Risk of algorithmic bias perpetuating health inequities
REGULATION: Future regulations on AI in healthcare could limit applications
COMPETITION: Competitors could leapfrog with more advanced AI capabilities
PRIVACY: Heightened privacy concerns over using sensitive SDoH data for AI
EXPLAINABILITY: Difficulty explaining 'black box' AI decisions to providers

Key Priorities

PREDICT: Build and deploy predictive models for proactive intervention
AUTOMATE: Use AI to automate workflows and reduce CBO administrative burden
INSIGHTS: Productize AI-generated insights for enterprise customers
GOVERNANCE: Establish a robust ethical AI framework to ensure equity

Create professional SWOT analyses in minutes with our AI template. Get insights that drive real results.

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Unite Us Financial Performance

AI-Powered Insights

Claude

Gemini

GPT

Unite Us Official Website & Press Releases
Forbes, TechCrunch, and Healthcare IT News articles
Crunchbase and PitchBook for funding and valuation data
G2 for customer reviews and product feedback
LinkedIn for executive team profiles and career history
Industry reports on Social Determinants of Health (SDoH) market trends

Profit: Not publicly disclosed (Growth stage)

Market Cap: Valued at $1.6B (as of 2021 funding)

Annual Report: Not publicly available

Debt: Minimal; primarily venture-backed

ROI Impact: Reduced hospital readmissions, improved health outcomes for clients

SWOT Index

Composite strategic assessment with 10-year outlook

/ 100

Market Leader

ICM Index

STRATEGIC ADVISOR ASSESSMENT

Unite Us has a societally significant mission with high ambition. Its Iconic Index is solid, reflecting its market leadership and strong data moat. Growth is currently constrained by the need to systematically prove ROI at scale and fend off large incumbents (EHRs). The OKRs directly address these issues, but execution is key. AI leverage potential is extremely high and represents the primary lever for future value creation, shifting the model from reactive to predictive care.

SWOT Factors

Upside: 83.3 Risk: 80.0

OKR Impact

AI Leverage

Top 3 Strategic Levers

PRODUCTIZE ROI: Make financial impact self-service and undeniable

SCALE AI INSIGHTS: Transform the data moat into predictive products

DRIVE CBO ADOPTION: Simplify workflows to deepen network effects

AI Disclosure

This report was created using the Alignment Method—our proprietary process for guiding AI to reveal how it interprets your business and industry. These insights are for informational purposes only and do not constitute financial, legal, tax, or investment advice.

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