Scale rollup cash flows.Audit-ready anytime.

Tailored to your verticals, RollSuite helps you aggregate disparate cash flows at scale without replacing tech stacks.

User
User
User
Trusted by 40+ firms
Backed by
a16zVillage Global
Team from
Bridgewater Associates
Consolidated EBITDA
$42.5M+12.4%
Data Quality
Audited
Vet A
Dental B
PT C
HVAC D

Trusted by leading firms

Unify your financial & operational reporting. Scale cash flows reliably.

We help you do more of what you do best: Buy fragmented cash flows and bundle them into institutional-grade assets.

Sponsor-Driven Controls

Maintain equity control while delegating the dirty work of data collection and normalization.

Zero Workflow Interruption

Don't break what works. We ingest data from legacy systems without forcing software changes.

Institutional Immunization

Build the reliable, scaled cash flow bundles that immunize long-term liabilities.

Purpose-built for your specific verticals.

Don't force a square peg in a round hole. We have pre-built schemas for the distinct operational nuances of Vet, Dental, HVAC, PT, Dermatology, Auto, and Insurance.

Supported Integrations

Dentrix
Eaglesoft
Open Dental
Curve Hero
Dolphin

Key Performance Indicators

  • Hygiene Production
  • Chair Utilization
  • Re-care Rate
  • Collections %
Instant Ingestion

Connect these data sources in < 5 minutes via our secure OAuth flows.

Time to Affiliation

Reduce integration lag from months to hours. View acquired data sources immediately after the transaction closes.

Battle-Tested Integrations

Automated ingestion for accounting, payables, marketing, and operational data. No more man-hours lost in spreadsheets.

Industry-Specific KPIs

Track the metrics that actually matter for your vertical. From chair utilization to technician efficiency, get granular operational visibility instantly.

Data Architecture

Financial reports for the board. Operational reports for the culture.

Other data solutions don't get it or don't care. But if your financial reports aren't accurate buildups of vertical-specific operational insights, what good are they?

RollSuite takes a vertical-specific approach, integrating directly into the long tail of software systems, providing continuous financial reporting and operational insights.

Financial reporting validates the cash flow for institutional investors. Operational reporting ensures the asset is efficient without disrupting the tech stack.

Integrated Data Sources

Primary EHR/PMS
Marketing (Meta/Google)
RCM & Clearinghouses
Payroll (ADP/Gusto)
Accounting & Banking APIs
Bespoke Spreadsheets
TERMINAL_VIEW● SYSTEM ACTIVE
METRICVALUEDELTA
GROSS_REVENUE$4,250,120+12.5%
EBITDA_ADJ$890,000+4.2%
FACILITIES_ACTIVE420
LABOR_EFFICIENCY0.85+1.1%
CUST_ACQ_COST$125.00-2.5%
NET_PROMOTER_SCORE72+5.0%
CASH_CONVERSION94%-1.2%
DAYS_SALES_OUT28-4.5%
_

Go from bespoke lag to automated alpha.

Stop losing man-hours on data aggregation. Focus on the pipeline and the financing. Let us automate data warehouse with AI.

Used by top mid-market sponsors managing $500B+ AUM