Electronic Visit Verification and care-plan documentation portal for home-care agencies to comply with state Medicaid EVV mandates and streamline caregiver billing; agencies pay $250-600/mo per location. · Home Care Compliance SaaS
DEAD SLOW · CAUTIOUS
6.8 ShipScore / 10
Strongest: mandate-driven need. Weakest: state-by-state certification limits control and scale.
Condition: You can get certified/approved in 2+ open-model EVV states and land paying agencies before cash burns.
Part I — The Verdict what the instruments read
01 — The ShipScore breakdown
Control
6
C6 — sells direct to agencies, but state EVV aggregators gate data flow
Entry barriers
7
E7 — state certification, Medicaid integrations; Kibu stable, not strengthening
T7 — productized SaaS, but per-state config and agency onboarding stay manual
Scale
6
S6 — US Medicaid-only, state-by-state rollout caps reach
What the five commandments measure
C — Control
Do you own the customer, or does a gatekeeper stand between you and revenue?
E — Entry
How hard is this to copy once it works? A rival's existence isn't the question — the durability of their advantage is.
N — Need
Is demand proven with money rather than vibes?
T — Time
Can income detach from your hours, or did you buy yourself a job?
S — Scale
How far does it reach without linear cost?
Scored on the evidence below, against CENTS as we've adapted it plus a Buffett-style moat reading of every rival — the same referee for every idea, including the ones we generate ourselves. The verdict follows the arithmetic: we never relabel a score to make it read better, and the weakest commandment is always named. The exact rubric stays in-house so the scale can't be written for.
02 — The pace test — $1M/yr
At $400/mo (assumed category price), you need 209 subscribers for a $1M/yr pace.
A rival's moat trend is its verified-revenue trajectory, not its rating — a 4.9★ incumbent with eroding revenue is a different opponent than a widening one. How it's computed →
State-designated EVV aggregators — In closed-model states the state's chosen vendor is the only legal option
Incumbent agency-management suites — Bundle scheduling, payroll and EVV; switching cost for agencies is high
04 — Demand evidence
Kibu verified at $234k MRR with a stable trend — real recurring spend in the lane
EVV is federally mandated for Medicaid personal care/home health, so purchase is compliance-forced, not discretionary
Zero tracked competitors stalling under $2k MRR — no evidence of a dead lane
No Reddit signals and X probe unavailable — qualitative pain evidence is entirely absent
05 — Risks
Closed-model states shut out third-party vendors entirely — TAM shrinks state by state
Certification and payer integration work is slow, expensive, and repeats per state
Agencies buy EVV as part of a full suite; standalone point tool gets bundled away
Reimbursement-squeezed small agencies negotiate hard at $250-600/mo
06 — Kill switches — what kills this with one decision
A state adopting a closed/single-vendor EVV model — Your product becomes illegal to sell in that state overnight
State aggregator API/certification revocation — Visit data can't reach the payer, so billing breaks and agencies churn instantly
Federal or state Medicaid EVV rule relaxation — Removes the compliance gun to the head that drives the entire purchase
Part III — The Plan if you insist on proceeding
07 — What this scan can't tell you
Cannot tell which states run open vs closed EVV models, or your certification odds
No data on real agency churn, sales cycle length, or willingness to switch vendors
Kibu's segment, pricing, and state coverage are unknown — overlap with your wedge unclear
Scores judge the market and business model — not your ability to execute. Verified MRR = independently tracked revenue; reviews/upvotes = platform-reported. Judged 2026-08-20.
08 — The wedge & the next step
Small 1-3 location agencies in open-model states: flat-price EVV plus care-plan docs, no enterprise suite required
Cheapest next step: Pull one open-model state's certified EVV vendor list, then call 10 small agency owners about current vendor and monthly spend
Not quite it? Spin the model
Business-model variations of this idea, engineered to beat 6.8 — different vertical, audience, model, or wedge. Same harsh scale. Pro feature.
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