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Sharecare $FCAC [Thread]• digital health company
- founded by Dr. Oz & Jeff Arnold
COVID-19 compliance product will aid in re-opening of large venues (huge potential)• Elite client list
95% of '21 revenue is contracted
Rev. $629M '23 (24% CAGR)
Dig Deeper
![Sharecare $FCAC [Thread]• digital health company- founded by Dr. Oz & Jeff ArnoldCOVID-19 compliance product will aid in re-opening of large venues (huge potential)• Elite client list 95% of '21 revenue is contracted Rev. $629M '23 (24% CAGR)Dig Deeper](https://pbs.twimg.com/media/EuSWmWeUUAEcGSK.jpg "Sharecare $FCAC [Thread]• digital health company- founded by Dr. Oz & Jeff ArnoldCOVID-19 compliance product will aid in re-opening of large venues (huge potential)• Elite client list 95% of '21 revenue is contracted Rev. $629M '23 (24% CAGR)Dig Deeper")
1/ COVID Health Security App
Compliance w/ vaccines and negative COVID-19 tests
- helps in reopening of large venues
Target clients:
• schools, arenas, hotels, offices, etc
Already signed:
• W hotels
• Ritz Carlton
• State Farm Arena (NBA)
Big revenue potential!
Compliance w/ vaccines and negative COVID-19 tests
- helps in reopening of large venues
Target clients:
• schools, arenas, hotels, offices, etc
Already signed:
• W hotels
• Ritz Carlton
• State Farm Arena (NBA)
Big revenue potential!
2/ What They Do
Your health in one app
- determine health status
- diet and medical data
- monitor sleep & stress
Enables users to:
- Research provider networks
- manage prescriptions & doc appts.
- compare prices of drugs & procedures
- ask health-related questions
- etc
Your health in one app
- determine health status
- diet and medical data
- monitor sleep & stress
Enables users to:
- Research provider networks
- manage prescriptions & doc appts.
- compare prices of drugs & procedures
- ask health-related questions
- etc
3/ Short Video on Sharecare
LinkedIn = business profile
Facebook = social profile
Sharecare = health profile
Video gives condensed summary of the @SharecareInc app and platform.
LinkedIn = business profile
Facebook = social profile
Sharecare = health profile
Video gives condensed summary of the @SharecareInc app and platform.
4/ Management 
• Sharecare was co-founded by Dr. Oz and Jeff Arnold in partnership w/ Discovery + Sony in 2010
CEO Jeff Arnold has solid track-record:
• founded WebMD
• founded HowStuffWorks
Strong leadership and company vision.
• Sharecare was co-founded by Dr. Oz and Jeff Arnold in partnership w/ Discovery + Sony in 2010
CEO Jeff Arnold has solid track-record:
• founded WebMD
• founded HowStuffWorks
Strong leadership and company vision.
5/ Operations
Sharecare's clients fall under 3 categories:
- Enterprise
- Provider
- Consumer Solutions
They unify the entire ecosystem – health plans, employers, providers, life sciences – into one connected system.
Recurring Revenue fuels growth
Sharecare's clients fall under 3 categories:
- Enterprise
- Provider
- Consumer Solutions
They unify the entire ecosystem – health plans, employers, providers, life sciences – into one connected system.
Recurring Revenue fuels growth
6/ Enterprise
- makes up over 50% of their revenue
• multi-year recurring rev. contracts
Elite clients here:
- Highmark, Anthem, Walmart, and UPMC to name a few
Therapeutic Programs:
- huge opportunity
- For example, diabetes program added 6x new clients in 2nd half of 2020
- makes up over 50% of their revenue
• multi-year recurring rev. contracts
Elite clients here:
- Highmark, Anthem, Walmart, and UPMC to name a few
Therapeutic Programs:
- huge opportunity
- For example, diabetes program added 6x new clients in 2nd half of 2020
7/ Provider
- connecting users & healthcare
• recurring rev. w/ upsells
Client base:
• 6,000 hospitals & physician practices
• 75+ health plans and audit clients
• Blue Cross Blue Shield, Aetna, Humana
Opportunity to expand current clients in to more sites nationwide.
- connecting users & healthcare
• recurring rev. w/ upsells
Client base:
• 6,000 hospitals & physician practices
• 75+ health plans and audit clients
• Blue Cross Blue Shield, Aetna, Humana
Opportunity to expand current clients in to more sites nationwide.
8/ Consumer Solutions
Large and growing education platform:
• 48K videos
• 265K articles
• 2.5M followers
- 3.8 years of content watched daily on Amazon Prime
- Launching mental health app in 2021 (Unwinding)
Top life science clients:
• Abbvie, Biogen, Merck, Gilead, etc
Large and growing education platform:
• 48K videos
• 265K articles
• 2.5M followers
- 3.8 years of content watched daily on Amazon Prime
- Launching mental health app in 2021 (Unwinding)
Top life science clients:
• Abbvie, Biogen, Merck, Gilead, etc
9/ http://Doc.ai Acquisition
Sharecare recently acquired @_doc_ai in what seems to be a pivotal move:
• added 70+ engineers
• get their 20+ patents
• appointed co-founders into leadership team
• Anthem now becomes their partner (this is huge)
Doc ai website
Sharecare recently acquired @_doc_ai in what seems to be a pivotal move:
• added 70+ engineers
• get their 20+ patents
• appointed co-founders into leadership team
• Anthem now becomes their partner (this is huge)
Doc ai website
10/ Financials 
95% of '21 revenue is contracted
• Exp. 24% CAGR through 2023
• Already profitable
Most of their revenue is recurring
- helps in forecasting the future
95% of '21 revenue is contracted
• Exp. 24% CAGR through 2023
• Already profitable
Most of their revenue is recurring
- helps in forecasting the future
11/ Falcon Capital $FCAC 
The team bringing @SharecareInc public is elite
Includes:
Alan Mnuchin & Jeff Sagansky who....
• brought Skillz $SKLZ public w/ Flying Eagle in mid 2020 (up 400%)
• brought DraftKings $DKNG public w/ Diamond Eagle in early 2020 (up 600%)
The team bringing @SharecareInc public is elite
Includes:
Alan Mnuchin & Jeff Sagansky who....
• brought Skillz $SKLZ public w/ Flying Eagle in mid 2020 (up 400%)
• brought DraftKings $DKNG public w/ Diamond Eagle in early 2020 (up 600%)
12/ Valuations 
This merger has gone under the radar as there is a lot of noise in the markets currently.
Telemedicine has taken off in the last year.
This merger has gone under the radar as there is a lot of noise in the markets currently.
Telemedicine has taken off in the last year.
13/ End Thoughts 
• I'm bullish on $FCAC @SharecareInc
New clients
+ recurring revenue
+ upsells
+ vaccine platform
+ telemedicine growth
+ therapeutics rollout
= MASSIVE POTENTIAL
On top of that, CEO Jeff Arnold knows how to grow companies & has the connections.
• I'm bullish on $FCAC @SharecareInc
New clients
+ recurring revenue
+ upsells
+ vaccine platform
+ telemedicine growth
+ therapeutics rollout
= MASSIVE POTENTIAL
On top of that, CEO Jeff Arnold knows how to grow companies & has the connections.
Appreciate you taking the time to read this thread! I hope it was informative.
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