Oneview Healthcare (ONE) Investor presentation summary

The healthcare capacity crisis

• US healthcare faces a severe clinical capacity problem, with labor costs making up 56% of hospital expenses and nursing labor alone exceeding $480B annually, representing over 30% of hospital costs.

• Contract nursing spend surged over fivefold during the pandemic, peaking at $44.6B in 2022, before dropping to an estimated $14.2B in 2025.

• Despite cost reductions, nurse intent to leave remains elevated, with 30% of frontline RNs considering leaving direct patient care in 2024, up from 22% in 2021.

• Hospital operating margins remain below pre-pandemic levels, with nursing wage inflation a major factor.

• Workforce shortages, clinician burnout, aging demographics, and rising patient expectations drive the need for technological solutions.

AI-driven transformation and product evolution

• The company’s three-year AI journey began with leadership training, followed by internal transformation and culminated in developing a bedside orchestration layer for hybrid care.

• The Connected Care Platform integrates real-time patient, environmental, and operational data, supporting advanced AI workflows.

• Trusted by major US health systems, the company expanded rapidly post-pandemic, nearly doubling its customer base since 2021.

• Digitization efforts include digital door signs and whiteboards integrated with EHRs, improving workflow and patient safety.

• Virtual care adoption is accelerating, with 74% of hospital leaders viewing virtual nursing as integral to inpatient care.

Ovie: The AI orchestration layer

• Ovie is evolving from a voice assistant to an agentic AI, orchestrating workflows and patient interactions.

• The Ovie ecosystem includes Engage (context-aware prompts), Voice (natural language interaction), Console (operational visibility), and Rounds (guided rounding).

• Ovie automates routine patient interactions, escalating issues to nurses only when necessary, saving time and improving care prioritization.

• Built on a secure, EHR-agnostic architecture, Ovie integrates with over 40 healthcare systems and prioritizes privacy and governance.

• Ovie augments, rather than replaces, human care, handling common needs and enabling clinicians to focus on complex cases.