Cardio AI Advantage
Neutral/Standard
Competitor Weakness
✓ = Yes/Advantage
✗ = No/Weakness
⭐ = Cardio AI
🏆 Key Competitive Highlights
- ✓ ONLY comprehensive 7-agent platform (all competitors have 1-2 solutions)
- ✓ 60% EBITDA margins (3-6x better than any competitor)
- ✓ Year 1 profitable (ALL 11 competitors burning cash or part of larger entities)
- ✓ 50x LTV/CAC ratio (10-25x better than competitors)
- ✓ 20x more capital efficient ($5M vs $35-250M to similar revenue)
- ✓ 300x return potential (vs 1-20x for competitors)
Company Overview
| Metric | CARDIO AI ⭐ | Eko Health | Cleerly | Ultromics | Cardiologs | Viz.ai | Arterys | iCardio.ai | Idovan | AliveCor | Tempus |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Founded | 2024 | 2013 | 2017 | 2017 | 2014 | 2016 | 2011 | 2019 | 2018 | 2011 | 2015 |
| Headquarters | USA | Oakland, CA | New York, NY | Oxford, UK | Paris, France | San Francisco | San Francisco | USA | USA | Mountain View | Chicago, IL |
| Status | Private (Seed) | Private (Series D) | Private (Series C) | Private (Series B) | Private (Series B) | Private (Series D) | Acq (Tempus 2022) | Private (Seed/A) | Private (Series A) | Private (Series E+) | Public (2024) |
| Total Funding | $5M ✓ | $165M | $223M | $85M | $35M | $250M+ | ~$40M (acq) | ~$8M | ~$15M | $200M+ | $1.3B+ |
| Valuation | $33M post | ~$500M (2021) | ~$500M (2023) | ~$200M | ~$150M | ~$1.2B | ~$100M (acq) | ~$40M | ~$80M | ~$1B (peak) | ~$8B cap |
Technology Platform & Capabilities
| Capability | CARDIO AI ⭐ | Eko Health | Cleerly | Ultromics | Cardiologs | Viz.ai | Arterys | iCardio.ai | Idovan | AliveCor | Tempus |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total AI Solutions | 7 agents ✓ | 2 | 1 | 2 | 1 | 2 | 1 | 1 | 2 | 2 | 3 (cardio) |
| ECG Analysis | ✓ YES | ✓ YES | ✗ NO | ✗ NO | ✓ YES | ✗ NO | ✗ NO | ✓ YES | Partial | ✓ YES | ✗ NO |
| Cardiac Risk Assessment | ✓ YES | Limited | ✗ NO | ✗ NO | Limited | ✗ NO | ✗ NO | ✓ YES | ✓ YES | Limited | ✓ YES |
| Treatment Recommendations | ✓ YES | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✓ YES |
| Hospital Workflow Optimization | ✓ YES | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✓ YES | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO |
| Remote Monitoring (IoMT) | ✓ YES | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✓ YES | ✓ YES | ✗ NO |
| Medical Imaging (PACS/DICOM) | ✓ YES (All) | ✗ NO | ✓ CT only | ✓ MRI/Echo | ✗ NO | ✓ CT (Stroke) | ✓ MRI/CT | ✗ NO | ✗ NO | ✗ NO | Partial |
| Women's Cardiac Health | ✓ YES | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO |
| Full Cardiac Care Continuum | ✓ YES | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | ✗ NO | Partial |
| Primary Focus | Comprehensive Platform | Stethoscope + ECG | CT Coronary | Cardiac MRI/Echo | ECG Automation | Stroke + Cardiac Triage | Cardiac MRI Quant | ECG Analysis | Risk + RPM | Consumer ECG | Multi-Disease |
Financial Performance
| Metric | CARDIO AI ⭐ | Eko Health | Cleerly | Ultromics | Cardiologs | Viz.ai | Arterys | iCardio.ai | Idovan | AliveCor | Tempus |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue (Est.) | $51M (Y1) | ~$50M | ~$60M | ~$30M | ~$20M | ~$80M | Part of Tempus | ~$2M | ~$5M | ~$40M | ~$150M (cardio) |
| EBITDA Margin | 60% ✓ | 10-15% | 20-25% | 15-20% | 10-15% | 15-20% | Part of Tempus | Negative | Negative | Negative | ~25% (overall) |
| Gross Margin | 95%+ ✓ | 70-75% | 75-80% | 80-85% | 85-90% | 75-80% | 80-85% | 90%+ | 85-90% | 65-70% | 70-80% |
| Profitability Status | ✓ Year 1 Profitable (+$31M) | ✗ Burning (-$40M) | ✗ Burning (-$50M) | ✗ Burning (-$25M) | ✗ Burning (-$15M) | ✗ Burning (-$50M) | Part of Tempus | ✗ Burning | ✗ Burning | ✗ Burning (-$30M) | ✗ Not yet |
| Path to Profitability | ACHIEVED ✓ | Unknown | 2-3 years | 2-3 years | 2-3 years | 3-4 years | Part of Tempus | 3-4 years | 2-3 years | Struggling | 2026+ target |
Unit Economics
| Metric | CARDIO AI ⭐ | Eko Health | Cleerly | Ultromics | Cardiologs | Viz.ai | Arterys | iCardio.ai | Idovan | AliveCor | Tempus |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTV (Lifetime Value) | $7,584 ✓ | $1,200-1,500 | $2,000-2,500 | $1,800-2,200 | $1,500-2,000 | $2,500-3,000 | $1,800-2,200 | $800-1,200 | $2,200-2,800 | $500-800 | $3,000-4,000 |
| CAC (Acquisition Cost) | $152 ✓ | $800-1,000 | $1,200-1,500 | $1,000-1,200 | $600-800 | $1,500-2,000 | $1,000-1,200 | $300-400 | $800-1,000 | $150-200 | $2,000-3,000 |
| LTV/CAC Ratio | 50x ✓ | 1.5-2x | 1.7-2x | 1.8-2x | 2.5-3x | 1.5-2x | 1.8-2x | 2.5-3x | 2.5-3x | 3-5x | 1.5-2x |
| CAC Payback Period | <3 months ✓ | 12-18 months | 12-18 months | 12-18 months | 8-12 months | 18-24 months | 12-18 months | 6-9 months | 10-12 months | 6-12 months | 18-24 months |
| Annual Churn Rate | <5% ✓ | 10-15% | 8-12% | 8-12% | 10-15% | 12-18% | 10-15% | 15-20% | 12-15% | 20-25% | 10-15% |
Capital Efficiency & Investment Returns
| Metric | CARDIO AI ⭐ | Eko Health | Cleerly | Ultromics | Cardiologs | Viz.ai | Arterys | iCardio.ai | Idovan | AliveCor | Tempus |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital to $100M ARR | $5M ✓ | $165M+ | $223M+ | $85M+ | $35M+ | $250M+ | $40M+ | $20M+ | $30M+ | $200M+ | $500M+ |
| Efficiency Ratio | 20x ✓ | 0.6x | 0.5x | 1.2x | 1.4x | 0.6x | 1.0x | 0.4x | 0.7x | 0.5x | 0.3x |
| Dilution Risk | ✓ None (self-funding) | ✗ High | ✗ High | ✗ High | ✗ Medium-High | ✗ Very High | Part of Tempus | ✗ High | ✗ High | ✗ Very High | Public float |
| Current Investment Stage | Seed ($5M) ✓ | Series D+ | Series C+ | Series B+ | Series B+ | Series D+ | Acquired | Seed/Series A | Series A | Series E+ | Public |
| Ownership Available | 15% for $5M ✓ | <5% for $50M+ | <5% for $50M+ | 8-10% for $30M+ | 10-12% for $20M+ | <5% for $50M+ | N/A | 15-20% for $5M+ | 12-15% for $10M+ | <3% for $50M+ | Public float |
| Projected 2030 Return | 300x ✓ | 10-20x | 10-20x | 15-30x | 10-25x | 8-15x | N/A | 20-40x | 15-30x | 1-5x | 2-4x |
| Investment Recommendation | ✓ STRONG BUY | Hold | Hold | Consider | Consider | Hold | N/A | Consider | Consider | Avoid | Hold |
Market Position & Traction
| Metric | CARDIO AI ⭐ | Eko Health | Cleerly | Ultromics | Cardiologs | Viz.ai | Arterys | iCardio.ai | Idovan | AliveCor | Tempus |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TAM (Total Addressable Market) | $2.8B ✓ | $800M | $1.2B | $600M | $900M | $2B (stroke+cardiac) | $700M | $1B | $1.5B | $1.5B | $15B+ (all) |
| Current Market Share | 2% (entry) | 3-4% | 2-3% | 1-2% | 2-3% | 3-4% | 1-2% | <1% | 1-2% | 8-10% (consumer) | 1-2% (cardio) |
| Target 2030 Market Share | 38% ✓ | 8-10% | 6-8% | 4-6% | 8-10% | 10-12% | 4-6% | 5-8% | 8-10% | 12-15% (consumer) | 15-20% (all) |
| Members/Users (Current) | 50,000 | ~100K | ~50K | ~25K | ~40K | ~150K (all conditions) | ~30K | ~5K | ~10K | 500K+ (consumer) | ~100K (cardio) |
| Health System Partnerships | 3 (18M lives) ✓ | 50+ sites | 100+ sites | 30+ sites | 60+ sites | 1,500+ hospitals | 40+ sites | 10+ sites | 15+ health plans | Consumer focus | 200+ (all diseases) |
🏆 Technology Leadership
- 7 AI agents (ALL competitors: 1-2)
- Only comprehensive platform
- Full cardiac care continuum
- 10+ year competitive lead
💰 Financial Dominance
- 60% EBITDA (3-6x better)
- Year 1 profitable (ALL burn cash)
- Self-funding growth
- Zero dilution risk
📊 Elite Economics
- 50x LTV/CAC (vs 1.5-5x)
- <3 month payback (vs 6-24)
- <5% churn (vs 8-25%)
- 95%+ gross margins
🚀 Capital Efficiency
- $5M → $100M ARR
- Competitors: $35-250M to similar
- 7-50x more efficient
- 20x better returns
🎯 Market Position
- $2.8B TAM (largest)
- 3 health systems (18M lives)
- Path to 38% share by 2030
- Winner-takes-most dynamics
💎 Investment Returns
- 300x return (Seed)
- 15% for $5M investment
- $1.5B at $10B exit
- 15-300x better than competitors
🎯 COMPETITIVE VERDICT
After analyzing 11 major competitors, the conclusion is clear:
Cardio AI is NOT competing with these companies. While competitors offer 1-2 single-point solutions and burn $15-50M annually, Cardio AI delivers a comprehensive 7-agent platform with 60% EBITDA margins and Year 1 profitability.
This isn't incremental improvement—it's 3-50x advantage across every metric:
- Technology: 7 agents vs 1-2 (3-7x more comprehensive)
- Margins: 60% vs 10-25% or negative (3-6x better)
- Economics: 50x LTV/CAC vs 1.5-5x (10-33x better)
- Capital: $5M vs $35-250M to similar revenue (7-50x more efficient)
- Returns: 300x vs 1-40x (7-300x better)
Result: Cardio AI = Generational Investment. Competitors = Incremental Plays.
Invest in the Clear Winner
Cardio AI Seed Round: $5M at $33M Post-Money | 75% Committed | Closing Q1 2026
📊 Access Data Room 📧 Contact Us
Email: invest@cardioailive.com