≈ ₱30.3B
PhilHealth cumulative savings to 2030
[PARTNER DATA]
A partner-modeled national savings pool. It is context for the size of the problem — it is not AAA revenue and is excluded from the base case.
CIM Highlights · The three-minute read
Applied Agentic AI Corporation is building the agentic-AI operating layer for the Philippines’ largest institutions — the national health insurer, the national procurement system, and the country’s biggest hospital network — in consortium with the partners who already hold those relationships, monetizing measurable value rather than software licenses.
A curated teaser of the Confidential Information Memorandum. Only AAA’s own share is shown; PhilHealth and HERO are excluded from the base case.
This page is provided for information only. It is not an offer to sell, or a solicitation of an offer to buy, any security. Any investment discussion is made solely through the Company’s Confidential Information Memorandum, provided to qualified recipients under confidentiality.
Six lines · three pillars
The portfolio, tagged honestly.
The data-integrity legend — our signature trust element
Every figure in the Company’s materials carries a confidence tag. Click a tag to filter the business lines below by evidentiary status.
- [EXECUTED]
- A signed, executed agreement or an issued license exists.
- [DRAFTED]
- A drafted agreement is in circulation between the named parties; not yet signed.
- [MGMT EST]
- Management estimate — the Company’s own modeling and judgment.
- [PARTNER DATA]
- A figure or program originating from a partner’s materials or model, not AAA’s.
- [ILLUSTRATIVE]
- A worked example to show mechanics — not a forecast.
- [VERIFY]
- Stated in good faith; supporting evidence is being compiled and must be verified.
- [INPUT NEEDED]
- A material input the Company still needs before the figure can be modeled.
LineWhat it isAnchor counterpartiesStatus
The base case
Honestly framed.
AAA consolidated base-case revenue
[MGMT EST]₱39.3MYear 1
₱139.3MYear 2
₱282.3MYear 3
Year 1: 39.3 million pesos. Year 2: 139.3 million pesos. Year 3: 282.3 million pesos. Management estimate.
Pinned note
PhilHealth is excluded from the base case. Only AAA’s own share is shown. HERO excluded.
EBITDA turns positive around late Q1–Q2 of Year 2.
Partner-modeled value pools
Context — not AAA revenue.
Three large numbers orbit this story. None of them is AAA revenue, and the Company never presents them as such — they size the problems the platform addresses.
≈ US$186.4M
Project HERO — Year-5 program
[MGMT EST]
A Company program gated on a future raise. Shown as ambition context only; excluded from the base case.
≈ ₱1,180M / yr
Project Skyway at full scale
[PARTNER DATA]
Modeled via AAA’s 80% MRTC stake at full scale. Proposal-stage; carried at ₱0 in all cases.
The moat stack
What compounds here.
01
Exclusive distribution
Consortium partners who already hold the institutional relationships AAA’s platform serves.
02
Regulatory key
Labx Corp.’s FDA License to Operate plus 20 SaMD filings mapped to the Philippine FDA pathway — regulatory work as a moat, not a cost.
03
Consortium standing
Standing alongside national-scale operators — hospital groups, insurers, and infrastructure partners.
04
31-hospital validation channel
A drafted three-party agreement anchoring clinical validation and distribution across a 31-hospital network.
05
Government-grade trust architecture
Audit-grade decision trails, human-in-the-loop controls, and data governance designed for public institutions.
06
Clinical data flywheel (HERO)
Physician-supervised physical AI generating longitudinal elder-care data no competitor can shortcut.
07
Workforce / AIducate
A trained agentic-AI workforce and client base compounding through the AIducate practice.
The transaction
₱50,000,000 seed round
[MGMT EST]- Instrument
- Post-money SAFE
- Post-money valuation cap
- ₱500,000,000
- Discount
- 20%
- Ownership at cap
- 10.0%
- Investor rights
- Pro-rata rights
- FX planning
- USD/PHP ≈ 58
What the round buys.
The round funds the regulatory pathway (SaMD filings through Labx), the first hospital-network deployments, the claims-layer build with consortium partners, and the AIducate practice — the revenue lines that make the base case, before any PhilHealth or HERO upside.
Red-team Q&A
The hard questions, answered.
“Is this a government-contract bet?”
No. The base case is built on private counterparties — hospital groups, insurers, and enterprises — with government programs treated as upside. PhilHealth is excluded from the base case entirely, and the procurement program is presented as a concept, not booked revenue.
“Is the ₱30.3B AAA revenue?”
No. It is a partner-modeled national savings pool, shown only as context for the size of the problem. AAA’s base case shows only AAA’s own share of its own contracted lines: ₱39.3M → ₱139.3M → ₱282.3M over three years [MGMT EST].
“Six lines is too many for a seed-stage company.”
The six lines share one platform, one regulatory spine, and one consortium. Three are revenue-near (Medical AI, claims, AIducate); three are staged options (procurement, Skyway, HERO) carried at zero or excluded until gated milestones are met.
“Filings aren’t approvals.”
Correct — and the CIM tags them accordingly. The 20 SaMD filings are mapped to the Philippine FDA pathway [MGMT EST] through Labx Corp.’s licensed establishment. The moat claim is the pathway and the licensed vehicle, not a claim of granted approvals.
“What if 1X never signs?”
HERO is excluded from the base case and gated on a future raise. If the 1X SDK discussion does not convert, the base case is unchanged; the physical-AI option is re-platformed or deferred.
“Why a SAFE?”
Speed and alignment at seed stage: a post-money SAFE with a ₱500M cap, 20% discount, and pro-rata rights gives investors defined ownership (10.0% at cap) without a priced-round timeline, and lets capital go to milestones instead of negotiation.
Ready for the full memorandum?
Released to qualified recipients under confidentiality, through the access request.
This page is provided for information only. It is not an offer to sell, or a solicitation of an offer to buy, any security. Any investment discussion is made solely through the Company’s Confidential Information Memorandum, provided to qualified recipients under confidentiality.