Market Opportunity
A $3.7 trillion market. A four-channel wedge.
The U.S. healthcare services market is enormous, fragmented, and structurally inefficient. Apptly only needs a small share to build a category-defining business.
U.S. Healthcare Services
$3.7T market. Specialist services lead.
$1.5T
Hospital care
$0.9T
Physician & clinical services
$1.0T
Other health spending
$0.3T
Other ambulatory services
Illustrative
0.01% of a $1T sub-market = $100M in annual revenue.
TAM · SAM · SOM
Funnel from total opportunity to obtainable revenue.
TAM
$3.7T
Total addressable U.S. healthcare services market.
SAM
$1.1B
Serviceable portion accessible through Apptly's specialty and channel mix.
SOM
Multi-$M
Obtainable in next 2–3 years based on income and age demographics.
Monetization
Four channels. Compounding unit economics.
Direct-to-Consumer
$200 – $300
Revenue per visit, paid directly by patients seeking timely specialist access.
Channel Partnerships
$150 – $600
Flat fee per visit. Apptly nets 20–50% of patient appointment revenue.
Employers
Direct staffing
Apptly physicians servicing self-insured employer populations under contract.
Federal & State
Intermediary contracts
Servicing government appointment volume through multi-year intermediary partnerships.