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Service offering · Compliance + infrastructure review

Venture Audit

Know exactly where you stand.
A comprehensive compliance and infrastructure review for established telemedicine companies that need a clear, defensible view of what is working, what is missing, and where risk may be accumulating. Built for companies asking one urgent question: are we legal?

Know exactly where you stand.Service offering · Compliance + infrastructure review
Investment$5,000
FormatOne-Time · 6-Week Program
LeadershipLed by Dr. Laura Purdy, MD MBA

Scope of review

We Examine the Infrastructure Behind the Patient Experience

Corporate + Financial Structure

Corporate entities, ownership alignment, flow of funds, banking infrastructure, payment pathways, and compensation mechanics.

Contracts + Legal Architecture

Core agreements, medical group and MSO relationships, vendor dependencies, and whether critical contractual pieces appear to be missing.

State-by-State Care Model

Which states require synchronous care, where asynchronous workflows may be used, and whether the operating model matches the applicable standard.

Clinical + Operational Workflows

Intake forms, questionnaires, consent pathways, clinical decision flows, provider handoffs, escalation processes, and clinical customer support.

How it works

The Six-Week Audit

PeriodMilestoneWhat happens
Weeks 1–2Onboarding + orientationIntroductory call explains the audit process, required documentation, workspace use, and exactly what the client must provide.
Weeks 3–5Audit completion + supportThe client completes document submission and audit requirements over three weeks, with questions answered through the Zoho workspace.
Week 6Two-hour audit reviewDr. Laura Purdy or a senior strategic advisor leads a two-hour findings session and walks leadership through the completed audit.

What You Walk Away With

  • A clear, defensible picture of your compliance posture
  • Documented findings and gaps across all four review areas
  • A two-hour leadership walkthrough of the completed audit

Who This Is Built For

  • Established telemedicine companies with live operations
  • Leadership teams that suspect risk is accumulating quietly
  • Companies preparing for growth, diligence, or restructuring
Scope boundary

Venture Audit identifies findings and gaps. It does not include implementation, remediation, legal representation, or consulting to correct the issues identified. Companies seeking a correction plan may proceed into Venture Configure.

Make every critical moving part visible.

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