From: Joe Braidwood & Dr. Jennifer Shannon
GLACIS is building the evidence layer for AI governance — cryptographic attestation infrastructure that turns runtime controls into independently verifiable proof. We're not building "better guardrails" (that's becoming table stakes). We're building evidence-grade enforcement: portable receipts that third parties can verify without trusting a vendor dashboard.
Healthcare is our beachhead because the pain is acute: digital health vendors are getting blocked by hospital security reviews, not because their AI is unsafe, but because they can't prove it's safe in a way procurement teams can verify.
Early Validation — All Inbound
Three design partners committed (nVoq, Prompt Opinion, PraxisPro). Credo AI's CEO (Forrester Wave leader) reached out directly — meeting at JPM to discuss integration. Mayo Clinic in active prospecting. Zero marketing spend.
Mental health AI carries unique governance challenges — and unique regulatory scrutiny. We're meeting with Spring Health's Head of Responsible AI tonight at JPM, and we believe the fit is exceptional.
Dr. Jennifer Shannon (our Co-Founder & CMO) brings deep mental health clinical expertise. Her background means we understand the clinical stakes of AI in behavioral health — not just the technical controls, but why they matter for patient safety.
Spring Health's AI-powered mental health platform faces the exact procurement friction we solve: employers and health plans asking "prove your AI is safe" before approving vendor contracts. Evidence-grade attestation is what closes that gap.
SemperVirens' healthcare portfolio companies are precisely our target ICP — digital health vendors deploying AI into clinical workflows who face procurement friction:
| Portfolio Company | AI Use Case | GLACIS Value |
|---|---|---|
| Spring Health | AI-powered mental health matching & care navigation | Evidence pack for employer/payer security reviews |
| Rula | AI-driven therapist matching | Attestation for state licensure compliance |
| Midi Health | AI clinical decision support for menopause care | PHI non-egress proof for payer contracts |
| Rightway | AI care navigation & benefits guidance | Compliance evidence for enterprise HR buyers |
The strategic fit: SemperVirens invests in category-defining AI for complex markets. Your portfolio companies need evidence infrastructure to close enterprise deals. We provide the verification layer that turns "trust us" into "verify yourself."
We sell to the vendor who is blocked, not the hospital who is busy.
Hospital and employer security teams are gatekeepers, but they're not the ones with urgent purchase intent. The pain sits with AI vendors trying to get through security review — losing deals, delaying deployments, burning cycles on manual audit responses.
Titles: VP Engineering, Head of Product, CCO, CEO
We're not selling to buyers directly in Phase 1, but we need them to pull our evidence format into evaluation workflows. When a health system says "we accept GLACIS attestation packs," vendors have to adopt us.
The play: Partner, don't sell. Get our evidence format accepted as a standard artifact in security review processes. This creates demand pull from vendors.
All Inbound — Zero Marketing Spend
Everything below came from organic discovery — LinkedIn content, HLTH networking, word of mouth. We haven't run a single campaign. The pull is real.
| Company | Status | Deal Structure | What We'd Prove |
|---|---|---|---|
| PraxisPro | LOI signed | Design partnership → paid pilot | Evidence-grade AI governance for enterprise |
| nVoq | Verbal commit — diligence with compliance team | 90-day pilot → $25K ARR conversion | Evidence pack closes enterprise security review |
| Prompt Opinion | Tech kickoff scheduled January | Design partnership | AI governance for clinical decisions |
| Company | Status | What They Need |
|---|---|---|
| Spring Health | Meeting Head of Responsible AI at JPM | Evidence pack for employer/payer security reviews |
| Kaiser Permanente | Health system / payer | AI governance framework for clinical AI |
| MultiCare | Health system / payer | AI governance framework for clinical AI |
| Mayo Clinic | Platform CIO conversation | AI governance framework for clinical AI |
| Credo AI | CEO reached out — meeting at JPM | Runtime attestation integration for governance platform |
We're confident enough to offer: No deployable evidence pack? Full refund. Design partners can pilot with zero downside — if we can't produce verifiable attestation artifacts that pass their customer's security review, they pay nothing.
Strategic Alignment with Your LPs
SemperVirens' LP base includes Cigna, Guardian, MetLife, and Unum — exactly the carriers who need actuarial data on AI risk. Our patent portfolio (Family C) explicitly covers insurance integration.
Carriers lack actuarial data on what AI controls actually work in production. They can't differentiate between "we have guardrails" (every vendor claims this) and "our guardrails demonstrably fire" (almost no one can prove this).
AI liability insurance is nascent but accelerating. The carriers who can accurately price AI risk will capture massive market share. We provide the evidence infrastructure that makes AI deployments insurable.
The path: Phase 1 (now) — build evidence infrastructure with digital health vendors. Phase 2 (2026+) — partner with carriers to turn attestation data into underwriting inputs. Your LPs get early access to the actuarial data they need.
The Flight Recorder Concept: Treating AI monitoring as a cryptographically constrained, tamper-evident flight recorder — evidence stays local, only commitments export, and third parties can verify without seeing sensitive data.
Filed with Fenwick & West, November 2025
Governed canonicalization, policy-scoped PRF for deterministic sampling, two-tier attestations (L0/L2), co-epoch binding. The core infrastructure for evidence-grade enforcement.
Metrics aggregated only from verified receipts. Controller with bounded invariants. Five cryptographic gates for control actions.
Parametric trigger conditions verified from attestation data. Automated payout execution. Zero-knowledge risk assessment without content custody. This is why your insurance LPs should care.
Cryptographic random sampling, post-epoch nonce publication, Clopper-Pearson confidence intervals for actuarial pricing.
The patents protect the verification layer, not just the enforcement layer. Competitors can build guardrails. They can build monitoring. But producing cryptographic evidence that a third party can verify without trusting the vendor dashboard — and turning that into insurable, parametric trigger events — that's our protected territory.
Spring Health, Rula, Midi Health, Rightway — your portfolio is our customer base. Built-in design partner and pilot opportunities.
Cigna, Guardian, MetLife, Unum — direct path to Phase 2 insurance partnerships that our patent portfolio unlocks.
8,000+ enterprise buyer connections. Your ecosystem approach matches our GTM: evidence format becomes procurement standard.
Your thesis is AI for complex markets. We're building the evidence layer that makes AI deployable in the most complex market of all: healthcare.
Let's discuss how GLACIS fits your portfolio strategy — and how Spring Health and your other healthcare companies could benefit from evidence-grade AI governance.