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Agentic AI for Regulated Industries

Autonomous AI for the
industries that can't get it wrong.

Koa Partners builds agentic AI and automation for healthcare, Medicare, and other high-compliance enterprises — systems that run on their own and still meet HIPAA and CMS requirements.

Koa Platform

Compliance-Grade AI

Compliance Posture

Built into the architecture from day one

HIPAA

Time to Production

First workflows live in 4–6 weeks

Weeks

Human Oversight

Every AI decision is auditable

100%
Audit-Ready
26 Years

Healthcare Experience

HIPAA-aligned

Compliance

4–6 wks

Time to Production

Big Tech

Team Pedigree

Where We've Built

Trusted Pedigree

Fortune 500 Technology
Global Medical Device
Enterprise SaaS
Medicare Platforms
Healthcare Startups
Cloud & AI
Defense & Aerospace
Global Consulting
Fortune 500 Technology
Global Medical Device
Enterprise SaaS
Medicare Platforms
Healthcare Startups
Cloud & AI
Defense & Aerospace
Global Consulting
About Us

AI that survives real
regulation — and still
reaches production.

Koa Partners builds agentic AI and automation for organizations that operate under real regulatory weight — healthcare, Medicare, and other high-compliance enterprises.

Our team brings 26 years of healthcare experience — managing and developing medical systems for the Greenleaf Ventures portfolio — alongside engineering pedigree from Fortune 500 technology and consulting firms.

Most AI vendors stall as soon as compliance comes up. We start there. For the work we do, "it worked in the demo" was never enough.

Agentic AI Systems
Healthcare & Medicare
Fractional CTO Advisory
KOA

Our Network

What sets us apart is the caliber of our team. Our engineers, architects, and operators have built and shipped across:

Fortune 500 Technology
Global Medical Device
Enterprise SaaS
Medicare Platforms
Healthcare Startups
Cloud & AI
Defense & Aerospace
Global Consulting

Our mission: make advanced AI safe to deploy in industries where mistakes carry real consequences.

Our Services

Built for regulated
environments.

Four things we do, all aimed at putting autonomous AI to work where compliance and uptime can't slip.

01

Agentic AI & Intelligent Automation

We build agentic AI that does more than chat. Using the latest "Computer Use" models, we create agents that work across your software, run multi-step processes on their own, and connect to the tools you already use.

  • Autonomous Workflow Execution: Agents that carry out multi-step tasks across your software on their own.

  • Intelligent Integration: Connecting systems that don't normally talk to each other through API orchestration.

02

Specialized Healthcare & Medicare Systems

We know Medicare billing well, and we help organizations work through the technical side of:

  • Clearinghouse & NSV Integrations: Reliable connections to Medicare systems and clean data flow between them.

  • Billing System Architecture: Secure, compliant billing systems that scale with your volume.

  • Technical Compliance: Bridging the gap between regulatory requirements and engineering implementation.

03

AI-Native Workflow Development

We help businesses transition from legacy processes to AI-native workflows. This includes:

  • Rapid Application Prototyping: Moving from concept to MVP with speed and precision.

  • AI Implementation Strategy: Identifying high-value automation opportunities that provide immediate ROI.

  • Modernizing Engineering Workflows: Infusing AI into the development lifecycle to boost team velocity and code quality.

04

Fractional CTO & Strategic Advisory

Executive-level technical leadership without the overhead of a full-time hire — proven accelerating delivery across the Greenleaf Ventures healthcare portfolio.

  • Technical Roadmapping: Aligning technology investments with business objectives.

  • Delivery Acceleration: Unblocking stalled roadmaps and getting releases back on cadence.

  • Architecture Reviews: Ensuring your systems are built for scale, security, and future-readiness.

Fractional CTO Services

Executive technical leadership,
without the full-time hire.

As embedded technical leadership for the Greenleaf Ventures portfolio, we accelerated delivery across its healthcare and Medicare operating companies — modernizing billing systems, standing up compliant integrations, and shipping roadmaps that had stalled.

Technical Roadmapping

A sequenced technology plan tied to business milestones — build, buy, and in what order.

Delivery Acceleration

Stalled roadmaps unblocked: scope tightened, pipelines rebuilt, releases back on cadence.

Embedded Leadership

We run the engineering org day to day and report to your leadership — not a slide-deck advisor.

CTO

Proven Across

The Greenleaf Ventures Portfolio

  • Access Medical
  • Arriva Medical
  • Comfort Medical
  • Aptiva Medical
  • AptivaRx

Healthcare & Medicare operating companies spanning medical supply, pharmacy, and billing operations.

Our Products

The Koa Document
Intelligence Suite.

The intelligent orchestration layer for Document processing.

Most AI tools stop at extraction. We take you all the way to execution. Our "bolt-on" platform turns raw documents into a fully managed, decision-capable pipeline — with every step logged, auditable, and human-reviewable.

Intelligent Ingestion & Indexing

Simply upload your documents and let our system handle the rest. We provide fully indexed, searchable, and retrievable document libraries that understand context, not just keywords.

Automated Exception Handling

Our platform identifies data discrepancies and routes them into a specialized 'Exception Workspace' for rapid human-in-the-loop resolution.

Rule-Based Decision Logic

Our AI engine makes real-time decisions based on your specific client rules—approving, flagging, or routing documents automatically.

Enterprise Integration Ready

We prepare and validate metadata for one-click integration into Sage, ERPs, EMRs, and other core systems.

Request Technical Briefing
Sage ERPSAP IntegrationCustom EMROracle NetSuite
Why Koa

Why PartnerWith Koa?

Plenty of firms can prototype AI. Very few can put it into production inside a regulated enterprise — and keep it running, compliant, and accountable.

SOC 2HITRUSTHIPAACMS / Medicare

Security controls we build on — not a certification claim.

Compliance

Built in from day one

We build on SOC 2 and HITRUST security controls, with HIPAA and CMS/Medicare rules shaping the architecture from day one.

Proven in production

Production

Beyond the prototype

We ship AI that keeps working under audit, at real scale, and with real users.

Proven in production

Pedigree

Big-tech engineering

Built by engineers from Fortune 500 technology, healthcare, and defense organizations.

Proven in production
Common Questions

Frequently Asked
Questions

We specialize in regulated industries — healthcare, Medicare, and other high-compliance environments — where most AI vendors stall. We don't stop at strategy decks or prototypes; we build agentic systems that go into production and stay auditable, compliant, and accountable.
We connect agentic workflows to the tools you already run — EMRs, ERPs, billing platforms, and clearinghouses — using API orchestration rather than rip-and-replace. Your legacy systems stay in place; the AI works alongside them.
We treat compliance as a starting requirement. Our tools are built with HITRUST and SOC 2 controls baked in, aligned to HIPAA and CMS/Medicare requirements from day one. Every AI decision is logged, human-reviewable, and built to pass audit.
Most engagements reach their first live workflows in 4–6 weeks, depending on the complexity of your existing systems. We prioritize getting a real, working capability into production early rather than a long build with nothing to show.
Yes — it's a core offering. We provide executive-level technical leadership without the full-time hire: roadmapping, architecture reviews, and hands-on delivery acceleration. We've done this as embedded leadership across the Greenleaf Ventures healthcare portfolio, including Access Medical, Arriva Medical, Comfort Medical, Aptiva Medical, and AptivaRx.
Yes. Beyond the initial build, we provide ongoing technical leadership — monitoring, tuning, and updating your systems as your needs and the regulations change.

Still have questions?

Talk to Our Team
Let's Talk

Ready to put AI to work
where it actually matters?

Book a working session with our team to find where agentic AI can help your organization — and what it takes to deploy it safely.