Prepared for Rosalie Mendia Founder · Ponteo
Prepared by Digital Culture Eddie Menezes · Tim Shutes

Ponteo.
is ready.

The product is built. Credentialing, contracts, HIPAA, availability — all live. The next question isn't whether to launch. It's how.

90 Days
25 / 100 Practices · Specialists
NY · NJ · CT Tri-State Beta
$399K Total Investment
01 The Stakes

Ready is not
the same as right.

In a market where applications can become obsolete in less than 90 days, the most expensive decision a founder can make is locking in core features before real users have touched them.

The product works in testing. The question is whether it works in the hands of the specialists and practices it was built to serve — and whether the things they ask for can be shipped fast enough to matter.

Beta is not a delay. It is the discipline of listening before scaling. It is how Ponteo earns the right to launch with momentum — instead of with explanations.

02 Why Beta

Listen first.
Ship fast.
Then scale.

001

Capture real signal

Lab testing surfaces the bugs the team can imagine. Real users surface the ones that actually matter — and they surface them within hours of touching the product.

002

Prioritize ruthlessly

A feedback intelligence layer captures every signal in real time, separates critical friction from cosmetic noise, and routes only the things that matter into the development sprint.

003

Ship in the same week

A dedicated engineering pod under direct management means fixes ship in days, not quarters. Users see their feedback land. Trust compounds. Momentum builds.

004

Earn the launch

By the end of 90 days, Ponteo doesn't launch on hope. It launches on evidence — backed by validated unit economics, repeat behavior, and a product the market has already shaped.

03 The Architecture

Two parallel tracks.
One outcome.

Beta and Engine run in parallel from day one. Not because we want to do more — because doing them sequentially would waste ninety days of pipeline warming and risk launching to an empty room.

Track One /01

The Beta

Product Validation in Market

Run the marketplace in NY/NJ/CT with real specialists and real practices. The engineering pod works in parallel — fixing, refining, hardening based on real user behavior.

Answers

Does the product actually work in market?

Track Two /02

The Engine

Trust & Demand Infrastructure

Build the website. Implement the CRM. Activate the brand voice. The day Beta succeeds, pipeline is already warm and demand is ready to convert.

Answers

When the product is proven, will anyone be ready to use it?

If we wait until Beta validates the product to start building the demand engine, we lose ninety days of pipeline warming and brand trust. The parallel track means the day Beta concludes successfully, we don't start marketing — we accelerate marketing that's already in motion.

04 The Voice of the Platform
Founding Clinical Voice Dr. Jason M. Auerbach, DDS

Most marketplaces
spend a year proving
they're credible.

Ponteo doesn't have to.

Dr. Jason M. Auerbach is one of the most operationally experienced and publicly recognized figures in the dental specialty world today. His involvement collapses the credibility curve from months to days.

Clinical
Board-Certified Oral & Maxillofacial Surgeon

Dual-certified through the National Dental Board of Anesthesiology. NYU College of Dentistry, DDS with honors. SUNY-Downstate residency, Chief Resident. Repeatedly named to NJ Magazine's Top Dentists.

Founder
Riverside Oral Surgery

Built one of the most recognized oral surgery groups in the Northeast since 2007. Multi-location, multi-surgeon, deep referral network across NJ.

Founder · Co-CEO
MAX Surgical Specialty Management

The Northeast's leading surgeon-led OMS platform. 25+ locations across NY, NJ, CT, PA, VT. $77M credit facility. Backed by RF Investment Partners and MedEquity Capital.

Reach
@bloodytoothguy · 188K followers

One of the most-followed voices in dentistry globally. Regular contributor to Dental Economics. Featured across Becker's Hospital Review, Group Dentistry Now, and the leading industry podcasts.

When Ponteo enters the tri-state market with Dr. Auerbach as its Founding Clinical Voice, the question stops being "who are you?" and becomes "how do I get in?"

His role within Beta
  • Named Founding Clinical Voice on the Ponteo website and platform
  • Specialist network letter to the tri-state OMS, anesthesiology, and broader specialty community
  • Featured Ponteo content through @bloodytoothguy organic posts during the 90-day Beta
  • Two to three short-form video pieces produced by Digital Culture
  • Strategic advisory input on specialist-side product, vetting standards, and credentialing

Scoped at ~8–12 hours across the 90 days. Digital Culture handles all production, ghostwriting, and coordination.

05 The Beta, Sized

Concentrated.
Defensible. Real.

These are the targets the engagement is built to deliver — and the criteria that trigger the Year One commitment.

25
Active Practices
Demand-side proof — the marketplace model resonates with real practice owners across NYC metro, Northern NJ, and Fairfield County.
100
Onboarded Specialists
Supply-side proof — density sufficient to fulfill bookings within 48 hours across all five priority specialties.
120+
Completed Bookings
Transaction proof — real, repeatable activity at the published commission economics.
35%
Repeat Rate Target
Behavioral proof — practices and specialists come back. The single leading indicator for V1 viability.
<14d
Time to First Booking
Activation proof — onboarding works and matching is reliable from the first touch.
50+
Platform NPS
Experience proof — the product is loved, not tolerated, by both sides of the marketplace.
$1,200 Avg. Visit Value
15% Ponteo Commission
$180 Revenue per Booking
$21,600+ Beta Commission Floor
06 The Workstreams

Six workstreams.
One integrated team.

Four workstreams run on the Beta track. Two run on the Engine track. The engineering pod sits across both. Senior accountability throughout — no agency layers, no translation tax.

01 Beta Track

Specialist Acquisition

Recruiting 100 specialists through credibility, not advertising.

Dr. Auerbach's network as primary activation channel. Specialty-segmented LinkedIn campaigns. State board verification pipeline targeting under 48 hours from signup to active status. Concierge onboarding for the first wave.

Network Letter LinkedIn Outreach Credential Pipeline Concierge Onboarding
02 Beta Track

Practice Acquisition

Converting 25 tri-state practices from legacy staffing.

Hand-selected sub-markets — Manhattan, Brooklyn, Bergen, Essex, Westchester, Fairfield. First-mover incentives. DSO pipeline seeding for Year One. Each practice onboarded with a dedicated point of contact.

Early Adopters Geographic Density DSO Seeding Hands-On Setup
03 Beta Track

Sales & Booking Activation

Turning interest into 120+ completed bookings.

Daily marketplace operations. Matching, facilitating, escalating friction into the dev sprint within 24 hours. Repeat-booking engine. Weekly commercial validation reporting — the data that proves the model holds.

Daily Ops Repeat Engine Friction Loop Weekly Readout
04 Beta Track

Analytics & Liquidity Monitoring

The data layer that proves Beta worked.

Lightweight dashboard tracking fill rate, time-to-match, repeat-booking rate, NPS, supply utilization. Cohort analysis by signup week. V1 readiness assessment delivered at day 90 — investor-grade.

Liquidity KPIs Cohort Analysis V1 Readiness Investor Reporting
05 Engine Track

Conversion Infrastructure

High-conversion website. Brand voice in market.

Production-grade build on Next.js. Dual conversion architecture — specialist and practice paths. Live by Week 6. Dr. Auerbach featured. Two-track messaging framework. Social proof captured throughout Beta for V1.

Next.js Build Dual Funnels Auerbach Featured Social Proof System
06 Engine Track

CRM, Pipeline & Demand Engine

HubSpot configured. Every signal captured.

HubSpot scales cleanly into Year One — zero rebuild. Specialist and practice pipelines configured. Website ↔ CRM ↔ Platform integration layer. Attribution model live by Day 90. The CAC data that funds V1.

HubSpot Setup Dual Pipelines Platform Sync Attribution Model
07 The Feedback Intelligence System

Capture the signal.
Prioritize ruthlessly.
Ship in the same week.

The single biggest risk in marketplace Beta is that real users find what testing missed — and there's no system in place to act on it. Beta with a passive feedback model is just a slow walk to disappointment. This is how we operationalize listening.

08 The Engineering Pod

A dedicated team.
Under one roof.

Six engineers, fully dedicated to Ponteo for the 90-day Beta. Managed by Digital Culture. Working in lockstep with the GTM team. One invoice. One accountability line. The team that makes "ship in the same week" actually possible.

01

Technical Lead

Sprint planning, architecture decisions, code review. The senior voice on what gets built and how.

02

Backend Developer

Platform stability, API performance, third-party integrations. The reliability foundation.

03

Mobile Developer (iOS)

Specialist app, booking flows, push notifications. Native-quality on the device most specialists use.

04

Web / Admin Developer

Practice-side admin interface, internal operational tools, dashboards. The control plane.

05

QA Engineer

Regression testing, real-user flow validation, bug triage. The safety net that lets us move fast without breaking trust.

06

PM / BA

Backlog grooming, Digital Culture liaison, documentation. The connective tissue between strategy and ship.

Three coverage areas during Beta

Bug fixes & hotpatches — anything surfacing in real user flow, prioritized within 24 hours of report.

UX / feature iteration — driven by the feedback intelligence system, shipped in the same sprint cycle.

Integration hardening — Stripe, calendar sync, credentialing services. Live-traffic resilience.

09 The 90-Day Plan

Three phases.
Both tracks. Lockstep.

Days 1 – 30 Foundation
Beta

Specialist recruitment via Auerbach network. Dev pod sprint zero: stabilization, hotpatch backlog. Concierge onboarding standup. Feedback intelligence system live by Week 2.

Engine

Website design and build kicks off. HubSpot CRM configured. Auerbach video and content production begins. Brand voice in market by end of phase.

Days 31 – 60 Activation
Beta

Practices come online. First bookings completed. Friction logged daily and prioritized into dev sprint. Repeat booking flows activated. Target by day 60: 15+ practices, 60+ specialists, first 50 bookings.

Engine

Website live by Week 6. CRM capturing all inbound. Auerbach organic content live on @bloodytoothguy. First social proof captured from Beta users.

Days 61 – 90 Validation
Beta

Repeat behavior emerges. Marketplace economics validated against the model. Target: 25 practices, 100 specialists, 120+ completed bookings. V1 readiness assessment delivered.

Engine

CRM pipeline reporting and attribution complete. Pipeline warmed with V1-ready demand. Brand voice has produced documented credibility lift. Engine ready for V1 acceleration.

10 The Investment

What it takes.
What it builds.
What it earns.

Total Beta Investment $399K All-inclusive · Single partner · Single invoice
Beta Setup & Foundation
Month 1 stand-up — team activation, ops infrastructure, sprint zero, feedback system
$50,000
Website Design, Build & Launch
Production-grade Next.js build · dual conversion architecture · Auerbach featured · live by Week 6
$55,000
CRM Implementation & Integration
HubSpot configured · pipelines built · website + platform integration · attribution model
$30,000
Beta Operations
Months 2–3 · Eddie & Tim direct ownership · daily marketplace ops · weekly readouts
$80,000
Engineering Pod
Six dedicated roles · three months · bi-weekly sprints · ship-in-the-same-week velocity
$165,000
Founding Clinical Voice
Production & coordination · Auerbach video pieces · ghostwritten content · network letter
$20,000
Total
$400,000

Pricing held at $399,000 for engagement simplicity. Payment terms: $150K at kickoff · $125K at Day 30 · $124K at Day 60.

Nothing built in Beta gets thrown away.

Every dollar spent here is permanent foundation. This is the most important commercial point in this proposal.

Website — production-grade, scales directly into Year One. No rebuild.

CRM — same instance, same pipeline architecture, same data. Continues seamlessly.

Brand voice — Auerbach relationship and content infrastructure live into V1.

Engineering pod — same team, same velocity, ready for V1 build.

Pipeline — specialist and practice demand warmed, ready to convert at V1 launch.

Playbook — operational recipe documented, ready to scale to FL, TX, GA, AZ.

11 The Year One Bridge

If Beta hits the criteria,
Year One commences immediately.

The Year One engagement — $720K, eight workstreams, the full GTM system outlined in the March 2026 Year One Mandate — is structured to begin on the foundation Beta delivers. No rebuild. No onboarding delay. No lost momentum.

Beta is the entry point. Year One is the engine that runs.

Now → Day 90

Beta

$399K

Product validated. Engine built. Pipeline warmed.

Year One

Full GTM Engine

$720K

Eight workstreams. Tri-state liquidity. Multi-market expansion playbook.

Markets don't shift because
they're ready.

They shift when someone gives them
a better way to work.

That's the opening Ponteo has. Beta is how Ponteo takes it.

How we begin

01
Proposal review and alignment This week — Rosalie + Eddie + Tim
02
Engagement agreement Within 7 days of alignment
03
Kickoff with full team and Dr. Auerbach Day 1
04
Beta Day 1 Within 14 days of signature

Prepared by

Eddie Menezes · Tim Shutes

Digital Culture · May 2026