Purpose. For every NEEDS-VERIFICATION or STALE-CORRECT claim in [[HIFP-source-log]], name the specific URL / command / person / query needed to verify it — so the pre-pitch verification pass is a checklist, not a research project. Date. 2026-09-02 Version. 0.1 — draft. Executable checklist; owner runs each item and updates Source Log. Owner. Brandon (initial); rotates to CEO / CFO / General Counsel per item. Estimated time: ~4–6 hours for the full pass; ~30 min to skim & delegate.
1.1 Maxwell v. Amazon 2:25-cv-261 (W.D. Wash., Feb 10, 2025) — first WA MHMDA case. - Verify at: PACER — Western District of Washington case lookup. https://ecf.wawd.uscourts.gov/ - Alternative: CourtListener free search — https://www.courtlistener.com/ - What to confirm: case exists, docket number matches, filing date matches, MHMDA is a named cause of action. - If wrong: find the actual first-in-nation MHMDA case (attorney-general enforcement or private action) and replace citation. - Owner: General Counsel or Brandon.
1.2 WA MHMDA statute — RCW 19.373. - Verify at: https://app.leg.wa.gov/RCW/default.aspx?cite=19.373 - What to confirm: statute number is correct, "My Health, My Data Act" is the name, key provisions (consumer-health-data definition, consent flow, right of action) match how we describe them. - Owner: Brandon.
1.3 IL GIPA statute — 410 ILCS 513. - Verify at: https://www.ilga.gov/legislation/ilcs/ilcs3.asp?ActID=1508 - What to confirm: statute number, "Genetic Information Privacy Act" is the name, provisions on genetic information handling match our description. - Owner: Brandon.
1.4 HIPAA Business Associate rule — 45 CFR 164.502(e). - Verify at: https://www.ecfr.gov/current/title-45/section-164.502 - What to confirm: BAA requirements as we describe in Compliance Foundation v0.1 §5. - Owner: General Counsel.
1.5 SOC 2 Trust Services Criteria. - Verify at: AICPA — https://www.aicpa-cima.com/topic/audit-assurance/audit-and-assurance-greater-than-soc-2 - What to confirm: current TSC version (as of publication date) matches what Compliance Foundation v0.1 references. - Owner: Compliance Officer.
2.1 Function Health — 100K+ paying members, $499/year. - Verify at: https://www.functionhealth.com/pricing (pricing) + recent press coverage (TechCrunch, Bloomberg, CNBC health-tech section). - Query: "Function Health member count 2026" on Google + Perplexity. - What to confirm: current member count (may have moved from 100K); pricing (may have shifted). - If moved: update POV v3 line item + Q&A v3 line item. - Owner: Brandon or Growth Lead.
2.2 Function Health — $2.5B Series B (Nov 2025). - Verify at: PitchBook (paid) or Crunchbase (free tier); TechCrunch archives Nov 2025. - Query: "Function Health Series B" news 2025. - What to confirm: round size, valuation, close date, lead investor. - Owner: Brandon or CFO.
2.3 Superpower — $199–499 pricing. - Verify at: https://www.superpower.com/pricing - What to confirm: current pricing tiers. - Owner: Growth Lead.
2.4 Human Longevity Inc. — $8–25K package pricing. - Verify at: https://humanlongevity.com/ - What to confirm: current package pricing (Health Nucleus X, 100X panel, etc.). - Owner: Brandon.
2.5 Boldin (formerly NewRetirement) — $120/yr. - Verify at: https://www.boldin.com/pricing (or successor URL) - What to confirm: current pricing (Boldin rebranded from NewRetirement; verify the rebrand is correct + current pricing). - Owner: Growth Lead.
2.6 Galleri (GRAIL) — FDA breakthrough designation, Medicare-covered from 2028. - Verify at: https://www.grail.com/ + CMS coverage database - What to confirm: FDA status current; CMS Medicare-coverage effective date (may have slipped or accelerated). - Owner: Medical Lead or Brandon.
2.7 Genworth Cost of Care Survey. - Verify at: https://www.genworth.com/aging-and-you/finances/cost-of-care.html - What to confirm: latest year's survey published; regional figures still current. - Update: use latest year's figures in Actuarial Model Spec v0.1 §1.3. - Owner: ASA-LTC lead.
3.1 MDVIP — ~340K patients / ~1,100 practices. - Verify at: https://www.mdvip.com/about (press / about page) - Alternative: MDVIP LinkedIn company page (employee count + reported patient count). - What to confirm: current patient count + practice count. - Owner: Fatima (BD lead) or Brandon.
3.2 One Medical Premium — "tens of thousands" of patients. - Verify at: Amazon 10-Q / 10-K SEC filings (One Medical acquired 2023). - Query: "One Medical Premium members" in Amazon investor filings. - What to confirm: disclosed member count if any; else drop the vague number and cite range publicly disclosed. - Owner: Brandon or CFO.
3.3 ~~Forward — ~50K patients~~ — RESOLVED 2026-09-08. - Status: Forward Health SHUT DOWN November 2024 (Source Log §3 VERIFIED). Removed from all HIFP artifacts as live comp / chain-anchor candidate. - Replacement chain: PartnerMD — ~150 practices, ~50K patients across 12+ markets (see Chain Partnership Playbook §1 Tertiary target). - What still to confirm: PartnerMD current patient count + practice count via direct outreach or press. - Owner: Brandon / Fatima.
3.4 Executive Health Group — ~15K HNW patients. - Verify at: direct outreach to EHG press contact. - What to confirm: current patient count if disclosable. - Owner: Fatima or Brandon.
4.1 Genivity acquired by Lumiant April 2023. - Verify at: Lumiant press release archive; TechCrunch archives April 2023. - What to confirm: acquisition happened, date is correct. - Owner: Brandon.
4.2 Blake Wood (former Lumiant CEO) stepped down Sept 2023. - Verify at: Blake Wood's LinkedIn history + Lumiant leadership page. - Owner: Brandon.
4.3 Heather Holmes (Genivity founder) now CEO of Lumiant. - Verify at: LinkedIn (Heather Holmes) + Lumiant leadership page. - Owner: Brandon.
4.4 Lumiant funding — $9M total across 4 rounds, no new since March 2023 $3.5M seed. - Verify at: Crunchbase Lumiant page; PitchBook if available. - Owner: Brandon.
4.5 Lumiant headcount 22 → 12 → 7 (Sept 2025 → May 2026 → July 2026). - Verify at: Tracxn (source cited); LinkedIn employee count. - Update: get current headcount as of pitch date (Tracxn snapshot is now weeks old). - Owner: Brandon.
4.6 HALO product still self-report-only 3+ years post-acquisition. - Verify at: https://halo.lumiant.com or product page inspection. - What to confirm: no biomarker / wearable ingestion capability added. - Owner: Brandon.
5.1 Fidelity flat $185,500 healthcare estimate per retiree. - Verify at: Fidelity Retirement Health Care Cost Estimate — latest annual report. https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs - Update: figure moves annually; use latest year's number in POV v3. - Owner: CFO or Growth Lead.
5.2 SOA Pri-2012 mortality table. - Verify at: Society of Actuaries — https://www.soa.org/experience-studies/2014/research-2014-priv-retire-plan-mortality/ - Confirm: table designation is correct. - Owner: ASA-LTC lead.
5.3 SOA VBT-2015 (may be VBT-2020 now). - Verify at: SOA — https://www.soa.org/experience-studies/ - Confirm: current authoritative version. - Update: Actuarial Model Spec v0.1 §1.1 to reflect current table. - Owner: ASA-LTC lead.
5.4 HRS (Health and Retirement Study) DUA process. - Verify at: https://hrsdata.isr.umich.edu/data-documentation/access - What to confirm: DUA process, timeline (typically 12–18 mo for Medicare-linked data), fees. - Owner: ASA-LTC lead.
6.1 Fatima Paruk — current role at Oracle. - Verify: direct with Fatima (already engaged per Brandon's confirmation 2026-09-02). - Update: POV v3, POV v3.1, Founder Bio v3, Investor Deck v3, Infographic v3, Q&A v3 — all references to "SVP Salesforce H&LS" become Oracle role. LinkedIn is stale; get her preferred title from her directly. - Owner: Brandon (with Fatima).
6.2 Fatima Paruk — former McKinsey Clinical CoE lead, Microsoft H&LS CMIO, Allscripts CMO. - Verify: Fatima's LinkedIn + direct with her for anything she'd like phrased differently. - Owner: Brandon.
6.3 Sindhu Pandit — MD, physiatrist, MBA SMU, VP, Clinical Product Strategy at Hyro (formerly Clinical Leader at Salesforce Global H&LS). - Verified: direct with Sindhu 2026-09-03 — Hyro (conversational AI in healthcare). LinkedIn stale. - What still to confirm: exact Hyro title phrasing preferred for external distribution. - Owner: Brandon (with Sindhu).
6.4 Brandon Stauber — dual SF Cert Architect (System + Application), SF AI Associate. - Verified 2026-08-31 (Trailblazer profile). - Status: VERIFIED.
6.5 Brandon Stauber — Director Partner Innovation Engineering at Salesforce, April 2021–present. - Verified 2026-08-31. - Status: VERIFIED.
7.1 Claude 5 / GPT-5 / Gemini equivalents available as production models. - Verify at: Anthropic model documentation, OpenAI model list, Google AI Studio model list. - What to confirm: current production model names (naming may have shifted). - Update: Product Design v3.1 §8, Advice-Boundary Spec §2, Actuarial Spec (any LLM refs) to use current names. - Owner: Brandon.
7.2 RxNorm — free public NIH dataset. - Verified during sanity-check pass 2026-09-02 — CORRECT (was previously miscited as $5K/yr). - URL: https://www.nlm.nih.gov/research/umls/rxnorm/ - Status: VERIFIED.
7.3 Clerk pricing. - Verify at: https://clerk.com/pricing - What to confirm: current per-MAU cost. - Owner: Platform Engineer or Brandon.
7.4 WorkOS pricing. - Verify at: https://workos.com/pricing - What to confirm: current per-SSO-connection cost. - Owner: Platform Engineer or Brandon.
7.5 Stripe pricing. - Verify at: https://stripe.com/pricing - Confirm: 2.9% + $0.30 standard (no expected change). - Owner: Finance.
Once §§1–7 complete, run these before external distribution:
Owner: CEO signs off on the checklist before any deck goes to an external LP.
Cadence. Full verification pass before every external pitch cycle. Individual items refreshed quarterly (market data, pricing) or as-needed (regulatory, team changes). Source Log carries the version-controlled record.