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SocialRoots.ai

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uuid025imxg

Namestring
SocialRoots.ai
Websiteurl
socialroots.ai
Company typeenum
Private
Founded yearint
2024
Descriptiontext

SocialRoots.ai is a private, Palo Alto-based healthcare technology company founded in 2024 that builds software for care coordination between healthcare providers and community-based organizations. Its sole product, GridSocial, is a closed-loop referral system that enables organizations to send, track, and receive updates on referrals, with native integration to Electronic Health Record systems for clinical-community data exchange. The platform provides real-time visibility into referral service status and automated follow-up alerts intended to prevent care gaps and support value-based care performance metrics. The company's go-to-market is product-led, offering GridSocial through a free proof-of-concept for evaluation by hospitals, clinics, physician practices, and community-based organizations. Commercial pricing is not publicly disclosed; the implied revenue model is subscription-based recurring licensing aligned with healthcare SaaS norms, with potential outcomes-based components tied to value-based care contracts. Evidence of customer adoption, revenue, headcount, funding, partnerships, or certifications is absent from available sources, indicating the company is at a very early commercial stage with its product launch dated May 2026.

Short descriptiontext

SocialRoots.ai builds GridSocial, a closed-loop referral platform with EHR integration that connects healthcare providers and community-based organizations to coordinate care, track referrals, and support value-based care initiatives.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersPalo Alto, United States
HQ citystring
Palo Alto
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
care coordination software, healthcare referrals, EHR integration, community care, value-based care
Industry2 codes
PRIMARYHLALABAG
Post-Acute & Transitional Care Virtual Platforms (SNF/home health coordination)
Healthcare & Life Sciences/Telehealth Platforms/Provider-Integrated Virtual Care Platforms (Health Systems/Clinics)
SECONDARYHLALAFAL
Multi-Condition RPM Platforms & Care Orchestration (device-agnostic, population management)
Healthcare & Life Sciences/Telehealth Platforms/Chronic Care & Remote Patient Monitoring (RPM) Platforms
NAICS code1 code
  • Social Assistance624
SIC code1 code
  • Services-Prepackaged Software7372
Product category
Healthcare Care Coordination Software
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Platform Licensing (Implied)
TypeSubscription Recurring
Description

Based on the free proof of concept offering and healthcare SaaS market norms, the revenue model likely operates on a subscription/licensing basis for healthcare organizations. The focus on value-based care initiatives suggests potential outcomes-based pricing components.

prweb.com
Marketing channels1 record

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Pricing details1 tier
1Free Proof of Concept
ModelFreemiumBilling cadencePay-as-you-go
Notes

Organizations can access GridSocial through a free proof of concept to evaluate the platform's capabilities for care coordination before committing to a paid subscription.

prweb.com
GTM typeB2B
B2B
Offering typeSoftware
Software
Brand1 record
1GridSocial
Description

A closed-loop referral system designed to improve care coordination between healthcare providers and community-based organizations. The platform enables organizations to send, track, and receive updates on referrals through EHR integration, offering real-time visibility into service status and alerts for follow-up to prevent gaps in patient care.

prweb.com
Core offering1 text field

SocialRoots.ai develops and sells GridSocial, a closed-loop referral system built for healthcare and community care coordination. The platform enables healthcare providers and community-based organizations to send, track, and receive updates on referrals through EHR integration, and provides real-time visibility into service status with automated follow-up alerts to prevent gaps in patient care. The offering is currently available for a free proof of concept to support value-based care initiatives.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • Reduces avoidable healthcare utilization through improved care coordination and follow-up
Product overview1 text field

SocialRoots.ai offers GridSocial as its core product - a closed-loop referral system designed specifically for healthcare. The platform connects healthcare providers and community-based organizations, enabling them to send, track, and receive updates on referrals through EHR integration. GridSocial provides real-time visibility into service status and automated alerts for follow-up to prevent gaps in patient care.

Product and service1 record
1GridSocial
CategoryHealthcare Care Coordination Software
Description

A closed-loop referral system designed to improve care coordination between healthcare providers and community-based organizations. The platform enables organizations to send, track, and receive updates on referrals through EHR integration, offering real-time visibility into service status and alerts for follow-up to prevent gaps in patient care. It is targeted at hospitals, clinics, physician practices, and community-based social service organizations.

Recent move3 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers7 records
1Epic Systems
TypeBroad incumbent
Description

Epic is the dominant EHR vendor and offers community health and referral capabilities within its Care Everywhere and Healthy Planet modules. It is a broad incumbent that controls much of the EHR integration surface GridSocial depends on.

2PointClickCare
TypeBroad incumbent
3Findhelp (formerly Aunt Bertha)
TypeDirect peer
Description

Findhelp operates a social care referral network linking healthcare, government, and education organizations to community resources. It directly competes with GridSocial in closed-loop SDOH referrals and serves similar provider and CBO customer segments.

4NowPow (Unite Us)
TypeDirect peer
Description

NowPow was a closed-loop community referral platform acquired by Unite Us, with overlapping functionality around CBO directories, referrals, and outcome tracking. It is a direct comparable in product and customer base.

5Unite Us
TypeDirect peer
Description

Unite Us is a leading closed-loop referral platform connecting healthcare providers with community-based organizations for social care coordination. It is the most direct competitor to GridSocial, offering an overlapping product, customer base, and VBC-aligned value proposition.

6Healthify (WellSky)
TypeDirect peer
Description

Healthify, now part of WellSky, provides a closed-loop referral and SDOH platform used by health plans and providers to coordinate with community organizations. It is comparable in product scope and target market to GridSocial.

7WellSky
TypeBroad incumbent
Description

WellSky is a large health and community care technology provider spanning care coordination, post-acute, and SDOH workflows after acquiring Healthify. It is comparable as a broad incumbent offering care coordination capabilities that overlap with GridSocial's scope.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature4 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

SocialRoots.ai

Healthcare Care Coordination Softwaresocialroots.ai

SocialRoots.ai builds GridSocial, a closed-loop referral platform with EHR integration that connects healthcare providers and community-based organizations to coordinate care, track referrals, and support value-based care initiatives.

What SocialRoots.ai does

SocialRoots.ai is a private, Palo Alto-based healthcare technology company founded in 2024 that builds software for care coordination between healthcare providers and community-based organizations. Its sole product, GridSocial, is a closed-loop referral system that enables organizations to send, track, and receive updates on referrals, with native integration to Electronic Health Record systems for clinical-community data exchange. The platform provides real-time visibility into referral service status and automated follow-up alerts intended to prevent care gaps and support value-based care performance metrics. The company's go-to-market is product-led, offering GridSocial through a free proof-of-concept for evaluation by hospitals, clinics, physician practices, and community-based organizations. Commercial pricing is not publicly disclosed; the implied revenue model is subscription-based recurring licensing aligned with healthcare SaaS norms, with potential outcomes-based components tied to value-based care contracts. Evidence of customer adoption, revenue, headcount, funding, partnerships, or certifications is absent from available sources, indicating the company is at a very early commercial stage with its product launch dated May 2026.

SocialRoots.ai firmographics

Firmographics
Name
SocialRoots.ai
Website
https://socialroots.ai
Company type
Private
Founded year
2024
Operating status
Operating
Headcount range
51–100 employees
Short description
SocialRoots.ai builds GridSocial, a closed-loop referral platform with EHR integration that connects healthcare providers and community-based organizations to coordinate care, track referrals, and support value-based care initiatives.
Ownership category
akta.pro rank

SocialRoots.ai industry classification

Industry
Product category
Healthcare Care Coordination Software
NAICS
Social Assistance (624)
SIC
Services-Prepackaged Software (7372)
akta.pro industry
PRIMARYHLALABAG
Post-Acute & Transitional Care Virtual Platforms (SNF/home health coordination)
Healthcare & Life Sciences/Telehealth Platforms/Provider-Integrated Virtual Care Platforms (Health Systems/Clinics)
SECONDARYHLALAFAL
Multi-Condition RPM Platforms & Care Orchestration (device-agnostic, population management)
Healthcare & Life Sciences/Telehealth Platforms/Chronic Care & Remote Patient Monitoring (RPM) Platforms

Keywords

  • Care coordination software
  • Healthcare referrals
  • EHR integration
  • Community care
  • Value-based care

Where SocialRoots.ai is headquartered

Location

Headquarters

HQ city
Palo Alto
HQ country
United States
HQ region
North America

Markets served

SocialRoots.ai business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

  1. Platform Licensing (Implied): Based on the free proof of concept offering and healthcare SaaS market norms, the revenue model likely operates on a subscription/licensing basis for healthcare organizations. The focus on value-based care initiatives suggests potential outcomes-based pricing components.

Pricing tiers

ModelBillingPrice
FreemiumPay-as-you-goFree Proof of Concept

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

SocialRoots.ai product offering

Product offering

Core offering

SocialRoots.ai develops and sells GridSocial, a closed-loop referral system built for healthcare and community care coordination. The platform enables healthcare providers and community-based organizations to send, track, and receive updates on referrals through EHR integration, and provides real-time visibility into service status with automated follow-up alerts to prevent gaps in patient care. The offering is currently available for a free proof of concept to support value-based care initiatives.

Product overview

SocialRoots.ai offers GridSocial as its core product - a closed-loop referral system designed specifically for healthcare. The platform connects healthcare providers and community-based organizations, enabling them to send, track, and receive updates on referrals through EHR integration. GridSocial provides real-time visibility into service status and automated alerts for follow-up to prevent gaps in patient care.

Differentiator

Problem solved

Functional benefit

Brands

  • GridSocial: A closed-loop referral system designed to improve care coordination between healthcare providers and community-based organizations. The platform enables organizations to send, track, and receive updates on referrals through EHR integration, offering real-time visibility into service status and alerts for follow-up to prevent gaps in patient care.

Products and services

  • GridSocial A closed-loop referral system designed to improve care coordination between healthcare providers and community-based organizations. The platform enables organizations to send, track, and receive updates on referrals through EHR integration, offering real-time visibility into service status and alerts for follow-up to prevent gaps in patient care. It is targeted at hospitals, clinics, physician practices, and community-based social service organizations.

Quantifiable outcome

  • Reduces avoidable healthcare utilization through improved care coordination and follow-up

Companies that use SocialRoots.ai

Customer profile

Segments2 records

Ideal customer profiles2 records

SocialRoots.ai technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature4 records

SocialRoots.ai partnerships and signals

Strategic signal

Recent moves3 records

Expansion highlights4 records

SocialRoots.ai competitors and assessment

Company assessment

Broad incumbents

  • Epic Systems: Epic is the dominant EHR vendor and offers community health and referral capabilities within its Care Everywhere and Healthy Planet modules. It is a broad incumbent that controls much of the EHR integration surface GridSocial depends on.
  • PointClickCare:
  • WellSky: WellSky is a large health and community care technology provider spanning care coordination, post-acute, and SDOH workflows after acquiring Healthify. It is comparable as a broad incumbent offering care coordination capabilities that overlap with GridSocial's scope.

Direct peers

  • Findhelp (formerly Aunt Bertha): Findhelp operates a social care referral network linking healthcare, government, and education organizations to community resources. It directly competes with GridSocial in closed-loop SDOH referrals and serves similar provider and CBO customer segments.
  • NowPow (Unite Us): NowPow was a closed-loop community referral platform acquired by Unite Us, with overlapping functionality around CBO directories, referrals, and outcome tracking. It is a direct comparable in product and customer base.
  • Unite Us: Unite Us is a leading closed-loop referral platform connecting healthcare providers with community-based organizations for social care coordination. It is the most direct competitor to GridSocial, offering an overlapping product, customer base, and VBC-aligned value proposition.
  • Healthify (WellSky): Healthify, now part of WellSky, provides a closed-loop referral and SDOH platform used by health plans and providers to coordinate with community organizations. It is comparable in product scope and target market to GridSocial.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

SocialRoots.ai social profiles

Digital presence

SocialRoots.ai financial estimates

Financial estimate

Revenue estimate

Valuation estimate

SocialRoots.ai leadership team

Management profile

Number of profiles

SocialRoots.ai funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

SocialRoots.ai M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SocialRoots.ai

What does SocialRoots.ai do?

SocialRoots.ai develops and sells GridSocial, a closed-loop referral system built for healthcare and community care coordination. The platform enables healthcare providers and community-based organizations to send, track, and receive updates on referrals through EHR integration, and provides real-time visibility into service status with automated follow-up alerts to prevent gaps in patient care. The offering is currently available for a free proof of concept to support value-based care initiatives.

Is SocialRoots.ai a public or private company?

SocialRoots.ai is a private company. It is classified as unknown and is currently operating.

When was SocialRoots.ai founded?

SocialRoots.ai was founded in 2024. It employs 51 to 100 people.

Where is SocialRoots.ai based?

SocialRoots.ai is headquartered in Palo Alto, United States, in the North America region.

How does SocialRoots.ai make money?

One revenue line is on record: platform Licensing (Implied).

Who are SocialRoots.ai's main competitors?

Broad incumbents on record are Epic Systems, PointClickCare and WellSky. Direct peers are Findhelp (formerly Aunt Bertha), NowPow (Unite Us), Unite Us and Healthify (WellSky).

Does SocialRoots.ai have an API?

No public API is recorded for SocialRoots.ai.

What industry is SocialRoots.ai in?

SocialRoots.ai's product category is Healthcare Care Coordination Software. Its primary akta.pro industry code is HLALABAG, Post-Acute & Transitional Care Virtual Platforms (SNF/home health coordination), with a secondary code of HLALAFAL, Multi-Condition RPM Platforms & Care Orchestration (device-agnostic, population management). Its NAICS code is 624 and its SIC code is 7372.

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Live signals
TrendHunter.comClosed-Loop Referral SoftwareSocialRoots.ai is expanding GridSocial with AI-guided follow-up for referrals, linking work from intake through resolution. The update adds cross-EHR connectivity and agentic calling for status checks and appointment confirmation, reducing manual phone work and improving referral visibility.PrwebSocialRoots.ai - AI Agentic Caller and SMS Outreach to Help Community Health Organizations Close Care GapsSocialRoots.ai announced a new AI Agentic Caller and SMS outreach capability for Federally Qualified Health Centers and community health organizations to reach patients overdue for preventive screenings. The capability supports appointment scheduling, barrier identification, and multilingual outreach, and is available through its GridSocial platform. Organizations can start with a free proof of concept.PrwebSocialRoots.ai - AI Agentic Caller and SMS Outreach to Help Medicaid Members Navigate New Work RequirementsSocialRoots.ai announced an AI Agentic Caller and SMS outreach capability for Federally Qualified Health Centers to communicate with Medicaid members ahead of renewal deadlines and new federal work requirements. The tool verifies contact details, checks renewal status, and screens for work or community engagement activities, with multilingual support. A free proof of concept is available for interested organizations.PrwebSocialRoots.ai Expands Its AI-Powered Medical Referral PlatformSocialRoots.ai expanded its GridSocial medical referral platform with AI-powered capabilities for follow-up, scheduling, insurance verification, prior authorization, EHR exchange, eFax, and closed-loop tracking. The platform connects these activities into one process, giving healthcare organizations visibility into referral stages and coordination needs.PrwebSocialRoots.ai Launches GridSocial - A Closed Loop Referral System Connecting Healthcare and Community CareSocialRoots.ai announced the launch of GridSocial, a closed-loop referral system designed to improve care coordination between healthcare providers and community-based organizations. The platform enables organizations to send, track, and receive updates on referrals through EHR integration, offering real-time visibility into service status and alerts for follow-up to prevent gaps in patient care. GridSocial is now available for a free proof of concept, positioning the company to support value-based care initiatives and reduce avoidable healthcare utilization.SocialrootsClosed-Loop Referral Management for HealthcareSocialRoots.ai is promoting its GridSocial software, a closed-loop referral management tool designed to streamline care coordination for healthcare networks by automating tracking and integrating with major EHR systems. The platform claims to reduce referral turnaround times and improve patient engagement through real-time data sharing and predictive routing.SocialrootsGridSocial Patient Referral Management Platform for Care CoordinationSocialRoots.ai has introduced GridSocial, a patient referral management platform designed to streamline the coordination of clinical and social referrals within community health systems. The software centralizes workflows to track referrals from intake to outcome, aiming to reduce delays and improve care for underserved populations. It offers features such as real-time tracking, analytics, and HIPAA-compliant secure communication to support value-based care models.SocialrootsGridSocial Referral Management Software for Healthcare and Patient CareGridSocial, developed by SocialRoots.ai, is a referral management software designed for healthcare and social service organizations to coordinate medical care, behavioral health services, and social support. The platform connects hospitals, community-based organizations, and government agencies into a single system to streamline referrals, track outcomes, and replace traditional disjointed workflows like faxes and spreadsheets.