A profitable addiction-treatment network — built on Two Dreams.
Grants fund the build; our data picks the highest-need Illinois counties; we expand a licensed clinic, add a mobile treatment van, treat opioid use disorder with medication plus behavioral health, and bill Medicaid and Medicare. The result is a profitable clinic that repeats county by county.
How the business works
A self-funding loop: grants cover the build and riskiest early costs; our data targets the counties with the greatest need and least access; a lean team opens a clinic plus mobile van and treats patients with medication for opioid use disorder, then adds behavioral health that improves care and roughly doubles revenue per patient — paid by Medicaid and Medicare. Strong outcomes win the next grant.
We already own the hardest, slowest piece: a licensed Illinois treatment provider (Two Dreams), led by Dr. Andrea Barthwell (former Deputy Director of the White House drug-policy office and a past ASAM president). The existing license lets in-clinic and telehealth buprenorphine treatment start billing within weeks; Illinois funds mobile units; and behavioral health makes the numbers work with a small team.
Navigate the plan
The Opportunity
The crisis, the money available, and why the window is open now.
The PlanZero → Operating
The engine, five pillars, and stage-by-stage build sequence.
CenterpieceTwo Dreams
The licensed asset we build on, and how we expand it.
ClinicalServices & Behavioral Health
Medication as the front door; behavioral health as the value engine.
OperationsMobile Units
Vehicles, build-out, staffing, and operating model.
Data edgeDeployment Targeting
The ranked Illinois county index that wins grants and fills units.
The NumbersFinancial Model
Startup costs, P&L, the ramp, and how it scales.
The NumbersFundraising & Capital
Grant stack, mechanics, and 12-month capital timeline.
The FutureYear 1 · 2 · 5+
From first clinic to a multi-county network and data platform.
For PartnersInvestor / Partner Brief
The standalone pitch: thesis, model, moat, team, and ask.
For PartnersTeam & Governance
Dr. Barthwell, roles to hire, and clinical governance.
For PartnersRisks & Mitigations
The honest risk register and how the plan de-risks itself.
Read top-to-bottom, or jump from the left. Start with The Opportunity and the Plan; bring partners to the Investor Brief and Financial Model. Figures marked verify are preliminary, pending confirmation.