
What You Should Know
- The Deal: Middle-market private equity firm BV Investment Partners has made a majority investment in Moxe Health, an EHR-neutral clinical data exchange platform. Piper Sandler served as the exclusive financial adviser.
- The Core Problem: Historically, extracting clinical data from a provider to fulfill a health plan’s request required manual chart pulls, fragmented outreach, and highly variable document formats. This created massive administrative burdens for hospital staff and slowed down downstream processing for payers.
- The Technology: Moxe acts as an interoperability layer. It integrates directly into EHRs to automate the secure retrieval of clinical data. It employs a “minimum requirement model” to ensure that providers only share the appropriate, permitted patient encounter information.
- The Network Effect: Operating via an API-first, EHR-agnostic architecture, Moxe supports scalable, one-to-many deployments. It connects acute systems, ambulatory settings, and independent specialty practices regardless of the underlying fragmented IT landscape.
- The Strategic Mandate: Moxe CEO Mike Coyne, CFO/COO Katie Mallett, and Founder Dan Wilson will partner with BV to accelerate network expansion, deepen embedded EHR relationships, and scale the technology.
The Power of EHR-Agnostic APIs
The genius of Moxe’s platform lies in its embedded, API-first architecture. Rather than forcing a hospital to adopt a completely new software dashboard, Moxe integrates directly into the provider’s existing Electronic Health Record (EHR).
When a health plan requests member data, Moxe’s engine autonomously retrieves the record and delivers it to the payer in a structured, consistent format that is immediately ready for downstream processing. Crucially, the platform operates on a “minimum requirement model,” ensuring that providers maintain strict governance over their data and only share the exact information necessary for a given request.
Because the architecture is EHR-agnostic, it allows Moxe to bridge the deeply fragmented health IT landscape, connecting massive acute hospital systems and the long tail of independent specialty practices alike.
“We built Moxe to solve a fundamental challenge in healthcare—how to exchange clinical data in a way that is trusted by providers and operationally effective for health plans,” said Mike Coyne, Chief Executive Officer of Moxe. “With BV’s partnership, we are positioned to accelerate our network expansion, deepen our embedded EHR relationships, and continue investing in technology that simplifies data exchange at scale.”
