⏳

Awaiting Approval

Your account has been created but is pending administrator approval to access the ERP system.

Please contact your administrator for access.

⚠️

No Organization Found

Your account is not associated with any organization. Please contact your administrator to be added to an organization.

Zenyte Holdings

ERP Intake Dashboard

Ctrl+K

Timestamp	Practice	Event	Actor	Details
Loading events...

User Access Management

Admin

Organization: Loading...

Pending Access Requests

Email	Requested	Role	Actions

Invite Team Member

Email	Role	Expires	Actions

Team Members

Email	Role	Joined	Actions

Allowlist

Email	Role	Status	Actions

Practice Access Management

Control which team members can access specific practices. By default, new practices are visible to all org members.

Select a practice to manage access

Total Practices

Leads

Onboarding

Active

Total Monthly Revenue

Add New Practice

Practices

Practice	Specialty	Owner	Revenue	Status	Actions
No practices yet. Add one above.

Lead

Onboarding

Active

Data Management

Database

Export or import the complete database as JSON.

Import Database (JSON)

Portfolio Report

Export practice summary as CSV for spreadsheet analysis.

Diagnostics

Check database integrity and schema compliance.

Practice Information

Practice Name

Specialty

Owner Name

Monthly Revenue ($)

Notes

Status

Dates

Operations

Years in Operation

Number of Providers

Number of Locations

Exam Rooms (Total)

Clinical Staff FTE

Admin Staff FTE

Hours/Week

Monthly Patient Volume

New Patients/Month

Replacement Doctor Required

Telehealth Enabled

Accepting New Patients

Financial Indicators (Internal Est.)

Revenue Model

Est. EBITDA Margin (%)

Growth Rate Est.

Ownership / Exit Context

Owner Age

Owner Exit Intent

Open to Rebrand

Willingness to Stay On

Payer Mix (%)

Commercial/Private

Medicare

Medicaid

Cash/Self-Pay

Other

Technology

EMR System

Practice Mgmt System

Billing System

EMR Data Exportable

Real Estate

Ownership Status

Lease Expiration

Monthly Rent ($)

Square Footage

Facility Condition

Expansion Possible

Legal & Corporate

Entity Type

State of Incorporation

Tax ID (last 4)

Outstanding Litigation

Malpractice Claims (5yr)

Contracts Assignable

Deal Terms

Asking Price ($)

Deal Structure Pref

Seller Financing Available

Transition Support (months)

Earnout Acceptable

Exclusivity Status

Exclusivity Expires

Quality & Market

Google Rating

Google Review Count

Internal Quality Score (0-100)

Market Position

Competition Density

Locations

Visibility Settings

Visible to all org members

When enabled, all organization members can view this practice. When disabled, only assigned users and admins can access it.

Practice Intelligence

Quick Actions

FRPO Eligibility

▼

Finance-Ready Practice Object (FRPO) status. All gates must pass before this practice can be promoted to capital.

Compliance Records

▼

Track licenses, certifications, and regulatory compliance for FRPO qualification.

Portal Promotion

▼

Promote this practice to the buyer-facing Portal as an opportunity listing. Each practice is promoted independently.

Access Management

Control who can access this practice and their permission level.

Activity Log

No activity recorded yet.

Document Hub

DD Readiness

▶ DD Requirements Checklist 0/0 complete

Coverage

0/36 months

Confidence

TTM Revenue --

Historical Data

All-Time Deposits --

Avg Monthly --

Data Range --

YoY Growth --

Monthly Breakdown Show All

Period	Deposits	Source	Confidence
No monthly data available yet.

📄

Drop financial documents here or click to upload

Bank statements, P&L, tax docs (PDF, images, Excel)

No financial documents uploaded yet.

Corporate & Ownership Documents

Articles of incorporation, operating agreements, cap table, ownership history

📄

Drop corporate documents here or click to upload

No corporate documents uploaded yet.

Licenses & Compliance

Medical licenses, DEA registrations, CLIA, HIPAA attestations, malpractice history

📋

Drop compliance documents here or click to upload

No compliance documents uploaded yet.

Contracts & Agreements

Vendor contracts, payer agreements, service agreements, employment contracts

📝

Drop contracts here or click to upload

No contracts uploaded yet.

Other Due Diligence

Real estate, insurance, HR, IT, equipment, and other DD documents

Category:

📁

Drop documents here or click to upload

No other DD documents uploaded yet.

Awaiting Approval

No Organization Found

Welcome to Zenyte

Here's What to Expect

You'll be asked to provide:

Welcome back!

Zenyte Holdings

Notifications

Account Settings

Preferences

Team Management

Document Templates

Import Leads

Map Columns

Preview (first 5 rows)

Importing...

Import Complete

User Access Management

Pending Access Requests

Invite Team Member

Team Members

Allowlist

Practice Access Management

Add New Practice

Practices

Lead

Onboarding

Active

Data Management

Database

Portfolio Report

Diagnostics

Zenyte Holdings

Zenyte Holdings

Awaiting Approval

No Organization Found

Welcome to Zenyte

Here's What to Expect

You'll be asked to provide:

Welcome back!

Account Settings

Preferences

Team Management

Document Templates

Import Leads

Map Columns

Preview (first 5 rows)

Importing...

Import Complete

Create Template

User Access Management

Pending Access Requests

Invite Team Member

Team Members

Allowlist

Practice Access Management

Add New Practice

Practices

Lead

Onboarding

Active

Data Management

Database

Portfolio Report

Diagnostics

Practice Profile

Practice Information

Tags

Operations

Financial Indicators (Internal Est.)

Ownership / Exit Context

Payer Mix (%)

Technology

Real Estate

Legal & Corporate

Deal Terms

Quality & Market

Locations

Visibility Settings

Practice Intelligence

Quick Actions

FRPO Eligibility

Compliance Records

Portal Promotion

Access Management

Activity Log

Document Hub

Corporate & Ownership Documents

Licenses & Compliance

Contracts & Agreements

Other Due Diligence

Due Diligence Packet Preview

Confirm Extraction