Portfolio Diagnostics
Three products. One question:
what is broken and what does it cost?
The free audit shows the smoke. The paid diagnostic finds the fire and prices it. The institutional report reframes that same fire as an investment risk for a completely different buyer. Select your context below.
We Diagnose First
No charge
5 to 7 business days · No access required · Up to 25 communities
For operators and owners who want to see what their portfolio looks like from the outside before committing to the paid diagnostic.
Google Business Profile health, per community
Search visibility vs. direct competitors
Reputation snapshot across all public platforms
AI search visibility scored per community
Directional revenue risk estimate (range)
30-minute debrief call with CCR Growth team
Portfolio Digital Diagnostic
$7,500 to $15,000
15 business days · Full access · 15 to 250+ communities
For operators and owners who need precise revenue impact numbers, not a directional range. Full credit applied to month one of a growth partnership.
APFM dependency ratio on actual move-in data
Speed-to-lead scoring via live mystery calls
Owned vs. referral channel split, precisely
APFM displacement ROI model, your data
Prioritized gap map ranked by revenue impact
Live leadership presentation by principals
Digital Due Diligence Report
$18,000 to $40,000
15 to 21 business days · Full target portfolio access
For PE firms, REITs, banks, family offices, and investors evaluating a senior living portfolio before committing capital.
APFM dependency quantified as P&L liability
Digital risk rating per dimension and community
Speed-to-lead gap as annual revenue at risk
3-year value creation scenario, investment grade
Executive summary deck for investment committee
Coordinated delivery with operational DD partner
What we examine
Google Business Profile health
Completeness, photo volume, hours accuracy, response rate, rating trend. Per community.
Organic search visibility
Ranking for 3 to 5 primary search terms per market vs. 2 direct competitors.
Reputation snapshot
Review velocity, current rating, unanswered review count, 6-month trajectory across all public platforms.
AI search visibility
Do communities surface in ChatGPT, Perplexity, and Google AI Overviews when families search their market?
Competitor benchmarking
Each community scored against its top 2 local competitors across all measured dimensions.
What you receive
Community-by-community scorecard
Traffic-light scoring across all visible dimensions. One page per community. Portfolio summary included.
Revenue risk estimate
Directional annual revenue at risk based on front-end signals. A range only. Precise figures require the paid diagnostic.
What we cannot see
An explicit section naming the 4 data points that require back-end access, and why they represent the larger share of risk.
30-minute debrief call
Delivered by the CCR Growth team. Not a sales call. A structured walkthrough of exactly what the data shows.
The 4 data points front-end access cannot measure, and why they matter most
APFM Dependency Ratio
What percentage of move-ins are referral-sourced, by community and care type. Requires actual move-in data.
The free audit is a genuine, complete piece of work. The “what we cannot see” section is the most important part, because it names exactly what requires back-end access and why those four numbers carry more revenue risk than everything we could see from the outside.
Why operators pay after the free audit. Three reasons, one outcome.
01 · Urgency
The free audit delivers a directional number: estimated revenue at risk per year. It is a range on purpose. Ranges are uncomfortable. Precise numbers are actionable. The paid diagnostic gives the precise number attached to your actual data.
02 · Credibility
The most powerful moment in the debrief is showing what we measured vs. what we could not. When leadership sees those 4 missing data points include APFM dependency and speed-to-lead, they know those are the numbers they need.
What we examine
APFM dependency ratio
Calculated on actual move-in data by community and care type. Not estimated.
Speed-to-lead performance
Live mystery inquiry calls to every community, scored on response time, quality, and conversion readiness.
Owned vs. referral channel split
Precise ratio of move-ins from owned digital infrastructure vs. referral platforms, by community.
Reputation health
Review velocity, rating trajectory, unanswered review volume vs. local competitors.
Vendor stack complexity
Total count, estimated combined annual cost, integration gaps, and attribution blind spots by vendor.
What you receive
Portfolio Digital Health Scorecard
Community-by-community scoring across all 7 dimensions, benchmarked against comparable portfolios.
APFM displacement ROI model
Built on your actual move-in volume and current fee data. Shows what owned channel growth is worth in annualized revenue.
Prioritized gap map
Every gap ranked by estimated revenue impact. A decision tool for leadership, not a list of observations.
Live leadership presentation
Delivered by CCR Growth team. A structured briefing designed to move the room, not a slide deck handoff.
Full credit toward partnership
The diagnostic investment applies in full to month one of a CCR Growth Portfolio growth partnership if you proceed.
The free audit is a genuine, complete piece of work. The “what we cannot see” section is the most important part, because it names exactly what requires back-end access and why those four numbers carry more revenue risk than everything we could see from the outside.
Why operators pay after the free audit. Three reasons, one outcome.
01 · Urgency
The free audit delivers a directional number: estimated revenue at risk per year. It is a range on purpose. Ranges are uncomfortable. Precise numbers are actionable. The paid diagnostic gives the precise number attached to your actual data.
02 · Credibility
The most powerful moment in the debrief is showing what we measured vs. what we could not. When leadership sees those 4 missing data points include APFM dependency and speed-to-lead, they know those are the numbers they need.
What we examine
APFM dependency as acquisition liability
Referral fee exposure quantified on the P&L. Not a marketing metric. A financial liability that belongs in the deal model.
Organic search moat strength
How defensible is the portfolio’s owned demand position? What would it cost a competitor to displace it?
Speed-to-lead gap
Revenue leaking from delayed inquiry response, scored per community and quantified as annual revenue at risk.
Vendor stack risk
Integration complexity, transition cost estimate, and attribution gaps affecting post-acquisition performance visibility.
Post-acquisition value creation roadmap
Digital infrastructure investment required vs. census upside modelled over 36 months on actual portfolio data.
What you receive
Digital Due Diligence Report
Board-ready, investor-grade formatting. Written for an investment committee, not an operations team.
Digital risk rating
Low / Medium / High / Critical per dimension and by community. One number per community that tells the acquisition story.
3-year value creation scenario
Modelled on the target portfolio’s actual data. Shows the upside in census terms, not just operational terms.
Executive summary deck
6 to 8 slides, formatted for investment committee presentation. Standalone. No appendix required.
Coordinated delivery option
Available alongside our operational due diligence partner for a single pre-acquisition brief covering both digital and on-site performance.
Scales with portfolio size. Available standalone or coordinated with our operational due diligence partner. For deals already in flight with compressed timelines, contact us directly before requesting through the standard form.