How We Turned Charta Health’s $22M Series A into a Market Momentum

The Series A wasn’t a coming-out moment. Charta was already on the radar – recognized in healthcare circles for its technical rigor, operational depth, and early traction. But raising a $22M Series A – led by Bain Capital Ventures, with participation from Madrona, SV Angel, Refract Ventures, and South Park Commons – wasn’t just about capital. It marked the transition from early momentum to long-term scale.

That shift required a different kind of storytelling. All-encompassing – more precise, more mature, and more targeted.

We weren’t trying to prove Charta existed – we were repositioning it as a national player in the revenue cycle management space, ready to scale, attract senior talent, and engage at the enterprise level.

The message had to land across three distinct audiences:

• Healthcare organizations navigating tightening audits and rising costs
• Engineering and product leaders ready to join a company solving real infrastructure challenges
• Strategic investors, partners, and regulators assessing Charta’s role in the future of healthcare systems

Our team led a cross-functional communications rollout around the Series A announcement to turn this funding milestone into a market-defining moment. Our approach focused on:

1 – Repositioning the Narrative for Scale

We didn’t lean on early-stage tropes – no talk of disruption or untapped potential. Instead, we anchored the story in real outcomes: Charta is helping address the $300 billion in lost revenue across the U.S. healthcare system and delivering ROI from day one – including up to a 15.2% increase in RVUs per encounter. 

We showcased the strength of Charta’s technical backbone, the depth of its clinical and engineering teams, and what truly sets it apart – like its founding and engineering teams’ certified medical coding credentials and early support from seasoned veterans Dr. Caesar Djavaherian, co-founder and former Chief Medical Officer of Carbon Health. Every piece of the narrative was designed to support Charta as a mature, scalable force in healthcare operations.

2 – Strategic Media Placement

We secured the exclusive with one of the most respected health tech reporters in the country – selected specifically for her ability to understand both the technical complexity and the healthcare context behind Charta’s platform. Her coverage broke the story with clarity, substance, and credibility across clinical, operational, and venture audiences.

From there, we lined up follow-on coverage in high-credibility healthcare publications, strategically staggered to sustain the momentum. This wasn’t a one-day hit. It was a controlled media sequence designed to take over the conversation and position Charta as a national leader in healthcare AI infrastructure.

3 – Fully Orchestrated Rollout

The Series A was not simply announced – it was launched with a coordinated sequence to control the message and maximize market impact. The campaign included:

• Exclusive story under embargo to break the news
• Simultaneous release of official press materials
• Website announcement aligned with new positioning
• Coordinated LinkedIn posts from founders and company account
• Team-wide communication for post-amplification
• Investor coordination for follow-up visibility

Every element was timed and aligned to reinforce a unified message: Charta has entered a new phase, and is now among the fastest-growing companies in healthtech.