Skip to main content
DataroomDataroom
Data room
  • Legit.Health
  • The Opportunity
    • Path to €1M ARR
    • Value Creation Since Seed
    • The outcome
  • Pitch deck
  • Cap Table
  • Product
  • Competitive landscape
  • Sales
  • Financials
  • Regulatory
  • Team
  • Trajectory & Recognition
  • The Opportunity
  • Path to €1M ARR

Path to €1M ARR

Legit.Health's recurring ARR is €401K (June 2026, actual). €1M ARR is the milestone that unlocks the Series A on materially stronger terms. This page lays out where we are, the named pipeline behind the number, and the commercial levers that build toward it.

€1M ARR is a milestone, not a year-end forecast

The €1M is the ARR level that opens the Series A. The capital already secured funds the commercial acceleration toward it, and reaching the milestone (not hitting a specific quarter) is what triggers the round. We are deliberately not pinning it to a date: we are building the pipeline and the team that get us there.

Where we are today​

Recurring ARR · June 2026 (real)
€401K
Annualized recurring run-rate (actual)
Total run-rate · incl. Clinical Research
€610K
Recurring plus the research layer at annualized value
Series A milestone
€1M ARR
The level that opens the round
ARR vs total run-rate

Our real recurring ARR is €401K (June 2026): annualized recurring contracts only, and it is the metric we lead on. A total annualized run-rate of €610K additionally counts the Clinical Research layer (pharma trials and studies, committed and project work) at annualized value; this is the size of the whole business, not recurring ARR.

ARR trajectory (actuals) and the milestone​

€158K
Dec 2024
€300K
Dec 2025
€401K
June 2026 (actual)
€1M
Milestone (no fixed date)

Actuals through June 2026. The €1M bar is the Series A-unlock milestone: a target the plan builds toward, not a calendar forecast.

The named pipeline behind the number​

The pipeline splits into two layers, kept separate on purpose. Only the practice layer builds ARR; the research layer is committed and project revenue that carries a different multiple.

Clinical Practice · builds ARR

Hospitals, insurers, public health, and pharma-sponsored clinical-practice software:
Generalitat Valenciana (public tender), LUX MED / BUPA (Poland), Lusíadas (Portugal), Siemens Healthineers + Servicio Murciano de Salud, Siemens Healthineers + CUN, Occident, Caser, CUF Hospitais, AbbVie (sponsored calculators), Chiesi (Epidermolysis Bullosa), plus expansion within Sanitas and Visiba Care.

Pharma-sponsored software (AbbVie, Chiesi, Boehringer) is recurring practice usage, not a trial.
Clinical Research · committed / project (not ARR)

Pharma trials and studies, mostly via CRO channels:
Visterra (Phase 2, via Quantificare), Almirall (PG study), Johnson & Johnson (Oncoderm Phase 2), Sanofi (PoC, via Quantificare), Takeda (AD trial, via Quantificare), Novartis, plus the ICON top-5 CRO channel.

Shown as committed backlog, valued separately from ARR.
Pipeline sizing (CRM, curated to the finance file)
€599K
New business 2026 (TCV): €366K won + €233K active pipeline
€3.3M
Open opportunity pipeline, 260 deals, all stages (both layers)
190+
Early-stage funnel, mostly unpriced (NHS trusts, EU insurers, telehealth)

Open pipeline is total contract value across both layers, not ARR. The recurring / Clinical Practice subset is what converts into ARR; the capital already secured funds the team to convert more of it and expand the existing base.

How we get there: the commercial levers​

1
BUPA Europe rollout
Sanitas (Spain) + Lux Med (Poland, closed Q3 2025) opens the BUPA Europe network. Target: 1-2 additional BUPA country deals (UK, Ireland, or BUPA Global) at €100-200K ACV each.
Target ARR contribution: +€200-300K
2
Spanish public health scale-up
SESPA (via Telefónica) and SERMAS (Madrid) already live; Generalitat Valenciana and Telefónica Aragón in pipeline. Target: additional Comunidades Autónomas via the Telefónica framework at €50-100K ACV per region.
Target ARR contribution: +€150-300K
3
Pharma-sponsored practice software
Pharma funding real-world clinical use of our software (AbbVie calculators, Chiesi EB, Boehringer sponsored app). This is recurring, practice-embedded revenue that validates clinical adoption, not one-off trial work. Convert more of these into multi-year sponsorships.
Target ARR-adjacent contribution: +€100-200K
4
CRO channel expansion (research layer)
ICON (top-5 CRO globally, signed Q1 2026) and Quantificare open a portfolio of pharma trials (Visterra, Sanofi, Takeda). Each CRO partnership multiplies pharma reach without one-by-one BD. This is committed / project revenue, not ARR.
Committed / project revenue, valued separately
5
Net revenue retention on the existing base
Existing recurring customers (Ribera Salud, Sanitas, Visiba Care) have not yet been systematically upsold. Customer Success capacity enables expansion via additional modules, more departments per hospital, and more geographic coverage.
Target ARR uplift: +€50-150K from existing base
These are levers, not commitments

The contributions above are what each lever is designed to unlock with funded execution. They are targets that build toward the €1M milestone, not a booked forecast. Even reaching part of the way (for example €700K ARR) is roughly 1.75x today and a credible Series A platform: the path has graceful degradation.

What could go wrong (and the mitigation)​

ScenarioLikelihoodMitigation
Recurring ARR stays roughly flat without funded executionMedium-HighDemand is already proven (€610K total run-rate, €3.3M open pipeline); each growth lever has a closed precedent (Lux Med, SESPA, Boehringer/AbbVie); the capital already secured funds the conversion capacity
BUPA Europe / public-health rollout slower than projectedMediumLux Med and SESPA validated the channels; even one additional deal contributes €100-200K ARR; graceful degradation
Pharma-sponsored practice deals churnMediumThe recurring subset (AbbVie, Boehringer) is the durable layer; a trial ending is not churn; new sponsorships offset attrition
Sales hires take longer to rampLow-MediumExisting base and pipeline sustain current ARR; new hires accelerate, they are not a survival condition
Revenue concentration: J&J is ~38% of 2026 revenueMediumMulti-study master agreement committed through 2027; concentration falls as the recurring base grows; J&J sits outside recurring ARR

Series A trigger conditions​

The convertible held by existing investors converts at the future Series A. The round launches when these conditions are met, whenever that is, not on a fixed date:

  1. ARR at the €1M milestone (primary trigger)
  2. Net revenue retention measured on the recurring base and demonstrating expansion
  3. FDA pre-submission completed (US regulatory catalyst)
  4. 2+ multi-year pharma frames signed (committed revenue layer materialised)

Reaching these conditions positions Legit.Health for a Series A led by an international healthtech / clinical AI fund; the valuation terms are set out in the term sheet (available under NDA).

Sources

ARR and revenue figures are anchored to the internal finance file (Iker, authoritative for revenue and ARR). Pipeline logos and sizing are the curated CRM view reconciled to that file. See ARR & Revenue Mix for the full metric taxonomy.

Previous
The Opportunity
Next
Value Creation Since Seed
  • Where we are today
  • ARR trajectory (actuals) and the milestone
  • The named pipeline behind the number
  • How we get there: the commercial levers
  • What could go wrong (and the mitigation)
  • Series A trigger conditions
All the information contained in this data room is confidential. The recipient agrees not to transmit or reproduce the information, neither by himself nor by third parties, through whichever means, without obtaining the prior written permission of Legit.Health (AI Labs Group S.L.)