Investors Double Down on Brellium With $23 Million for AI That Audits Every Note

NEW YORK – Brellium, a startup that uses AI to check medical records for errors before they are billed, has raised $23 million. Left Lane Capital and First Round Capital led the round, announced Oct. 13, with Digital Health Venture Partners joining. All three also backed the company’s $16.7 million Series A in April 2025. The two announced rounds total $39.7 million.

For ABA practices, Brellium says it checks every session note against the clinical and payer requirements the practice sets and emails providers what to fix before the claim goes out.

The money comes with a new product, CortexLM, which Brellium describes as a chart-auditing system that reads each patient note, flags potential gaps in care and documentation, and proposes fixes before billing.

What It Checks in an ABA Note

Brellium’s core product audits clinical documentation. It does not list filing authorization requests among its services, though it sells treatment-plan auditing separately and flags goals that do not match authorized hours. The company pitches it as a replacement for manual note audits.

On its current ABA page, the company lists the problems it looks for: copy-pasted language; notes that read like a textbook rather than individualized, client-specific observations; missing or late signatures (Brellium’s default window is 24 hours, and payer rules vary); overlapping service times; and mismatched participants, goals, or times between technician notes billed under CPT 97153 and notes for CPT 97155, the code for a qualified professional, such as a BCBA, reviewing and, when needed, modifying the treatment protocol. Clinics can add their own audit criteria and connect their EMR, and the system notifies providers about notes that need fixes.

Compass ABA, which Brellium describes as having more than 200 providers in New Jersey, New York, and New Mexico, says clinical supervisor Jaira Forman had spent 35 hours a week auditing notes and that the practice cut auditing time by more than 70%. At Full Spectrum ABA in Florida, staff had checked only a fraction of notes each week. Those results come from Brellium’s published case studies.

“We’re now auditing 100% of session notes, something we could never do before.” – Duy Dang, BCBA, Corporate Clinical Service Manager, Full Spectrum ABA, in a Brellium case study

Hopebridge was among the customers Brellium named when it raised its Series A in 2025.

The Payer Side of the Claim

Vendors say audit pressure is the driver. Theralytics, an ABA billing software company, told clients in April that payers now use “AI-driven algorithms to audit billing patterns,” “flag CPT code inconsistencies, and identify documentation gaps.”

Rosen presented CortexLM as a way to cut down on documentation disputes. “Providers and payers have been stuck fighting the same fraud, waste and abuse problem from opposite sides of the table for years,” he said in the release. CortexLM, he said, lets providers “prove the care was right the first time, instead of spending months untangling it after the fact.”

How the Clawback Protection Works

Brellium backs its audits with clawback protection: if CMS or a payer finds a problem after Brellium has cleared a record, the company says it will “foot the bill” instead of the provider. Its Platform Agreement spells out how that works. The customer first contests the clawback and reports it within 30 days; Brellium then reviews whether an error in its service directly caused it, a determination the agreement leaves to Brellium’s “sole discretion”; and payment is capped at what the customer paid Brellium in the preceding six months, or 12 months for customers whose orders date to Aug. 29, 2026, or earlier. Clawbacks traced to customer-supplied requirements, faulty patient data, or later payer-policy changes are excluded, as are Brellium’s coding products and pilots, and the clause is the customer’s sole remedy. Which version applies depends on the date of a customer’s sales order.

The Founder and the Backers

Zach Rosen, Brellium’s co-founder and CEO, has said the company grew out of his own care. A misdiagnosis led to about two years of specialists, treatments, bills, and insurance problems that, he later learned, a couple of checked boxes in his chart could have prevented. He wrote in a blog post, quoted by Fierce Healthcare in 2025, that “something as simple as a documentation oversight had a profound domino effect on the quality of care I received.”

He started the company with three co-founders: Henry Kasa, now chief operating officer; Max Katzman, head of engineering; and Alex Le-Tu. Its Series A also drew angel investors, including Headway CEO Andrew Adams and Thirty Madison co-founders Steven Gutentag and Demetri Karagas. Henry Toole, a partner at Left Lane Capital, said in the release that the firm was “excited to double down and back Brellium again.”

In its Oct. 13 announcement, Brellium said it serves more than 215,000 providers and 200 provider groups in all 50 states and has audited 22 million patient visits to date. By its own count, it has also protected nearly $2 billion in provider revenue from recoupments. Its customers include national providers Gentiva and Maxim Healthcare and behavioral health organizations Rula and Headspace. Brellium’s announcement says Headspace scaled its clinical quality review from 2% of therapy notes to 100% after adopting the software.

How It Compares

CentralReach, whose software many ABA practices use to schedule and bill, offers a similar tool. Its NoteGuardAI audits 100,000 notes a day and processed more than 3 million notes across more than 400 organizations in August, CentralReach said in September.

One difference is where the tool lives. NoteGuardAI runs inside CentralReach’s platform, while Brellium connects to a provider’s existing EMR and serves several specialties, including mental health and hospice, with audit criteria each customer configures.

Prior authorization is mostly a different business. Silna Health, also based in New York, announced $27 million in total funding in March 2025 and says it manages “the entire ABA authorization lifecycle,” from initial assessments through reauthorizations. Silna’s main job is getting care approved; Brellium’s is auditing the record of care. The two overlap on the documentation that supports coverage.

What comes next takes Brellium beyond ABA and mental health. The company says it will use the round to add provider groups, go deeper into the revenue cycle, and expand into cardiology, pain management, and primary care.

AT A GLANCE

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