Hi! I’m Joe Morales - an MBA graduate from the University of Cincinnati with certificates in Quantitative Finance and Investment Management. My prior experience is in leading risk management and compliance initiatives in healthcare.
I currently conduct independent venture-style research and due diligence on early-stage startups, with a focus on healthcare technology and industrial technology. My work includes sourcing, market analysis, financial modeling, competitive research, and investment memo development using public data.
I have consolidated my experience over the past several years across technology implementation, healthcare operations, and MBA coursework at the University of Cincinnati into a focused body of work. During this time, I built independent projects, expanded my self-education in venture and strategy, and clarified my long-term professional direction. My experience in healthcare, particularly in compliance and value-based care environments, further shaped my perspective on operational execution and industry transformation.
Below, you will find a curated collection of coursework, personal projects, professional experience, and independent research that reflect where that discipline and direction have led me.
Served as one of the central liaisons between corporate leadership, facility stakeholders, and regulatory agencies to align operations around a singular objective: delivering high-quality patient care while maintaining regulatory integrity. Led facility-wide process improvement and project management initiatives driven by data analysis and operational performance metrics. Aggregating and analyzing clinical and compliance data to identify workflow inefficiencies, documentation gaps, and regulatory risks. Designed and implemented corrective action plans with defined KPIs, timelines, and audit mechanisms to ensure sustained improvement. In addition, I oversaw initiatives from initial assessment through implementation and post-deployment compliance audits, creating measurable development in patient care quality and operational efficiency.
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OHP was operating with a predominantly paper-based clinical documentation system in a highly regulated behavioral health environment. As regulatory scrutiny increased and patient complexity grew, leadership recognized the need to modernize documentation, improve interdisciplinary communication, and strengthen compliance infrastructure. Transition to a centralized electronic medical record (EMR) platform was a strategic initiative to improve patient safety, operational efficiency, and long-term regulatory integrity.
Led full lifecycle implementation of the WellSky EMR and ObservSmart platforms across clinical and administrative teams.
The transition from paper-based processes to a centralized EMR system represented a foundational shift in how the hospital delivered and documented care. Beyond improving daily workflows, the implementation created a more transparent, data-driven environment where leadership could proactively monitor performance, identify trends, and respond to compliance risks in real-time. This modernization strengthened the hospital’s regulatory posture, enhanced clinical accountability, and positioned the organization for sustained quality patient care within the evolving value-based care environment.
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Outside of project management, I led facility-wide quality, compliance, and operational improvement initiatives in a highly regulated behavioral health environment. I conducted formal Root Cause Analyses (RCAs) following clinical incidents and regulatory investigations to identify systemic drivers and implement corrective action plans with defined accountability and measurable timelines.
To strengthen patient-centered accountability, I established a Patient Experience Committee that created structured feedback loops between patients, families, and leadership, translating insights into operational improvements.
I headed a Risk & Loss Prevention Committee to improve transparency between executive leadership and frontline staff, sharing performance and compliance metrics to increase buy-in and cross-department alignment. After identifying a recurring pattern of patient falls, I launched an inter-departmental Falls Prevention Sub-Committee that evaluated environmental risks and workflow processes, resulting in a 40% reduction in patient falls within three months. During a period of regulatory scrutiny, I coordinated corrective action efforts across clinical operations, developing daily improvement plans to restore compliance integrity.
Across all initiatives, my focus was on building sustainable systems that improved patient safety, strengthened regulatory posture, and embedded a culture of accountability and continuous improvement.
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This investment report was a self-initiated project built to demonstrate my approach to early-stage diligence and investment decision-making. It establishes a mock investment thesis to guide sourcing constraints, followed by structured market analyses of the Health Tech and Industrial Tech sectors. The report evaluates three prospective investments, examining the underlying customer pain points, product differentiation, founding team strength, competitive positioning, financial projections, valuation assumptions, and potential exit scenarios. The objective was to simulate an institutional-level underwriting process from sourcing through exit modeling. Below, you can access the full investment report.
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TandemStride addresses the fragmented and unsupported transition from hospital discharge to real-world recovery for trauma survivors, where gaps in behavioral health follow-up, care coordination, and access to basic resources often lead to worsened mental health outcomes and preventable readmissions. TandemStride works to solve this by providing an integrated trauma recovery platform that combines peer mentors, licensed clinicians, and resource navigators to guide patients through behavioral health support, care coordination, and social needs during the critical post-discharge period.
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Theraprove addresses the widespread problem of referral leakage, fragmented communication, and inefficient intake processes in pediatrics. Where siloed systems cause lost revenue, long wait times, and poor patient matching. A system easily transferable to behavioral/mental health. The company solves this by offering a HIPAA compliant, dynamic referral and waitlist management platform that intelligently matches families with the right providers, recycles unmatched leads within its network, and creates a transparent, high conversion referral infrastructure for clinics and care organizations.
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Croft addresses the growing administrative and compliance burden facing farmers using the H-2A visa program, where stricter regulations, labor shortages, and manual back office processes create significant legal risk and operational inefficiency, leading to costly penalties. The company solves this by providing a vertically integrated labor management and compliance platform that automates H-2A workflows across recruiting, onboarding, documentation, payroll coordination, and agent management, serving as a unified infrastructure layer for agricultural workforce operations.
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