Recovery.com — a treatment-finder directory funded by the facilities themselves — $300K ARR when its lender first funded it in 2017 → over $30M ARR at the time of the interview (lender-reported) · about $4.5M of revenue-based debt deployed across the relationship, drawn in escalating tranches as it grew · one small Series A of $5M in 2024, described as small relative to ARR · revenue model is advertiser-funded placement paid by treatment facilities, explicitly not subscription software · ProvenStartups