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    Neil Cataldi

    Research Analyst at Cantor Fitzgerald

    Neil Cataldi is a Research Analyst at Cantor Fitzgerald specializing in coverage of healthcare-focused companies such as Marpai and Streamline Health Solutions, with notable involvement in quarterly earnings calls and equity research. His career spans over 20 years in the finance industry, including prior roles as Managing Director at KF Advisors, Chief Investment Officer at Starboard Advisors, and Vice President overseeing $250 million at the Viking Group family office, as well as early experience at Goldman Sachs, TFM Investment Group, and Susquehanna International Group. Cataldi has demonstrated expertise in equities, options, and family office governance, consistently contributing actionable investment ideas and portfolio management alpha, though specific published performance metrics or rankings are limited. He holds professional credentials and committee positions commensurate with senior analyst responsibilities, including membership on firm investment committees and likely FINRA registrations for securities analysis.

    Neil Cataldi's questions to Marpai (MRAI) leadership

    Neil Cataldi's questions to Marpai (MRAI) leadership • Q1 2025

    Question

    Neil Cataldi of Harbor Access inquired about Marpai's Q1 sales performance, the strategy for accelerating growth, the path to achieving cash flow positive status despite a $3 million Q1 cash burn, and the specific benefits of the new Empara Portal.

    Answer

    Executive Steve Johnson explained that the sales team was fully staffed late in 2024, impacting the Q1 results, but is now winning off-cycle business with a strong H2 2025 pipeline. Regarding profitability, Johnson detailed plans for further cost savings from vendor rationalization and operational efficiencies, projecting a significant reduction in cash burn in Q2. He also highlighted the Empara Portal as a key efficiency driver, using AI to answer member questions and reduce call center volume.

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    Neil Cataldi's questions to Marpai (MRAI) leadership • Q1 2025

    Question

    Neil Cataldi of Harbor Access inquired about Marpai's sales strategy for accelerating growth after lower-than-expected new business in Q1, the path to achieving cash flow positivity by year-end given the $3 million burn in the first quarter, and for more details on the new Empara Member Portal and its benefits.

    Answer

    Steve Johnson, an executive at Marpai, explained that the 2024 focus was on operational turnaround, with key sales staff hired mid-year. He anticipates off-cycle client wins in H2 2025, including new school districts, and a stronger January 2026 cycle. Regarding cash burn, Johnson cited upcoming savings from rationalizing vendors, ending legacy contracts, and driving operational efficiencies, noting a significant reduction in cash burn is expected in Q2. He described the Empara Portal as a unified, AI-powered application that allows members to get automated answers to benefit questions by searching plan documents, which reduces call center volume and improves customer service by providing agents with prior context if a call is needed.

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    Neil Cataldi's questions to STREAMLINE HEALTH SOLUTIONS (STRM) leadership

    Neil Cataldi's questions to STREAMLINE HEALTH SOLUTIONS (STRM) leadership • Q4 2025

    Question

    Neil Cataldi inquired about the go-to-market strategy for the new denials prevention functionality, the significant improvements in eValuator implementation timelines, and the drivers of future sales booking momentum.

    Answer

    Ben Stilwill, President and CEO, detailed that the new denials prevention feature is a key value-add for clients, leveraging real-world payer data to improve pre-bill accuracy. He confirmed that implementation times have been drastically reduced through process standardization, with eValuator now taking 2-3 months and RevID times also improving. Stilwill expressed confidence in future bookings, driven by a strategy focused on peer-to-peer marketing and showcasing client success stories, which is already generating significant top-of-funnel activity.

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    Neil Cataldi's questions to STREAMLINE HEALTH SOLUTIONS (STRM) leadership • Q4 2025

    Question

    Neil Cataldi of Requiem Capital inquired about the new denials prevention functionality, its impact on the customer base and eValuator's marketability, the significant improvement in implementation timelines, and the company's confidence in building sales momentum after recent changes to the sales force.

    Answer

    Ben Stilwill, President and CEO, detailed that the new denials prevention feature leverages payer data pre-bill to make claims 'bulletproof,' which has been met with excitement from clients. He confirmed that implementation times for eValuator have dramatically decreased from 4-6 months to under 3 months due to process standardization, a playbook now being applied to accelerate RevID implementations as well. Stilwill expressed confidence in future bookings, citing a strategy focused on peer-to-peer marketing and client success stories, which is already generating increased top-of-funnel activity.

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    Neil Cataldi's questions to STREAMLINE HEALTH SOLUTIONS (STRM) leadership • Q4 2024

    Question

    Neil Cataldi of Harrington Capital inquired about the new denials prevention functionality, its impact on the customer base and eValuator's marketability, the significant improvement in implementation timelines, and the company's confidence in building sales momentum for future bookings.

    Answer

    CEO Ben Stilwill explained that the new denials prevention feature, developed with client feedback, integrates payer denial data into the prebill workflow to 'bulletproof' claims, which is generating significant excitement among current clients. He confirmed that implementation times for eValuator have decreased from 4-6 months to under 3 months due to process standardization, with similar improvements being applied to RevID. Stilwill expressed confidence in future bookings, citing a strategy focused on leveraging client success stories and peer-to-peer marketing to drive top-of-funnel activity.

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