The LightForce Effect: Building a $150M Company by Modernizing the Majority Market

The LightForce Effect: Building a $150M Company by Modernizing the Majority Market

While most startups chase new categories, the biggest opportunities often lie in modernizing existing solutions that serve the majority. In a recent episode of Category Visionaries, LightForce Orthodontics CEO Alfred Griffin shared how targeting the overlooked 80% led to transformative growth.

The Counterintuitive Market Opportunity

“80% of people in the US and 92% of people globally use braces today,” Alfred explained, highlighting a massive market hiding in plain sight. While competitors focused on clear aligners serving just 20% of patients, LightForce saw an opportunity to revolutionize traditional braces through digital transformation.

The problem was startlingly obvious to industry insiders. As Alfred described, “Today that’s still. You take stock brackets out of a box, they all look the same. It looks like a bunch of nuts, bolts and screws. And you stick it on a tooth where you think it goes.” This one-size-fits-none approach typically required 17 office visits and countless adjustments.

The Power of Obvious Solutions

“This is not a brilliant idea,” Alfred emphasized. “It depends if you’re an orthodontist, it’s just were waiting for modern technology to catch up.” By applying 3D printing and modern software to create custom braces, LightForce enabled more efficient treatment with fewer office visits.

Their recent clinical trial validated this approach, showing “greater than 40% reduction in the number of treatment appointments and a greater than 40% reduction in the total treatment time.” For patients and parents, this meant seven fewer office visits and better outcomes.

Building Trust Through Professional Channels

Rather than pursuing expensive direct-to-consumer marketing, LightForce focused on building relationships with orthodontists. “The number one reason a patient chooses an orthodontic appliance, whether it’s aligners or braces or anything like that, is because their orthodontist recommended it,” Alfred noted.

This strategy proved particularly valuable during COVID-19, when staffing shortages created urgency for more efficient solutions. The crisis demonstrated their value proposition when “patients that hadn’t been seen for five months in liners and LightForce came back to the orthodontist looking great.”

Scaling Through Market Evolution

The results speak volumes. LightForce grew 300% year-over-year and now serves approximately 10% of North American orthodontists. Their presence in 23 orthodontic residencies positions them to influence the next generation of practitioners.

Looking ahead, Alfred sees their approach as part of a broader healthcare transformation: “I think in five years, not just about life force, but I think standard of care in medicine and dentistry will be personalized treatment.”

For B2B tech founders, LightForce’s journey offers valuable lessons about market opportunity:

1. Sometimes the biggest opportunities lie in modernizing existing solutions rather than creating new categories
2. Insider knowledge of industry pain points can reveal obvious but overlooked opportunities
3. Building trust through professional channels can be more effective than direct-to-consumer marketing
4. Market evolution often creates urgency for digital transformation
5. Success comes from excellent execution rather than brilliant ideas

The key insight? Don’t overlook the opportunity to modernize existing solutions that serve the majority market. As Alfred puts it, “If nothing changes in this industry, then our competitors will win.” Sometimes the path to building a category-defining company lies not in creating something entirely new, but in transforming what already works for most customers.