Partnership Proposal
Hello Health
Growth & Acquisition
Pam has built Hello Health to $500k annual revenue with $10k monthly profits. The product-market fit is proven and the business is profitable. Now it's time to scale and position for acquisition.
Fractional Venture Partners proposes a 12-month growth engagement to achieve $1.6M+ annual revenue and execute a strategic exit valued at $4.5M-6.5M.
Investment Range
$15k - $85k
Depending on path chosen
Target ARR
$1M - $1.6M
12-month revenue target
Exit Multiple
3-4x ARR
Standard for wellness brands
Two Investment Paths
Choose the approach that aligns with your capital strategy and growth timeline
Strategic Capital Path
Your Cash Investment
$15,000
One-time upfront only
What Happens Next:
- •FVP raises $50-100k in strategic investment capital
- •No additional out-of-pocket costs from you
- •Capital used for aggressive marketing & growth
- •Monthly profits reinvested for maximum scale
12-Month Revenue
$1.8M-2.2M
Exit Valuation
$6M-9M
10% base + 2% for raising capital
Best For:
Minimizing personal capital risk while accessing strategic investors who can accelerate growth through connections, expertise, and marketing dollars.
Self-Funded Path
Your Cash Investment
$85,000
Total out-of-pocket over 12 months
Investment Breakdown:
- •$15k upfront cash investment
- •~$6k/month additional capital (months 2-12)
- •Monthly profits fully reinvested into growth
- •Funding specialist team + aggressive marketing
12-Month Revenue
$1M ARR
Exit Valuation
$4.5M-6.5M
Standard partnership stake
Best For:
Maintaining full control and higher equity stake while self-funding growth. Ideal if you have available capital and prefer not to bring in additional investors.
Side-by-Side Comparison
| Metric | Strategic Capital | Self-Funded |
|---|---|---|
| Your Cash Out-of-Pocket | $15,000 | $85,000 |
| External Capital Raised | $50-100k | $0 |
| 12-Month Revenue Target | $1.8M-2.2M | $1M |
| Expected Exit Valuation | $6M-9M | $4.5M-6.5M |
| FVP Equity | 12% | 10% |
| Your Ownership at Exit | ~78%* | 90% |
| Your Net Proceeds (Estimated) | $4.7M-7M | $4M-5.9M |
*Assumes ~10% dilution to strategic investors. Exact dilution negotiated during fundraising.
Team Structure
FVP assembles the right talent configuration for your specific goals. This is our proposed cast for Hello Health's growth mission.
Fractional Venture Partners Core
FVP
Jon Bradford
Executive Producer
Strategic vision and executive leadership. Designs project initiatives and resource allocation strategies, ensuring every investment drives measurable business outcomes
FVP
Alvaro Garibay
Producer
Orchestrates cross-functional execution of approved initiatives. Maintains operational momentum through proactive coordination and systematic delivery management
FVP
Bree Bandy
Account Manager
Architects specialist deployment and budget optimization. Translates business objectives into scoped engagements and ensures capital efficiency across commissioned work
Specialist Network
DTC growth specialist, scaled multiple brands from $500k to $5M+ ARR
Focus Areas
Performance marketing and email/SMS growth
KEY DELIVERABLES
- •Performance marketing (Meta, TikTok, Google)
- •Email/SMS marketing programs (20-30% revenue lift potential)
- •Subscription program launch and optimization
- •Marketing analytics and ROAS tracking
50+ Amazon/Shopify optimization projects
Focus Areas
Amazon optimization and DTC conversion improvement
KEY DELIVERABLES
- •Amazon storefront audit/optimization or launch
- •Shopify conversion rate improvements (+30-50% potential)
- •Subscription program technical implementation
- •Bundle strategy and AOV optimization
NACS Show experience, Target nationwide expansion, licensing deals
Focus Areas
Dual-function specialist for retail and influencer partnerships
KEY DELIVERABLES
- •Convenience store and natural grocer partnerships
- •Mass retail door opening (Target, Whole Foods, Sprouts)
- •Mom influencer campaign strategy (10-20 active partnerships)
- •Distribution deal structuring
Alternative retail support specialist
Focus Areas
Retail distribution and partnerships
KEY DELIVERABLES
- •Retail distribution strategy
- •Retail partnerships and door opening
- •Retail merchandising and placement optimization
- •Retail sales support
Packsmith.ai founder (packaging/supply chain technology)
Focus Areas
Supply chain optimization and margin improvement
KEY DELIVERABLES
- •Supplement manufacturing optimization
- •COGS reduction through supplier negotiations (5-10% improvement)
- •3PL optimization and inventory forecasting
- •Optional: Packsmith fulfillment services integration
- •Operational SOPs for due diligence
- •Margin improvement from 24% → 30-35%+
Brand elevation and visual design specialist
Focus Areas
Brand elevation and packaging redesign
KEY DELIVERABLES
- •Brand refresh and visual identity
- •Packaging redesign for 3-5 hero products (retail-ready)
- •Website visual improvements
- •Acquisition pitch deck design
- •Marketing creative assets
Content scaling and podcast growth specialist
Focus Areas
Content strategy and podcast scaling
KEY DELIVERABLES
- •Project-based engagement: 60-day content package
- •Scale Hello Health podcast
- •YouTube channel strategy and monetization
- •Content repurposing across platforms
- •Lead generation funnels from owned media
HEAL documentary filmmaker (Netflix), WellSet pre-seed lead investor (2019)
Focus Areas
Wellness industry credibility and strategic connections
KEY DELIVERABLES
- •Industry credibility and strategic connections
- •M&A advisory and wellness industry insights
- •HEAL podcast host and "HEAL" book author
- •Strategic wellness brand positioning
Monthly Milestones & Deployment Strategy
Milestone-based deployment model that pays specialists ONLY when business can afford them
Three-Gate Deployment Model
Every specialist must pass through THREE gates before deployment
Gate 1: Revenue Threshold
Each specialist has minimum monthly revenue requirement
Gate 2: Cash Available
Must have sufficient cash + maintain $3k buffer
Gate 3: Strategic Priority
Function must align with current growth phase
Deployment Phase Timeline
Phase 1: Foundation
Deploy:
Eric Johnson (Marketing)
Focus:
Build marketing infrastructure, test channels, prove growth
Gates Met:
Essential team, minimal budget
Phase 2: Channel Expansion
Deploy:
Jordan Lesser (Amazon/DTC), Squid (Design), Jack LoParco (Retail/Influencer)
Focus:
Add revenue channels (Amazon, Retail), scale marketing, brand refresh
Gates Met:
Revenue > $48k-60k, cash buffer > $15k-20k
Phase 3: Optimization
Deploy:
Ben Wunderman (Operations), Jimmy Johnson (Content)
Focus:
Improve margins, scale content, prepare for exit
Gates Met:
Revenue > $70k-90k, cash buffer > $20k+
Phase 4: Exit Preparation
Deploy:
All Specialists Active
Focus:
Maximize all channels, complete documentation, active M&A
Gates Met:
Revenue > $100k, strong cash position
Key Milestones Achieved
Flexible Adjustment Mechanisms
Growth Exceeds Plan
- ✅Accelerate specialist deployment (compress timeline)
- ✅Increase ad spend more aggressively
- ✅Add optional specialists (PR, international expansion)
- ✅Upgrade from Conservative to Moderate pace
Growth Slows (<7% for 2+ months)
- ⚠️Pause new specialist deployments
- ⚠️Reduce ad spend to preservation mode ($1-1.5k/month)
- ⚠️Review with Pam: continue, adjust, or pause
- ⚠️Focus on profitability vs growth temporarily
- ⚠️Diagnose root cause before proceeding
Safety Net Protections
The Exit
Target Acquirers
DTC Aggregators (Primary)
Thrasio, Heyday, Perch, Branded
Looking for profitable brands with $1M+ ARR
Typical: 3-5x ARR
Strategic Wellness Brands
Gaia Herbs, MegaFood, Garden of Life
Family positioning + authentic brand story
Typical: 3-6x ARR (strategic premium)
Retail Partners
Sprouts, Whole Foods, Target
Seeking exclusive owned brands
Typical: 2-4x ARR
Timeline
Months 1-6: Build Foundation
Focus on growth. Jon researches acquirers.
Months 7-9: Position
Soft conversations with prospects.
Months 10-12: Active M&A
Formal outreach, LOIs solicited.
Months 13-15: Close
Due diligence and final negotiations.
Total Timeline
15-18 months
Jon's M&A Expertise
Jon Bradford (Executive Producer) brings direct M&A experience from his role leading exits. He will identify strategic acquirers, manage soft positioning conversations, and guide the formal process including CIM preparation, management presentations, and negotiation support.
Ready to accelerate?
Let's discuss how Fractional Venture Partners can help Hello Health achieve strategic acquisition within 6-18 months.