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Heyday Health — Investor Portal

Executive overview, financials, market analysis, and corporate documents

Executive Summary

Modern Men's Health, Delivered

Heyday is a men's health platform redefining how men access hormone optimization, weight loss, and longevity care. We combine at-home diagnostics, telehealth consultations, and direct-to-door prescription delivery — all built around personalized treatment plans for men over 35.

$225
Avg Revenue Per User / Mo
60%+
Gross Margin
$1.8-2.7K
Lifetime Value
8-12 mo
Avg Retention
The Problem

Aging men are underserved by traditional healthcare. Most face declining testosterone, weight gain, low energy, and sexual dysfunction. Care is fragmented, inconvenient, or unavailable — and stigma prevents action.

The Solution

Heyday provides an end-to-end digital experience: arm-based at-home blood testing, clinical consults via telemedicine, and monthly prescription fulfillment. Treatments include TRT, GLP-1s, ED medication, and performance supplements.

Business Model

Subscription and a la carte pricing. Base subscription of $129/month with average add-ons of $71, totaling $225/month ARPU. Margins of 60%+ via compounding pharmacy partnerships and in-house clinical operations.

Financial Model

Revenue Projections

The financial model is built on conservative but scalable assumptions across subscriber growth, revenue, margin, and acquisition efficiency.

SubscribersMRRARRGross Profit/MoAnnual GP
100$22,500$270,000$13,500$162,000
250$56,250$675,000$33,750$405,000
500$112,500$1,350,000$67,500$810,000
1,000$225,000$2,700,000$135,000$1,620,000
2,500$562,500$6,750,000$337,500$4,050,000
Unit Economics

Revenue

ARPU: $225/month ($129 base + $71 avg add-ons)

LTV

$1,800–$2,700+ (8–12 month avg retention)

CAC

$150–300 blended (decreasing with organic growth)

LTV:CAC

6–9x (improving with scale)

Margin Trajectory

Current Gross Margin

60%+ via pharmacy scaling and fulfillment efficiency

Path to Improvement

  • Pharmacy volume discounts at scale
  • Lab cost reduction through panel bundling
  • Higher upsell conversion (labs → TRT → GLP-1)
  • CAC reduction via SEO content engine

Churn

Average monthly churn: 8–10% (industry avg 10–15%)

Product Experience

End-to-End Digital Health Platform

📦
At-Home Lab Kit
👨‍⚕️
Telehealth Consult
💊
Rx Delivery
📊
Ongoing Monitoring

Step 1: At-Home Lab Collection

Arm-based collection device (not a fingerprick). No clinic visits or phlebotomist required. Sample collected at home in under 10 minutes and mailed back in a prepaid envelope. Easy, painless, and discreet — designed to reduce friction in diagnostics.

Step 2: Provider Consultation

Results reviewed by a licensed provider via secure video or asynchronous chat. Personalized treatment plans created based on lab results and symptom profile. Not a script mill — patients speak to real doctors and get real clinical care.

Step 3: Treatment Delivery

Medications delivered to the patient's door via partner pharmacies. Monthly auto-refill, reminders, and tracking. Custom compounding and brand options available.

Treatment Menu
ProductCategoryPricing
Testosterone Cypionate 200mg/mLTRT$99–139/mo
EnclomipheneTRT AlternativeAdd-on
Semaglutide (compounded)GLP-1 Weight Loss$299+/mo
Tirzepatide (compounded)GLP-1 Weight Loss$349+/mo
Heyday Lab Kit (40+ biomarkers)Diagnostics$129/panel
AnastrozoleEstrogen ManagementIncluded
HCGFertility PreservationAdd-on
Market Opportunity

$5B+ Addressable Market, Growing 12% YoY

The men's health telehealth market sits at the intersection of several macro trends: rising awareness of testosterone deficiency, FDA momentum toward loosening TRT restrictions, the GLP-1 weight loss revolution, and the permanent shift to telehealth delivery.

40%
Men under 40 interested in TRT
5.6%
Men 30-79 with clinical low T
325+
New TRT clinics launched in 2024
1,688%
DTC men's health site traffic growth '17-'19
Ideal Customer Profile

Demographics

  • Age: 38–50
  • Income: $150K+
  • Occupation: Entrepreneur, executive, sales
  • Lifestyle: Gym 4–5x/week, supplement user

Psychographics

  • Listens to: Huberman Lab, health podcasts
  • Goals: Energy, mental clarity, muscle mass
  • Pain points: Low T symptoms, no PCP support
  • Products: Test Cyp, Enclomiphene, Peptides
Go-to-Market Strategy

Direct-response advertising combined with a high-converting quiz funnel, supported by automated follow-ups and a scalable telehealth platform.

Acquisition Channels

  • Paid Social (Meta): Symptom-aware creative targeting men 35-55
  • Google Ads: High-intent keyword capture (TRT online, low T treatment)
  • SEO Content Engine: 60-page topical authority site driving organic traffic
  • Influencer / Podcast: Health & fitness creators in the optimization space
  • Referral Program: Patient incentives for word-of-mouth growth

Conversion Funnel

Onboarding begins with a short quiz that pre-qualifies leads. Prospects are guided through lab collection, provider consultation, and treatment enrollment with automated reminders at each stage. Current funnel conversion: quiz → enrollment averaging 8-12%.

Competitive Positioning

Heyday positions as a premium men's health brand focused on optimization — not maintenance. We target users frustrated with low-touch care and commoditized prescriptions, offering deeper clinical experience and lifestyle-centric treatment bundles.

DimensionHeydayHims/RoTRT NationGameday
FocusHormone + metabolic optimizationGeneral men's healthTRT onlyIn-clinic + telehealth
At-Home Labs✓ 40+ biomarkersVaries✗ (in-clinic)
GLP-1 + TRT Combo✓ IntegratedSeparate products
ARPU$225~$100~$99Varies
Monitoring IncludedVaries✗ (extra)
Leadership

Founding Team

Details available upon request during due diligence. The founding team combines clinical operations experience, digital health product development, and direct-to-consumer growth marketing expertise.

Key Competencies

  • Healthcare operations and compliance (Article 28, HIPAA)
  • Telehealth platform development and deployment
  • Direct-response digital marketing and funnel optimization
  • Clinical protocol design with licensed provider networks
  • Pharmacy and fulfillment partnership management
Advisory

Heyday is building an advisory board with expertise in men's health clinical research, DTC health brand scaling, telehealth regulatory compliance, and pharmacy/compounding operations. Inquiries welcome.

Key Performance Indicators

Operating Metrics

1,000+
Patients Treated
$225
Monthly ARPU
60%+
Gross Margin
8-12%
Quiz → Enrollment
MetricCurrentTarget (12 mo)
Active SubscribersGrowing680
MRRGrowing$121,720
ARR Run RateGrowing$1.46M
Gross Margin60%+65%
Monthly Churn8-10%<8%
CAC (Blended)$150-300<$200
LTV:CAC6-9x10x+
Growth Levers
  • Organic SEO: 60-page content site targeting 500K+ monthly search volume
  • Product expansion: Peptides, ED, hair loss, supplement bundles
  • Upsell engine: Labs → TRT → GLP-1 → full optimization stack
  • Retention: Ongoing monitoring, dose optimization, provider relationship
  • Referral program: Patient-driven word-of-mouth acquisition

SAFE Terms

Heyday, Inc. is a Delaware corporation raising via SAFE (Simple Agreement for Future Equity). Terms, valuation cap, and minimum investment discussed directly with qualified investors. Contact contact@heydaymd.com to schedule a call.