Vita - Founders' Memo · Scope, Personas & The Virtual Play
Vita.
Founders' Memo
Location 1 Scope · Personas · The Virtual Play  -  June 2026  ·  For the founding team

Brickell isn't a clinic. It's the template for fourteen more - so the scope question is really which lean core opens before year-end, converts, retains, and replicates clean.


The recommendation
  1. Launch a lean, replicable clinical core at Brickell - full diagnostics, hormone optimization, GLP-1, a tight peptide set, IV/recovery, membership + the member portal. Everything else phases in. Opens before year-end.
  2. Set scope by demand-then-filter, not by what the medicine can do. Each persona is mapped to what they pay for and stay for, that opens fast and replicates across 15 doors. The personas converge on one core - that convergence is the launch menu.
  3. Add a second product line: Vita Direct - a physician-led telehealth membership (HRT/TRT, GLP-1, peptides, lab monitoring, coaching) at a fraction of clinic pricing. It's the market expansion, the top-of-funnel for the clinic, the revenue that can start before the doors open, and the asset-light layer that lifts the multiple at exit.
  4. Gate the virtual line on regulatory structure - controlled-substance telehealth prescribing and Florida licensure - designed into the existing MSO/PLLC structure, with the medical director owning the clinical guardrails and counsel scoping the legal frame.
  5. Sub-brand the virtual line as the on-ramp. Protect the premium positioning of the in-person clinic.

How we scoped this

Demand defines what's possible. Discipline defines what we open with.

Starting from personas is right - with one correction that makes it narrow the decision instead of widening it. Personas tell us what members want, and want always expands: every persona wants more diagnostics, more peptides, more of the exotic tail. If wants define scope, Brickell becomes the everything-clinic with a research veneer.

So each persona below carries two lists: wants - the wish list, which becomes the upgrade path - and pays & stays for - what actually converts and retains, which becomes the scope. Location 1 is the union of "pays & stays for" across every persona. Where only one persona wants something, it sequences to a later phase on its own. The personas draw the phase lines; we don't impose them.


The market - why now

Three demand curves are bending up at once - and the fastest growth is recurring, cash-pay, and increasingly virtual.

$44B
U.S. longevity-medicine market by 2030, with premium clinics taking a growing share
25-30M
Americans on GLP-1 by 2030 (up from ~10M in 2025); ~$200B global incretin market
11M
U.S. testosterone prescriptions in 2024 - sharpest growth among men 35-44

Demand for Vita's exact modalities - metabolic, hormonal, longevity - is accelerating, and the channel growing fastest is the recurring, virtual one. GLP-1 utilization is forecast to grow ~25% in 2026 alone, with online the fastest-expanding distribution channel. Subscription TRT is already a billion-dollar segment (Hims & Hers crossed 2.4M subscribers in 2025; Hone Health grew ~83% year over year). Miami adds the premium overlay: a top-five U.S. city for ultra-high-net-worth individuals and a dense Brickell finance and tech base. Vita can capture both the premium in-person tier and the virtual volume - the plan currently addresses only the first.


The six personas

Five who come to the clinic. One who never has to.

The Executive Optimizer
Optimize → Elite
Who
Founder / C-suite, 40-55, time-poor, measures everything.
Pays & stays
Hormone optimization, full diagnostics + biological-age score, GLP-1 if metabolic, IV/recovery, the data dashboard.
Role
The fastest founding-member fill - an early-adopter, liquid, health-obsessed audience already in the founding team's network.
The Affluent Longevity Seeker
Elite + family add-on
Who
HNW, 55-75, treats health as their top asset; disease-prevention focus.
Pays & stays
Diagnostics + ongoing monitoring (especially MRI), hormone management, the relationship and responsiveness. Lowest price sensitivity.
Role
Carries blended ARPU. A handful changes the P&L.
The Midlife Woman (Perimenopause)
Core → Optimize
Who
Professional woman, 40-58, navigating hormonal change conventional medicine dismissed.
Pays & stays
Bioidentical MHT, thyroid, diagnostics, GLP-1, dietitian + coaching, with between-visit support through the member portal.
Role
A large, loyal, badly-served market - highest retention when treated well, and the strongest referral source.
The Metabolic / GLP-1 Patient
Core → Optimize
Who
35-55, wants metabolic transformation done right - muscle-preserving, monitored - not a spa shot.
Pays & stays
The GLP-1 program: management + DEXA + coaching + recurring monitoring. The monitoring is the retention.
Role
The single biggest demand wedge - fills the founding cohort fast and de-risks the ramp.
The Performance Biohacker
Optimize → aspirational Elite
Who
30-45, data-obsessed, early adopter, evangelist.
Pays & stays
Core peptides, diagnostics, IV/recovery, and the most engaged use of the member app and portal.
Watch
Asks for the exotic tail (exosomes, senolytics). Serve the core; hold the line; the tail is Year 2.
The Aspirational Optimizer
Vita Direct · ~$200-350/mo
Who
30-50, professional, health-conscious. Wants managed TRT/HRT, GLP-1, peptides, optimization. Can afford a few hundred a month - not a $6-24k clinic membership. May be anywhere in Florida.
Pays & stays
Recurring virtual care - Rx + protocol + lab monitoring + coaching. HRT and GLP-1 are for-life treatments, so churn is structurally low.
Role
The volume market, the funnel, the early revenue, and the multiple. Local members who level up convert to the clinic.

Note - "Medical Tourist" (20% of the plan's mix) is deliberately not a sixth need-state. It's a sourcing channel: an international executive is still the Executive Optimizer. It needs its own acquisition motion, not its own scope.


Location 1 - the launch scope

Where the personas converge is the menu.

The "pays & stays for" lists overlap on one core. That overlap is the launch scope - every persona served, nothing exotic carried early. What only one persona wants sequences out on its own.

Launch - before year-endPhase 2 - months 4-9Year 2 / Location 2+
Diagnostics (full, MRI contracted)Ozone MAHExosomes
Hormones (TRT / MHT / thyroid)PRPSenolytics (FOXO4-DRI)
GLP-1 metabolic programKetamine-assisted therapy*MOTS-c / Humanin + exotic peptides
Core peptides (5 protocols)Full peptide formularyMRI ownership (if volume justifies)
IV lounge + recoverySleep / HRV programsHBOT suite (flagship - see note)
Membership + founding programNutrigenomicsSecond-location template hardening
Member portalCorporate wellness
Vita Direct (virtual) - parallel track

* Ketamine needs DEA registration, an integration therapist, and protocols - real lead time. Keep it out of launch.

Signature equipment - a capital call, not scope Hyperbaric (HBOT, 2.0-ATA clinical) has the strongest human cellular-aging biomarker data of any passive modality and is a genuine brand anchor - but a 60-session protocol, heavy build-out, and off-label use make it a Phase 2 flagship anchor, leased or flagship-only, not in all 15 doors. The Ammortal Chamber (~$160k) is an experiential amenity, not a clinical anchor - Phase 2 at earliest, flagship-only. At ~$310-410k combined per location, equipping all 15 runs ~$4.6-6.2M; fund it as a deliberate flagship line or keep it flagship-only.

Scope rationale - by the data

Why these services, and why not the rest.

  1. Diagnostics the front door and the lead engine

    Every persona enters here. Paid diagnostic day → biological-age reveal → membership conversion is the funnel. MRI stays contracted (Prenuvo / SimonMed) - OpEx, not $1M of CapEx. No diagnostics, no funnel.

  2. Hormones underserved, recurring, high-retention

    11M TRT prescriptions and a billion-dollar subscription segment prove the demand; the for-life nature of the treatment makes it the stickiest recurring revenue in the building. Clinically well-understood, with a manageable regulatory load.

  3. GLP-1 the biggest demand wedge

    25-30M Americans by 2030, ~25% growth in 2026, online the fastest channel. What fills the founding cohort and walks in the door unprompted - paired with mandatory muscle-preservation (high-protein, resistance training, DEXA monitoring), per the clinical protocol.

  4. Core peptides differentiation, contained

    Five well-run protocols, not the full formulary - the demand without the regulatory and training sprawl. The final five are finalized with Mark and stay compliance-forward: only peptides currently available through licensed 503A/503B pharmacies, reviewed quarterly with counsel as FDA guidance evolves.

  5. IV & recovery retention and social proof at low opex

    The layer that makes membership feel premium and drives referral - high satisfaction, low incremental operating cost.

  6. The exotic tail deferred, deliberately

    Exosomes, senolytics, and the marquee chambers add regulatory surface, training burden, and liability for a fraction of the contribution. The pattern to avoid is impressive study, undeliverable protocol - the exotic stuff fails the real-world-adherence test; the core doesn't.

  7. The competitive read execution is the moat

    The Brickell / Coconut Grove corridor is underserved by fully integrated, physician-led longevity clinics even as entrants fill in. First-mover is gone; the moat is execution, experience, and the operating system. And the DTC hormone market has a real quality gap - a majority of direct-to-consumer clinics prescribe to patients who don't meet guideline thresholds - exactly the opening Vita Direct fills with physician-led rigor.


The virtual play

Vita Direct - the second product line.

The clinic addresses a narrow, geographically-stuck, ultra-affluent slice. A virtual membership opens Vita to the volume market - the person who'll pay $250/mo for managed testosterone and a GLP-1 but never $12k for a clinic membership. Four reasons it's bigger than a price tier:

1 · Market expansion

This is the Hims / Hone / Ro market - millions of subscribers, a billion-dollar TRT subscription segment, online the fastest-growing channel across every modality.

2 · It feeds the clinic

Virtual is top of funnel: the local member who levels up converts to in-person, and referrals from virtual members reach people who do fit the clinic. That overlap - not the whole virtual base - is what seeds the Brickell list.

3 · Revenue before the doors open

The clinic opens at year-end, with Year 1 clinic EBITDA negative by design as payroll front-loads. The virtual line can be generating recurring revenue in months - no build-out, no lease - cash flow while Brickell is still a construction site.

4 · It's the multiple

Asset-light recurring revenue + cross-location data + a Florida-wide (eventually multi-state) scalable platform is what earns a premium at exit. Clinics are real estate and labor; virtual is software-and-script margin. A buyer pays more for the second.

Product & scope

The line draws itself: virtual = prescription + protocol + lab monitoring + coaching; clinic = equipment + experience + the full thing. Anything needing a machine or a needle (DEXA, VO2, MRI, IV) is the in-person upgrade. Labs are orderable to Quest / LabCorp nationally, so monitoring isn't gated to the clinic.

Positioning - the credible version

Vita Direct is the physician-led, properly-monitored, longevity-framed version of the DTC hormone platforms - backed by a real clinic. The category's weakness is the script-mill reputation; Vita's clinic credibility is the antidote. Physician at the center, technology amplifying - not an impersonal automated pod.

The regulatory frame - for the medical director to own The model is viable today: the DEA extended telemedicine flexibilities through December 31, 2026, allowing licensed practitioners to prescribe Schedule II-V controlled substances - including testosterone (Schedule III) - via telehealth without a prior in-person visit, for a legitimate medical purpose over real-time audio-video. But it's temporary: a permanent DEA rule is pending that will add PDMP checks, identity verification, clinician credentialing, and record-retention requirements, and may regulate direct-to-consumer telehealth platforms as intermediaries - and states keep their own, sometimes stricter, in-person rules. Build it compliant and expect the rules to tighten. Compounded GLP-1 and peptides are their own FDA gray zone. The guardrails - provider-of-record model (NPs/PAs under the medical director's protocols enable scale), documentation, lab cadence, PDMP, identity verification - sit with the medical director and counsel, inside the existing MSO/PLLC structure.

Sequencing. A parallel track. It does not delay or divert capital from the Brickell open. It can launch lean - provider + platform + compliant workflows + lab and pharmacy partnerships - and start generating recurring revenue while the clinic builds out. Sub-branded (Vita Direct vs Vita Clinic) so the premium member never feels the brand also sells $250/mo virtual care.


The roadmap

Clinic and virtual, in parallel.

Now → year-endPhase 2 (mo 4-9)Year 2+
ClinicLean clinical core opens (Brickell)Regenerative + cognitive + formulary expansion; HBOT flagshipExotic tail; Location 2 template
VirtualVita Direct launches (FL: HRT/GLP-1/peptides + labs + coaching)Scale provider layer; deepen funnel into clinicMulti-state licensure; platform scale
TechMember portal (shared across both)Cross-location + virtual intelligence layerData moat compounds across 15 doors + virtual

What we need from this meeting

Four things to decide together.

None of these are settled - they're the calls I think we need to make as a group before the build locks.

  1. Is the launch scope right? Mark's read on the lean clinical core - diagnostics, hormones, GLP-1, the core peptides, IV/recovery - and on the Vita Direct clinical model and guardrails. His clinical sign-off gates everything downstream.
  2. Do we stand up Vita Direct? Whether the virtual line is a parallel product worth building now - and if so, agreement to put the model in front of healthcare counsel (controlled-substance telehealth, Florida licensure, compounding) before we commit.
  3. How do we brand the virtual line? Sub-brand it (Vita Direct vs Vita Clinic) or structure it another way - the question is how we keep the premium clinic distinct from $250/mo virtual care.
  4. How do we handle the signature equipment? HBOT and the Ammortal Chamber - flagship-only or all-locations, buy or lease, Phase 2 or launch. My instinct is to treat it as capital allocation rather than scope - but that's part of what we decide.

Vita.
Founders' working memo · June 2026 · Confidential