On making mom’s life easier, in every way possible.

Bump Health provides centralized access to capital, infrastructure & (soon) brand. 

As we continue to build/buy additional business units, that centralized structure becomes a no-brainer for anyone building in adjacent spaces to us. 

But first, some context…🧵👇🏻

The women’s health space is, generally speaking, dominated by large incumbents. 

Speaking broadly, taking any serious fight to those incumbents requires a large amount of capital. And by large… I mean LARGE. 

The war chest has to be large enough to fight against incumbent brand, history and, in certain segments, regulatory and compliance requirements. 

Side note: Don’t even get me started on the typical “this is a relationships business” that’s prevalent with the gatekeepers either. 

Whoever has the trust of the affinity group has the power. 🤌🏼

But to be clear, real meaningful disruption across the space won’t be led by investor-backed startups. 

After all, it’s hard to target incumbents that are 100+ years old while tending to the short term IRR needs of angels and VCs. 

So, in summary: lots of room to disrupt across women’s health *as long as* you have easy access to capital over a looonnngggg period of time. 

Best way to do that? Stack the revenue, focus on profits. 

Build a subscription DTC box. CAC payback needs to be 2-3 months max. Margins need to be healthy from the start… they’ll naturally improve with scale. 

White label the above, sell it to corporate HR. They’ll pay more than consumers and give you annual contracts with committed revenue. This adds little-to-no complexity to your business. 

Expand into medical… things. DME and Telehealth, if you must know. The only real moat here is getting access to the payers. But, if you have heathy profits from your other businesses, you can invest to setup the relationships. You’ll learn quickly that payers may not give you much attention… until they realize that the affinity group trusts you. And you can, at any time, help the affinity group move to other payers. 

Side note: most moms don’t even know that a free breast pump is usually included with their health insurance. Worse yet, they don’t realize that they’re often owed *thousands* of dollars of other products for their pregnancy too. Let that light a fire in your belly for second… would you let someone treat your mother that way? 🔥

BTW, DME people… spare me your excuses. You’ve had decades to do the right thing for moms. You let the payers control the conversations. It’s ok though, *tens of thousands* of moms opt-in each month to let us extract every dollar they’re owed by their health insurance. And it’s completely free for mom. I digress…

Then expand into insurance. Life, Home and Auto to start. After all, families need some amount of insurance. It’s the law, in most places. Again, you’ll quickly learn that most carriers don’t want their prices shown alongside competitors. But, as above, they’ll quickly learn that the affinity group trusts you. If you’re not in the price comparison, it’s ok… but then you’ll never even have a chance to earn the business. 

Rinse and repeat, aggressively: Aim to build or buy a collection of businesses that collects $6 out of every $10 dollars spent on the household. Over a ~20 year period. 

Ask me how I know. 💁🏻♂️

In the process, build in public. In the worst case, we get no direct benefit but we inspire other entrepreneurs to think even bigger. In the best case, we do that *and* attract forward-thinking entrepreneurs that understand what their possibilities could be if they never had to rely on an outside dollar again. 

TLDR: to truly make change across women’s health, you need long term capital and long term vision. The best way to do that is to stack your revenues. Do it in public, attract like minded people. 🚀

So, let’s end this where I started:

Bump Health provides centralized access to capital, infrastructure & (soon) brand. 

As we continue to build/buy additional business units, that centralized structure becomes a no-brainer for anyone building in adjacent spaces to us. 

Please come build with us. We’re interested in dominating the ~20 years of household spend between mom’s decision to conceive and that child’s adulthood.

Imagine how much more you — and your company — could accomplish if you never again had to worry about capital, infrastructure or brand. 🤓

BTW, I understand that some people want to build independently. I get it. I love it.

But please don’t be angry if we end up going head-to-head on something, we simply want to make life easier for moms and households everywhere. 

We have nearly unlimited access to long term capital now: between our own revenues and my own willingness to financially backstop our company, we will — when necessary — bleed out competition. Financially, legally and otherwise.

This isn’t a threat, I assure you. It’s a peek into the inevitable future. The only companies that should fear us are the middlemen. You know who you are.

We’ve bootstrapped ourselves to $40M in profitable revenue and we’ll continue growing regardless. But there’s always room on the rocketship for like-minded people and companies. 🚀

We’ll hit $1B in top line revenue within the next 5-7 years. I can’t even begin to imagine how much faster we could get there if you joined us. 🙏🏼

If you want to watch us build in public, disrupt the incumbents and/or make life better for every mom you know, smash that follow button. And, please, share this if it might inspire other entrepreneurs. 🙏🏼

PS- this is our secret plan to build a company that lasts 200+ years, is valued at $200B+ and makes life better for *at least* 200+ million households. If anyone asks, I didn’t tell you this. 🤫