Unit Economics, Margins, and Profitability Timeline

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Join me, Nik (https://x.com/CoFoundersNik), as I interview Kevin Dahlstrom (https://x.com/camp4), a serial entrepreneur and former CMO of three publicly traded companies, who's disrupting the healthcare industry with his testosterone replacement therapy startup.

I reached out to Kevin Dahlstrom because despite being a multiple-time serial entrepreneur, CMO of three public companies, and angel investor in over 50 businesses, he's taking on his boldest swing yet: launching BOLT Health, a direct-to-consumer men's health optimization business in the heavily regulated healthcare space targeting the silent epidemic of low testosterone (low T) affecting millions of men.

Kevin's entrepreneurial journey into testosterone replacement therapy (TRT) started with his own health optimization as a committed biohacker. At 54, he now feels better than he did in his 20s, and he built a subscription healthcare business to help other men achieve the same results.

Questions This Episode Answers:

How did a brand new subscription wellness service achieve $70,000 in MRR in just 5 months without significant paid advertising spend?

How can a founder leverage CMO expertise and content marketing to educate customers on controversial or confusing health topics like hormone optimization?

How do you structure a medical services organization (MSO) to operate compliantly with doctor-owned entities and compounding pharmacy networks?

What makes testosterone replacement therapy such a massive business opportunity for health entrepreneurs right now?

Why is the mainstream healthcare system (sick care vs. health care) creating opportunities for cash-pay longevity medicine startups?

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Love it or hate it, I'd love your feedback.

Please fill out this brief survey with your opinion or email me at nik@cofounders.com with your thoughts.

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This week we covered:

00:00 – Intro: Kevin Dahlstrom on launching Bolt Health

01:00 – From banking to biohacking

03:05 – Why testosterone is foundational for men’s health

05:22 – The silent epidemic of low testosterone

07:47 – Building Bolt: Subscription model and process

10:12 – Modern approach: Microdosing and TRT myths

12:39 – New research changing testosterone therapy

15:06 – Bolt’s customer journey and business model

19:56 – Why traditional healthcare is broken

24:44 – The future of health: Longevity and cash-pay medicine

29:34 – The opportunity in modern healthcare innovation

33:55 – Authentic marketing and influencer growth

36:20 – Why product > marketing early on

38:45 – Kevin’s edge: Turning passion into business

46:03 – Lessons from chasing unicorns vs. building real value