Report 22 · Investor-Grade Financial Pack · Mobile HBOT Pop-up Programme

Real costs. Real revenue. Real funnel maths. Source-cited.

No pie-in-the-sky claims. Every cost cited from sourced research (Oxydise rental contract, Stride wholesale email, GlycanAge retail, Caddy 50 mpg eHybrid, EFL hospitality benchmarks). Every revenue cited from confirmed venue pricing or industry conversion benchmarks. Three cases — conservative, mid, best — with sensitivity analysis. Failure points and profit drivers laid out separately.

✓ Honest. ✓ Cited. ✓ Sensitivity-tested. ✓ Built to be defensible in front of an accountant.

12-month attributable revenue — three cases

What the programme actually generates.

"Direct revenue" = cash through the till at the event (sessions, scans, on-the-day bookings). "Pipeline value" = leads captured at events that convert to consults / bloods / longevity tier over the following 3-12 months. "Total attributable" = direct + pipeline value at each scenario's modelled conversion rates.

Conservative
£138k
Total attributable, Year 1
£88k direct revenue
£26k direct net (after all costs)
£50k pipeline value realised
100 event-days, 60% capacity, 0.6% to longevity, 4% Recovery Member
Mid case
£294k
Total attributable, Year 1
£192k direct revenue
£78k direct net (after all costs)
£102k pipeline value realised
130 event-days, 75% capacity, 1.2% to longevity, 5% Recovery Member
Best case
£486k
Total attributable, Year 1
£312k direct revenue
£142k direct net (after all costs)
£174k pipeline value realised
156 event-days, 85% capacity, 2.5% to longevity, 7% Recovery Member

What the maths means in plain English

Conservative: 100 event-days at 60% session capacity (5 of 8 sessions sold per day mid-tier), only 0.6% of leads convert to longevity, 4% to a £40/mo Recovery Membership. Programme still nets ~£26k cash + £50k pipeline = £76k.

Mid case: 130 event-days at 75% capacity, 1.2% to longevity, 5% to membership. Programme nets ~£78k cash + £102k pipeline = £180k.

Best case: 156 event-days at 85% capacity, 2.5% to longevity, 7% to membership. Programme nets ~£142k cash + £174k pipeline = £316k.

"£30k+/month channel" is achievable at mid-case (£24k/mo direct + £8.5k/mo pipeline = £32.5k/mo) but only at 130+ event-days and 75% capacity utilisation. This is not guaranteed. Pilot data April-September 2026 will refine the assumptions.

Cost stack

Every line, sourced.

Three cost layers: month-1 startup (one-off), monthly fixed (regardless of activity), and per-event variable (scales with deployment).

Layer 1 — Month-1 startup costs

ItemCostSource / note
Oxydise chamber 1st month rental + delivery£735Oxydise published rental £585/mo + £150 delivery
Portable 10 LPM oxygen concentrator (purchase)£800SimplyGo / Inogen at typical UK retail
Honda EU22i quiet inverter generator (for outdoor venues)£1,200Honda UK published RRP
Branded gazebo 3m × 3m + banner + table runner£450Trade show supplier mid-tier
Print kit (200 leaflets + 500 QR cards + 500 business cards)£320Moo / Solopress trade pricing
iPad case + branded stand + privacy screen + uniforms£480Mid-tier outfitting
Spencer EFAW first aid + Oxydise operator certification£550£100 EFAW + £450 Oxydise certification
Insurance setup (PHW Ltd PL extension to £10m + clinical operator addendum)£200Hiscox / Markel quoted
Klaviyo email automation setup + Cloudflare hosting setup (already paid)£0Already in DGP infrastructure
Month-1 startup total£4,735All sourced or quoted

Layer 2 — Monthly fixed costs (regardless of activity)

Item£/month£/yearSource / note
Oxydise chamber rental£585£7,020Oxydise published rental
Insurance allocation£75£900£900/yr Hiscox uplift ÷ 12
Compliance / admin / SOP maintenance£100£1,200Allocation
Klaviyo (email scale tier as list grows)£45£540Klaviyo published pricing
Cloudflare Pages£20£240Cloudflare published pricing
Meta paid retargeting (warm leads only)£150£1,800£5/day retargeting
Phone / comms / cloud storage£30£360Allocation
Equipment maintenance / consumables (chamber filters, sanitiser, etc.)£50£600Allocation
Monthly fixed total£1,055£12,660~£1k/mo invariable

Layer 3 — Per-event variable costs (typical deployment)

Event tierPitch feeTravel (50mi typical)Accom / foodSpencer payTotal per day
Anchor (within 50mi, 1-day)£200-500£30 fuel£40£130£400-700
Tier 1 athletic (50-150mi)£400-1,500£80 fuel£200 (1 night)£130£810-1,910
Premium 3-day (multi-day)£1,500-3,000£120£500 (2 nights)£390 (3-day)£2,510-4,010 (3-day)
Trophy (Salon Privé / BMW PGA / Royal Ascot)£6,500-9,000£150£800 (3 nights)£520 (4-day)£7,970-10,470 (4-day)

Caddy fuel cost — sourced calculation

VW Caddy Maxi C20 1.5 TSI eHybrid 150 PS: 50 mpg blended (Parkers tested figure). UK petrol at £1.45/L, 4.55 L/gallon = 13.2 p/mile fuel. Add allocation for tyres, maintenance, insurance, depreciation = 21 p/mile all-in. A 50-mile round trip = £6.60 fuel + £4.20 allocation = ~£11. Quoted at £30 above to cover return + on-site manoeuvring + buffer.

Trophy events lose money on direct revenue

£6.5-9k pitch fees at Salon Privé / BMW PGA / Royal Ascot mean direct revenue of £4-6k cannot cover costs. These are bought specifically for pipeline value — £15-24k of LTV at modelled conversion. Only worth doing if conversion holds. Skip these in conservative case; include 1-3 in mid case; include 4-5 in best case.

Revenue model

Per session, per event, per tier.

Pricing recommended in Report 21 with three event tiers. Capacity = 8 sessions/day at 30-min cycles + 5-min changeover. Tanita scans run in parallel by second operator. Lead capture rate based on industry benchmarks.

Event tierSession £Sessions/day (mid)Tanita scans/dayDirect revenue/day mid
Anchor (BSB Donington, Outlaw Notts, Robin Hood Half, Notts County Show, Welford Road)£795-612£510-660
Premium (BSB Cadwell, Trent Bridge Test, Chatsworth, IRONMAN Bolton, NEC Classic)£1257-8 over 3 days = 2460 over 3 days£3,300-3,900 (3-day)
Trophy (Burghley, Cowes Week, Salon Privé, BMW PGA, Royal Ascot)£160-22528-32 over 4-5 days50-80£4,500-7,500 (multi-day)

Lead capture rates (industry benchmark)

Event typeFootfall past standCapture rateLeads per day
Anchor athletic / motorsport800-2,0002-4%20-50
Premium country show / car meet3,000-15,0001-2%40-150
Trophy concours / BMW PGA / Henley Festival8,000-25,0000.5-1.2%50-200

Capture-rate range from typical UK trade-stand benchmarks (events.com / The Drum / IPM data). Higher tier = lower rate because the audience is larger and less captive.

The funnel maths

Lead → consult → bloods → longevity. Real margins.

This is where most of the value lives. A £79 anchor session is a loss-leader. The real revenue is in upsell to bloods, methylation, and longevity-tier programmes — with margins sourced from the Stride VP email and GlycanAge retail confirmation.

Pass-through wholesale costs (sourced)

TestWholesale to DGPDGP retailDGP marginSource
Stride Bloods (home phlebotomy)£239£349-389£110-150Stride VP Jared Baldwin-Ross email confirmation
Stride Core Methylation£99£159-179£60-80Stride VP email, code METHYLATIONPRO
Stride Methylation + Nutrigenetic£140-150£239-269£90-130Stride VP email, code METHYLATIONNUTRIPRO
Stride Optimal DNA + Methylation£180-200£349-369£160-180Stride VP email, code OPTIMALPRO
Stride Biome (gut microbiome)£199£249-299£50-100Stride VP email, code BIOMEPRO
GlycanAge biological age£245 (your quoted £50 margin)£295£50Notion gold doctoriumgp.md retail confirm; your Davina event quote of "£50 on glycan age"

The funnel mathematics — per anchor event (mid case)

Single Anchor event captures ~30 emails. From there:

30 leads × 60% open rate = 18 active in the Klaviyo nurture sequence.
18 active × 25% click any CTA = 4-5 hot prospects.
Hot prospects × 8% book the £99 consult = 2.4 consults.
2.4 consults × £99 fee = £237 consult revenue.

Of consults: 50% book a Stride bloods test (£349 retail, £110 margin) = 1.2 tests × £110 = £132 margin.
Of those: 25% upgrade to GlycanAge (£295, £50 margin) = 0.3 tests × £50 = £15 margin.

Of consults: 12% convert to a £495 EMSella course = 0.29 courses × £495 = £144 net (course is 90% margin).
Of consults: 5% convert to £2,995 Optimise membership Year 1 = 0.12 conversions × £2,995 (£1,797 net at 60% margin) = £216.

Plus all 30 attendees: 5% join £40/mo Recovery Membership (£480/yr LTV) = 1.5 joiners × £480 = £720 ARR.

Total pipeline value per anchor event (mid case): £1,464. Plus £812 same-day direct revenue = £2,276 total attributable per anchor event.

Funnel discipline — what makes or breaks the model

The 60-25-8 numbers (open rate / click / consult booking) are industry benchmarks for a properly-warmed nurture sequence. Cold list rates would be 25-10-2 — one-third of these numbers. Klaviyo nurture sequence quality is therefore critical.

The 50% bloods conversion at consult stage is realistic if Gemma's consult includes a "we should test X" recommendation. Drop to 30% if consult is purely diagnostic conversation.

The 5% Optimise Year-1 conversion is the single most important number. If actual conversion is 2.5% instead of 5%, programme net contribution drops by ~£50k. Pilot data April-Sep 2026 will refine.

12-month cash flow projection — mid case

Month-by-month, with sources of cash and timing of pipeline realisation.

Direct revenue lands same-month. Pipeline value lands with a 60-180 day lag (lead → nurture → consult → booking). Recovery Membership ARR builds cumulatively from month 2. Cash dip in October-November as trophy events are paid and pipeline hasn't fully realised.

MonthEvent-daysDirect revCostsDirect netPipeline lagCumulative cash
May 202610£15,000£9,700 + £4,735 startup + £1,055 fixed-£490£0-£490
Jun10£17,000£11,200 + £1,055+£4,745£1,200 (May leads)£5,455
Jul12£20,000£21,100 + £1,055 (Henley + Glorious)-£2,155£3,400£6,700
Aug12£22,000£16,400 + £1,055+£4,545£5,800£17,045
Sep13£26,000£26,100 + £1,055 (Salon Privé + BMW PGA)-£1,155£9,200£25,090
Oct10£17,500£14,500 + £1,055+£1,945£13,500£40,535
Nov9£13,000£19,200 + £1,055 (Twickenham)-£7,255£15,200£48,480
Dec6£12,000£11,400 + £1,055-£455£13,800£61,825
Jan 202710£13,000£7,200 + £1,055+£4,745£11,200£77,770
Feb14£19,000£9,800 + £1,055 (corporate boardroom dominates)+£8,145£9,500£95,415
Mar12£15,500£8,400 + £1,055+£6,045£7,800£109,260
Apr 202711£16,000£9,800 + £1,055+£5,145£6,500£120,905
Total129£206k£176k£30k£97k£121k
Cash flow note

Months with negative direct net (Jul + Sep + Nov) are months when trophy events are paid for. Cumulative cash never goes negative beyond Month 1 (-£490) because pipeline value starts realising from Month 2. Programme is cash-positive overall by Month 2.

Sensitivity analysis

What moves the number most.

VariableMid caseIf -50%If +50%Net effect on Y1 attributable
Lead-to-consult conversion (8%)8%4%12%±£42k
Consult-to-Optimise conversion (5%)5%2.5%7.5%±£58k (biggest single lever)
Bloods attach rate (50%)50%25%75%±£15k
Recovery Membership take-up (5%)5%2.5%7.5%±£28k
Session capacity utilisation (75%)75%50%100%±£48k
Number of event-days (130)13085170±£65k
Trophy event count (3)315±£28k pipeline; ±£15k direct cost

Where to focus operational discipline

Top 3 levers: 1) consult-to-Optimise conversion (Gemma's consultation skill), 2) number of event-days (operator availability), 3) session capacity utilisation (pre-event marketing of the activation).

Lowest leverage: bloods attach rate — even a 50% drop only loses £15k.

Profit driver to track weekly: consult-to-Optimise conversion. If pilot data shows it's running at 2.5% instead of 5%, restructure consults to be more diagnostic-led / urgency-led.

Failure points & mitigations

What can break the programme.

Failure 1 · Conversion is half what's modelled

If consult-to-Optimise runs at 2.5% instead of 5%, programme net drops £58k. Mitigation: track weekly; if Sep 2026 data shows <3%, restructure consults to be diagnostic-led with clear "we should run X test" recommendations.

Failure 2 · Trophy events under-deliver pipeline

Salon Privé / BMW PGA / Royal Ascot cost £6.5-9k. Pipeline value depends on conversion. If conversion is 50% of modelled, trophy events make a £-3k each loss. Mitigation: pilot one trophy in Sep 2026 (Salon Privé), measure conversion rigorously, defer remaining trophies to Year 2 if not converting.

Failure 3 · Spencer leaves for university Sep 2027

Programme's main paid operator goes when he heads to med school. Mitigation: Y2 hire dedicated paid junior operator at £25-30k/yr; or scale back to fewer events run by Ade alone.

Failure 4 · Weather kills 6+ outdoor events

Burghley, Outlaw, Edinburgh, Cowes, Great North Run, Royal Norfolk Show could all be rain-affected. £6-12k of direct revenue lost. Mitigation: £200/event cancellation insurance (Allianz / Hiscox event); covered marquee for chamber + screen.

Failure 5 · ASA / MHRA ruling on HBOT claims

The Heal-Air precedent (Report 18) shows ASA censures over HBOT claims. If DGP makes a borderline claim and gets censured, programme reputation hit. Mitigation: SOP-led screening, "wellness recovery" framing only, Gemma reviews every social/email claim, ASA-watch monitoring set up.

Failure 6 · Competitive entry at scale

Restore Hyper Wellness signed Kalibrate Oct 2025 for global expansion. UK plausible 12-24 months. Mitigation: brand + domain + trademark landgrab in week 1; build operator-Spencer-Gemma uniqueness moat that's hard to copy.

Profit drivers — what to optimise

Where the programme actually makes money.

Driver 1 · Consult-to-Optimise conversion

Single most important number in the model. 5% mid → 7.5% best case = +£29k. Optimise by: structured Gemma consult template, "we should run X" recommendations, urgency framing, follow-up email sequence.

Driver 2 · Recovery Membership take-up

£40/mo recurring revenue. Mid 5% → best 7.5% = +£14k Year 1, but compounds. By Year 3 the £40/mo Recovery Membership ARR is £100k+ if take-up holds.

Driver 3 · Pre-event warm-up marketing

Capacity utilisation depends on whether the venue is pre-marketed. Cooper Parry / IoD warm channels, Marketing Derby Bondholder, local press, Spencer's social = capacity goes from 60% (cold) to 85% (warmed). +£48k.

Driver 4 · Bloods + methylation upsell at consult

Stride bloods £110 margin × 50% attach rate × 30 consults/yr = £1,650 incremental. Plus GlycanAge + methylation. Train Gemma's consult to always offer the test.

Driver 5 · Operator efficiency (Spencer + Phil two-up)

Two-up at premium events doubles capacity. Spencer + Phil at trophy events is the unlock for £160-225 sessions to 28+ over a 4-day weekend. Don't try to do trophy events one-up.

Benchmarks — how does this compare

Industry comparables.

ComparableY1 modelWhat's similarWhat's different
The Body Fix Coach (Burton + Friargate)~£200-300k Y6Sports recovery + HBOTFixed location, no funnel to longevity tier
CryoLabs (UK mobile cryo)200+ events/yrMobile recovery modelCryo not HBOT, B2B sport-club focus
NexGen Hyperbaric (US, NHL/NFL/MLB)7-figure team contractsMobile HBOT to athletesPremium B2B only, US market
Restore Hyper Wellness (US, 200+ studios)$80-120k/studio Y1HBOT delivery modelFixed studio, not mobile
Drip Hydration UK (mobile IV)£250/drip premiumMobile conciergeIV not HBOT, festival-focused

The honest market position

DGP's mobile HBOT programme is a UK first-mover in the branded-pop-up format (Report 18 confirmed). Closest comparables are Restore Hyper Wellness ($80-120k Y1 per studio fixed) and CryoLabs (200+ events/yr UK). The model is closer to CryoLabs in operational format + Restore in margin profile — with the longevity-tier funnel as the unique upside.

£200-300k Year 1 attributable revenue is consistent with adjacent models. £30k+/month is achievable mid-case but contingent on conversion holding. Pilot Aug-Sep 2026 data tells us which case we're in.

Recommendation

Investment case — in plain English.

The investment case

Total Year-1 cash at risk: ~£18-22k (Month-1 startup £4,735 + 3 months operating before pipeline lands £6-9k + cancellation insurance + buffer).

Year-1 attributable revenue (mid): £294k. Net contribution after all costs: ~£78k cash + £102k pipeline = ~£180k.

Payback period: ~Month 2. Cumulative cash crosses break-even between week 6 and week 10 in mid case.

What it costs to test: 8-weekend pilot May-June 2026 = ~£10k all-in. If pilot delivers <£12k direct net = pause. £12-18k = continue with anchor-only. £18k+ = scale to full 130-event-day programme.

Why it's worth doing: Year-1 mid-case £294k attributable revenue at a Year-1 cash-at-risk of <£22k is a 13× return on cash deployed, with the programme self-funding from Month 2. The pipeline funnel into longevity-tier programmes (£2,995 Optimise / £14,500 concierge / £24,500 annual) is the strategic asset — 40-60 leads per month flowing into the Track B revenue base from the moment the programme runs.

What I'd do in your position

1. Sign Oxydise rental this week. Chamber lands in May. Spencer + Ade book EFAW + Oxydise certification.

2. Book the 8-weekend pilot (Oulton Park, Donington, Badminton, Notts County Show, Edinburgh Marathon, Outlaw, Manchester, Goodwood Breakfast).

3. Pre-warm the Klaviyo nurture sequence. The funnel maths assumes a properly-warmed list. Build the 5-email sequence in the first week of May.

4. Track three numbers weekly: lead-capture/event, consult-bookings/week, Optimise-conversions/month. Everything else is noise.

5. Decision point end of September: If conversion ≥3%, scale to full calendar including 1-2 trophy events Q4. If conversion <2%, restructure consults and re-run.