Partnership plan, October 2026
The consumer brand for BioSNEDS, built together.
Aperture takes BioSNEDS to consumers through a subscription-first brand and Amazon. The founders fund it and run it. Verdant supplies the science, earns on every unit from the first sale through ingredient margin and a 5% royalty, and owns 10% of Aperture from signing. The goal beyond that: $200M a year by year 5, then a sale once Aperture is a nine-figure brand with exclusive consumer rights to BioSNEDS.
A $74 billion market BioSNEDS can reach through one brand.
Today BioSNEDS reaches consumers through other companies' products. A consumer brand puts it directly in front of the three in four American adults who already take supplements, starting where demand is moving fastest: GLP-1 support, cellular health and healthy aging, and established nutrients that are hard to absorb.
What it means for the partnership
- SupplySide Journal, Sep 2026, citing Nutrition Business Journal ($74.15B in 2025)
- Nutrition Business Journal, 2025 Supplement Business Report ($69.3B in 2024, about $87B by 2028)
- CRN 2024 Consumer Survey on Dietary Supplements
- KFF Health Tracking Poll, fielded Oct 27 to Nov 2, 2025
- SupplySide Journal, citing Nutrition Business Journal (NAD+ precursors)
- NutraIngredients, Sep 2025, on the American Botanical Council Herb Market Report
Premium, expert-led supplement brands are being valued in the billions.
In August 2026, Procter & Gamble agreed to buy Thorne for about $3.8 billion, roughly six times the $680 million L Catterton paid to take it private in 2023. Thorne's revenue passed $500 million in 2025. Aperture is built for that space: a focused, doctor-led line with BioSNEDS in every product.
Many smaller brands compete product by product in berberine, curcumin, astaxanthin and sleep, mostly on Amazon. Revenue and ranking figures for private companies are reported or third-party estimates.
- CNBC, Aug 4, 2026: P&G to acquire Thorne for about $3.8B
- Nutrition Insight: Thorne revenue, 2023 take-private at $680M
- Athletech News: Momentous $32M investment from Humble Growth
- TownLift, Apr 2025: Momentous on track to pass $80M
- BevNET, 2024: The Absorption Company launch
- EcomCrew, Apr 2026: top Amazon third-party sellers (SellerSnooper estimates)
- Houlihan Lokey: Qunol acquired by Sanofi, 2023
- ASInsight: Amazon CoQ10 rankings (estimates)
- Cata-Kor rebrand announcement, Mar 2025
Eight launch products from ten BioSNEDS powders.
Five single-ingredient products and three blends, each a 30-day supply, usually one small capsule a day. The line leads with nutrients that already sell in volume and adds blends for GLP-1 support and sleep, so each product becomes a recurring order for its BioSNEDS powders.
Absorption multiples are Verdant Nature's figures; some come from lab permeability models rather than human pharmacokinetic studies. They inform positioning and stay off packaging and ads until the human data behind each one is confirmed.
A consumer brand built around BioSNEDS.
An aperture controls how much light gets through. The name carries the BioSNEDS story: the dose that matters is the amount the body takes in, so a smaller dose can do more.
Positioning
A luxury-looking brand at a reasonable price, with products that work. We sell efficiency: a smaller dose that does more, backed by Verdant's science and the doctors who use it.
Voice
Calm, precise and plain-spoken. We explain the mechanism simply, cite our sources, and never promise more than structure-function claims allow.
Look and pack
Inspired by Aesop and The Ordinary: amber PET bottles and spare, typographic labels. Singles come in light amber with a white cap and a white label. Blends come in dark amber with a black cap and a black label. One system across all eight products, so the line reads as a set.
Why we win
- BioSNEDS at the center. Every product is built on Verdant's delivery technology, developed hand in hand with Verdant.
- Doctor-led trust. Verdant's physicians and KOLs, including Dr. Jason Mitchell, front our education and ads.
- Recurring revenue by design. Subscription-first on our own store, with multi-month plans that fund growth up front.
- An operating team that already does this. Growth, retention, site, creative and supply chain run in-house from day one.
Where the line goes next
- Expansion singles already available as BioSNEDS powders: tributyrin, omega DHA and EPA, hyaluronic acid, black seed, BCP and ellagic acid.
- Blends that earn a place: Calm (BCP and apigenin), Joint (curcumin and hyaluronic acid) and Glow (astaxanthin and hyaluronic acid).
- Custom BioSNEDS conversions and formulations made only for Aperture.
The stories we'll tell, with Verdant
Subscriptions on our store, profitable volume on Amazon.
Both channels open together, and both reorder BioSNEDS on a regular cycle. Each sells its own channel-specific product codes, so Amazon's price rules never touch the subscription offer.
Prices shown at the line's average list price of per 30-day supply. The multi-month plans are the default selection on the product page, which is what lifts first-order value. This structure is the plan of record and gets A/B tested in the first 90 days. Every renewal also carries a loyalty perk, about per order, which raises the share of subscribers who stay at each later renewal by and lifts subscriber value above 3x the cost to win one.
Channels
Timeline
What it takes to reach the goal, and what Verdant earns along the way.
A month-by-month plan for the first 24 months. Pick a scenario or change any assumption and every number updates, including Verdant's profit and the value of its stake. Terms are explained below the charts.
Monthly revenue by channel
Select a month to open its full detail.
Cash, first 12 months
Ad spend by channel
What a subscriber is worth over time, against the cost to win one
Monthly detail
Month 0 is November 2026 (inventory and launch costs). The highlighted column is the target month. Select a month for its detail.
Profit before marketing subtracts product cost, the Verdant royalty, fulfillment, payment processing and Amazon fees. Founder-contributed services (growth, retention, site, design and creative) are carried at $0. Ingredient purchases are paid on Verdant terms; packaging and fill are paid when ordered. Meta ads are paid one month later on card, then on Meta's monthly invoicing above $50k a month.
What the terms mean
- Cost to win a subscriber (CAC)
- Ad spend divided by the new store subscribers it brings in. It rises as spend grows, from about $55 at launch to $85 at the goal in the base plan.
- Subscriber value (LTV)
- The profit a subscriber produces over time, after product, shipping and fees.
- Value vs. cost (LTV:CAC)
- Subscriber value over 36 months divided by the cost to win that subscriber. 3x or more is the usual mark of a healthy subscription business.
- Months to earn back
- How many months of a subscriber's orders it takes to repay the cost of winning them.
- Profit (EBITDA)
- Earnings before interest, taxes, depreciation and amortization: revenue minus every operating cost, including ads.
- Amazon ads as % of sales (TACoS)
- Amazon ad spend divided by all Amazon sales. It falls as listings earn reviews and organic rank.
- Revenue per ad dollar
- All revenue divided by all ad spend in a month.
- Founder funding
- Cash the founders put in, including a cash reserve kept in the bank. The rest of the growth is paid for by the business.
- Net terms
- Days Aperture has to pay Verdant for ingredients after they ship.
Profitable growth to $200M a year, then a sale.
After the first 24 months, Aperture scales on three fronts at once: deeper on Amazon, wider direct to customers, and into major retail. The goal is $200M in yearly revenue by year 5 while staying profitable, and a sale once Aperture is a nine-figure brand that holds the US consumer rights to BioSNEDS.
Yearly revenue by channel
Verdant's cash stays above its $1.8M a year need once Aperture is at scale.
Ingredient margin, the royalty until the technology purchase, then the purchase payments. Year 3 carries the purchase, paid over the months after closing, so Verdant's cash does not dip when the royalty ends.
How we get there
The exit
What has to be true, and how we'll know early.
Three assumptions carry most of the plan. Each is tested in the first 90 days at low spend. The figures show the plan if one of them misses, and they follow the model above.
Two more we manage with Verdant
Two founders who run the whole operation.
The founders fund the launch from existing business cash flow, with no outside investors and no raise planned. Growth and operations run in-house from day one.
Conor Itaya
Brand, growth and digital. Runs brand, site, retention, creative and paid media, and Amazon through a dedicated Amazon team.
Chris "Bernie" Bernard
Product and operations. Runs product development, manufacturing and supply chain, and brought the Verdant relationship.
Scientific advisory board
Five seats, formed with Verdant. Dr. Jason Mitchell is the first. The board reviews formulations and claims and fronts our education.
What the partnership is worth to Verdant.
Verdant earns twice on every unit: margin on the BioSNEDS powders it supplies, and a 5% royalty on Aperture's sales from the first sale. The founders carry the launch costs and the risk. These figures follow the model above, so they move with every assumption.
Verdant's stake grows in value once Aperture holds the US consumer rights.
Monthly profit to Verdant
Orders are placed ahead of sales to hold three months of inventory, so they lead the revenue curve. Each of the eight products is assumed to be an equal share of bottles until we have real sell-through; dollar figures use the powder prices in our current cost model, so Verdant can apply its own margin per ingredient.
Verdant Nature
- BioSNEDS ingredients and the science behind them
- Custom conversions and formulations for Aperture
- Physicians, KOLs and clinical support for education and ads
- Help forming a five-person scientific advisory board
The founders
- Launch working capital
- Brand, site, retention, creative and paid media
- Amazon operations
- Product development, manufacturing and supply chain, led by Bernie
To plan together
- Maximum monthly output per BioSNEDS powder, and lead times
- Safety stock for the likely hero products
- Backup sourcing if a raw material tightens
- Clinical and PK data to support claims
Four parts, signed together.
Verdant earns cash from the first sale, owns 10% of Aperture from signing, and moves to 20% once Aperture holds the US consumer rights to BioSNEDS. Each part grows as Aperture grows.
Supply agreement
Five years of BioSNEDS supply, at Verdant's normal margin.
- Verdant keeps its normal margin on every ingredient, with no free or at-cost runs. Pricing can improve as bulk orders grow.
- Phased US consumer exclusivity: existing customers stay, no new consumer brands that compete with Aperture, moving to full exclusivity on milestones we set together.
- Payment terms start at net 60 and move to net 90 as volume grows.
- Verdant keeps BioSNEDS for non-consumer uses such as pharmaceutical and animal health.
Royalty
5% of Aperture's net sales, from the first sale.
- Paid on top of ingredient purchases, so Verdant earns twice on every unit, until Aperture buys the US consumer rights. Then it ends.
- Verdant is the only partner with a royalty. The founders take no cash out; profit goes back into growth.
- In the plan: over the first 24 months, running at a year by the end of year 2.
Equity
10% of Aperture at signing, rising to 20%.
- The first 10% vests as Verdant delivers exclusivity, custom formulations, clinical support and KOL promotion.
- A further 10% when Aperture takes the US consumer rights to BioSNEDS, keeping Verdant invested after the rights change hands.
- In the plan: 10% is worth about at the goal, and 20% with exclusive rights about .
- Non-voting units with full economic rights. Verdant sells alongside the founders, on the same terms, in any sale of Aperture.
Technology option
Aperture may buy the US consumer rights to BioSNEDS once sales pass $20M a year.
- Price: 5x Verdant's royalty over the prior 12 months, paid in cash at closing.
- The royalty ends at closing. Verdant's stake rises to 20%, and it keeps its ingredient margin as Aperture's manufacturing partner.
- Verdant keeps BioSNEDS for every non-consumer use.
- In the plan:
What protects Verdant
Selling Aperture the consumer rights is worth more to Verdant than keeping the royalty.
- A moat buyers pay for. With the US consumer rights, no other consumer brand can build on BioSNEDS. That is what a strategic buyer pays a premium for: the model values Aperture at x profit with the rights and x without.
- Twice the stake. Verdant moves from 10% to 20% of a company that is already worth more because of the rights.
- Cash for the rights. when the rights change hands, and Verdant keeps its ingredient margin as Aperture's manufacturer.
This page is our full proposal and replaces earlier written versions. Non-binding and subject to definitive agreements. Option price and timing follow the model above.
Build the consumer brand for BioSNEDS with us.
The founders fund the launch and run the business. We're asking Verdant for the science, supply and guidance behind it.
See next stepsWhat we're asking Verdant for
- A BioSNEDS supply partnership for the full line, on the terms above.
- Capacity and lead times for the ten launch powders, with safety stock for the likely hero products.
- Clinical and PK data, and review of product and ad claims.
- Physician and KOL support, including Dr. Jason Mitchell, for education and ads.
- A scientific advisory board: help forming five seats, with Dr. Jason Mitchell as the first member.
- Strategic guidance: a regular working session on the formulation roadmap, new conversions and the practitioner channel.
What Verdant gets
- in profit over 24 months from ingredient margin and royalties, reaching a year at the goal.
- 10% of Aperture at signing, rising to 20% when Aperture takes the US consumer rights to BioSNEDS, worth about at the goal.
- A consumer brand built entirely on BioSNEDS, run by an operating team that already does this.
- Founder capital and founder-contributed services, so the launch needs no cash from Verdant.