📑 Offering Materials 🏢 Platform Architecture 📊 Financials 💰 Use of Funds 👥 Leadership Team 📩 Contact rhpny.com ↗ Aethera ↗
Confidential · 506(b) SAFE · April 2026

Investor Data Room

All offering materials, financial projections, and company information for accredited investors. Strictly confidential.

$3.25M
Round Size
$10M
Pre-Money Val.
20%
SAFE Discount
$52M
Yr 5 Revenue
$180M
Exit Target
CONFIDENTIALITY NOTICE: This data room is restricted to accredited investors under SEC Rule 506(b). Materials are strictly confidential. By accessing this data room you confirm receipt of a signed NDA and agree not to reproduce or distribute any materials herein. This does not constitute an offer to sell or solicitation to buy any security. Forward-looking projections are management estimates subject to material risks and are not guaranteed. Investment involves risk, including loss of principal.
RegenHealth Physicians
Fulcrum Performance Labs
NFL Alumni Health
Pro Football Legends
USMLE100
01

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📊
Investor Pitch Deck
19 slides · PDF + PPTX · April 2026
Corporate structure, clinical model, market opportunity, 5-year financial projections, leadership team, and exit strategy. Complete WFG platform overview.
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📄
Executive Summary
2 pages · PDF · April 2026
The full investment narrative — opportunity, WFG platform architecture, raise structure, financial overview, and leadership team. Recommended starting document.
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📄
Use of Funds
1 page · PDF · April 2026
Detailed allocation of $3.25M across three capital buckets — including partner integrations with USMLE100 and Fulcrum Performance — with post-raise milestone roadmap.
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📈
Financial Projections Model
4 sheets · Excel · April 2026
Complete 5-year model — assumptions, per-location economics, consolidated P&L, and use of funds detail by capital bucket and partner allocation.
⬇ Download
02

Three-Tier Location Model

Wellness Franchise Group captures revenue at every market segment — from high-velocity satellite clinics to full-scale wellness centers, with a luxury resort concept in development evaluation.

Tier 1 · Satellite Clinic
BrandRegenHealth Physicians
Footprint~1,000 sq ft
Avg Revenue$300K / yr
EBITDA$72K / yr · 24%
Capex~$75K
Franchise Fee$25K + 6% royalty
Active MarketsNYC · SLC · +5 planned
Tier 2 · Regen Wellness Center
BrandRegen Wellness Center
Footprint3,500 – 4,000 sq ft
Avg Revenue$900K / yr
EBITDA$228K / yr · 25%
Capex~$350K
Franchise Fee$50K + 6% royalty
LaunchPilot Q3 2026
Tier 3 · Aethera Institute
BrandAethera Wellness Institute
Footprint80,516 – 320,000 SF (3 options)
LocationWynwood, Miami · Opp. Zone
Avg Revenue$8M / yr
EBITDA$1.96M / yr
Capex~$4M+
StatusUnder Evaluation
Aethera Wynwood Land Parcel: 0.48 acres · 157–159 NE 24th St, Miami FL 33137 · Qualified Opportunity Zone · Owner-financed, $5M down · Three development options: Option A (80,516 SF), Option B (190,026 SF), Option C (320,000 SF) · Air rights at $2.50–$4.00/sqft. Aethera is aspirational and not included in base-case financial projections. aetheraclub.com ↗
03

5-Year Consolidated Model

Management projections based on 7 operating locations at close, expanding to 55 locations by Year 5 across corporate, wellness center, and franchise units. Aethera hotel concept excluded from base case.

Metric Yr 1 · 2026 Yr 2 · 2027 Yr 3 · 2028 Yr 4 · 2029 Yr 5 · 2030
Total Locations715253855
Total Revenue$3M$6M$12M$28M$52M
EBITDA$1M$2.1M$4.5M$11M$21M
EBITDA Margin33%35%37.5%39%40%
Implied Valuation (10–15×)$45M$132M$315M
Exit Target Range$100M$180M
Year 1 location breakdown: 7 satellite clinics — NYC (flagship, operating), Salt Lake City (soft open April 2026), Nashville, Austin, Miami, Bay Area, Boston (opening with capital deployment). Fulcrum Performance Labs co-location model activates across select markets.
04

Use of Funds — $3,250,000

Capital deployed across three strategic buckets to maximize clinical scale, franchise infrastructure, and partner integration — including dedicated allocations to USMLE100 and Fulcrum Performance Labs.

Operations · $1.0M
Clinical · $1.25M
Franchise · $1.0M
Bucket 1 — Operations & Working Capital · $1,000,000
Marketing & Brand Refresh$450,000
Executive Compensation$350,000
Legal & Regulatory Compliance$200,000
Bucket 2 — Clinical Expansion · $1,250,000
NYC Second Location Build-Out$450,000
Medical Equipment & Technology$300,000
EMR & Telehealth Platform$250,000
Clinical Marketing$200,000
USMLE100 — IRB Setup & Integration$50,000
Bucket 3 — Franchise Development · $1,000,000
FDD Preparation & Legal$250,000
Franchisee Training Programs$200,000
Business Development$150,000
Regen Wellness Center Pilot$200,000
Fulcrum — Combined Locations & Marketing$200,000
Partner Allocation Detail: USMLE100 receives $50,000 to establish IRBs, integrate clinical training protocols with RegenHealth Physicians, and coordinate with Fulcrum Performance Labs for cross-platform research oversight. Fulcrum Performance Labs receives $200,000 toward opening combined RegenHealth–Fulcrum co-location facilities and joint marketing initiatives across target markets.
05

Fulcrum Performance Labs — IP & Data Layer

A patented biometric monitoring platform embedded across WFG locations — creating a defensible data moat and clinical outcomes engine trusted by professional athletes.

Fulcrum Performance Labs
Patented Technology
Cell-Phone Vital Monitoring System
IRB-approved protocols for real-time biometric data capture at every WFG location. Creates a proprietary health analytics layer with research and licensing revenue potential across the franchise network.
Co-Location Model · $200K Allocated
Mutual Market Expansion
Dedicated $200,000 allocation enables Fulcrum to open combined RegenHealth–Fulcrum locations across target markets and deploy joint marketing. RegenHealth can additionally open satellite clinics within Fulcrum's existing facilities in NYC, Lee NJ, and Dominican Republic — accelerating unit economics with zero added real-estate risk.
NFL & Pro Sports Affiliation
NFL Alumni Health Pro Football Legends
Fulcrum's performance protocols are trusted by NFL alumni and professional athletes — validating clinical efficacy and driving premium brand positioning across all WFG markets.
06

IRB Oversight Structure

WFG operates a rigorous, tripartite Institutional Review Board structure led by nationally recognized clinical and research experts — ensuring protocol integrity, physician training, and data credibility across all specialties. USMLE100 ($50K allocation) establishes and integrates these IRBs across the full platform.

● Overall IRB Oversight
AK
Dr. Ali Khan, MD
Clinical Director of Research & Medical Training
USMLE100
Founder & Medical Educator
Scope: All WFG Specialties. Oversees all IRB governance, clinical protocol development, physician credentialing, and training programs across every WFG brand. Ensures regulatory compliance and research integrity enterprise-wide. $50K dedicated allocation to establish and operationalize IRB infrastructure.
Physical Performance IRBs
Dr. Morris
Dr. Morris
Clinical Director, Elite Human Performance
Fulcrum
Scope: Physical Performance Protocols. IRB lead for all exercise science, elite athletic recovery, biometric monitoring, and human performance research. Inventor of Fulcrum's patented cell-phone vital monitoring system. FPL locations: NYC · Lee, NJ · Dominican Republic.
Stem Cell & Exosome IRBs
RegenHealth
RegenHealth Physicians
Dr. Ajit Dhaliwal, MD — CMO & Founder
Scope: Regenerative Medicine Protocols. IRB governance for all stem cell therapy, exosome treatments, peptide protocols, and regenerative medicine research. Board-certified physician leadership ensures MSO compliance and clinical standards across all locations.
07

Post-Raise Milestones

Defined execution cadence from capital close through national franchise rollout and potential exit event.

✓ Q1 2026 — Complete
Salt Lake City location opened April 4, 2026. NYC Flagship operating at capacity. IRB governance structure established with Dr. Khan (USMLE100), Dr. Morris (Fulcrum), and RegenHealth clinical team.
Q2 2026 — Capital Close
Nashville, Austin, Miami satellite clinics signed and onboarding. NYC 2nd location site secured. FDD preparation initiated. Marketing & brand refresh launch. USMLE100 IRB operationalization begins ($50K deployed). Fulcrum co-location agreements executed ($200K deployed).
Q3 2026
Bay Area + Boston clinics open. First Regen Wellness Center pilot underway. First franchise agreement signed. Fulcrum combined locations active in NYC. Telehealth platform MVP live. Dr. Khan physician training program fully operational.
Q4 2026
7 locations fully operating · 2–3 franchise units in pipeline · Royalty revenue begins · Fulcrum biometric data integration live across all WFG locations · Aethera Wynwood development options formal evaluation initiated.
2027 Target
15 locations · $6M revenue · Round 2 raise ($3–5M) initiated · Regen Wellness Center national franchise rollout · IRB-backed clinical outcomes data published.
Year 5 Vision · 2030
$52M revenue · $21M EBITDA · 55 locations · $100M–$180M exit valuation · Aethera Institute development evaluation complete.
08

The People Behind The Platform

Physician-led, operator-executed. A team combining clinical expertise, franchise experience, performance science, and medical education innovation.

Dr. Ajit Dhaliwal
Dr. Ajit Dhaliwal, MD
Founder & Chief Medical Officer
Board-certified physician and founder of RegenHealth Physicians of NY. Drives clinical strategy, physician recruitment, and brand medical credibility across all WFG brands. Stem cell & exosome IRB lead.
James Zimbler
James Zimbler
Chief Executive Officer
Business operations and growth strategy. Leads $3.25M capital raise, franchise development, and WFG corporate structure. Primary management contact for investors.
Vincent Butta
Vincent Butta
Chief Operating Officer
Operational excellence across all locations. Systems, logistics, staff training, and multi-site expansion protocols for corporate and franchise units.
Dr. Ravneet Dhaliwal
Dr. Ravneet Dhaliwal
Clinical Director & Partner
Clinical standards, quality assurance, and physician recruitment across RegenHealth and Regen Wellness Center locations. Ensures protocol consistency across all markets.
Dr. Morris
Dr. Morris
Clinical Director, Elite Human Performance
Fulcrum Performance Labs
Inventor of Fulcrum's patented vital monitoring system. Physical performance IRB director. Trusted by NFL alumni and professional athletes across all markets.
AK USMLE100
Dr. Ali Khan, MD
Clinical Director of Research & Medical Training
USMLE100 — Founder
Medical education leader and USMLE100 founder. Oversees all WFG IRB governance, clinical protocol development, and physician training. IRB oversight lead for all specialties.
Jaye Patel
Jaye Patel
Director of Business Development
Leads investor relations, strategic partnerships, and business development for the WFG platform. Primary capital raise contact and franchise pipeline coordinator.
09

Material Considerations

Regulatory / MSO Compliance
Physician-ownership laws require MSO compliance. WFG structure is designed to address applicable state regulations, but regulatory changes could affect operations in certain markets.
Capital Availability
Round 2 ($3–5M) is required for Regen Wellness Center national rollout. Failure to raise on favorable terms could limit scale velocity.
Clinical / Reimbursement
Many services are cash-pay. Economic downturns could compress patient volumes. Insurance policy changes could affect certain service categories.
Market Competition
The longevity and wellness sector is attracting significant capital. Physician-led model and Fulcrum IP provide differentiation, but competitive pressure may compress margins over time.
10

Connect With the Team

General Inquiries
RegenHealth MD
Investor Relations
info@regenhealthmd.com regenhealthmd.com
Business Development
Jaye Patel
Director of Business Development
info@regenhealthmd.com regenhealthmd.com
Chief Medical Officer
Dr. Ajit Dhaliwal, MD
Founder & CMO
rhpny.com regenhealthmd.com
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