Slide 7 — Momentum

What this slide is

Two-panel layout. Left: three consumer-adoption stats with product imagery (wearable, supplements, GLP-1). Right: a four-phase timeline of HealthTech (pre-Covid → Covid → Today → Future) plus three real exit/funding headlines (WHOOP, Function Health, Kaia / Sword Health) with a closing argument about exit-size and fund-size fit.

Why it’s here

This is the “is this real?” / “are exits happening?” slide. After two slides of macro setup (Problem/Opportunity), the LP needs to see that the market is actively transacting at scale, not just theoretically interesting. Three pieces of evidence:

1. Consumer adoption — 58% wearable usage / $140B supplements / 10M GLP-1 patients. Real consumers, real money, mass-market.
2. Funding momentum — WHOOP Series G at $10B valuation. The world is putting big money into this sector at scale.
3. Exits are real — Kaia → Sword Health at $285M. European HealthTech exits are happening, not just promised.

The closing argument is the strategic punchline: $200–500M exits (M&A-driven, strategic buyers) means a small specialist fund makes those exits matter — directly justifying Calm/Storm’s €50M Fund III sizing. A €500M fund needs $5B exits to move the needle; a €50M fund makes a $285M exit a fund-returner.

What’s most important to surface

The closing line is the rhetorical climax of the entire market section (slides 5/6/7). “Not a giant but a small specialist, by design” is the fund-construction thesis disguised as a market observation. This line should land with weight; it’s the bridge to slide 8 (where they explicitly position themselves at super-early-stage).

The Kaia / Sword Health exit — Munich-founded → US acquirer → European reimbursement integration → $285M. This is the exit blueprint Calm/Storm is selling to LPs. Most LP-relevant deal on the slide. Worth visual emphasis.

WHOOP $10B / Series G — the unicorn flag. Proof that consumer health can scale to decacorn outcomes. But Calm/Storm’s actual exit playbook is closer to Kaia, not WHOOP. WHOOP is aspirational; Kaia is operational.

The four-phase timeline (pre-Covid → Covid → Today → Future) is doing strategic work: it locates “today” as first exits and “future” as unicorns?. This says we’re at the moment when exits start happening but aren’t yet outsized. Perfect timing argument.

The 10M GLP-1 stat is the most current/topical of the three consumer stats. Wearables and supplements are old-news; GLP-1 is the recent breakthrough that everyone in healthcare is tracking. Dating the deck.

Composition risk

Mixed media (stats + timeline + exit headlines) is the most layout-intensive slide so far. Source slide handles it as a two-column split with hard imagery on the left and a fake-newspaper-clipping treatment on the right. Without imagery, the right-side exit headlines need to feel like real headlines, not generic body text — that’s where the slide’s persuasive force lives.

Visual hierarchy I’d suggest

1. “Momentum” headline + subhead
2. Three consumer stats (left panel, big numbers)
3. Four-phase timeline (right panel, top)
4. Three exit headlines (right panel, formatted like real news clips)
5. Closing argument — “Not a giant but a small specialist, by design” — visually elevated, italic, bold-italic, or in a bordered band. This line is the slide’s weight-bearing moment.