Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale.

If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule
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RESOURCES

• https://www.integritysq.com
• https://www.halotalks.com
• https://www.thehaloacademy.com
• Watch the video here: https://www.youtube.com/@halotalks

===================================================

ABOUT YOUR INSTRUCTOR

Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America.

Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series.

Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup.

Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold’s Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.)

ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector.

Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.

In today's episode, host Pete Moore sits down with Marco Benitez—a guest who brings together the worlds of Taekwondo and biomedical engineering! Marco is the founder of Rook, a "middleman" company specializing in connecting data from hundreds of wearables and medical devices. Drawing on his extensive background in sports and years in big pharma, Benitez discusses the challenges and opportunities in bridging data silos in the fitness, health, and insurance spaces.

He also dives into the origins of Rook, the significance of B2B SaaS (Software as a Service) models, and the importance of building predictable, scalable solutions that empower organizations to actually use their data—not just collect it. Whether you're a fitness pro, entrepreneur, or just interested in the quickly evolving landscape of fit tech, this episode is packed with insights into how smart data integration is reshaping the way we approach the HALO space. (Health, Active Lifestyle, Outdoors)

On working in the enterprise space Marco mentions, "Working with enterprise clients . . . takes a lot of time to close deals but once they are closed, you will receive a lot of feedback, and you will be in the heart of their company. Because we are an API solution, we live 'inside' the platform . . . inside the app."

Key themes discussed

• Importance and value of data integration.
• Rook’s middleware solution for wearables.
• Challenges of connecting multiple wearable devices’ data.
• Building and scaling a B2B SaaS company.
• Lessons from sports and long-term business growth.
• The evolving role of data in healthcare and insurance.
• Differentiating real, actionable intelligence from the AI hype.

A few key takeaways:

1. Rook Connects Wearable Data Seamlessly: Rook acts as a middleware platform that allows companies to easily integrate and extract data from over 300 different wearables and medical devices. This solves a huge pain point for fitness apps, gyms, digital health, and insurance companies that need unified, standardized, and actionable user health data without having to build separate integrations for each device.

2. B2B SaaS with Active User Pricing: Rook is a B2B SaaS company, charging clients (gyms, fitness apps, insurers, etc) based on the number of active users accessing data through the platform. This recurring revenue model is 'sticky' and predictable, making it attractive for both business growth and investors, since switching out such a middleware solution tends to be costly and pretty disruptive for clients.

3. Wearables Becoming Medical Devices: The wearables ecosystem is quickly evolving, with many devices attaining FDA clearance. This means the data they provide is now medically credible and increasingly important for areas like digital health, fitness, and prevention-oriented insurance models—creating new demand for integration platforms.

4. Long-Term Perspective: Building to Become a Data Science Company: Benitez emphasizes the value of the long game—he compares entrepreneurship to earning a taekwondo black belt. Rook’s long-term vision is to move beyond just delivering clean, structured data to offering actionable intelligence, insights, and predictive analytics to their clients.

5. Flexibility Driven by Customer Need: A key lesson? Rook’s roadmap for integrating new wearables is customer-focused. Rather than chasing each new device that comes out, the team prioritizes devices with the most client demand and market share. This way, they deliver real value where it matters most, instead of losing focus.

Resources:

• Marco Benitez: https://www.linkedin.com/in/marcobzg
• Rook: https://www.tryrook.io
• HALO Talks 2 Minute Financial Drills (Videos): https://bit.ly/2minutedrills
• Prospect Wizard: https://www.theprospectwizard.com
• Promotion Vault: http://www.promotionvault.com
• HigherDose: http://www.higherdose.com

Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here:

====================================================== RESOURCES

• https://www.integritysq.com
• https://www.halotalks.com
• https://www.thehaloacademy.com
• Watch the video here: https://www.youtube.com/@halotalks

======================================================

ABOUT YOUR INSTRUCTOR

Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America.

Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series.

Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup.

Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold’s Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.)

ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector.

Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.