For portfolio investors

Unlock the hidden multiple inside your portfolio.

Zoe is the operational health engine that reveals the root causes of stagnation and prescribes the interventions that restore performance and unlock multiple expansion.

The Portfolio Problem

You can’t compound what you can’t see.

Stagnation hides inside ops, GTM, and leadership behavior—not the board deck. Zoe surfaces those root causes before they metastasize.

Quiet underperformers

PortCos stall below plan while the narrative still sounds on-track. By the time KPIs wobble, the fund has already lost quarters of compounding.

7 / 10

Sit <20% YoY before anyone says it aloud.

Signal lag

Boards debate dashboards while the real friction sits inside operating cadence, culture, and GTM triage. The evidence never makes it into the deck.

3.5 mo

Average delay between degradation and board visibility.

Capital stuck in limbo

Without a prescriptive health readout, partners rely on instinct. Capital gets redeployed late, operating partners chase symptoms, and momentum keeps bleeding.

35%

Hit-rate drop when interventions aren’t operator-tested.

Our Solution

The fastest, most reliable way to restore PortCo health and lift fund performance.

Drop the exports you already have. Zoe's investor-trained AI evaluates company vitality, identifies the forces dragging performance, and hands you the recovery & acceleration plan.

Data in

(Finance · CRM · People · Ops · Leadership — whatever signals reveal health, velocity, or decay.)

FinanceCRMPeopleOpsLeadership
AI Core

Portfolio-trained models pinpoint the systems causing drag—revenue engines, execution rhythms, leadership behaviors, operational load, and cultural friction.

480+

Vital metrics analyzed

126

Operational health signals surfaced

34

Momentum levers modeled

Why It Matters

Faster turnarounds. Stronger compounding. Real fund-level uplift.

Faster path to clarity

Intervene before underperformance compounds.

35%

Higher success rate on redeploying capital

Replace guesswork with proven recovery sequences.

+180 bps

Fund-level delta from the mid-stack

Unlock the quiet middle of the book.

Workflow Snapshot

Three moves. No new systems. Just the data you already trust.

1

Drop existing exports

Finance, CRM, HR, and ops data—no integrations required.

2

Assess operational health

AI triangulates performance patterns, velocity signals, and leadership behavior.

3

Prescribe recovery levers

You get the prioritized playbook, owners, and momentum gates.

See what's holding your companies back—and how to fix it.

Get early access to the investor program and receive Zoe health diagnostics before your next partner meeting.

Meet Our Team