Diagnose2–3 weeks
Build a root-cause health model from the data you already have. No integrations, no dashboards—just the truth.
- Financial + GTM anomaly scan
- Operator interviews & friction mapping
- Founder-first readout (private to the CEO)
Portfolio Health & Momentum Recovery
Fix what's draining performance. Fast.
Zoe is the operational health engine that diagnoses what's weakening your company and prescribes the interventions that restore momentum in weeks—not quarters.
We cut through noise, pinpoint the true causes of stall-out, and guide you through the exact sequence that gets the business healthy again.
Companies rarely fall apart all at once. They degrade silently.
Margins slip a little. Delivery slows. Sales efficiency drifts. Teams fight symptoms instead of causes. Zoe catches the vitality issues before they turn into existential ones—and prescribes the fastest path to recovery.
How momentum quietly disappears
The business is whispering something's wrong—Zoe amplifies the signal and treats the condition.
1
Signal → NoiseVitals drown in KPI debates.
2
Ops gridlockLeaders firefight symptoms, not causes.
3
Founder pushbackGeneric fixes trigger organ rejection.
4
Capital bleedBoard intervenes, momentum already gone.
We rebuild company health for venture-backed teams.
Zoe is the first system that fuses AI pattern detection with veteran operator playbooks to restore company health and accelerate performance.
Prescribe90 days
Turn findings into sequenced recovery plays. Each lever ships with owners, impact $, deadlines, and operator support until it sticks.
- Prioritized vitality levers (“So-What Cards”)
- Stage-aware playbooks
- Owners, impact $, and deadlines set
MonitorOngoing
Sustain momentum without surveillance. Monthly pulses, anomaly alerts, and ROI movement give boards signal—not noise.
- Monthly health pulse
- Anomaly alerts + ROI movement
- Board-ready summaries without noise
Pick the pressure points. ZOE assembles the right recovery plan.
Each module outputs So-What Cards with owners, impact, confidence, and timelines so operators can move fast without guesswork.
Burn & Runway Recovery
Runway impact: +3–6 months
Zoe builds a clear, fix-first path to extend runway without killing momentum.
Typical first three moves
- Rebuild burn bridge & cash waterfall
- Segment spend vs growth contribution
- Sequence corrective plays with owners
From → To metrics
Runway
7.1 mo → 11.6 mo
Gross margin
57% → 63%
Cash burn
$820k → $610k
So-What CardPriority · P1
Cash intensity outpaced pipeline velocity by 38%
Impact
+$2.3M runway if hiring plan resequenced
Owner
Interim CFO
Deadline
Day 21
We diagnose, align, intervene, and sustain lift without overwhelming the team.
Zoe runs the same operational sequences we’ve used across dozens of venture-backed companies—paced to get the business healthy again.
1Stage 1
Days 0–5 — Intake & Baseline
We gather the essential data, meet with leadership, and establish the health baseline that reveals where momentum is leaking.
Flow
Pulse
2Stage 2
Days 6–14 — Root Cause Model
AI patterns + operator interviews expose the true drivers of drag across cash, GTM, delivery, org, and decision rhythm.
Flow
Pulse
3Stage 3
Days 15–21 — Founder Alignment
Private CEO readout, curated deltas, and proposed interventions for approval before anything moves upstream.
Flow
Pulse
4Stage 4
Days 22–60 — Play Launch & Momentum Reset
Operators embed to launch high-leverage plays, unblock execution, and track ROI while teams regain velocity.
Flow
Pulse
5Stage 5
Days 60–90 — Systems & Cadence Stabilization
We reinforce new operating rhythms, close remaining gaps, and ensure corrective actions continue without operator load.
Flow
Pulse
6Stage 6
Day 90+ — Monthly Pulse
Lightweight health checks track improvement, catch anomalies, and give the board deltas—not dashboards.
Flow
Pulse
Real operator reps. Predictable lift. You stay in control.
Our operators have solved these exact failure modes across countless diagnostics. Zoe compresses that experience into a system that reliably boosts runway, efficiency, and momentum.
Proof in practice
Series A SaaS · Missed plan three quarters straight
Before
- Runway6.2 months
- CAC payback21 months
- Cycle time16.8 days
After
- Runway11.4 months
- CAC payback13 months
- Cycle time10.9 days
““The So-What Cards turned a messy board conversation into an execution plan. The founders never felt second-guessed — they led it.””
ZOE works for founders, not against them.
No surveillance. No surprise downloads. The CEO is our first customer and final editor. We expose truth without eroding control.
⛨
Control stays with the CEO
Every diagnostic produces a private CEO readout before any board-facing artifact. The founder decides what moves forward, what stays sealed, and how plays get sequenced.
- No surveillance. No back-channeling. No board-side access to raw signal.
- Operator Fellows sign founder-first NDAs and integrate as an extension of the team.
- Money-back guarantee if the board rates “no value” after the diagnostic.
Founder-first timeline
1
CEO intake huddle
Day 0. We meet privately with the CEO to align on goals, redactions, and who sits in the loop.
2
Twice-weekly check-ins
ZOE operators and the CEO tighten plays every 3–4 days. Nothing moves forward without that touchpoint.
3
Board preview sync
Final cards, ROI gates, and risks reviewed with the CEO before partners see a single slide.
Your next quarter depends on this month.
Let ZOE uncover the real causes, deploy the right plays, and rebuild momentum before the next board meeting.