Diligence that sees what
spreadsheets can’t.
Traditional diligence audits what already happened. Zoe measures what’s about to — across nine operational dimensions, in 24 hours, with no surveys and no interviews.
Of risk signals missed by traditional DD
From data connection to IC-ready report
Operational dimensions, weighted by stage
Of deals destroy value post-close
The financials passed. Six months later, the wheels came off.
Every IC has heard the story. The model worked. The lawyers signed off. The market thesis held. Then year one rolled around and the company missed its plan for reasons no spreadsheet predicted — a CTO who left, a culture clash with the new owners, a sales team that couldn’t hit numbers without its founder. The signals were there. They just weren’t being measured.
How investors use Zoe across the deal lifecycle.
From the first call to portfolio monitoring — a single operational diagnostic that follows the deal.
Pre-transaction diligence
Run Zoe before you sign. See what the data room won’t show — communication bottlenecks, decision velocity, execution health, key-person risk — the signals that predict whether a company can actually deliver on its plan.
IC-ready risk reports
Every Zoe diagnostic produces a defensible risk score across nine dimensions, ranked findings with root causes, and a 100-day action plan. Drop it straight into your IC memo — no extra writeup needed.
Always-on portfolio health
Zoe scores refresh on a schedule across every PortCo. Know which company needs you this week before the board meeting — not the morning of.
Post-acquisition integration tracking
Are two companies actually becoming one? Track whether teams are collaborating, decisions are flowing across legacy boundaries, and execution is converging — not just on paper.
Eight weeks of diligence, in 24 hours.
Traditional operational diligence means weeks of consultant interviews, internal politics, and a 200-page deck nobody reads. Zoe pulls behavioral signals directly from the company’s own tools and produces the same insights in a single day.
“We ran Zoe on a target and discovered the entire product roadmap was blocked by two people. That changed our offer structure — and our retention package.”
Questions we hear most.
The most common questions from sponsors and IC members evaluating Zoe.
How is Zoe different from a traditional operational diligence engagement?+
Traditional ODD is people-driven — consultants interview leadership, observe meetings, review processes, and write up findings over 6–8 weeks. Zoe is data-driven — it pulls behavioral metadata from the company’s own tools (calendar, comms, code, finance, CRM), runs it through a model trained on the nine operational dimensions, and produces the same caliber of findings in 24 hours.
Does the target company need to know we’re running Zoe?+
Yes — Zoe requires an authorized integration into the target’s systems, so you’ll need management cooperation. Most sponsors run Zoe as a condition of moving to LOI, just as they would request audited financials or a QofE. The whole engagement takes one read-only login and 24 hours of background processing.
What happens to the data after the diagnostic?+
Raw metadata is processed in an isolated workspace and discarded after the report ships. Only the resulting scores, findings, and aggregated patterns are retained — and only inside the engagement’s scoped workspace. We never read message bodies, code, documents, or financial records. See /security for the full data handling spec.
Can Zoe replace our existing CDD/ODD providers?+
For most middle-market deals, yes. For larger, more complex deals (carve-outs, roll-ups, regulated industries) Zoe is best used alongside a traditional firm — Zoe handles the operational and cultural layer, the consultants handle the strategic and structural layer. They’re complementary, not competitive.
How is the Zoe Score weighted?+
Each of the nine dimensions has a weight that varies by company stage. Financial vitality and delivery execution dominate at growth stage; culture and C-Suite weight more at early stage. The weights are visible in every report and you can override them for your fund’s thesis.
See what your next deal is hiding.
Run a Zoe diagnostic on a live target. First-time customers get a free baseline scan and a guided readout with our team.
Join 200+ firms on the waitlist