How It Works

Like a physical for
your company.

Walk in, get checked, walk out with a diagnosis. No logins to hand over. Nine dimensions. 24 hours from connect to IC-ready report.

The Process

Five steps. Twenty-four hours.
Zero interviews.

The same end-to-end flow that powers every Zoe diagnostic, in the same order, every time.

01

Connect

You never touch a login. Name who owns each system and Zoe sends them a private, read-only link to connect their own data — or drop in the data room.

02

Read

Zoe reads the real signals — QuickBooks, HubSpot, Slack, GitHub and the company’s data room — as aggregate metadata. Never message bodies, never names.

03

Diagnose

Nine health dimensions computed from financial, operational, and behavioral signals, weighted by stage, into a single Zoe Score.

04

Prescribe

Specific findings with the evidence behind each — not "improve communication" but "Engineering and Product stopped talking directly on December 15."

05

Monitor

Zoe keeps watching and flags trouble early — a cash threshold, a sentiment drop, a key-person risk — before it becomes a crisis.

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Time to Value

Eight weeks of work, in a day.

Traditional operational diligence takes weeks of consultant interviews, internal politics, and a 200-page deck nobody reads. Zoe replaces all of it with a few read-only links and 24 hours of background processing.

Traditional ODD
8 weeks
From kickoff to final report
40+
Stakeholder interviews to schedule
~$55k
Typical advisor fees
Subjective
Findings driven by interviewer judgment
Zoe Diagnostic
24 hours
Connect to IC-ready report
0
Interviews or team disruptions
Per engagement
Flat fee, no advisor markup
Defensible
Findings driven by behavioral data
Step Deep Dive

What happens at each stage.

For every step in the process: what data we collect, what we analyze, what you get back.

01

Connect

Data collected
  • Read-only links sent to each source owner (you never hold a login)
  • QuickBooks, HubSpot, Slack, GitHub connected by their own owners
  • Data-room / VDR documents you upload directly
What we analyze
  • PII stripped at the ingestion boundary (names, emails, mentions removed)
  • Read-only, aggregate metadata from live systems
What you get

A scoped, isolated workspace with read-only access to the company’s real systems and documents — without you ever touching a credential.

02

Read

Data collected
  • Financials from QuickBooks (runway, burn, margin)
  • Pipeline & GTM from HubSpot
  • Aggregate culture signal from Slack
  • Delivery & velocity from GitHub
  • Public market context from the company website
What we analyze
  • Stage classification and peer-set selection
  • Cross-system signal extraction into the nine dimensions
  • Coverage and confidence banding — the score never bluffs
What you get

A baseline read on how the company is actually wired — finance, pipeline, delivery, and culture — with every signal traced back to its source.

03

Diagnose

Data collected
  • Behavioral and financial signals across every connected source
What we analyze
  • Nine-dimension scoring against the Zoe model
  • Stage-weighted composite Zoe Score
  • Confidence and coverage per dimension
  • Trend detection over the lookback window
What you get

A composite Zoe Score (0–100) with four sub-scores and per-dimension confidence — the headline number that goes in the IC memo, and the evidence behind it.

04

Prescribe

Data collected
  • Findings from each dimension’s scoring engine
What we analyze
  • Root-cause attribution per finding
  • Deal-decision framing: probe, price, or walk
  • A 90-day monitoring plan
What you get

A plain-English letter from Zoe, ranked findings with specific root causes (not "improve culture" — "engineering and product stopped talking directly on Dec 15"), and recommendations framed as probe, price, or walk.

05

Monitor

Data collected
  • Continuous, read-only refresh on a schedule
What we analyze
  • Named detectors: low cash, burn-multiple breach, sentiment drop, key-person / flight risk, velocity drop, vendor-spend anomaly
  • Drift detection across all nine dimensions
What you get

Zoe keeps watching and flags trouble early — with the evidence behind every alert. Ask it a question in plain English any time.

Process FAQ

The questions teams ask before they connect.

What if some integrations fail or aren’t available?+

Zoe runs on partial data — it needs only one connected source (often the data room, or any one live system) to produce a meaningful diagnostic. Additional sources sharpen specific dimensions; missing ones lower confidence on those dimensions but don’t block the report.

How is the data secured during the diagnostic?+

Each engagement runs in an isolated workspace with its own encryption key. Data is encrypted in transit (TLS 1.3) and at rest (AES-256). Raw metadata is processed and discarded after the report ships — only scores, findings, and aggregated patterns are retained. See /security for the full spec.

Can the diagnostic run without management knowing?+

The company’s own people authorize it — you never hold their logins. Zoe sends each source owner (their finance, sales, or engineering lead) a private, read-only link, and they connect their own system. So yes, it needs the company’s cooperation; most sponsors run Zoe as a condition of moving to LOI, like a QofE.

Does Zoe read message content or code?+

From live system connections, Zoe reads aggregate metadata only — who communicates with whom, how often, and at what cadence — never message bodies, code, or financial line items, and personal identifiers are stripped at ingestion. Documents you upload to the data room are the exception: Zoe reads them as evidence and cites every figure back to the page it came from.

How long does the company need to be operating before Zoe is meaningful?+

About 90 days. We need a meaningful behavioral history to compute reliable signals — anything younger and the confidence intervals get too wide to be actionable.

Can I re-run the diagnostic and track progress?+

Yes — Zoe is built for repeat use. Many founders run it quarterly to track whether their fixes are working. Investors typically run it pre-LOI, again at close, and quarterly post-close.

Get Started

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No logins to hand over. 24 hours. No mandatory surveys, no interviews, no team disruption.

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