Portfolio Monitoring

One board for
the whole book.

After the deal closes, Zoe keeps reading every company — and tells you which one needs you this week, before the board deck does. The same nine-dimension score, standardized across the portfolio.

The Watchlist

See the whole portfolio, three ways.

Open Zoe to a board of every company you own — and the first thing you see each day is what moved and who needs attention.

Tiles

The whole book at a glance

Every company as a tile — its Zoe Score, 30-day delta, a 90-day sparkline, and a healthy / attention / critical band. Up top, the aggregate: portfolio average, and how many are healthy, need attention, or are critical right now.

Priority queue

Who’s sliding fastest

Sort the book by who’s declining fastest. The companies trending down get your time; the ones trending up get a quick check-in. Triage stops being a guessing game.

Matrix

Sector × stage

A sector-by-stage grid, color-coded by average score, so you can see where strength and weakness cluster across the portfolio at a glance.

Drill Into Any Company

From the book to the boardroom question.

Every tile opens into the why — the evidence, the trajectory, and the specific thing to do about it.

Per-company overview

The question to ask the founder

Click any company for its score, latest scorecard, recent movement, and a board-conversation prompt — the specific thing to raise this week. Set a composite floor and per-dimension floors, and Zoe flags breaches the moment they cross.

Pulse

Why the score moved

A timeline of the evidence events behind every score change — “burn drifting above plan on Mar 12” — filterable by severity and dimension, exportable to CSV. Not a number that ticked down; the cause behind it.

Compare

Two companies, side by side

Put any two companies head to head — score, 30- and 90-day trajectory, velocity, and the single biggest live flag on each. Finally compare apples to apples.

What Zoe Watches For

Named detectors, not vague ‘alerts’.

Each flag is a plain-English claim with the evidence behind it — so you catch the problem while you can still help.

Low-cash threshold
Runway crossing a floor you set.
Burn-multiple breach
Spending per dollar of new ARR drifting past tolerance.
Team-sentiment drop
Aggregate culture signal turning down.
Key-person / flight risk
Commit drop, sentiment drop, and distraction combining into a departure signal.
Delivery-velocity drop
Commit and PR cadence falling off.
Vendor-spend anomaly
Spend on a vendor jumping outside its normal range.

Continuous, always-on alerting across your live connected systems is rolling out — today the detectors run on demand and on demo data.

Get Started

Stop triaging from twelve different board decks.

Put your whole portfolio on one board and know who needs you this week.

Join 200+ firms on the waitlist