Client Health
Business progress tracking across all active clients
Apten
Apten has made meaningful strategic progress over 13 sessions, pivoting from a broad horizontal GTM to deep focus on the private education vertical, closing a landmark $500K Stride deal and building a pipeline of 4+ universities at 80-90% conversion probability. However, starting ARR of $680K and a $3M target within 12 months of engagement start means they need aggressive growth they have not yet confirmed in hard ARR numbers, and key initiatives like hiring, multi-threading discipline, and channel scaling remain works-in-progress. Revenue trajectory is directionally positive but unconfirmed at target pace, and several open commitments around hiring and vertical focus remain unresolved.
Artie.so
Artie.so started at $114K ARR with 7 customers and a $1M ARR target within 12 months of their $3.2M seed close. No explicit ARR updates were reported across the 10 sessions, making it impossible to confirm revenue progress, though the team built significant GTM infrastructure (Clay orchestration, cold calling via Nooks/Biz Dev Labs, conference presence at Iceberg, gifting campaigns) and is targeting 70 deals at $100K ECV by year-end. Pipeline execution remains inconsistent — VP of Sales Brian is underperforming on sourcing, outbound is scattered across too many channels, and a key enterprise deal (Fair) is at risk due to security blockers — suggesting the company is behind the pace needed to hit $1M ARR.
Brava Security
Brava Security has made remarkable progress from $0 ARR at coaching start (July 2025) to a signed $231K McDonald's deal and a closed $100K Cushman & Wakefield deal by April 2026, with a pipeline including Atiko (10 POCs at $50K-$200K each), a $300-400K Splunk alternative deal, Quanta ($400K), and TMX. However, the company remains well behind its original $500K ARR target for October 2025 Series A trigger and the $700K 12-month goal, and multiple pipeline opportunities (Milbank $50K, Anna Plan $300K, GitLab) have experienced significant follow-up failures and stalls. Momentum is clearly accelerating in Q1-Q2 2026 but the pace required to hit $12M ARR for Series A remains aggressive.
Cekura
Cekura has completed only 2 coaching sessions, providing insufficient data to assess business momentum or revenue trajectory. Key challenges identified include a steep product learning curve, a chicken-and-egg PMF problem, and bandwidth-constrained go-to-market execution. SEO-driven inbound has been flagged as the highest-ROI channel, and competitive advantages in product quality exist, but no revenue figures, conversion metrics, or progress benchmarks have been shared.
Darrow
Darrow is making meaningful enterprise progress — securing a ~$200K QBE design partnership, advancing Chubb and Zurich conversations, and building a 30+ lead pipeline with 6 high-intent opportunities — but has not yet converted these into recurring ARR. The company is pre-revenue or early-revenue in its insurance vertical, with long sales cycles (5+ year industry warning flagged by advisor) creating tension against board expectations. Momentum is real and accelerating into 2026, but no confirmed closed ARR figures are available to confirm on-track status.
Domu
Domu has shown exceptional revenue growth — from $500K to ~$7.5M ARR in 12 months — but is now at risk of stalling due to execution gaps rather than market demand. Key blockers include mid/bottom funnel leakage (ghosted deals, stale pipeline, a 142-deal pipeline needing cleanup), operational bottlenecks from Nick's founder-dependency, and infrastructure crises (Brazil customer generating $120K in December losses). The $50M year-end target is ambitious and while momentum is real, the team's capacity constraints, incomplete delegation, and deals left unattended (e.g., Zilch waiting 3 weeks) suggest the company is growing faster than its systems and people can support.
EverEx
EverEx is an early-stage health tech company with ~$100K annualized U.S. revenue (total company ~$1M including Korea) across 20 logos and 34 active locations, with meaningful strategic pivots underway toward orthopedic surgeons and a new CMS ambulatory specialty model opportunity. Over 4 sessions, momentum is directionally positive — a surgeon group was just onboarded, ortho market validation has begun, and ICP has been sharpened — but core utilization problems persist with existing PT clients, outbound activity remains well below targets, and U.S. revenue is very early-stage relative to the Series B ambitions.
GetCrux
GetCrux has grown from ~$350K ARR at coaching start (Sep 2025) to approximately $1M ARR by March 2026, hitting their original $1M ARR target roughly one quarter late. Momentum is real — Chime pilot at $10K/month, Gen Digital bundling 4 deals at $15-20K/month, and Uber in advanced demo stages suggest continued upward trajectory — but the $1M ARR milestone arriving late, product quality issues threatening the Chime deal, and inconsistent top-of-funnel (3-5 meetings/week) keep this in yellow territory. The revised target of $4-5M ARR by end of 2026 is ambitious and will require resolving systemic product gaps, SDR channel reliability, and multi-stakeholder deal execution.
Instrumentl
Instrumentl has grown from ~$9M ARR at onboarding to a $23.3M run rate by Q1 2026, surpassing the $16M 2024 target and tracking meaningfully toward $30M, but falling short of that pace with Q1 bookings 9% under goal and opportunity creation 30% under goal. Retention has improved with three consecutive months beating churn targets, and expansion revenue is outperforming by ~30%, but the sales organization faces mounting leadership concerns around Ben's management style, playbook gaps, and team safety issues that represent a significant execution risk. The company is making real progress but faces compounding headwinds in sales culture, marketing leadership transition, and ICP clarity that put the $30M 2025 target at risk.
Kanu AI
Kanu AI started coaching at ~$82K ARR (rising to ~$261K with KBC Advisors) and has been building early pipeline across BMW, U Turn, Slalom, Northwestern Mutual, and Disney, but remains far behind its $1M ARR by February 2026 target. Cold outbound has yielded little while warm/conference-sourced deals dominate; most deals are still in pilot or pre-signature stages with no confirmed large conversions. Encouraging late-stage signals include BMW pilot pricing locked at ~$5K for 2 months with $192K–$240K annual scale potential, 8% LinkedIn conversion to Fortune 500 VPs, and active Amazon acquisition conversations, but recurring ghosting, long enterprise cycles, and unresolved pricing confusion signal execution fragility.
Maihem
Maihem remains pre-revenue after 13 sessions (Oct 2025 – Mar 2026), but has made meaningful qualitative progress: Current Steel signed an R&D partnership and invested $10K in robot upgrades, Vulcraft (a $100M+ NASDAQ company) is in active contract negotiation despite aggressive IP terms, and a UK Navy shipbuilding lead (365 robots) emerged via Fanuc UK. The pipeline is moving but no cash has been collected, pricing is still being finalized ($250K enterprise vs. $8K/robot/month SaaS), and the Series A target by end of 2026 creates urgent pressure to convert at least one deal to revenue.
MedMe Health
MedMe Health entered coaching at ~$10.3M ARR with aggressive targets of $28M in year one and $62M in 24 months ahead of a planned Series A. By April 2026, they have secured meaningful US footholds — ~$1M ARR from the APhA Foundation rural health program, a TopCo partnership covering 1,500–2,000 pharmacies, and an Albertsons enterprise deal in contracting — but growth pace and organizational readiness suggest they are behind the 3x year-one target. Persistent co-founder dysfunction, capacity constraints across sales/CS/clinical/RCM, and a leadership team still maturing from generalist to specialist structure are the primary drags on execution velocity.
Mesmer.co
Mesmer started at ~$205K ARR and has grown to an acknowledged $300K stable ARR (after João voluntarily reduced from a reported $550K by removing at-risk customers lacking clear PMF), falling dramatically short of the $1M ARR target set for end of 2025. Core PMF challenges persist — bottom-up adoption consistently fails, churn is ongoing, and the pipeline relies heavily on founder-led deals with no repeatable motion. Despite 26 sessions of coaching, revenue growth is minimal and the business is meaningfully behind its stated targets, with multiple stalled initiatives around enterprise deals, lead generation, and a scalable sales process.
MOVEdot
MOVEdot has grown from ~$545K ARR at onboarding to an estimated $836K+ run rate by March 2026, with meaningful wins including a Legacy Motor Club expansion from $120K to $200K and new NASCAR contracts worth $100K–$216K each. However, growth pace remains well behind the $4M ARR target by end of 2026, vertical expansion beyond motorsports is still largely unproven, and post-sales/customer success infrastructure remains underdeveloped despite recurring churn and renegotiation crises (WRT BMW, Traction pricing).
NavigateAI
NavigateAI is an early-stage AI startup with a meaningful pipeline of large enterprise opportunities (Roofstock, Progress, First Key — each potentially $6–15M ARR), but as of October 2025 all deals are still in POC or pre-POC stages with no confirmed revenue. Megan is actively developing enterprise sales skills from a near-zero baseline, showing clear engagement with coaching frameworks around discovery, stakeholder mapping, and follow-up. Momentum exists in pipeline building and founder learning, but no closed revenue has been reported and product-market fit validation through POCs remains the critical outstanding milestone.
Pando Security / Gist
Pando Security has grown from ~$100K ARR at coaching start (mid-2025) to ~$400K ARR by March 2026, with 5-6 procurement processes totaling ~$600K that could push them toward $1M ARR — meaningful progress but still well behind the stated $1.5M ARR target within one year. Two AEs (Josh and David) were hired, a Series A process is active with USVP and Andreessen Horowitz showing interest, and POC win rates are strong (3 of 4). However, burn rate of $250K/month against ~$400K ARR creates existential pressure, and the revenue ramp required to hit $1.5M–$4.5M targets remains steep with an unproven repeatable sales motion.
QualGent
QualGent has grown from $219K ARR at coaching start to approximately $387K ARR by April 2026, closing notable deals including an $84K Novik contract and a $84K/year deal with a new customer, but this pace falls well short of the $5M ARR target within two years. Momentum is real — Shivam has implemented a structured sales process generating nearly one meeting per day, and the pipeline includes high-value opportunities like Prize Picks ($168K target) — but top-of-funnel volume, cold outreach limitations, and trial-to-conversion risk remain structural constraints. The coaching relationship has produced clear behavioral improvements in sales execution, though product-market fit is still being validated with only a handful of customers.
Recall.ai
Recall.ai has grown from $2.6M ARR at coaching start to $30M ARR as of March 2026, representing over 1,000% growth across the engagement. The business achieved its first-ever $2M net new logo quarter in Q4 2025, closed a $1.15M Metaview expansion deal in Q1 2026, and is tracking toward a $60M ARR target by end of 2026 — though Q1 missed bookings targets due to Salesforce delays and a 60% ACV drop in new business. Momentum remains strong with recruiting vertical firing (Rippling, Ashby, Greenhouse, Metaview all closed at six figures), ARR run rate at $30M, and the sales team scaling from one to four reps.
ShowAndTell / Avora
Avora has shown meaningful early traction — converting high-touch pilots to paying customers, signing 150K in ARR and 30 new practices at a single conference, and engaging enterprise groups of 40–120+ locations. However, no enterprise deals were signed between October 2025 and January 2026, price sensitivity is increasing in the SMB segment from competitors like Denti AI, and closing skills on the back half of sales calls remain a consistent weakness. Revenue data is sparse and largely anecdotal, making it difficult to confirm whether growth is on a sustainable trajectory.
Torch Security
Torch Security has progressed from zero revenue at coaching start (2025-07) to a signed $48K PO with Choice Bank and a $40K PO via reseller partner Bam by 2026-04, with a pipeline of 7+ active POCs including Genuine Parts ($150-200K opportunity), Bank of Hawaii, and CHS Fortune 100 RFP. However, revenue remains very early-stage with long sales cycles (5-9 months per deal), multiple stalled or slow-moving accounts (Valley Bank, Rockefeller, Trust Bank), and no repeatable, scalable sales motion yet established — momentum is real but fragile and below what would be expected for a startup 9 months into structured sales coaching.
versable ai
Versable AI has grown from $36K ARR at coaching start (Oct 2025) to securing meaningful new pilots and enterprise opportunities — including a $15K NEX Emotion Group pilot, Jegs expanding to $7,500/month, and an active $50K Walmart contract in onboarding — suggesting ARR is now likely in the $80K–$120K range, still far below the $1.5M ARR target for end of year. Pipeline momentum is real with Walmart's $3M data transformation budget representing a potential $200K–$500K opportunity, but conversion timelines remain long, cold outbound has produced zero closed deals, and the founder's recurring patterns of post-demo ghosting, stakeholder access gaps, and anxiety-driven avoidance continue to create execution drag against an aggressive growth target.