Relay Health

Quick Win Plan
Prepared by AegisBoardroom  |  April 2026  |  Sample Report

Executive Summary

0
CEO time spent on work she was never trained for
Priya built the product. Now she spends most of her week on investor relations, HR, finance, and customer escalations instead of steering the company.
Priya is a technical founder who wrote the first 50,000 lines of the Relay Health codebase. Today, she codes at night and fills the rest of her hours with sales calls, board deck prep, hiring decisions, and putting out fires across every function that does not have a dedicated leader. Her co-founders handle engineering and product, but every other function routes through Priya by default. Nobody decided it should work this way. It just happened as the company grew from 4 people to 22.
0
Months of runway at current burn rate
$180K/month burn with no scenario modeling. Priya does not know how hiring 3 more salespeople changes the runway math.
The company raised a $2.5M seed round 14 months ago. At the current $180K/month burn, runway is straightforward arithmetic. But there is no model that shows what happens under different growth scenarios. Should Relay hire aggressively before the Series A to show traction, or conserve cash to extend the window? That question cannot be answered today because the financial infrastructure does not exist. Priya checks the bank balance and the Stripe dashboard. That is the extent of financial visibility.
0
To assemble a data room update for investors
Series A conversations are starting. Investors ask for CAC, LTV, cohort retention, expansion revenue. Priya assembles it manually from Stripe and HubSpot exports.
Every time an investor asks for updated metrics, Priya pulls CSV exports from Stripe, cross-references them with HubSpot deal data in spreadsheets, and manually calculates the numbers. The process takes roughly two weeks because it happens in between everything else. Competitors at the same stage have dashboards that produce these numbers on demand. This gap is visible to investors and it raises questions about operational maturity.
0
AI readiness score out of 10
Strong product engineering. Weak business operations infrastructure. The founder is the glue holding everything together, and that does not scale.
Relay Health has a modern engineering stack and a product that customers pay for and use. But the business operations underneath are held together by free-tier tools, spreadsheets, and a founder who works 18-hour days. The score reflects a company that built a real product but never built the operational infrastructure to support the business around it. That gap is now the primary obstacle to raising the next round.
Founder Mode Unsustainable
Priya codes at night, sells during the day, builds board decks on weekends. She is the only interface to investors, finance, HR, and customer escalations.
The two co-founders handle engineering and product well. But everything else flows through Priya because there is nobody else. She is the CFO (spreadsheets and bank app), the VP Sales (she closes every deal over $20K), the head of HR (she makes every hire decision), and the investor relations lead (board prep, fundraising, reporting). She is also still the best debugger on the team and gets pulled into production issues. This is not delegation failure. It is a 22-person company that has not yet built the layer of operational leadership between the founders and the team. Every week that passes without addressing this increases the risk of a founder breakdown that would be catastrophic for the company.
Series A Readiness Gap
Investors are asking for metrics that take two weeks to produce. Competitors at the same stage have this automated.
Series A investors want to see CAC by channel, LTV by customer segment, cohort retention curves, net revenue retention, and expansion revenue trends. Relay Health has the underlying data in Stripe and HubSpot, but there is no pipeline connecting it to a dashboard. Every metric request triggers a manual exercise: export CSVs, join them in Google Sheets, calculate the numbers, format them for the board deck. The two-week turnaround is not just slow. It signals to investors that the company lacks operational maturity. In a competitive fundraise, this matters. The data exists. The infrastructure to surface it does not.
Burn Rate Blindness
$180K/month burn. 14 months of runway. No scenario modeling. No visibility into how hiring decisions affect the timeline.
Priya knows the burn rate and the bank balance. Beyond that, there is no financial modeling. The board has asked about hiring plans, but Priya cannot answer with confidence because she has no tool that shows the impact. Hire 3 salespeople and runway drops to X months. Hire 5 engineers and break-even moves to Y date. These are the questions a Series A investor will ask, and right now the honest answer is "I would need a couple weeks to figure that out." A burn rate scenario modeler is not optional at this stage. It is table stakes for a credible fundraise.
Personal Cost
11 months without a day off. 5 hours of sleep per night. Relationship under strain. The board does not see it. The team does.
Priya is 33 years old, running a company that is growing 40% year over year, and she has not taken a single day off in 11 months. She averages 5 hours of sleep. Her team notices the fatigue but does not know how to help. Her board sees polished decks and hitting milestones. They do not see the cost. This is the most common failure mode for technical founders who transition into CEO roles: the work expands to fill every available hour because nobody set boundaries on what the CEO should and should not be doing. The risk is not abstract. Founder burnout at this stage can stall a fundraise, trigger key employee departures, or lead to decisions made from exhaustion rather than strategy.

Readiness by Function

0
Overall
Financial Visibility
2/10
Stripe dashboard and a spreadsheet. No forecasting model. No unit economics dashboard. No automated investor reporting. Cash position checked manually. Priya is the only person who understands the financial picture, and even she is guessing on margins by segment.
Sales Operations
4/10
HubSpot CRM is set up and the pipeline is tracked. Four salespeople are active. But there is no win/loss analysis, no documented sales playbook, no data on why deals close or why they stall. Priya still closes every deal above $20K personally. The sales team operates on instinct, not process.
Operational Efficiency
3/10
Processes exist in Notion, but nobody follows them consistently. Customer onboarding varies by who handles it. Internal handoffs between sales, onboarding, and customer success are ad hoc. No SLAs, no escalation paths, no operational metrics tracked. Startup chaos that was fine at 8 people but breaks at 22.
Marketing
3/10
Content marketing has started: 2 blog posts per month and some LinkedIn activity. But there is no strategy behind it, no measurement of what drives leads, and no connection between marketing activity and pipeline. Nobody owns marketing as a function. It happens when someone has time.
Technology Stack
5/10
The product stack is modern and well-architected. The engineering team is strong. But business operations run on free tiers of 12 different tools that do not talk to each other. Stripe, HubSpot, Notion, Slack, Google Workspace, Gusto, and six others. No integrations. Data lives in silos. The product side is a 7. The business ops side is a 3.
Owner Sustainability
1/10
Priya is a single point of failure for investor relations, finance, HR, sales leadership, and customer escalations. 11 months without a day off. 5 hours of sleep per night. Relationship under strain. The board does not know the extent of it. This is the single largest risk to the company, and it is invisible in every board deck.
Financial (2) Sales (4) Operations (3) Marketing (3) Tech Stack (5) Owner (1)

Three Quick Wins

0 hrs
Series A Prep Time
Investor-ready metrics dashboard automated from Stripe and HubSpot. Data room updates drop from 2 weeks to 2 hours.
Click to see how

Right now, every investor data request triggers the same painful cycle: export Stripe revenue data, export HubSpot pipeline data, open Google Sheets, manually join the tables, calculate CAC by channel, calculate LTV by segment, build cohort retention tables, format everything, drop it into a deck. Two weeks of Priya's time, scattered between everything else she is doing.

An automated metrics dashboard connects directly to Stripe and HubSpot via their APIs. CAC, LTV, cohort retention, net revenue retention, and expansion revenue update in real time. When an investor asks for numbers, Priya shares a link or exports a PDF. The two-week cycle becomes a two-hour review.

This is not just about speed. Walking into a Series A meeting with live, accurate metrics signals operational maturity. It changes the conversation from "can this team execute?" to "how fast can this team scale?"

0 mo
Runway Visibility
Burn rate scenario modeler. Real-time view of how every hiring decision, pricing change, or growth target affects runway and break-even.
Click to see how

Priya knows the current burn is $180K/month and there are roughly 14 months of runway. But she cannot answer: what if we hire 3 salespeople? What if we raise prices 15%? What if ARR growth accelerates to 60%? When do we hit break-even under each scenario?

A burn rate scenario modeler takes current financials and lets Priya run simulations. Add 3 salespeople: runway drops to 10 months, but projected ARR growth covers the gap by month 8. Add 5 engineers: runway drops to 9 months, requires Series A by Q3. Hold headcount flat: break-even at month 22 under current growth.

This gives Priya and her board the data to make hiring and fundraising decisions with confidence instead of intuition. It also becomes a core artifact in Series A conversations, showing investors that the team understands their own economics.

0 hrs
Founder Hours Recovered
Map everything Priya does that is not CEO-level work. Systematize it, delegate it, or automate it. Target: 15 hours per week back.
Click to see how

Priya is doing the work of at least four roles. Some of it is CEO-level work that only she can do: investor relationships, company vision, key hiring decisions. A lot of it is not: assembling board decks from spreadsheets, handling routine customer escalations, managing vendor accounts, processing expense reports, scheduling interviews.

The founder load redistribution maps every recurring task Priya handles, categorizes it by skill level and decision authority, and identifies what can be delegated to existing team members, what needs a new hire, and what can be automated with existing tools.

The target is 15 hours per week. That is roughly the difference between a founder who is burning out and a founder who has the headspace to prepare for a Series A. It is also the difference between coding at night out of necessity and coding at night because she wants to.

First 30 Days

Week 1
Full operational audit and founder time allocation mapping
  • Interview Priya, both co-founders, the sales lead, and one investor (with permission)
  • Map Priya's actual time allocation across every function she touches
  • Identify the 15 hours per week that can be reclaimed through delegation or automation
  • Inventory all business tools, integrations (or lack of them), and data sources
  • Baseline metrics: current CAC, LTV, cohort retention, and how long each takes to calculate manually
Week 2
Investor metrics dashboard deployed, burn rate modeling started
  • Deploy investor metrics dashboard connecting Stripe and HubSpot via API
  • First automated board update draft generated from live data
  • Begin burn rate scenario modeling with current financials
  • Document existing sales process and identify gaps in win/loss tracking
  • Start founder load redistribution plan based on Week 1 time mapping
Week 3
Scenario modeler live, founder load redistribution plan delivered
  • Burn rate scenario modeler live: Priya runs her first "what if we hire 3 salespeople" simulation
  • Founder load redistribution plan delivered with specific tasks, owners, and timelines
  • First tasks redistributed from Priya to existing team members
  • Metrics dashboard validated against manual calculations for accuracy
  • Board deck template created that pulls from live dashboard data
Week 4
Quick Win Plan delivered with 90-day roadmap and Series A positioning
  • Quick Win Plan delivered with scored readiness, implemented wins, and 90-day forward roadmap
  • First advisory session on Series A positioning and fundraising readiness gaps
  • Assessment report with specific metrics investors will ask about and where Relay stands on each
  • Measure hours recovered for Priya against the 15-hour target
  • Compare Week 4 data room assembly time against the 2-week baseline from Week 1

This is what Relay Health received from their Quick Win Plan engagement.

Every plan is built around your specific situation, your numbers, and your constraints. No templates. No generic recommendations.

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