Our Services

Expert Advisory for  Finance, Tech, and Growth Strategy

From early-stage planning to enterprise-scale execution—our services are built to align business, technology, and financial clarity.

At Strategis, we don't just offer recommendations—we design and implement strategies tailored to your business realities. Whether you're preparing for funding, scaling infrastructure, or optimizing operations, we bring the right mix of strategy, structure, and hands-on support.

Partner-led, no handoffs

Flexible engagement models

Embedded in your team

Financial Consulting

Our financial consulting empowers leaders with decision-ready clarity—building models, plans, and forecasts that move with your business.

Scenario-based forecasting

Fundraising & investor readiness

Financial model development

Cash flow & capital efficiency planning

Who it’s for

Founders, CFOs, and ops leaders preparing for growth, capital raises, or major financial decisions.

Outcome

Gain investor confidence, make smarter decisions, and turn your financials into a growth-enabling asset.

Schedule Your Strategy Call

Tech Advisory

We assess, streamline, and guide your technology choices—ensuring your systems scale as fast as your ambition

Tool & systems audit

Tech stack planning

Operational automation strategy

Digital infrastructure alignment

Who it’s for

COOs, CTOs, and growth teams seeking to streamline operations, scale infrastructure, or choose the right tools for the next phase

Outcome

Run leaner, smarter, and faster with a systems strategy that grows with you—not against you

Schedule Your Strategy Call

Growth Strategy

From go-to-market to team structure, we help design the strategic backbone that supports sustainable, measurable growth

Go-to-market & expansion planning

KPI framework & dashboards

Team structure & role clarity

Strategic offsite facilitation

Who it’s for

CEOs, founders, and strategy leaders navigating scaling, market expansion, or organizational realignment

Outcome

Move from ambiguity to action with a focused growth plan, operational clarity, and aligned leadership ready to execute

Schedule Your Strategy Call

Pricing Plans

Flexible Consulting Plans That Scale With You

Foundation

Early-stage teams or focused challenges

$12,000

/month

Through technical audits, stakeholder input, and systems-level analysis, we clarify what’s really holding things back and where the greatest opportunities lie

This plan includes:

Strategic discovery session
Systems audit and risk mapping
High-level design recommendations
Priority issue targeting

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Growth

For teams ready to scale or unlock a new stage

$18,000

/month

We act as an embedded partner, driving progress across key workstreams—from financial modeling to systems execution and strategic alignment

This plan includes:

Financial model refinement & fundraising support
Tech stack and process optimization
Leadership alignment workshops
Weekly strategy & execution sessions

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FAQ

Fast Answers for  Fast-Moving Teams

We’ve worked with dozens of fast-moving teams—so we know what comes up before your first call. Here’s what you should know.

What’s the biggest mistake owners make when starting a project?

We partner with venture-backed startups, scaling tech firms, consulting groups, and finance teams—from pre-seed to Series C and beyond.

What exactly does Stategis deliver?

We deliver tailored strategy, financial modeling, tech audits, and growth planning—backed by real execution support, not just recommendations.

How long does it take to get started?

We typically begin within 5–7 business days of your initial call, depending on scope and availability.

Real Impact, Proven Results

A Series B SaaS startup faced growing pressure from misaligned financial models and an inefficient burn rate. Stategis delivered a full FP&A reset, leading to a $15M Series C raise at double the previous valuation.