
Plan
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Growth
We act as an embedded partner, driving progress across key workstreams—from financial modeling to systems execution and strategic alignment
$18,000
/month
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This plan includes:
- Financial model refinement & fundraising support
- Tech stack and process optimization
- Leadership alignment workshops
- Weekly strategy & execution sessions
All-in-one strategic support for early-stage teams and focused projects. The Foundation plan is built for companies who need to move quickly without getting buried in complexity—ideal for pre-Series A startups, lean consulting groups, or first-time founders.
Whether you're refining your financial model, mapping operational risks, or planning your next move, this plan delivers the clarity, structure, and momentum to take confident action—without long ramp-up times or bloated deliverables.
What’s included:
- Strategic Discovery Session — Define goals, blockers, and key success metrics
- Systems Audit & Risk Mapping — Identify inefficiencies, gaps, and technical friction
- High-Level Design Recommendations — Tactical next steps to move fast with purpose
- Priority Issue Targeting — Solve the most urgent problem first
- 2 Working Sessions/Month — Focused collaboration without overcommitment
Perfect for early-stage teams or founders who want expert guidance on where to focus first—without the overhead of a full advisory engagement.
Ready to Strategize Your Next Move?


Head of Sales
Sophie Tran
+1 (800) 123-4567
sophietran@ThinkWise.com

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Foundation
Growth

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FAQ
All You Need to Know
Quick answers to help you get the most out of your unified workspace
What kind of companies do you typically work with?
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.
Do you offer one-off projects or ongoing advisory?
Both. We offer focused sprints for immediate needs and retainer-based or embedded advisory for longer-term transformation.
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
What industries do you specialize in?
Our core focus areas are SaaS, fintech, consulting, B2B services, and investment-backed ventures—but we’re flexible if there’s a strategic fit.
What kind of companies do you typically work with?
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.
Do you offer one-off projects or ongoing advisory?
Both. We offer focused sprints for immediate needs and retainer-based or embedded advisory for longer-term transformation.
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
What industries do you specialize in?
Our core focus areas are SaaS, fintech, consulting, B2B services, and investment-backed ventures—but we’re flexible if there’s a strategic fit.
What kind of companies do you typically work with?
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.
Do you offer one-off projects or ongoing advisory?
Both. We offer focused sprints for immediate needs and retainer-based or embedded advisory for longer-term transformation.
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
What industries do you specialize in?
Our core focus areas are SaaS, fintech, consulting, B2B services, and investment-backed ventures—but we’re flexible if there’s a strategic fit.

