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.
Partner-led, no handoffs
Flexible engagement models
Embedded in your team
Services
Financial Consulting
Our financial consulting empowers leaders with decision-ready clarity—building models, plans, and forecasts that move with your business.
Schedule Strategy Call
$15M
Secured in Series C at a 2x higher valuation
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.
Tech Advisory
We assess, streamline, and guide your technology choices—ensuring your systems scale as fast as your ambition
Schedule Strategy Call
$12M
raised – in Series B funding after strategic financial modeling
- 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
Growth Strategy
From go-to-market to team structure, we help design the strategic backbone that supports sustainable, measurable growth
Schedule Strategy Call
92%
Long-term partnerships built on results—not buzzwords
- 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
Pricing
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
CaseStudy
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.
Challenge
Misaligned financial models and inefficient burn rate
Solution
Strategic FP&A overhaul and funding readiness
Result
$15M
Secured in Series C at a 2x higher valuation
More Stories
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.
Get Started
Ready to Strategize Your Next Move?
Let’s talk about your next milestone—and how to reach it
Alex Tran
Founder & CEO
