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Welcome to Strategis

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
Embedded in your team
 
Flexible engagement models

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.

Services

Misaligned financial models and inefficient burn rate

Solution

Strategic FP&A overhaul and funding readiness

Tech Advisory

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.

Services

Misaligned financial models and inefficient burn rate

Solution

Strategic FP&A overhaul and funding readiness

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.

Services

Misaligned financial models and inefficient burn rate

Solution

Strategic FP&A overhaul and funding readiness

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

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

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.

Services

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

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 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.

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

Both. We offer focused sprints for immediate needs and retainer-based or embedded advisory for longer-term transformation.

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

Yes—especially if you’re preparing to raise capital, need a financial model, or want clear systems and priorities before scaling.

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
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