Welcome to Strategis
Strategic Consulting for
the Next Stage of Growth
We help financial leaders, technology innovators, and business strategists turn complex goals into tangible outcomes
4.8/5
610+ Reviews
Finance & Banking
SaaS & Tech
Strategy Firms
Investment Firms & VCs
Finance & Banking
SaaS & Tech
Strategy Firms
Investment Firms & VCs
About Strategis
From financial modeling to technology strategy and business scaling—we provide tailored solutions for each stage of your growth. Every engagement is built to accelerate progress—not just provide advice.
$120M+
in Client Capital Raised
Funding strategies that align with real growth goals
30+
Strategic Models Deployed
Built to support scale, not just survive it
40+
Companies Advised
From early-stage startups to $100M+ enterprises
92%
Client Retention
Long-term partnerships built on results—not buzzwords
Expertise
Solving Complexity with Consulting Clarity
We specialize in turning fast-moving challenges into structured, strategic solutions. Our expertise spans finance, systems, and strategy—all designed to accelerate growth and simplify decision-making.
Strategic financial modeling for funding, forecasting, and planning
Tech stack audits and infrastructure design for scalable operations
Go-to-market strategies and growth execution playbooks
Trusted by innovators in finance, tech, and strategy
Services
Tailored Solutions to Unlock Your Business Potential
Financial Consulting
01
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
Tech Advisory
02
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
Growth Strategy
03
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
From financial modeling to technology strategy and business scaling—we provide tailored solutions for each stage of your growth
Explore All ServicesReal 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.
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
Industries
Consulting Areas
Finance & Banking
We help financial institutions streamline operations, improve modeling accuracy, and adapt to digital transformation with confidence
SaaS & Tech Startups
From fundraising to infrastructure scaling, we support high-growth startups with the strategic clarity needed to move fast and scale smart
Corporate Strategy Firms
We partner with consulting teams to refine delivery models, optimize internal operations, and expand their advisory impact
Investment Firms & VCs
We provide strategic and operational support across portfolios—improving deal readiness, tracking performance, and unlocking value creation
Blog
News & Insights
Fresh thinking and real-world advice to help you scale smarter, faster, and with more clarity
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At Strategis, we don’t just advise—we help ambitious teams move faster with confidence
Alex Tran
Founder & CEO
Our Process
From funding decks to systems overhauls, we guide high-growth teams through every step of strategic execution
01
Clarify the Challenge
We start by identifying the real issue—whether it’s a financial gap, an operational bottleneck, or a lack of strategic clarity—through fast, focused discovery sessions.
02
Craft a Custom Plan
We design a tailored engagement roadmap, combining strategic insight, financial modeling, and system design to align with your goals and growth stage.
03
Embed and Execute
Our consultants integrate with your team, delivering hands-on execution, decision support, and tools that actually get used—not just presented.
“Statedis didn’t just clean up our numbers—they helped us tell a story investors actually believed in”
Jamie Liu
CEO, Logoipsum
“They moved faster than any consulting partner we’ve worked with—and actually integrated into our team”
Sophie Tran
CEO, Logoipsum
“Their guidance gave us clarity at a time when every decision felt high-stakes. We still use the playbook they built”
Clara Jennings
CEO, Logoipsum
“The Strategis team translated our chaos into clean systems and metrics we finally trust.”
Maya Chen
CEO, Logoipsum
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.
See in action
What kind of professionals do I assist?
We work with primarily interns and early-career professionals seeking to land business-technology roles.
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.
Is Stategis a good fit for early-stage startups?
Yes—especially if you’re preparing to raise capital, need a financial model, or want clear systems and priorities before scaling.
What industries do you specialize in?
Our core focus is on CRM, Sales Operations, and Revenue Operations roles, with broader coverage across business-focused technology positions.
Get Started
Ready to Strategize Your Next Move?
Let’s talk about your next milestone—and how to reach it
Alex Tran
Founder & CEO
