Plan

Foundation

$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

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.

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Ready to Strategize 
Your Next Move?

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

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 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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Alex Tran
Founder & CEO
We design the thinking, infrastructure, and intelligence that fuel visible progress.
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