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.
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
Flexible engagement models
Embedded in your team
Financial Consulting
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
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
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
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
AUDIT FORMATS
Choose your level of review.
From quick second opinions to executive-level due diligence — designed for moments where thoughtful human judgement matters most.
Deep-Dive Audit
A deeper review for brands, digital products and complex creative initiatives.
CHF 1'280.-
This audit includes:
- Review of various connected assets
- Multi-dimensional review of the object
- Strategic recommendations
- Written audit plus follow-up call
Essential Audit
A fast independent second opinion on a single asset, concept or decision.
CHF 140.-
This audit includes:
- Review of one defined asset or question
- Concise written answer
- Key observations and blind spots
- Delivered within 48 hours
Executive Audit
Tailored due diligence for sensitive, high-impact or executive-level decisions.
CHF 4'800.-
This audit includes:
- Bespoke audit format
- Strategic & investor-facing review
- Independent risk assessment
- Personal video presentation
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.
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
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 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
Alex Tran
Founder & CEO
