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
Consulting firm template avatar1Consulting firm template Avatar2Consulting firm template Avatar3
5 Stars
4.8/5
610+ Reviews
Consulting firm template graph
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
Cosulting firm template
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
Learn more about us
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
More on Financial Consulting

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
More on Tech Advisory

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
More on Growth Strategy
From financial modeling to technology strategy and business scaling—we provide tailored solutions for each stage of your growth
Explore All Services
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
More Stories
Consulting
Blog

News & Insights

Fresh thinking and real-world advice to help you scale smarter, faster, and with more clarity
View Blog
No items found.
Cosulting firm template
At Strategis, we don’t just advise—we help ambitious teams move faster with confidence
Cosulting firm template SEO
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”
Consulting firm template testimonial2
Jamie Liu
CEO, Logoipsum
“They moved faster than any consulting partner we’ve worked with—and actually integrated into our team”
Consulting firm template testimonial1
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”
Consulting firm template testimonial4
Clara Jennings
CEO, Logoipsum
“The Strategis team translated our chaos into clean systems and metrics we finally trust.”
Consulting firm template testimonial3
Maya Chen
CEO, Logoipsum
FAQ

Questions We Hear Before the First Call

You've got concerns. Fair enough. Here's what we tell people who are on the fence.
This sounds expensive. How do I know it's worth it?

Every audit includes ROI projections for each recommendation. Before we finish, you'll see exactly how much time and money each opportunity saves—so you can weigh the cost of the audit against the cost of doing nothing. Most clients identify 20+ hours of weekly time savings. That math tends to settle the question fast.

I've never heard of Qore Audits. Why should I trust you?

We're a specialist firm, not a household name—and that's intentional. We work with a select number of clients so we can go deep, not wide. Our methodology comes from hundreds of hours refining what actually works. And we partner with Verticulate.io for implementation, so you're not handing your roadmap to a team that's never built what they're recommending.

I'm not sure we actually need this right now.

That's a valid question—and one the audit answers. We don't assume automation is right for every business. If we run discovery and find your processes are already tight, we'll tell you. But most companies we talk to are bleeding 15-30 hours a week on manual work they've stopped noticing. The audit makes that visible.

We've got bigger priorities. Can this wait?

It can. But here's what we see: companies that delay discovery end up spending more later—on tools that don't fit, pilots that stall, or hires they didn't need. The audit takes 1-4 weeks depending on size. The insights last for years. If timing is genuinely wrong, we'll schedule a follow-up. But if you're already feeling the pain of manual work or scattered systems, waiting usually makes it worse.

How much time does my team need to commit?

Less than you'd expect. We need 30-45 minutes per interview, and we typically talk to 3-15 people depending on company size. We handle scheduling, recording, and analysis. Your team shows up, answers questions honestly, and gets back to work.

What if we disagree with your recommendations?

Good—push back. We validate every finding with your stakeholders before finalizing the roadmap. The opportunity matrix isn't a decree; it's a starting point for conversation. If something doesn't fit your culture, budget, or priorities, we adjust. You know your business better than we do. Our job is to surface what you can't see from the inside.

Will your recommendations work with our current systems?

We map your existing tech stack during discovery. Every recommendation accounts for what you're already running—integrations, limitations, and all. We're not going to tell you to rip everything out and start over. That's not how real businesses operate.

Get Started

Ready to Strategize Your Next Move?

Let’s talk about your next milestone—and how to reach it
Cosulting firm template SEO
Alex Tran
Founder & CEO
Schedule Your Strategy Call