Pricing

Flexible Pricing for High-Impact Engagements

Whether you need a one-time sprint or long-term partnership, Strategis offers pricing built to match your goals, scale, and timeline.

We price based on outcomes, not hours. Our goal is to give you strategic clarity, fast execution, and no surprises. Whether you’re early-stage or enterprise-level, we’ll scope what matters most and price accordingly.

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

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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

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Partner-led, no handoffs

Flexible engagement models

Embedded in your team

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

Fast Answers for Forward-Thinking Investors

We work with allocators, wealth platforms, and fund managers—so we know the key questions that come up before your first conversation. Here’s what you should know.

What types of clients does Thirdpath work with?

We work with endowments, foundations, pension funds, family offices, and registered investment advisors-offering tailored investment solutions and shared services compelling to each investor.

‍What services does Thirdpath provide?

Thirdpath offers bespoke SMAs, GP stakes/seeding funds, and institutional-grade operational support. This includes monitoring, reporting, and private markets cash management.

Do you offer fund investments, direct deals, or both?

Both. We provide access to primaries, secondaries, and co-investments—depending on your strategy, pacing, and portfolio goals.

How is Thirdpath different from traditional fund platforms or consultants?

We combine allocator experience, modern operational infrastructure, and direct investment capabilities under one roof. Our platform integrates institutional investment expertise with advanced data systems, technology-driven reporting, and emerging AI-enabled analytical workflows, allowing us to operate with greater speed, transparency, and precision than traditional models.

Is there a minimum investment amount?

Yes. Our SMA minimum is typically $100M. For pooled vehicles like our GP Stakes Fund, the minimum is $5M. We’re happy to explore the right fit based on your goals.

Do you work with clients under a discretionary or non discretionary model?

We focus on long term partnerships, and function under a variety of non-discretionary models but maintain discretion on all co-investments, secondaries and directs.

Get Started

Ready to Strategize Your Next Move?

Let’s talk about your next milestone—and how to reach it

Alex Tran

Founder & CEO

Schedule Your Strategy Call