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
We design the thinking, infrastructure, and intelligence that fuel visible progress.
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
40+
Companies Advised
30+
Strategic Models Deployed
92%
Client Retention
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
Finance & Banking
SaaS & Tech
Strategy Firms
Investment Firms & VCs
Finance & Banking
SaaS & Tech
Strategy Firms
Investment Firms & VCs
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.
Blog
News & Insights
Fresh thinking and real-world advice to help you scale smarter, faster, and with more clarity
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Result
$12M
raised – in Series B funding after strategic financial modeling
“Statedis didn’t just clean up our numbers—they helped us tell a story investors actually believed in”
Jamie Liu
CEO, Logoipsum
Result
5
weeks to launch – full GTM ops overhaul delivered in under 40 days
“They moved faster than any consulting partner we’ve worked with—and actually integrated into our team”
Sophie Tran
CEO, Logoipsum
Result
3x
team growth – with aligned hiring and ops strategy in place
“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
Result
40%
reporting efficiency gain – by streamlining tech stack and dashboards
The Strategis team translated our chaos into clean systems and metrics we finally trust.
Maya Chen
CEO, Logoipsum
FAQ
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, operational infrastructure, and direct investment capabilities under one roof. Our model is flexible, aligned, and built for long-term partnership—not product distribution.
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 Navigate the Private Markets?
"As private fund managers continue to productize the marketplace in a race to raise AUM, we feel an employee-owned independent firm is ideal in reviewing investments without conflict in order to build truly customized portfolios -- not just customized at the fund level."
Brey Jones
Managing Partner
