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
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
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
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
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
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
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
Pricing Plans
Flexible Consulting Plans That Scale With You
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
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
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 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
