Plan

Foundation

$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

All-in-one strategic support for early-stage teams and focused projects. The Foundation plan is built for companies who need to move quickly without getting buried in complexity—ideal for pre-Series A startups, lean consulting groups, or first-time founders.Whether you're refining your financial model, mapping operational risks, or planning your next move, this plan delivers the clarity, structure, and momentum to take confident action—without long ramp-up times or bloated deliverables.

What’s included:

  • Strategic Discovery Session — Define goals, blockers, and key success metrics
  • Systems Audit & Risk Mapping — Identify inefficiencies, gaps, and technical friction
  • High-Level Design Recommendations — Tactical next steps to move fast with purpose
  • Priority Issue Targeting — Solve the most urgent problem first
  • 2 Working Sessions/Month — Focused collaboration without overcommitment

Perfect for early-stage teams or founders who want expert guidance on where to focus first—without the overhead of a full advisory engagement.

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Your Next Move?

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.
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Head of Sales
Sophie Tran
+1 (800) 123-4567
sophietran@strategis.com
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.
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What types of clients does Thirdpath work with?

We work with RIAs, family offices, institutional allocators, and emerging managers—offering tailored investment solutions and shared services that meet each partner where they are.

What services does Thirdpath provide?

Thirdpath offers bespoke SMAs, GP stakes/co-investment 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 $1M. We’re happy to explore the right fit based on your goals.

Do you support one-time diligence projects or only long-term engagements?

We primarily focus on long-term partnerships, but we can support diligence, cash management, or reporting solutions on a standalone basis depending on client needs.

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Ready to Navigate to Private Markets?

Helping allocators move with clarity, speed, and confidence.
Brey Jones
Managing Partner
"Let’s turn strategy into action—together."
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