Foundation
- Financial model refinement & fundraising support
- Tech stack and process optimization
- Leadership alignment workshops
- Weekly strategy & execution sessions
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.
Ready to Strategize Your Next Move?
Fast Answers for Forward-Thinking Investors
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.
Thirdpath offers bespoke SMAs, GP stakes/co-investment funds, and institutional-grade operational support. This includes monitoring, reporting, and private markets cash management.
Both. We provide access to primaries, secondaries, and co-investments—depending on your strategy, pacing, and portfolio goals.
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.
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.
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.
