Our Mission

Our Mission

Stratix offers a full lifecycle solution, from bookkeeping and accounting to strategic CFO

Stratix offers a full lifecycle solution, from bookkeeping and accounting

Stratix offers a full lifecycle solution,

and accounting to strategic CFO to finally guiding

to strategic CFO to finally guiding clients through a transformational

from bookkeeping and accounting to

clients through a transformational capital event

capital event through our broker dealer

strategic CFO to finally guiding clients

to finally guiding clients through a transformational capital event through our broker dealer

through a transformational capital event

through our broker dealer

Our team of former VC, PE, and CFO professionals produces investor-ready work from day one,

Our team of former VC, PE, and CFO professionals produces investor-ready

Our team of former VC, PE, and CFO

Our team of former VC, PE, and CFO professionals produces investor-ready work from day one, measuring success by the quality of our execution and the outcomes

produces investor-ready work from day one,

work from day one, measuring success by the quality of our

professionals produces investor-ready

measuring success by the quality of our execution and the outcomes we deliver for operators and investors

execution and the outcomes we deliver for operators and investors

work from day one, measuring success by

we deliver for operators and investors

and the outcomes we deliver for operators and investors

the quality of our execution and the

outcomes we deliver for operators

and investors

We embed into your organization and become an extension of your team

We embed into your organization and become an extension of your team

Our Approach

Foundation

Foundation

Foundation

Establish best in class financial operations

Establish best in class financial operations

Establish best in class financial operations

Translation

Translation

Translation

Prepare reverse diligence proactively

Prepare reverse diligence proactively

Prepare reverse diligence proactively

Transformation

Transformation

Transformation

Manage fundraising or M&A process

Manage fundraising or M&A process

Manage fundraising or M&A process

Align long-term incentives and support portfolio companies

Align long-term incentives and support portfolio companies

Align long-term incentives and support portfolio companies

Sector Expertise

Sector Expertise

Fintech & Financial Services

Fintech & Financial Services

Software & AI

Software & AI

Business Services

Business Services

We have supported businesses at each stage of their journey, from pre-seed to exit

We have supported businesses at each stage of their journey, from pre-seed to exit

Idea / Pre-Seed

Focus Areas:

• 0 to 1: Validate market and product

• Phase MVP with design partners

Seed / Series A

Focus Areas:

• PMF: Manage GTM and pipeline

• Institutionalize FinOps & reporting

Series B+

Focus Areas:

• Optimize unit economics & costs

• Evaluate horizontal & vertical expansion

Scale / Exit

Focus Areas

• Assess exit competitiveness

• Prepare for M&A and capital raise

Idea / Pre-Seed

Focus Areas:

• 0 to 1: Validate market and product

• Phase MVP with design partners

Seed / Series A

Focus Areas:

• PMF: Manage GTM and pipeline

• Institutionalize FinOps & reporting

Series B+

Focus Areas:

• Optimize unit economics & costs

• Evaluate horizontal & vertical expansion

Scale / Exit

Focus Areas

• Assess exit competitiveness

• Prepare for M&A and capital raise

Idea / Pre-Seed

Focus Areas:

• 0 to 1: Validate market and product

• Phase MVP with design partners

Seed / Series A

Focus Areas:

• PMF: Manage GTM and pipeline

• Institutionalize FinOps & reporting

Series B+

Focus Areas:

• Optimize unit economics & costs

• Evaluate horizontal & vertical expansion

Scale / Exit

Focus Areas

• Assess exit competitiveness

• Prepare for M&A and capital raise

Idea / Pre-Seed

Focus Areas:

• 0 to 1: Validate market and product

• Phase MVP with design partners

Seed / Series A

Focus Areas:

• PMF: Manage GTM and pipeline

• Institutionalize FinOps & reporting

Series B+

Focus Areas:

• Optimize unit economics & costs

• Evaluate horizontal & vertical expansion

Scale / Exit

Focus Areas

• Assess exit competitiveness

• Prepare for M&A and capital raise