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