Our Mission
Our Mission
Our Mission
We were founded by a team of CFO and PE/VC/IB professionals who experienced firsthand the challenges of scaling finance & accounting organizations, as well as the downstream pains in transactions and operating situations.
We were founded by a team of CFO and PE/VC/IB professionals who experienced firsthand the challenges of scaling finance & accounting organizations, as well as the downstream pains in transactions and operating situations.
We built Stratix to deliver a full lifecycle solution that helps our clients architect superior outcomes from bookkeeping to strategic CFO services to M&A advisory. We help our clients build the right foundations and then follow through.
We built Stratix to deliver a full lifecycle solution that helps our clients architect superior outcomes from bookkeeping to strategic CFO services to M&A advisory. We help our clients build the right foundations and then follow through.
We enable our clients to expand their capabilities cost-effectively while maintaining a high standard of quality. Our team produces board-ready work from Day 1, measuring success by the results we deliver for operators and investors.
We enable our clients to expand their capabilities cost-effectively while maintaining a high standard of quality. Our team produces board-ready work from Day 1, measuring success by the results we deliver for operators and investors.
Our Approach
Our Approach
We embed into your organization and become an extension of your team
We embed into your organization and become an extension of your team
External CFO
External CFO
External CFO
Foundation
Foundation
Foundation
Establish best in class financial operations
Establish best in class financial operations
Establish best in class financial operations
Advisory
Advisory
Advisory
Translation
Translation
Translation
Prepare reverse diligence proactively
Prepare reverse diligence proactively
Prepare reverse diligence proactively
Advisory
Advisory
Advisory
Transformation
Transformation
Transformation
Transformation
Manage fundraising or M&A process
Manage fundraising or M&A process
Manage fundraising or M&A process
Capital
Capital
Capital
Align long-term incentives and support portfolio companies
Align long-term incentives and support portfolio companies
Align long-term incentives and support portfolio companies
The Stratix Financial Delivery Platform
The Stratix Financial Delivery Platform
Coming 2H 2026
Coming 2H 2026
All your information, in one place.
All your information, in one place.
Total visibility, available 24/7, real-time accuracy.
Total visibility, available 24/7, real-time accuracy.
Total visibility, available 24/7, real-time accuracy.
Data-rich insights for each CFO function.
Data-rich insights for each CFO function.
Actionable context, with minimal noise.
Actionable context, with minimal noise.
Actionable context, with minimal noise.
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
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