Our complete platform supports end-to-end transformation of high-growth companies
Our complete platform supports end-to-end transformation of high-growth companies
Our complete platform supports end-to-end transformation of high-growth companies
Our complete platform supports end-to-end transformation of high-growth companies
01 |
External CFO
External CFO
Optimize: Deliver a one stop shop experience for finance and accounting. We can flexibly offer a full-stack solution or augment your existing team. Our team has decades of experience spanning accounting, tax, FP&A / strategic finance, and advisory.
Optimize: Deliver a one stop shop experience for finance and accounting. We can flexibly offer a full-stack solution or augment your existing team. Our team has decades of experience spanning accounting, tax, FP&A / strategic finance, and advisory.
01 |
01 |
External CFO
External CFO
External CFO
Optimize: Deliver a one stop shop experience for finance and accounting – we can flexibly offer a full-stack solution or augment your existing team. Our team has decades of experience spanning accounting, tax, FP&A / strategic finance, and advisory.
Optimize: Deliver a one stop shop experience for finance and accounting – we can flexibly offer a full-stack solution or augment your existing team. Our team has decades of experience spanning accounting, tax, FP&A / strategic finance, and advisory.
02 |
Advisory
Advisory
Execute: Lead transformative M&A processes and capital raises as a licensed broker dealer. Our team has experience across various industries on the sell-side and buy-side, on transactions ranging from <$10M to >$10B.
Execute: Lead transformative M&A processes and capital raises as a licensed broker dealer. Our team has experience across various industries on the sell-side and buy-side, on transactions ranging from <$10M to >$10B.
02 |
02 |
Advisory
Advisory
Advisory
Execute: Lead transformative M&A processes and capital raises as a licensed broker dealer. Our team has experience across various industries on the sell-side and buy-side, on transactions ranging from <$10M to >$10B.
Execute: Lead transformative M&A processes and capital raises as a licensed broker dealer. Our team has experience across various industries on the sell-side and buy-side, on transactions ranging from <$10M to >$10B.
03 |
Capital
Capital
Invest: Provide growth capital to leading teams & companies at the inflection stage. We regularly function as a merchant bank; our capital is aligned with our advisory work, and we have real skin in the game.
Invest: Provide growth capital to leading teams & companies at the inflection stage. We regularly function as a merchant bank; our capital is aligned with our advisory work, and we have real skin in the game.
03 |
03 |
Capital
Capital
Capital
Invest: Provide growth capital to leading teams & companies at the inflection stage. We regularly function as a merchant bank – our capital is aligned with our advisory work, and we have real skin in the game.
Invest: Provide growth capital to leading teams & companies at the inflection stage. We regularly function as a merchant bank – our capital is aligned with our advisory work, and we have real skin in the game.
| External CFO
Strategic and operational finance experts embedded within your business
We deliver a full menu of CFO services, available as a pre-set offering or a-la-carte, with custom scope and pricing according to your needs
Establish Package
For $0-1M Revenue Clients
Take care of the basics: get the books closed, deliver financial statements, and help you build the right foundations, at a price that works for you.
Scale Package
For $1-5M Revenue Clients
Generate actionable insights for your team and stakeholders: we help build your first model, analytics, and key deliverables for your C-Suite and Board.
Grow Package
For $5-25M Revenue Clients
Up-level your organization: from territory assignments to headcount planning, we help discrete teams dial in their performance and run efficiently.
Monetize Package
For $25M+ Revenue Clients
Proactively prepare your business for critical moments: we help you plan for the next sale, capital raise, or key transaction, and then execute.
Establish Package
Establish Package
For $0-1M Revenue Clients
For $0-1M Revenue Clients
Take care of the basics: get the books closed, deliver financial statements, and help you build the right foundations, at a price that works for you.
Take care of the basics: get the books closed, deliver financial statements, and help you build the right foundations, at a price that works for you.
Scale Package
Scale Package
For $1-5M Revenue Clients
For $1-5M Revenue Clients
Generate actionable insights for your team and stakeholders: we help build your first model, analytics, and key deliverables for your C-Suite and Board.
Generate actionable insights for your team and stakeholders: we help build your first model, analytics, and key deliverables for your C-Suite and Board.
Grow Package
Grow Package
For $5-25M Revenue Clients
For $5-25M Revenue Clients
Up-level your organization: from territory assignments to headcount planning, we help discrete teams dial in their performance and run efficiently.
Up-level your organization: from territory assignments to headcount planning, we help discrete teams dial in their performance and run efficiently.
Monetize Package
Monetize Package
For $25M+ Revenue Clients
For $25M+ Revenue Clients
Proactively prepare your business for critical moments: we help you plan for the next capital event, and then deliver on that plan.
Proactively prepare your business for critical moments: we help you plan for the next capital event, and then deliver on that plan.
Additional Services
Federal & State tax filings
Federal & State tax filings
1099 processing
1099 processing
R&D tax credit filings
R&D tax credit filings
409A valuations
409A valuations
QoE analysis
QoE analysis
Compliance filings
Compliance filings
Regulatory filings
Regulatory filings
Investor & lender reporting
Investor & lender reporting
| External CFO
Strategic and operational finance experts embedded within your business
We deliver a full menu of CFO services, available as a pre-set offering or a-la-carte, with custom scope and pricing according to your needs
Establish Package
For $0-1M Revenue Clients
Take care of the basics: get the books closed, deliver financial statements, and help you build the right foundations, at a price that works for you.
Scale Package
For $1-5M Revenue Clients
Generate actionable insights for your team and stakeholders: we help build your first model, analytics, and key deliverables for your C-Suite and Board.
Grow Package
For $5-25M Revenue Clients
Up-level your organization: from territory assignments to headcount planning, we help discrete teams dial in their performance and run efficiently.
Monetize Package
For $25M+ Revenue Clients
Proactively prepare your business for critical moments: we help you plan for the next sale, capital raise, or key transaction, and then execute.
Establish Package
For $0-1M Revenue Clients
Take care of the basics: get the books closed, deliver financial statements, and help you build the right foundations, at a price that works for you.
Scale Package
For $1-5M Revenue Clients
Generate actionable insights for your team and stakeholders: we help build your first model, analytics, and key deliverables for your C-Suite and Board.
Grow Package
For $5-25M Revenue Clients
Up-level your organization: from territory assignments to headcount planning, we help discrete teams dial in their performance and run efficiently.
Monetize Package
For $25M+ Revenue Clients
Proactively prepare your business for critical moments: we help you plan for the next capital event, and then deliver on that plan.
Additional Services
Tax filings
1099 processing
R&D tax credit
409A valuations
QoE analysis
Compliance filings
Regulatory filings
Investor reporting
| External CFO
Strategic and operational finance experts embedded within your business
We deliver a full menu of CFO services, available as a pre-set offering or a-la-carte, with custom scope and pricing according to your needs
Establish Package
For $0-1M Revenue Clients
Take care of the basics: get the books closed, deliver financial statements, and help you build the right foundations, at a price that works for you.
Scale Package
For $1-5M Revenue Clients
Generate actionable insights for your team and stakeholders: we help build your first model, analytics, and key deliverables for your C-Suite and Board.
Grow Package
For $5-25M Revenue Clients
Up-level your organization: from territory assignments to headcount planning, we help discrete teams dial in their performance and run efficiently.
Monetize Package
For $25M+ Revenue Clients
Proactively prepare your business for critical moments: we help you plan for the next sale, capital raise, or key transaction, and then execute.
Establish Package
For $0-1M Revenue Clients
Take care of the basics: get the books closed, deliver financial statements, and help you build the right foundations, at a price that works for you.
Scale Package
For $1-5M Revenue Clients
Generate actionable insights for your team and stakeholders: we help build your first model, analytics, and key deliverables for your C-Suite and Board.
Grow Package
For $5-25M Revenue Clients
Up-level your organization: from territory assignments to headcount planning, we help discrete teams dial in their performance and run efficiently.
Monetize Package
For $25M+ Revenue Clients
Proactively prepare your business for critical moments: we help you plan for the next capital event, and then deliver on that plan.
Additional Services
Tax filings
1099 processing
R&D tax credit
409A valuations
QoE analysis
Compliance filings
Regulatory filings
Investor reporting
| External CFO
| External CFO
Getting you investor-ready from Day 1
Proactive VDR Readiness
We manage your documents, files, and data to ensure reporting and transaction preparedness
Off-the-shelf resources
Library of customizable templates including term sheets, NDA, models, and presentations
Embedded CFO
Weekly to monthly calls with our team yielding insights at a fraction of the cost of a C-Suite hire
SLAs
Guaranteed delivery of key outputs within 15 days, with ability to meet any timeline required
SOPs and Best Practices
Standardize, optimize and codify process knowledge into SOPs, which we deliver on a scheduled cadenece
Modern Tech
The latest financial, accounting, and technology tools integrated into your operations
Network & Introductions
Leverage the Stratix network for connection to relevant service + tech providers, advisors, investors, and key partners
Deal Execution
Stratix, our licensed broker dealer, executes your next M&A or capital raise transaction
Proactive VDR Readiness
We manage your documents, files, and data to ensure reporting and transaction preparedness
Off-the-shelf resources
Library of customizable templates including term sheets, NDA, models, and presentations
Embedded CFO
Weekly to monthly calls with our team yielding insights at a fraction of the cost of a C-Suite hire
SLAs
Guaranteed delivery of key outputs within 15 days, with ability to meet any timeline required
SOPs and Best Practices
Standardize, optimize and codify process knowledge into SOPs, which we deliver on a scheduled cadenece
Modern Tech
The latest financial, accounting, and technology tools integrated into your operations
Network & Introductions
Leverage the Stratix network for connection to relevant service + tech providers, advisors, investors, and key partners
Deal Execution
Stratix, our licensed broker dealer, executes your next M&A or capital raise transaction
We partner with companies throughout the high-growth ecosystem with a particular focus on financial services, technology, and B2B/B2C services
We partner with companies throughout the high-growth ecosystem with a particular focus on financial services, technology, and B2B/B2C services
We partner with companies throughout the high-growth ecosystem with a particular focus on financial services, technology, and B2B/B2C services
We partner with companies throughout the high-growth ecosystem with a particular focus on financial services, technology, and B2B/B2C services
| Sector Expertise
| Sector Expertise
We bring a deep bench of experience and holistic point of view to client engagements
We bring a deep bench of experience and holistic point of view to client engagements
The Stratix team has partnered with companies in our target industries in myriad roles spanning CFO, operational finance and accounting, principal investing, and M&A advisory
The Stratix team has partnered with companies in our target industries in myriad roles spanning CFO, operational finance and accounting, principal investing, and M&A advisory
The Stratix team has partnered with companies in our target industries in myriad roles spanning CFO, operational finance and accounting, principal investing, and M&A advisory
Fintech & Financial Services
Category leaders & startups across wealth, insurance, capital markets, banking, and payments
Category leaders & startups across wealth, insurance, capital markets, banking, and payments
Application software, data services, and infrastructure – with AI intersecting it all
Application software, data services, and infrastructure – with AI intersecting it all
Software, Technology & AI
B2B & B2C Services
Flexibility to accommodate various business models – with deep experience in professional, business, and consumer services
Flexibility to accommodate various business models – with deep experience in professional, business, and consumer services
Fintech & Financial Services
Fintech & Financial Services
Category leaders & startups across wealth, insurance, capital markets, banking, and payments
Category leaders & startups across wealth, insurance, capital markets, banking, and payments
Software, Technology & AI
Software, Technology & AI
Application software, data services, and infrastructure – with AI intersecting it all
Application software, data services, and infrastructure – with AI intersecting it all
B2B & B2C Services
B2B & B2C Services
Flexibility to accommodate various business models – with deep experience in professional, business, and consumer services
Flexibility to accommodate various business models – with deep experience in professional, business, and consumer services
| Advisory
| Advisory
Your trusted advisor, maximizing your equity value
Your trusted advisor, maximizing your equity value
Your trusted advisor, maximizing your equity value
We have $10b+ of transaction experience advising financial services, tech, and software companies
We have $10b+ of transaction experience advising financial services, tech, and software companies
1) Transaction completed through other broker dealers unaffiliated with Stratix Advisory.
1) Transaction completed through other broker dealers unaffiliated with Stratix Advisory.