Stratix is a next-generation advisory firm guiding ambitious founders and management teams through transformative capital events and operational business transformations. Our platform combines Stratix Scaleprint, an embedded external CFO offering spanning bookkeeping, FP&A, and strategic finance, with Stratix Advisory, our licensed broker-dealer executing M&A, capital raises, and restructurings for high-growth businesses up to $250M in enterprise value.

Our edge is in who we are and the depth of our bench. Our senior team brings together former PE, VC, and investment banking professionals with $20B+ in transactions across FinTech, Software & AI, and Business Services. We're backed by a Fortune 500 executive advisory council and supported by a global network of 170+ licensed CPAs, CFAs, and operational finance professionals, giving clients a complete, embedded finance organization from day one.

Learn more at www.stratixadvisory.com

Stratix

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