About Us

Strategic Consulting for 
for Growth-Focused Companies

At Strategis, we combine deep financial insight, tech expertise, and business strategy to help ambitious companies move faster—with clarity and confidence.
Meet the Team
Consulting firm template team
At Strategis, we don’t just advise—we help ambitious teams move faster with confidence
Cosulting firm template SEO
Alex Tran
Founder & CEO
Play Video
See in action

My work is rooted in a different kind of power: grounded in science, built on trust, and proven to turn diverse thinking into shared success — for leaders, teams, and the organizations they serve.If you're interested in building a high-performing, future-ready team — or want to amplify your own leadership impact - let’s connect.

I speak and write about:
🔹 Leadership performance & team dynamics
🔹 Cognitive diversity & innovation
🔹 Women in leadership & board readiness
🔹 Navigating high-stakes environments
🔹 The science of success 

Our story

How We Got Here—and Where We’re Headed

From our first engagement to becoming a trusted partner for growth-stage leaders, every milestone has shaped how we deliver impact today.
2021
Strategis is founded
A small team of operators and advisors launches Strategis to offer a smarter, more embedded approach to strategic consulting—starting with early-stage SaaS companies
2022
First $25M in client capital raised
Within months, Strategis supports multiple clients through successful pre-seed to Series B rounds with investor-ready models and tailored fundraising strategy.
2023
Advisory team expands
As demand grows, Strategis brings in experts across finance, systems, and growth strategy to support larger and more complex engagements.
2024
Embedded consulting model launched
We formalize our embedded advisor structure—giving clients deep, on-demand expertise across strategic, financial, and operational domains.
2025
New markets, new sectors
With clients now spanning SaaS, fintech, consulting, and investment firms, Strategis continues to scale with a focus on long-term partnerships and results.

Meet Our Team

Consulting firm template member5
Alex Tran
Managing Partner, Strategy & Financ
Alex brings over a decade of experience advising venture-backed startups on financial modeling, investor readiness, and strategic growth planning.
Consulting firm template member3
Maya Chen
Director of Systems & Ops
Maya specializes in building lean, scalable systems for high-growth companies—transforming tech stacks into operational advantages.
Consulting firm template member5
Sophie Tran
Head of Strategic Initiatives
Sophie leads cross-functional transformation efforts, aligning leadership teams around clear goals, KPIs, and execution frameworks.
Consulting firm template member2
Clara Jennings
Principal Consultant, Financial Strategy
With a background in private equity and FP&A, Clara helps clients navigate capital strategy, burn management, and long-term planning.
Consulting firm template member1
Jamie Liu
Senior Advisor, Business Design
Jamie works with executive teams to sharpen value propositions, refine GTM strategy, and scale delivery models with precision.
Consulting firm template member4
Lina Okoro
Client Engagement Lead
Lina ensures every Strategis engagement runs smoothly—acting as the connective tissue between our advisors, partners, and client stakeholders.
Our Values

How We Think, Work, and Win Together

Clarity
We believe clarity is a competitive advantage—and we bring it into every strategy, system, and conversation
Accountability
Whether it's a spreadsheet, a roadmap, or a decision—we deliver, follow through, and stand behind our work
Partnership
We work with you, not just for you. Collaboration, trust, and shared goals are at the core of every engagement we take on
Let’s talk about your next milestone—and how to reach it
Schedule Your Strategy Call
Let’s connect.

If you want to discuss a speaking event or media appearance, fill out the contact form and a member of Team Klaudia will get back to!

If you want a little bit of inspiration delivered to your inbox every month, sign up for my free newsletter with a little bit of magic.
klaudia@dialogueage.com
Need help customizing?
Loonis Logo
More Templates