What Strategic Finance Means at Thesis

Thesis provides embedded strategic finance: proactive, data-centered leadership that drives the business forward.

See the levers. Understand the path. Make the right moves.

How Thesis Shows Up as Strategic Finance

Strategic finance only matters if it behaves like leadership. Here’s what that means when Thesis is embedded with your team:

We think like operators, not just finance experts.

Finance isn’t a reporting function. It’s a business-shaping one grounded in real operating context. We stay close to customers, product, revenue drivers, and competitive pressure so the financial view reflects how your business actually works.

We build trust across the company, not only at the top.

We partner early with GTM, Product, Ops, and People. Finance works best when it helps teams solve real problems together.

We turn models into a clear story.

You get a clean narrative that connects what’s happening, why it matters, what your options are, and the trade-offs behind each path (not a spreadsheet you have to interpret alone).

We lead proactively in volatility.

We initiate scenarios, pressure-test strategy, and surface risks before you ask, so you’re ahead of change instead of reacting to it.

We prioritize decision speed with integrity.

Perfect accuracy slows growth. We work in ranges, set decision thresholds, and name uncertainty clearly so you can move fast without guessing.

We build for your next stage.

We don’t just solve today’s constraint; we help your finance thinking evolve as you scale into what’s coming.

We treat finance as a leadership role.

The work isn’t only technical. It’s clarity, alignment, and influence when the room is messy – and we show up to lead that with you.

What’s Included

Financial modeling and valuation.
Forecasting + scenario planning.
Cash flow strategy and runway management.
Budgeting and variance analysis.
KPI and unit-economics development.
Contribution margin and product-line profitability analysis.
Board and investor materials.
Fundraising support.
Tax mitigation strategies.
Quantitative decision support inside leadership meetings.

Outcomes

After working with Thesis, companies consistently gain:
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Clear priorities tied to financial reality.
Confidence in capital decisions under volatility
Faster execution across teams.
A strategic plan grounded in real numbers.
A finance function that scales without hiring a full department.

Finance becomes the blood of the organization, enabling the whole business to move.

Process

Unlock your potential Step-by-Step

Strategic Insight

We analyze your business to develop data-driven solutions that maximize efficiency and profitability.

Pragmatic Execution

From financial modeling to operational frameworks, we provide actionable strategies that deliver real results.

Sustainable Growth

We help businesses build scalable systems that drive long-term success.

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Testimonials

Hear what our clients have to say

With a deep understanding of finance and operations, we bring a trusted, results-driven approach to every client partnership. Our team works closely with you to implement clear, strategic solutions that empower your business to thrive.

"Incredibly adaptive to our changing needs and instrumental in helping us navigate transition thoughtfully & strategically."

Bruno Caratori

Hashdex

"By optimizing our operations and empowering leadership, Thesis helped us accomplish in 1 year what we couldn’t do in the prior 10."

Jordan Ching

Flipbird Films

"From being a trusted sounding board to jumping in and getting problems solved, Thesis helped me confidently tackle any problem that came our way with thought and horsepower to execute."

Tina Malhotra

Color Factory

"Their clear guidance and structured approach elevated our decision-making and prioritization frameworks, and improved visibility into our business metrics."

Eric Liu

Rent Application

"Thesis's dedication to navigating the intricacies of our business, coupled with their strategic guidance, have been pivotal for us."

Pek Pongpaet

Impekable

"Thesis joined the team to run marketing. Just one month in, I then asked him to run operations, then finance, and then HR."

Jason Andrew

Limelight Health

Build the strategic finance foundation your company needs.

Talk to Thesis