At FinStrat Management, our professionals will handle it all – so you can stay focused on your priorities.

Combining the power of financial professionals in the industry with cutting-edge software and technology, we’re structured to specifically alleviate pain points and automate processes for SaaS companies, venture capitalists, individual investors, and companies leveraging AI.

When SaaS companies come to us with financial reporting like what we see with FinStrat's clients, it makes the investment decision making process straightforward.

Melissa Kozak, CEO, Citus Health, Inc.

Let’s discuss your current needs and discover how FinStrat Management can support you.

FSM’s web-based SaaS metric dashboards helped me communicate our financial position to investors and close our last equity round in record time.

Grant Elliott, CEO, Ostendio, Inc

Our ecosystem of experts connects reputable SaaS organizations with VC funding and individual investors. We like to call that a win, win, win.

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The FinStrat Difference


See how private (and public, at clients’ discretion) investments are performing at present, and over time.


Families gain a readily accessible / centralized source to critical financial data in the event of incapacitation.


Expect detailed and accurate reporting every time – it’s the only way we know how to operate.


We make sure the data makes sense by normalizing disparate reporting methodologies and reconciling data inconsistencies.


Delegate ALL fund accounting and back-office administration tasks.


Web-based reporting dashboard accessible via (smartphone, tablet and desktop viewing).