Skip to content

    Strategy Consulting

    Strategy consulting is deciding where a company competes and how it wins, then aligning its functions, its plan and its numbers behind that decision.

    Capability · 3 services within this

    In Growth Strategy: Choose the Route

    Services within Strategy Consulting

    For growth-stage startups and established enterprises, strategy needs to go beyond validation. Strategy Consulting sharpens positioning, aligns functions, and plans for future fundraising and exits.

    What Strategy Consulting delivers

    For growth-stage startups and established enterprises, strategy needs to go beyond validation. Strategy Consulting sharpens positioning, aligns functions, and plans for future fundraising and exits.

    • Diagnosis

      Establish where the business actually stands before changing anything.

      • Performance reviews across all key metrics
      • Strategic, operational and market gap identification
      • Competitive and positioning assessment

    • Direction

      Decide where the business is going, with the leadership team in the room.

      • Facilitated strategic workshops
      • Long-term planning against market and technology shifts
      • Funding strategy and investor narrative

    • Execution

      Turn the decision into something a team can act on Monday morning.

      • Phased implementation roadmaps
      • KPIs and resource allocation
      • Accountability frameworks

    How an engagement runs

    1. 01

      Review

      Analyse current performance and identify the gaps preventing the business from reaching its potential.

    2. 02

      Align

      Run facilitated sessions that bring leadership to a single, stated direction.

    3. 03

      Plan

      Build the adaptive long-term plan and the roadmap that delivers it.

    4. 04

      Support

      Structure the strategic narrative and projections that fundraising depends on.

    How we actually run it

    Balanced ScorecardAlign business objectives with measurable outcomes

    Translating strategy into performance measures across financial, customer, internal business process, and learning and growth perspectives.

    Growth Loops & FunnelsUnderstand customer acquisition and retention drivers

    Designing self-sustaining growth mechanisms that convert existing users into new users through various channels.

    Differentiation FrameworksStand out in competitive markets

    Identifying and leveraging unique value propositions to stand out in competitive markets.

    Exit Planning RoadmapsLong-term value creation

    Structuring strategies to maximise enterprise value in preparation for future acquisitions or IPOs.

    Why SRF for Strategy Consulting

    • Improved revenue retention through growth loop redesign
    • Faster fundraising through stronger positioning
    • Clearer governance, and stronger investor confidence

    Where we have done this

    SaaS

    Scaling a SaaS Platform to Series B

    Built the finance basics and the investor story that helped a software company serving one industry raise growth money from large funds.

    3.2x ARR growth in 18 months

    Consumer / D2C

    Building Investor Readiness for a D2C Brand

    Designed unit economics, cohort analytics, and a fundraising data room that anchored the next funding round.

    Closed oversubscribed Series A

    HealthTech

    Embedded CFO Engagement for a HealthTech Scale-up

    Embedded a fractional CFO and finance pod to drive forecasting discipline, board reporting, and capital efficiency.

    Burn reduced by 35%

    What our research says about Strategy Consulting

    If your last three product decisions could have been made by any company in your space, you do not have a strategy. You have momentum.

    Karthik Beknal, in Why Most Startups Don't Actually Have a Strategy

    The test of a good vision is not whether it sounds right when read aloud at the leadership offsite. The test is whether it would change a hiring decision, a pricing decision, or a product decision that is on the table this month.

    Karthik Beknal, in Vision Statements Don't Drive Outcomes

    Guides and downloads on Strategy Consulting

    E-books and masterclass material from the SRF library, free to download.

    The people behind Strategy Consulting

    Strategy Consulting is run by the studio team: one multidisciplinary team whose pods work in tandem, matched to the sector and the stage the company is in.

    Karthik Beknal

    Strategy Consulting / Labs pod

    Led by Karthik Beknal

    Lead - Strategy Consulting & FP&A. Defines direction and drives it through focused sprints.

    See the pod structure
    Studio TeamThe operators, investors and builders who run engagements end to end.Meet them

    Where we apply Strategy Consulting: the industries this capability serves

    What usually runs alongside this