Problem / Solution
Download Pitch Deck
StratiqAI: Founder-First AI Financial Brain
Investor-Grade. Always Learning. Board-Ready Financial Intelligence for Pre-Seed to Series A Founders
Meet Our Team
Anshuman Yadav — Founder & CEO
Former Director of Strategic Finance & M&A at PAR Technology (NYSE: PAR) with 12+ years experience across strategic finance, SaaS, and technology. MBA from Kellogg School of Management. Published thought leader in Forbes, Digital CXO, the AI Journal, and Strategic Finance magazine by IMA.
"I watched world-class CFOs solve problems that early founders face with duct tape, spreadsheets, and panic. I quit to build the intelligent financial brain I wish I had from day one. This is not a product—it's a conviction"
Dr. Teresa Escrig — AI/Tech Advisor
A seasoned AI expert with 25+ years across academia, enterprise, and startups. She holds a Ph.D. in AI, has authored 130+ publications and four books, and previously led Responsible AI and Machine Teaching at Microsoft. At Accenture, she served as Global AI Lead in Cognitive Computing and Computer Vision. She has founded multiple AI startups and now leads What Matters Academy to bring hybrid AI education to executives.
Pratap Behera —GTM Advisor (Asia)
A second-time entrepreneur and Co-founder & CEO of Nagent AI, building a next-gen agentic AI platform. He was previously CMO at Giggr and ffreedom app, where he led brand campaigns and drove 10M+ app downloads. At BigBasket, he scaled BBDaily to $200M GMV and co-led its P&L to profitability. He also held leadership roles at ICICI Bank and Vedanta, and holds an MBA from IIM Lucknow and an engineering degree from NIT Trichy, India.
Our Purpose
To make world-class financial intelligence accessible to every startup.
Starting with a real-time financial brain for founders operating without a CFO
The Problem: Early-stage startups lack access to real-time, actionable financial intelligence

90% of pre-Series A startups operate without a finance lead. Yet they're still expected to report like a CFO.
1
Data Blindspot: Fragmented Financial Risk
  • Financial data lives across banks, Stripe, QuickBooks, payroll, and Excel with no unified view
  • No persistent financial memory means founders start from scratch each time
  • Tools show history, not future risk
2
Strategic Paralysis: No Strategic Modeling Partner
  • Scenario planning is done in spreadsheets—slow, error-prone, and unscalable
  • No easy way to test hiring plans, funding rounds, pricing changes, or downturn scenarios
  • Most tools are reactive or generic, not context-aware
3
Trust Breakdown: High Stakes, Low Trust
  • Reporting is a last-minute scramble with inconsistent metrics
  • No standardized templates aligned with board/VC expectations
  • Hard to track changes or explain performance
  • Hard to track changes or explain performance over time

The Real Risk
Founders make decisions blind - risking overdrafts, missed payroll, or premature fundraising
Founders can't confidently plan growth or prepare investor-ready narratives
Founder miss targets and last-minute decks erode investor trust— hurting valuation and future rounds
The Solution: Your Virtual CFO- Always On, Always Learning
StratiqAI delivers investor-grade financial intelligence with enterprise-level sophistication—giving founders the clarity, control, and confidence of a world-class finance team, at 1/10th the cost and 10x the speed.
Real-Time Financial Command Center
  • Enterprise-grade data unification that seamlessly integrates banking, Stripe, QuickBooks, payroll, and KPIs into a single source of truth
  • Continuously monitors burn rate, runway optimization, unit economics, and cash flow forecasting with institutional-level precision
AI-Powered Strategic Planning Engine
  • Investment-grade scenario modeling with intuitive, no-code interface to stress-test hiring strategies, pricing optimization, funding rounds, and growth trajectories
  • Instantly quantifies impact on runway extension, margin expansion, and milestone achievement
Board-Ready Intelligence Platform
  • Institutional-quality reporting with one-click generation of investor update packages and board-ready financial narratives
  • Proactive risk alerts and variance analysis that builds investor confidence and supports valuation defense

Impact on Founders
Sleep Better: Never wonder if payroll will clear or if you're burning too fast
Make Confident Decisions: Instantly see how every hire, price change, or investment impacts your runway
Raise Faster: Present professional, consistent metrics that build investor trust from day one
Scale Smarter: Focus on building your product while your virtual CFO handles the financial complexity
Our Competitive Moat and Why now?
Building a Defensible AI-Native Financial Intelligence Layer
Persistent Financial Memory
Unlike traditional tools that reset each session, our AI maintains continuous context of your financial patterns, decisions, and outcomes—building institutional knowledge that gets smarter over time
Real-Time Deep Data Integrations
Enterprise-grade connections to 50+ financial systems with millisecond data synchronization, giving founders the same real-time visibility as Fortune 500 CFOs
Proactive Financial Agents
AI agents that don't just respond to queries—they actively monitor, predict, and alert you to financial risks and opportunities before they impact your runway
Founder-First UI/UX Design
Complex financial modeling through natural language and voice—no spreadsheet expertise required. Built for founders, not accountants

Current State: Founder-First Interface
We've built an intuitive, founder-centric UI/UX that transforms complex financial operations into conversational interactions. Our AI CFO chat interface delivers institutional-grade insights through natural language processing.

Market Timing Catalysts
AI Revolution: LLMs now handle complex financial reasoning with enterprise-grade accuracy
API Economy: Real-time integrations dramatically reduce implementation time and complexity
Capital Efficiency: Startups need CFO-level insights at a fraction of traditional costs
Regulatory Shift: Increased financial transparency requirements drive demand for automated compliance
Market Opportunity
A focused $16M wedge in a $420M early-stage financial intelligence market
A massive, underserved global market for founder-first financial intelligence — with an initial reachable pool of 70,000 pre-seed to Series A startups in Year 1, and 40,000+ new early-stage startups added annually at a conservative estimate.
$420M
Total Addressable Market (TAM)
Based on 70,000 active Pre-seed to Series A startups globally (rolling 3-year cohort) with an average annual spend of $6K/year.
$378M
Serviceable Available Market (SAM)
90% operate without a CFO, totaling 63,000 startups.
$16M
Serviceable Obtainable Market (SOM)
~2,700 reachable via founder networks, VCs, and inbound GTM
Avg price = $6K/year
→ SOM = $16M
TAM includes active startups from past 3 funding years. New startups (~40K annually) expand this market over time. SOM reflects realistic go-to-market reach within 16–20 months
The chart illustrates the distribution of our target market by funding stage.
Pre-seed and Seed startups each represent approximately 28,000 companies globally, while Series A accounts for around 14,000 — totaling ~70,000 active early-stage startups in Year 1.
This distribution highlights a key opportunity: Series A founders often have capital and traction, but still operate without dedicated finance teams—creating urgent demand for founder-first financial intelligence solutions.
Source: CB Insights, Crunchbase, and Dealroom early-stage funding data (2023–2024).
Target customers report 10×+ ROI through time saved and improved financial clarity—driving strong willingness to pay ~$3K/year at early stages and ~$5-7K/year by Series A (based on primary founder research).
Product Differentiation: StratiqAI vs. Generic Tools
StratiqAI fills the gap with a real-time, AI-native, founder-first product where others fall short.
Persistent Financial Memory
StratiqAI: ✅ Remembers full history & context
ChatGPT/Copilot: ❌ Stateless sessions
QuickBooks/Xero: ❌ Transaction ledger only
Spreadsheets: ❌ File-based, no memory
Real-Time Integration
StratiqAI: ✅ Live data across 50+ systems
ChatGPT/Copilot: ❌ No financial integrations
QuickBooks/Xero: ⚠️ Limited, delayed syncing
Spreadsheets: ❌ Manual data entry
Proactive AI Agents
StratiqAI: ✅ Surfaces risks & insights
ChatGPT/Copilot: ❌ Reactive Q&A only
QuickBooks/Xero: ❌ No proactive features
Spreadsheets: ❌ Static analysis
Founder-First UX
StratiqAI: ✅ Natural language & voice
ChatGPT/Copilot: ⚠️ Generic chat interface
QuickBooks/Xero: ❌ Accountant-focused
Spreadsheets: ❌ Complex formulas required

Our Competitive Advantage
Only StratiqAI combines all four critical capabilities that founders need: persistent context, real-time data, proactive intelligence, and intuitive interaction—delivering enterprise-grade financial insights through a founder-first experience.
Competitive Landscape Analysis
StratiqAI uniquely positioned in the founder-first AI financial intelligence space
Financial Modeling Tools
Pry, Finmark (BILL), Causal
• Target: Seed → Series B startups
• Gap: Manual setup, requires finance fluency, no real-time AI integration
Services-Heavy Solutions
Forecastr
• Target: Seed → Series A startups
• Gap: Services-heavy model, not AI-first, limited real-time integration
Accounting-First Platforms
Puzzle, QuickBooks, Xero
• Target: Pre-seed → Series A, SMBs
• Gap: No modeling, scenario analysis, or investor-ready outputs
Enterprise FP&A Solutions
Runway, Trace, Anaplan, Planful
• Target: Series A+ with finance teams, mid-market to enterprise
• Gap: Too complex for founder-led companies, requires dedicated finance team

StratiqAI's White Space Opportunity
The only AI-native, founder-first financial intelligence platform that combines real-time data integration, persistent memory, proactive agents, and natural language interaction—specifically designed for pre-CFO startups who need enterprise-grade insights without enterprise complexity.
Key Competitive Gaps We Address
  • Real-time Intelligence: While competitors rely on manual inputs/uploads or delayed syncing, we provide millisecond synchronization across 50+ systems
  • Founder-First UX: Natural language and voice interaction vs. complex spreadsheet-based interfaces
  • Persistent AI Memory: Continuous learning and context retention vs. stateless sessions
  • Proactive Insights: AI agents that surface risks and opportunities vs. reactive reporting tools

Market Positioning
Target: Pre-seed → Series A founders
Differentiation: AI-native financial brain that grows with your startup
Advantage: Enterprise-grade insights at founder-friendly complexity
Business Model
A simple, scalable SaaS business model designed to deliver high-margin, predictable revenue with strong potential for expansion.
Core Pricing Model
Starter Plan
For pre-seed founders
$3K per year (~$250/month)
Pro Plan
For seed to Series A founders
$5K-$7K per year
Economics
  • Self-serve onboarding with optional assisted setup
  • Low marginal cost of delivery
  • Strong potential for gross margins of 75-85%+
  • Viral potential through founder/investor networks
Expansion through higher-tier plans and premium AI agent capabilities
Go-to-Market Strategy
Founder-first GTM motion with clear conversion levers and $10M ARR Year 1 path.
Founder Network Leverage
Activating Kellogg alumni, India startup circles, and trusted founder communities like On Deck, Slack groups, and Discords. Driving early adoption via warm intros and peer referrals.
Content and SEO
Targeting high-intent keywords, building AI-driven calculators and interactive content, and publishing founder-first thought leadership to position StratiqAI as the go-to financial layer.
Investor & Accelerator Channels
Partnering with VC portfolios to offer value-add tools to founders. VCs increasingly expect stronger financial discipline at Seed stage, making StratiqAI valuable.

Projected Go-to-Market performance for Year 1, demonstrating path to $10.2M ARR and 1,980 customers.
Our $10M Y1 target is based on a filtered subset of 56,700 early-stage startups across North America, Europe, and Asia (does not represent our full SOM)

The chart illustrates our projected revenue distribution across key regions, with North America contributing the largest share in the first year.
Platform Architecture and Product Roadmap
StratiqAI uses a modular AI agent system, where each agent handles a core financial function (e.g., runway planning, risk analysis, reporting).
Data Integration Layer
Real-time connectors to 50+ financial systems (banks, payment processors, accounting software) with millisecond synchronization and automated data validation.
AI Agent Orchestration
Specialized agents for runway planning, risk analysis, scenario modeling, and investor reporting—each with persistent memory and proactive intelligence.
Security & Compliance
Enterprise-grade encryption, SOC 2 compliance, and role-based access controls to protect sensitive financial data.
Natural Language Interface
Voice and chat interactions powered by advanced NLP, allowing founders to query finances conversationally without learning complex interfaces.
Product Roadmap
1
Q3 2025 - MVP
Core data integration, basic AI agents for runway and cash flow analysis, founder-first UX with natural language queries, and foundational persistent memory system.
2
Q4 2025 - Enhanced Intelligence
Advanced scenario modeling, risk prediction agents, investor reporting automation, expanded integration ecosystem, and enhanced memory with full context retention.
3
Q1 2026 - Scale & Expansion
Voice interface, mobile app, advanced forecasting models, white-label solutions for accelerators and VCs, and intelligent memory-driven recommendations.
4
Q2 2026 - Enterprise Features
Multi-entity support, advanced compliance tools, API marketplace, AI-powered financial advisory capabilities, and cross-session memory learning.
Traction and MVP
Strong early traction with rapid growth from MVP launch to website launch with free tools.
Early MVP Validation
  • 650+ unique users engaged with MVP in first 60 days
  • 900+ page views, 2.8K tracked events
  • Organic growth via founder networks, Substack, and LinkedIn
Founder Feedback
  • "Wow! This looks really cool and easy to work with." — Pre-seed SaaS founder
  • "This is what I've been struggling with. This makes life much easier." — Seed-stage AI tools founder
  • "Runway chart with multiple scenarios is a real winner here." — Pre-seed fintech founder
Website Launch & Free Tools
Launched full website with free financial calculators and tools to drive broader adoption and capture leads.

Key Traction Metrics
Strong momentum from MVP to website launch — with early analytics showing solid engagement (650+ users, 2.8K tracked events) and ~2.5 min average session time on free tools. Following the launch of our public site and calculators, traffic has meaningfully increased. The projected growth curve reflects our confidence based on current traction and conversion trends, with v2 now in development based on active user feedback.
The Ask
Raising $1M seed round to finalize product v2, validate pricing, and acquire our first 100+ paying customers.
1
Product Development
60% - $600k
  • Finalize agentic architecture, persistent memory, and real-time integrations
  • Hire founding engineers
  • Launch V2
2
Go-To-Market
30% - $300K
  • Founder-led GTM
  • Content-led motion to acquire first 100+ customers
  • Test Pricing Model
3
Operations
10% - $100K
  • Key operational hires
  • Legal and compliance
  • Infrastructure and security
  • Working capital

Potential Return
Our immediate goal is to validate pricing, product performance, and revenue traction with 100–200 customers over the next 12–15 months.
This unlocks a scalable path toward 10K users and $40M+ in ARR over the next 3 years, with strong unit economics and natural expansion into growth-stage companies. As our customers scale beyond Series A, we grow with them—expanding pricing tiers, deepening system integrations, and extending into a broader $1B+ financial intelligence market. Our agentic architecture lays the groundwork for embedded finance and intelligent decision-making—positioning us long-term as the category-defining AI-native CFO platform.
Key Milestones (12-15 months)
  • Ship v2 with persistent memory + AI agents
  • Secure 100–200 paying customers at $3K–$5K/year
  • Validate usage, retention, and pricing assumptions
  • Build tech team (4-5 founding hires) and demonstrate scalability
  • Position for a $3M+ Series A with data-backed revenue traction
Team Expansion
  • Senior AI/ML engineers (3 hires)
  • Full-stack developers (1-2 hires)
  • Head of Growth
  • Customer Success lead
Let's Build the Future of Financial Intelligence Together
StratiqAI is ready to transform how founders navigate financial complexity
The Opportunity
$400M+ TAM with 70,000+ target startups seeking real-time financial intelligence
The Solution
AI-native financial brain that combines persistent memory, real-time data, and proactive insights
The Advantage
Only platform built founder-first with enterprise-grade capabilities at startup-friendly complexity

Ready to Partner With Us?
Join us in empowering founders with the financial intelligence they need to build, scale, and succeed. Let's discuss how StratiqAI can transform your portfolio companies' financial decision-making.
What We're Seeking
  • Strategic investors aligned with our vision
  • Partnerships with accelerators and VCs
  • Warm intros to early-stage founders and CFOs seeking smarter financial tools
  • Early customers ready to revolutionize their financial workflows
Next Steps
Ready to explore how StratiqAI can deliver 10x ROI in financial clarity and time savings for your founders?
Let's connect and discuss the future of founder-first financial intelligence.