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StratiqAI: Founder-First AI Financial Brain
AI-native financial brain that remembers, advises, and explains.
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.

StratiqAI is a member of Founders Network , Pegasus Ignite, and Founder Institute, selective global communities for high-potential startup founders. We have secured operational support through Google for Startups Cloud credits. In July 2025, we also hired 2 contract engineers.
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?
Our Compounding Moat: Memory, Context, and Founder Trust—We start earlier, learn faster, and stay longer — becoming the financial brain no Series A tool can retroactively build.
Financial Memory That Lasts
Unlike tools that reset each session, our AI remembers your financial patterns, decisions, and outcomes - building institutional knowledge that gets smarter over time.
Real-Time Financial Visibility
Enterprise-grade connections to 50+ systems with instant data sync - giving founders the same real-time insights as Fortune 500 CFOs.
Proactive Financial Agents
AI that doesn't just respond to queries - it actively monitors, predicts, and alerts you to risks and opportunities before they impact your runway.
Founder-Friendly Financials
Complex modeling through natural language and voice - no spreadsheet expertise required. Built for founders, not accountants.
1
Pre-Seed
🧠 StratiqAI embeds from Day 0 → builds memory, trust, and patterns
2
Seed
🔧 Other tools onboard post-CFO → start from zero, every time
3
Series A+
🧠 StratiqAI continues to compound its intelligence
🔧 Other tools still playing catch-up on historical data

Current State: Founder-First Interface
We've built an intuitive, founder-centric UI/UX for the early MVP 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
This couldn’t have worked in 2021. It does now.
Year 1 Market Opportunity
Year 1 Execution, Scaling Path to $10B+ TAM: From founder-first wedge to platform scale.
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.
$2B
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 initially ($420M entry TAM) to $20K/year scaling into Series A+ and SMBs
$1B
Serviceable Available Market (SAM)
90% Pre-seed to Series operate without a CFO, totaling 63,000 startups, expanding further as they mature into into Series A+ and SMBs
$16M
Serviceable Obtainable Market (SOM)
~2,700 reachable via founder networks, VCs, and inbound GTM
Avg Year 1 price = $6K/year
→ SOM = $16M

  • TAM includes ~70,000 active startups from the past 3 years. With ~40,000 net new startups added annually, the total addressable market expands over time.
  • SOM = $16M — our initial reachable revenue pool via trusted founder/VC networks.
  • Targeting $2–3M ARR in 12–15 months via warm networks, with a modeled path to $10M+ through scaled GTM.
  • As adoption of AI-native finance copilots grows across SMBs and related workflows, TAM expands to $10B+.
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-$6k/year at early stages and ~$15K-20K/year by Series A + and SMBs.
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.

Unlike incumbents, we’re not adding AI to finance — we’re rebuilding finance around AI, memory, and real-time guidance.
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
  • Future expansion into Pro tier ($15–20K/year) with deeper FP&A and AI copilots as companies scale into Series A+ and SMBs.”
Go-to-Market Strategy
Founder-first GTM motion with warm network activation and a modeled path to $2–3M ARR in Y1, scaling toward $10M+.
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.

Go-to-Market Scenarios: Base case targets $2–3M ARR at ~1% conversion; modeled upside projects $10.2M ARR from 1,980 customers in Y1.

The chart illustrates our modeled upside 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
  • Foundational persistent memory system
2
Q4 2025 - Enhanced Intelligence
  • Advanced scenario modeling
  • Risk prediction agents
  • Investor reporting automation
  • Expanded integration ecosystem
  • Enhanced memory with full context retention
3
Q1 2026 - Scale & Expansion
  • Voice interface
  • Mobile app
  • Fortified Cybersecurity, SOC2 certification
  • Advanced forecasting models
  • White-label solutions for accelerators and VCs
  • Intelligent memory-driven recommendations
4
Q2 2026 - Enterprise Features
  • Multi-entity support
  • Advanced compliance tools
  • API marketplace
  • AI-powered financial advisory capabilities
  • Cross-session memory learning

Key Roadmap Highlights
  • We start with founders before they hire finance — and stay with them as they scale.
  • Our persistent memory, product-led UX, and agentic system grow with the company — replacing the need to switch tools at Series A and beyond.
Initial MVP Validation & Growth Story
Demonstrated strong early traction and rapid growth from Initial MVP launch to full website with free tools.
Initial MVP Validation (May 2025)
  • 650+ unique users engaged with Initial 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 (July 2025)
Launched full website with free financial calculators and tools, driving broader adoption and lead generation. The chart below projects month-over-month website traffic, reflecting early traction, content-led campaigns, and founder network activation.

Key Traction Metrics
  • Strong momentum from MVP to public launch: 650+ users, 2.8K tracked events, and avg session ~2.5 mins.
  • Since launch of free calculators, traffic and engagement have accelerated.
  • 50+ signups and 10 LOIs in pipeline, with a true MVP now in development based on active founder feedback.
  • Growth curve reflects confidence in converting early validation into 100+ paying customers.
Major Milestones
1
May 2025: Initial MVP Launch
Initial launch to validate market demand.
2
June 2025: Website Launch
Website launched with 2 free tools for enhanced validation.
3
July 2025: Team & Network Expansion
Onboarded advisors and contract engineers; joined founder communities to widen reach.
The Ask
We are raising a $1M seed round to finalize our agentic platform, validate our pricing strategy, and acquire our first 100+ paying customers.
1
Product Development
60% - $600k
  • Finalize agentic architecture, persistent memory, and real-time integrations
  • Hire founding engineers to scale development
  • Launch V2 with enhanced features
2
Go-To-Market
30% - $300K
  • Execute founder-led GTM strategy
  • Drive content-led acquisition for our first 100+ customers
  • Rigorously test and optimize our pricing model
3
Operations
10% - $100K
  • Recruit key operational hires
  • Ensure legal and compliance readiness
  • Strengthen infrastructure and security
  • Allocate for working capital

Potential Return
  • Short-term goal: Acquire 100–200 paying customers in 12–15 months to validate pricing, utility, and early traction.
  • Scalable path: Unlock growth to 10K users and $40M+ ARR within 3 years through strong unit economics and expansion into Series A+.
  • Built to grow: As customers scale, we scale—via pricing tiers, advanced agents, and deeper integrations.
  • Long-term vision: Become the category-defining, AI-native CFO—powered by agentic memory, real-time intelligence, and founder trust.
Key Milestones (12-18 months)
1
Ship MVP v2 with persistent memory and advanced AI agents
2
Secure 100–200 paying customers at $3K–$7K/year
3
Validate core usage, retention, and pricing assumptions
4
Build out the core tech team (4-5 founding hires) and demonstrate scalability
5
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
What started as an early MVP helped us validate the need. Now, with your support, we’re building a smarter, sharper V2 — a financial brain built for early-stage founders.
The Opportunity
$2B+ market, with a $400M+ realistic entry TAM today. Expanding as 40,000+ new startups emerge each year and as we scale into Series A+ and SMBs with a fully agentic platform.
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
We’d love the opportunity to share how StratiqAI is helping early-stage founders gain clarity, save time, and make smarter decisions—without spreadsheets or a CFO.
If this aligns with your vision, we’d be grateful to connect and learn more.