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    BUSINESS STRATEGY AI

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    A fractional Chief Strategy Officer on call — quarterly reviews, same-day answers, board-ready materials.

    Ongoing Strategy Retainer

    Ongoing strategic support for leaders who need a thought partner. Quarterly strategy reviews, competitive intelligence, ad-hoc analysis, and board prep support.

    • Quarterly reviews + ongoing monitoring + set hours of ad-hoc analysis, customized to your needs
    structured strategy reviews
    Quarterlystructured strategy reviewsprogress assessment with course corrections
    response for urgent strategic questions
    Same-dayresponse for urgent strategic questions
    turnaround on substantive analysis
    Next-dayturnaround on substantive analysistypical for retainer clients

    How it works — and what you walk away with

    Strategy is not a once-a-year exercise - it is a living conversation with your business and market. New competitors emerge. Opportunities arise. Crises demand response. Having a strategic partner on call means you are never making critical decisions alone.

    Our Strategy Retainer provides ongoing access to strategic expertise. We conduct quarterly strategy reviews to assess progress and adjust course. We monitor competitive dynamics and alert you to changes. We provide ad-hoc analysis when new opportunities or threats emerge. We help you prepare for board meetings and investor conversations.

    Think of it as having a Chief Strategy Officer on fractional retainer - the strategic depth of a dedicated executive without the full-time cost.

    The process

    1. Package Customization

      Set the retainer scope: quarterly reviews, competitive monitoring, and a set number of ad-hoc analysis hours.

    2. Quarterly Strategy Reviews

      Quarterly

      Structured assessment of strategic progress, competitive changes, and recommended adjustments.

    3. Continuous Monitoring

      Ongoing

      Ongoing competitive intelligence briefings on competitor moves and market dynamics.

    4. On-Demand Support

      As needed

      Ad-hoc analysis, M&A target evaluation, and board prep — with priority same-day access for urgent decisions.

    What you get

    Quarterly Strategy Report

    Assessment of strategic progress, competitive changes, and recommended adjustments

    Competitive Intelligence Updates

    Regular briefings on competitive moves and market dynamics

    Ad-Hoc Analysis

    Custom analysis on strategic questions as they arise

    Board Materials

    Draft strategy sections for board presentations and investor updates

    What's included

    Quarterly Strategy Reviews

    Structured assessment of strategic progress with course corrections

    Competitive Intelligence

    Ongoing monitoring of competitive landscape with actionable insights

    Ad-Hoc Strategic Analysis

    On-demand analysis of opportunities, threats, and strategic questions

    Board Prep Support

    Assistance with board presentations, strategic communications, and Q&A prep

    M&A Target Analysis

    Evaluation of potential acquisition targets or partnership opportunities

    Priority Access

    Same-day response for urgent strategic questions and decisions

    Who this is for

    Series B-C CEOs

    Startup leaders scaling rapidly who need ongoing strategic guidance

    Corporate Strategy Teams

    Strategy functions that need to augment capacity for key initiatives

    PE Portfolio CEOs

    PE-backed leaders who want strategic support between board meetings

    Subscription

    Scoped to your situation

    Format
    Quarterly reviews + ongoing monitoring + set hours of ad-hoc analysis, customized to your needs

    Frequently asked questions

    A fractional Chief Strategy Officer on call — quarterly reviews, same-day answers, board-ready materials.

    Share your situation and Business Strategy AI will scope it with you — takes about two minutes.