Services
Decision support for complex financial choices
Stratagem provides strategic financial forecasting and decision support for leaders facing material, high-impact decisions under uncertainty. The focus of our work is not on producing a single forecast, but on understanding how financial decisions perform across different future conditions.
Scenario-Based Financial Forecasting
We develop forward-looking financial analyses that evaluate outcomes across multiple, explicitly defined scenarios. Rather than relying on a single set of assumptions, our work examines how results change as conditions evolve.
This approach is commonly applied to long-term planning, investment decisions, business model assessment, and situations where demand, costs, or external conditions are uncertain. The objective is to identify downside exposure, upside potential, and key inflection points that materially affect outcomes.
Decision-Focused Financial Modeling
We build custom financial models structured around choices, trade-offs, and sensitivities — not static projections.
These models are designed to compare alternative courses of action, evaluate timing and structure, and make second-order effects visible. Typical applications include go-or-no-go decisions, financing alternatives, growth strategies, restructuring scenarios, and other decisions where paths diverge over time.
The result is a clearer understanding of how different decisions perform under varying conditions.
Financial Risk and Exposure Analysis
Stratagem helps organizations identify and structure financial risks that materially influence outcomes.
This includes analysis of liquidity and funding risk, foreign exchange and interest rate exposure, capital structure resilience, and the alignment of strategy with financial risk appetite. Where appropriate, this work supports the design of policies, frameworks, and decision rules that bring consistency and discipline to financial risk management.
The aim is not to eliminate risk, but to make it explicit and manageable.
Executive and Board-Level Decision Support
Complex analysis is only valuable if it supports clear decisions.
Stratagem translates financial models and scenario analysis into decision-ready outputs designed for senior management and boards. This includes structured materials for executive discussions, investment committees, and board reviews, as well as independent second-view analysis on critical decisions.
The emphasis is on clarity without oversimplification.
Working With Stratagem Forecast
Our Approach, Scope & Focus, When Our Work Is Most Relevant
How Engagements Typically Work
While each engagement is tailored, most follow a disciplined structure.
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First, the decision itself is clearly framed — including objectives, constraints, and success criteria. Relevant scenarios and key assumptions are then defined, followed by the development and analysis of decision-focused financial models. Finally, results are synthesized into clear implications for action and discussed with leadership.
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Throughout the process, the role of the analysis is to support judgment, not replace it.
What This Is — and What It Is Not
Stratagem’s services are focused on strategic and financial decision support. The work is forward-looking, scenario-based, and designed for senior decision-makers.
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This is not accounting, bookkeeping, generic budgeting, investment management, or software sales. The focus is on clarity around choices and consequences.
Who This Is Best Suited For
tratagem’s services are most relevant when decisions are material in scale, difficult to reverse, sensitive to assumptions, and exposed to uncertainty.
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They are designed for situations where leadership needs clarity before commitment.