Strat2gyAI connects planning and doing in one intelligent flow. Strategy guides execution, execution produces insights, and insights refine strategy, so your teams move faster, stay aligned, and get sharper with every cycle.

Set strategy

Clarify priorities and outcomes so everyone knows what matters now, next, and later.

Execute with focus

Translate strategy into coordinated work across teams with clear ownership and cadence.

Capture insights

Measure progress and surface learnings in real time—what’s working, what’s blocked, why.

Improve the plan

Feed insights back into strategy to sharpen focus, re-allocate, and accelerate outcomes.

Strat2gyAI is your central hub for business planning and execution, bringing all your strategic content together in one place.

One Central Source

Store strategic plans, goals, and initiatives where everyone can access the latest version.

Seamless Collaboration

Work across teams with real-time updates, comments, and shared visibility.

Integrated Document Storage

Keep agreements, presentations, and supporting materials right where they’re needed—alongside your plans.

Quick Access, Always

No more digging through folders or inboxes. Everything is organized and at your fingertips.

Strat2gyAI makes sure your entire team has fast, reliable access to the information that drives execution—no matter where they are or what stage you’re at.

Strat2gyAI is built to evolve with your business. Whether you’re a scaling mid-market company, a complex enterprise, or a private equity firm overseeing a portfolio—the platform grows as you do.

For growing teams, Strat2gyAI simplifies strategic planning and alignment as you scale. For large organizations, it supports multi-team collaboration, detailed execution, and visibility across departments. For private equity firms, it enables centralized oversight of strategic plans and performance across portfolio companies. No matter your size or structure, Strat2gyAI delivers the clarity, control, and customization you need—all from a single platform.

Growth Edition

Ideal for startups and scaling teams looking to simplify strategic planning and align their growing workforce.


Basic Planning Tools


Logo & Color Customization


Standard Financial Calendar


Team Collaboration


Basic KPIs & Metrics


Online Support

Enterprise Edition

Built for large companies with complex needs—enabling cross-department collaboration, advanced analytics, and full white-labeling.


Advanced Planning & Scenarios


Full White-Labeling


Customized Fiscal Calendars


Cross-Department Collaboration


Advanced Dashboards & Analytics


Dedicated Account Manager

Private Equity Edition

Designed for private equity firms managing multiple portfolio companies, with centralized oversight, reporting, and integrations.


Multi-Company Strategic Oversight


Full White-Labeling


Multi-Company Financial Calendars


Portfolio Management & Reporting


Enterprise Security & Permissions


Dedicated Enterprise Support

Choose the edition that matches where you are today—knowing Strat2gy will scale with you tomorrow.


Control who sees what, and protect what matters.

Department-Level Visibility — Restrict users to only the plans, goals, and metrics relevant to their department or team.

Confidentiality by Design — Protect sensitive or strategic information by limiting access to executive-level users or selected stakeholders.

Flexible Permissions — Assign roles and customize access levels, from read-only viewers to full editors or administrators.

Secure Collaboration — Enable cross-functional work where needed—without compromising on data security.

Whether you’re managing a small team or a complex organization, Strat2gyAI ensures strategic information stays organized, secure, and only accessible to those who need it.