StrataForge
The operator's unfair advantage
StrataForge gives a 10-person team the same visibility as a Fortune 500 back office. Ask anything about your business and get an answer in seconds.
The operator's unfair advantage
StrataForge gives a 10-person team the same visibility as a Fortune 500 back office. Ask anything about your business and get an answer in seconds.
Type a question in plain English — across your ERP, CRM, and accounting system — and get narrative analysis with supporting charts in seconds. Not a CSV you still have to interpret. Variance commentary, trend context, and plain-language summaries generated directly from your live data.
Financial performance, inventory levels, and pipeline health — pulled from separate systems, displayed in one place. No middleware project, no manual reconciliation, no toggling between tabs.
See how every rep, account, and product rolls up to margin. Commission structures, COGS shifts, and customer churn all flow into the same view — so you catch the problem at the rep level, not in the quarterly review.
Not faster reports. Things that weren't possible before.
Order history, payment behavior, support interactions, and pipeline status — stitched together across systems into one view. Not a dashboard you have to interpret. A narrative you can act on.
Automated connections to live data replace the spreadsheet archaeology. Financial performance, variance commentary, and trend context — generated the moment the data closes.
Customer-level forecast models replaced top-down estimates. Built from actual transactional behavior, validated against actuals monthly, refined continuously.
Pattern detection across order frequency, volume trends, and payment behavior. Enough lead time for a phone call — not a post-mortem.
Early warning meant intervention while the relationship was still warm. Three out of four came back. $3M+ in at-risk revenue identified and acted on.
Live data in the room. When the board asks "what's happening with that account?" — you pull it up and answer in seconds, not promise a follow-up next week.
Each of your systems sees one slice. StrataForge sees all of them at once.
Every system ships AI features now. They each see one silo. StrataForge was built to see all of them at once.
Flags shifts in customer order frequency and volume before they become problems your sales team tells you about.
Projections built from actual transactional behavior, validated against prior months, refined continuously.
Variance commentary and month-end summaries generated from data, calibrated to match your reporting style.
You have an ERP, a CRM, and accounting software — and none of them agree. You spend Monday mornings piecing together what actually happened last week. StrataForge gives you one answer, from all three, in seconds.
Every month it's the same drill — pull reports, paste into Excel, reconcile the gaps, write the narrative. You know the numbers. You just can't get to them fast enough. StrataForge does the assembly so you can focus on the analysis.
Your portcos run different stacks and report on different timelines. You're comparing apples to spreadsheets. StrataForge normalizes the view across platforms so you see performance, not formatting.
StrataForge exists because I needed it. From investment banking analyst to PE-backed platform executive to hands-on consulting — I spent nearly two decades reconciling data across ERP, CRM, and accounting systems by hand. Every operator I worked with had the same problem. So I took the playbook I'd built over years of doing it manually and turned it into software.
The result is a platform that embeds that experience directly — financial operations, M&A execution, strategic planning — without the consulting engagement. I've sat in the board meetings, assembled the decks, and done the reconciliation. StrataForge is what I wished existed.
Let's discover what your business can tell you.
hello@strataforge.ai