Set direction.Make ownership decisions that hold.

Plan Strategy is the senior advisory service behind every ownership decision. We translate ambiguous questions, 'what should our option pool be?', 'how should exec comp land at our stage?', 'is this plan structure defensible?', into clear strategic direction grounded in market reality, real data, and 16+ years of running equity for companies at every stage.

Ownership decisions rarely get made in one place

They get shaped across advisors, spreadsheets, and internal assumptions. Each party knows a piece. None of them sees the whole. The result: decisions that feel right in the boardroom, don't fully align across stakeholders, and don't hold up six months later when the context shifts.

How we work

Embedded in your process. Connected to real data and market benchmarks via Intelligence Studio. Continuous support across decisions, not a deck, a relationship. From strategic direction to executed plan, the logic stays intact end to end.