Phoenix Strategy

We're value creators. We help growing companies "level up" their FP&A and management engines, provide them with capital, and exit at higher valuations. PSG is a startup advisory and investment bank that helps entrepreneurs turn their ideas into successful businesses. We offer a range of services, including market research, financial modeling, and business plan development, to help founders create strong foundations for their companies. Additionally, we provide access to our network of investors and industry experts to help founders secure the funding they need to grow and scale their businesses. Our team of experienced advisors works closely with each founder to understand their unique needs and goals, and we tailor our services to meet those needs and help founders achieve success. In the past 12 months, we have helped many businesses raise over $100mm+ in funding through venture capital and private equity and created over $1b+ in company valuations. We've also increased valuation by 25%+ consistently with our methodologies. As founders in many businesses ourselves, we advise our companies on how to prepare businesses for sale, find buyers and equity partners, raise venture financing, re-capitalize with debt and equity, and structure their businesses to reduce taxes on sales. We also help scale the company to $100mm+ in revenue for the founder, not looking for an immediate exit. Our projects are designed to achieve concrete goals for your business based on careful analysis of your company's data. Contact us to find out how a Phoenix project could take your business to the next level.