📊 Sample Reports

Your Monthly Briefing

Sample: Acme Manufacturing Co — Growth & Cash Flow Focus

See exactly what you'll receive each month: cash position, market intel, and specific action steps for your business

💰 Financial Health Report

Bi-weekly • Every Other Wednesday

  • Goal Progress Drivers "EBITDA improvements → +$150K valuation impact (3x multiple)"
  • Fear-Based Alerts Cash flow monitoring with specific actions
  • Goal Velocity "1.56% per month - 28 months to target"
  • Twin Metrics Cash conversion cycle & free cash flow
View Live HTML Download PDF

📊 Executive Summary

Monthly • Last Day of Month

  • Progress Velocity "+3.8% monthly gain, ACCELERATING ↗"
  • Quick Wins Supplier consolidation: $85K impact, low effort
  • Strategic Plays Recurring revenue: $600K valuation increase
  • Strategic Intelligence Industry-specific insights for your business
View Live HTML Download PDF

🛡️ Quarterly Business Health

Quarterly • Deep-Dive Analysis

  • Business Health Score 74/100 across 5 key dimensions
  • Cash Runway Forecast "8.5 months runway at current burn rate"
  • Profit Protection 3 risks identified with dollar impacts
  • Growth Readiness Capacity analysis + expansion triggers
View Live HTML Download PDF

The StratBear Differentiation

Traditional Business Reports

  • Generic financial metrics with no context
  • One-size-fits-all recommendations
  • No connection to owner's actual goals
  • Historical data only, no forward-looking intelligence
  • "Improve your cash flow" (vague, unhelpful)
  • Manual analysis required to interpret data

StratBear

  • Personalized to specific goal (exit/expansion/revenue)
  • Shows exact dollar impacts on goal achievement
  • Progress velocity tracking (accelerating/decelerating)
  • Forward-looking with timing and market intelligence
  • "EBITDA +$10K → +$30K valuation" (specific, actionable)
  • Your advisor processes all intelligence automatically — no manual analysis required

What's In Your Monthly Briefing

Every month, you get a briefing on your business — your cash, your market, and exactly what to do next.

Cash Position
90-Day Forecast
+ What's Changing
Market Intel
Shifts & Opportunities
Affecting Your Business
Action Plan
Specific Priorities
For This Month
On-Demand Advisor
Ask Anything
Anytime You Need It

All of this for $199/month

3-Month Access: Start with a 3-month commitment for just $597

Start My 3-Month Access →

Then $199/month · Flexible after initial term