YOU NEED CLARITY TO MAKE GOOD DECISIONS.

YOU NEED VISIBILITY TO GET CLARITY.

YOU NEED A SYSTEM TO GET VISIBILITY.

WE DO THIS.

THE CLARITY PEOPLE

Tight Data = Tight Decisions.

✦

Visibility for All

✦

Get Clarity, Make Money

✦

Tight Data = Tight Decisions. ✦ Visibility for All ✦ Get Clarity, Make Money ✦

stop

losing money

on every sale

If you have ever asked…

How much cash can I reinvest in my business today without putting payroll at risk?

It’s hard to answer because…

Data lives across different sytems and spreadsheets
Transaction lifecycles stretch across multiple months or years
Unit economics requires manual calculating and change constantly

We can fix that.

We build you a custom tool to provide visibility into your operations and finance data

You get clarity of your cash position, so you can make confident growth decisions

Visibility ⟶ Clarity

There is no “standard” here.

We know every business is unique. This is where SaaS tools fall short.

We don’t expect you to change how you work to fit our tool. Every project we do is customized to your workflows, your existing tech stack, and your team.

01 SMALL BUSINESS SOLUTION (<2MM ARR)

PROJECT: CUSTOM SPREADSHEET-BASED TOOL FOR FINANCIAL CLARITY

PRICING: 3.5k-8k

WHAT YOU WILL GET:

Consolidated financial dashboard (all your data in one place)
Cash position analysis (what you actually have vs. what's committed)
Decision scenarios (can I afford to hire/spend/invest?)
Editable model you own and can update yourself

02 MEDIUM BUSINESS SOLUTION (2-20MM ARR)

PROJECT: CUSTOM INTERFACE BUILT BASED ON YOUR WORKFLOWS

PRICING: 10-25k

WHAT YOU WILL GET:

Custom web-based dashboard (no spreadsheets)
Automated data pulls from your systems
Real-time updates (your team inputs, you query)
Multi-user access
Ongoing maintenance and support

ABOUT THEORY ADVISORY

Theory Advisory is the brainchild of Lisa Krady, a DTC Operations veteran with a decade of experience building and scaling startups and publicly-traded companies. She loves clean data, repeatable workflows, and clear metrics. She hates dill, itchy sweaters, and getting her nails done.

YOU NEED CLARITY TO MAKE GOOD DECISIONS.

YOU NEED VISIBILITY TO GET CLARITY.

YOU NEED A SYSTEM TO GET VISIBILITY.

WE DO THIS.

THE CLARITY PEOPLE

stop

losing money

on every sale

If you have ever asked…

How much cash can I reinvest in my business today without putting payroll at risk?

It’s hard to answer because…

Data lives across different sytems and spreadsheets

Transaction lifecycles stretch across multiple months or years

Unit economics requires manual calculating and change constantly

We can fix that.

We build you a custom tool to provide visibility into your operations and finance data

You get clarity of your cash position, so you can make confident growth decisions

Visibility ⟶ Clarity

There is no “standard” here.

We know every business is unique. This is where SaaS tools fall short.

We don’t expect you to change how you work to fit our tool. Every project we do is customized to your workflows, your existing tech stack, and your team.

01

SMALL BUSINESS SOLUTION (<2MM ARR)

PROJECT: CUSTOM SPREADSHEET-BASED TOOL FOR FINANCIAL CLARITY

PRICING: 3.5k-8k

WHAT YOU WILL GET:

02

MEDIUM BUSINESS SOLUTION (2-20MM ARR)

PROJECT: CUSTOM INTERFACE BUILT BASED ON YOUR WORKFLOWS

PRICING: 10-25k

WHAT YOU WILL GET:

ABOUT THEORY ADVISORY

Theory Advisory is the brainchild of Lisa Krady, a DTC Operations veteran with a decade of experience building and scaling startups and publicly-traded companies. She loves clean data, repeatable workflows, and clear metrics. She hates dill, itchy sweaters, and getting her nails done.

READY TO SEEK CLARITY? let’s chat.