Stratas — Where Capital Meets Growth

Capital Deployment Strategy. Funding with a plan.

We line up the right term loan or access to capital and a simple month-by-month plan: what the money buys, when it’s used, and what we expect back. Think marketing that fills the calendar, software that saves hours, faster payments, and weekly check-ins so nothing drifts.

Flagship

Term Loan / Access to Capital

For acquisitions, expansion, and working capital—with a plan behind every dollar.

$250,000 – $6,000,000typical funding range
  • Move quickly at competitive rates so you can secure the deal, equipment, or build-out.
  • Milestone releases + weekly reviews—you draw only what you need, when you need it.
  • SBA options (7(a), 504) Longer Terms Up to 16M

Why this works

Money alone doesn’t fix growth—how you spend it does. We help you decide where each dollar goes and how it comes back.

Every engagement runs on a weekly cadence: owners, targets, and a simple scorecard. You stay in control and see progress in real time.

  • 2,500+businesses served
  • $100M+funded
  • USAnationwide coverage
  • SBApartnered programs

How we deploy capital

  • Marketing (B2B & B2C)
    Ads and content that bring in qualified leads; CRM follow-ups that turn them into booked work.
  • Operational Software
    CRM, quoting, scheduling, and service tools built around how you sell and deliver.
  • AI Systems
    Phone/chat that answers and follows up, writing assistants for outreach, and simple dashboards for decisions.
  • Automations
    Automatic handoffs and reminders so tasks happen on time without extra headcount.
  • Payments
    Modern processing that releases funds fast and lowers fees—your cash stays in play.
  • Executive Consulting
    Clear owners, weekly reviews, and 3–5 KPIs that keep momentum.
We also offer
  • SBA Loans (7(a) & 504)
  • Lines of Credit
  • Revenue-Based Financing (MCA)
  • Invoice Factoring

Available nationwide.

Case Study

Multi-Location Dental Group

We deployed $1.0M across paid media, outbound, CRM clean-up, phone AI, and simple automations. The weekly scorecard tracked booked visits, show rate, and revenue per visit. Funds were released in stages only when each step was ready.

  • Payback: ~7 months
  • 12-month return: ~2.5× (about +$1.5M net)
  • Cost per new patient: down ~18%
  • Funds held: none—modern payments
Dental Office
Stratas — Where Capital Meets Growth

Capital Deployment Strategy Funding with a plan.

We line up the right term loan or access to capital and a simple month-by-month plan: what the money buys, when it’s used, and what we expect back. Think marketing that fills the calendar, software that saves hours, faster payments, and weekly check-ins so nothing drifts.

City skyline at dusk
Flagship

Term Loan / Access to Capital

For acquisitions, expansion, and working capital—with a plan behind every dollar.

$250,000 – $6,000,000typical funding range
  • Move quickly at competitive rates so you can secure the deal, equipment, or build-out.
  • Milestone releases + weekly reviews—draw only what you need, when you need it.
  • SBA options (7(a), 504) when longer terms or larger projects make sense.

Why this works

Money alone doesn’t fix growth—how you spend it does. We help decide where each dollar goes and how it comes back.

Every engagement runs on a weekly cadence: clear owners, simple targets, and a short scorecard. You stay in control and see progress in real time.

  • 2,500+businesses served
  • $100M+funded
  • USAnationwide coverage
  • SBApartnered programs
How we deploy capital
  • Marketing (B2B & B2C)
    Ads and content that bring in qualified leads; CRM follow-ups that turn them into booked work.
  • Operational Software
    CRM, quoting, scheduling, and service tools built around how you sell and deliver.
  • AI Systems
    Phone/chat that answers and follows up, writing assistants for outreach, and simple dashboards for decisions.
  • Automations
    Automatic handoffs and reminders so tasks happen on time without extra headcount.
  • Payments
    Modern processing that releases funds fast and lowers fees—your cash stays in play.
  • Executive Consulting
    Clear owners, weekly reviews, and 3–5 KPIs that keep momentum.
Deployment playbook
  1. Validate: Baseline economics, capacity, and constraints.
  2. Build: Creative, funnel, CRM, and AI/automation builds.
  3. Launch: Phase-gated spend with benchmarks and guardrails.
  4. Optimize: Weekly scorecards & rapid A/B iteration.
  5. Scale: Expand channels and headcount against payback windows.
Case Study

Multi-Location Dental Group

Objective: Grow new-patient production while reducing no-shows and admin load.

Before
  • Fragmented leads & CRM
  • Slow responses (mins/hours)
  • No-show rate ~21%
After (12 mo)
  • Unified CRM + Phone AI
  • Responses in seconds
  • No-show rate ~9%
  • Deployed: $1.0M across media, outbound, CRM clean-up, Phone AI, automations
  • Payback: ~7 months
  • 12-month return: ~2.5× (about +$1.5M net)
  • Funds held: none—modern payments
Case study results visualization
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