Investor Deck · Q1 2026

StrategyForge

From vision to execution in 5 phases

AI-powered strategic planning platform for government, healthcare, and education

By Coefficients Health Analytics · coef.health
01
The Problem

Strategy fails at execution

Organizations spend months crafting strategy — then it sits in a drawer. The gap between formulation and execution is where billions in value are lost.

  • 67% of well-formulated strategies fail due to poor execution
  • 95% of employees don't understand their organization's strategy
  • Only 40% of organizations link budgets to strategy
  • Strategy reviews happen annually, not continuously
67%

of strategies fail at execution

02
The Solution

StrategyForge: End-to-end strategy management

An AI-powered platform that guides organizations through every phase of strategic planning — from environmental analysis to risk monitoring.

🤖 AI-Guided

Step-by-step coaching through proven frameworks. The AI challenges assumptions and ensures rigor.

📊 End-to-End

From PESTLE analysis to KPI dashboards — one platform for the entire strategy lifecycle.

📋 Deliverable-First

Every session produces professional outputs: Strategy Documents, KPI Passports, Risk Registers.

03
The Framework

5 phases. Zero guesswork.

A structured methodology built on Balanced Scorecard, Kaplan & Norton, and ISO 31000 best practices.

01Formulation
PESTLE · Porter's · Vision
02Translation
BSC · KPIs · Targets
03Execution
Initiatives · Charters
04Governance
Reviews · Dashboards
05Risk
Register · Bow-Tie · KRIs
04
Deep Dive

What each phase delivers

Phase 1: Strategy Formulation

PESTLE analysis, Porter's 5 Forces, competitive positioning, mission/vision/values crafting, value proposition canvas → Strategy Definition Document

Phase 2: Strategy Translation

Balanced Scorecard across 4 perspectives, strategy mapping, CREAM-tested KPI passports → Scorecard + KPI Passports

Phase 3: Alignment & Execution

Initiative selection, project charters, impact-effort prioritization, cascading → Initiative Portfolio

Phase 4: Governance

Reporting cadences, review meeting protocols, dashboard design, escalation frameworks → Governance Calendar

Phase 5: Risk Management

Risk identification & assessment, likelihood × impact matrix, Bow-Tie analysis, KRIs linked to KPIs → Risk Register + KRI Framework

05
Product

AI-powered chat interface

Users interact through natural conversation. The AI guides, questions, and generates — producing professional strategy deliverables in minutes, not months.

StrategyForge AI: Let's start Phase 1. Tell me about your organization — what sector, size, and what's driving this strategic planning effort?
We're a regional hospital network with 3 facilities. We need to align with Vision 2030 health targets.
StrategyForge AI: Great. Let's run a PESTLE analysis for your hospital network. Starting with Political factors — what government regulations or policies most impact your operations?
06
Target Market

$4.2B strategy management market

We start with three high-value verticals in MENA, then expand globally.

🏛️

Government

Vision 2030 entities, ministries, and agencies. 200+ entities with mandated strategic plans. SAR 1T+ allocated.

200+
Vision 2030 entities
🎓

Universities

Saudi Arabia alone has 30+ universities requiring institutional strategic plans for accreditation.

30+
Saudi universities
🏥

Health Systems

Hospitals and health clusters undergoing massive transformation and privatization.

$65B
Saudi health spending
07
Strategic Alignment

Built for Vision 2030

StrategyForge natively supports the governance and planning frameworks mandated by Saudi Vision 2030, including VRP alignment, NTP tracking, and sector-specific KPIs.

  • Vision Realization Program (VRP) templates
  • National Transformation Program KPI frameworks
  • Sector-specific strategic objectives library
  • Arabic language support (planned)
  • Government reporting format compliance
🇸🇦

Vision 2030

First-mover advantage in MENA strategy-tech

08
Business Model

SaaS + consulting hybrid

Land with free tier, expand with pro, contract with enterprise. Advisory services unlock high-ACV deals.

Free

$0

Phase 1 only. 3 sessions/mo. Lead generation funnel.

Enterprise

Custom

Multi-department. SSO. Templates. Dedicated CSM. Advisory.

$99
Pro ARPU
$50K+
Enterprise ACV
85%
Gross margin target
09
Roadmap

From MVP to platform

Q1 2026 — MVP (Now)

Chat-based AI advisor. 5-phase framework. Document generation. Landing + waitlist.

Q2 2026 — v1 Launch

User accounts. Project persistence. PDF/Excel exports. Arabic support. Pilot with 5 organizations.

Q3 2026 — v1.5

Visual strategy maps. Dashboard builder. Team collaboration. Vision 2030 templates.

Q4 2026 — v2 Platform

Multi-org cascading. Governance workflows. Risk monitoring. API integrations. Enterprise tier.

2027 — Scale

GCC expansion. University partnerships. Government contracts. Series A target.

10
Competition

Why now, why us

Existing tools are either too generic (Jira, Monday) or too expensive (Planview, ClearPoint). None are AI-native or MENA-focused.

Traditional SPM Tools

ClearPoint, Cascade, Planview — enterprise-only, $50K+ implementations, no AI guidance, Western-centric frameworks.

Project Management Tools

Jira, Asana, Monday — great for execution, zero strategic planning capability. No BSC, no KPI passports, no risk frameworks.

Consulting Firms

McKinsey, BCG — $500K+ engagements. Knowledge walks out the door. No continuous governance.

StrategyForge ✓

AI-native. 5-phase methodology. MENA-first. Accessible ($99/mo). Continuous governance. Deliverable-focused.

11
Team

Built by Coefficients

Coefficients Health Analytics builds AI-powered tools for complex organizations. StrategyForge is our flagship strategy product.

🧬

Health Analytics

Deep domain expertise in healthcare strategy and operations

🤖

AI Engineering

Production AI systems with SchemaForge, Impact Architect

🌍

MENA Focus

Based in Saudi Arabia with direct market access

coef.health · Riyadh, Saudi Arabia

12
The Ask

Let's build the future of strategy

StrategyForge is live in MVP. We're seeking pilot partners and early investors to scale across MENA.

5
Pilot partners sought
$500K
Pre-seed target
18mo
Runway to Series A
hello@coef.health

Coefficients Health Analytics · coef.health

13