A TECHNOLOGY SUITE · TRADEMARKS HELD BY STRATEGIC ASSETS, LLC · OPERATED BY INTERCHANGE
Four lenses. One umbrella. All customer-side.
StratApex pairs senior advisors with proprietary instrumentation across market intelligence, operating lift, communication intelligence, and custom-shop advisory. Hover any card to see what each does — live products link straight to their site; the rest are on the runway. We don't charge for ideas. We make results real.
FLAGSHIP · OrgAssure familyCRM commercial position + org healthUmbrella for Salesforce org health: commercial position, analytical layer, severable data/metadata backup.
CRM Spend GuardianCRM Value Guardian (Palladin lens)
Commercial position
LiveHover to flip ↻
Customer-side advisory plus proprietary instrumentation for enterprise CRM contracts. Renewal positioning, license rationalization, the 12–24 month forward view.
Proof: >75% cost reduction · $400K quoted → $70K final
Eight-dimension Salesforce org audit. Eisenhower-quadrant findings, blameless posture, readout in language leadership uses.
Component of OrgAssure · severable.
Public page in progress.
OrgProtectData + metadata backup
Backup & recovery
Coming soonHover to flip ↻
Salesforce data export ("fetch and push") plus metadata backup via API. Hard Room tenancy. Severable from OrgVue Insight.
Component of OrgAssure · standalone-saleable.
Public page in progress.
LENS A · Market IntelligenceGrowth + diligenceDiligence-grade market and growth intelligence for mid-market operators and investors.
BVIBusiness Value Intelligence
Growth + technology alignment
Coming soonHover to flip ↻
Grounded research on your market crossed with the technology stack actually deployed. Equation: business value × intelligence × alignment.
Tackles shelfware + overpay before they compound.
Public page in progress.
Vantage1Investor Value Diligence
PE / VC diligence
Coming soonHover to flip ↻
Independent value-creation diligence for investors. What the deck claims vs. what the operating data and stack actually support.
Pre-close + first-100-days lens.
Public page in progress.
LENS B · Operating LiftVisibility × Action = Make It HappenWe don't charge for ideas. We make results real.
KPI ManagerOperating performance
Defensible KPI math
Coming soonHover to flip ↻
Live KPI instrumentation that survives audit. Where the number comes from, what it doesn't say, what changed when.
Receives campaign performance from Plan.
Public page in progress.
PlanBrief & draft planner
Marketing campaigns first
Coming soonHover to flip ↻
Hosted brief-and-draft planner. Structured editor plus Claude-drafted assets, humanizer and brand-voice chained on every output. Output feeds KPI Manager.
First SKU = Marketing Campaign Planner · plan.stratapex.app
Public page in progress.
CadenceOperator dashboard
Discipline → execution
Coming soonHover to flip ↻
The operating dashboard for owner-operators and fractional execs running 4–6 streams. Write-surface over a markdown corpus.
Pulls CapEx and OpEx out of siloed P&L view into a GTM-investment accountability frame. What was approved, what was spent, what was returned — all in one chain.
AI-driven realization-gap surfacing and contract-anchored math. Companion to CRM Spend / Value Guardian's commercial-position component.
Stub page; details on request.
Public page in progress.
LENS C · Communication IntelligenceEngine + SKU productsSignal from how teams actually communicate. Slack today; Microsoft Teams + Google Workspace on the roadmap. GDPR-compliant by design.
SentimentSentinelEmployee sentinel
HR / compliance / M&A
Coming soonHover to flip ↻
Standalone SKU of the slack-intel-core engine for non-litigation sentiment use. HR posture, compliance pulse, M&A diligence.
Slack today; Teams + Google Workspace on roadmap.
Public page in progress.
LENS D · Custom Shop & C-Suite AdvisoryWhen the stakes get real, the engagement gets deeperThree products where the engagement is the product. Technology scales the advisory underneath; the advisory is what you're buying.
Business doesn't pause because attorneys arrive, because key people start considering exits, or because a board is weighing a bet. It needs more advisory presence, not less. Custom Shop is the lens where we sit closest.
ISA AssistantC-suite assistant
Custom shop · engagement-led
Coming soonHover to flip ↻
The revenue-bearing AI assistant for our AI-Accelerated Delivery family. Cadence pairs beneath as the internal data layer; ISA is the external assistant UX.
Audience: C-suite, founders, fractional execs.
Public page in progress.
LitManagerLitigation-matter scope
Custom shop · engagement-led
Coming soonHover to flip ↻
Slack, Teams, and Workspace ingestion plus 4-tier user resolution plus sentiment and engagement layer — running alongside outside counsel so the business keeps operating while the litigation proceeds. The org doesn't stop; we make sure it doesn't fly blind either.
Patented behavioral-signal layer for retaining the people you can't afford to lose — especially when commercial stress, ownership transitions, or litigation start surfacing quiet exit considerations. GDPR metadata-only.
Engagement-only · patent pending
ADAPTIVE SYSTEMSSoftware that adapts, learns, and improvesPlatform-agnostic, adaptive industry software — without the platform hostage effect. Use enterprise SaaS learnings in new white space.
Forgeby StratApex™ · Adaptive CRM
Adaptive · Agnostic · Self-Learning
Hover to flip ↻
Platform-agnostic, adaptive industry software — without the platform hostage effect. Discovery-first: connects to existing systems before designing, then maps data relationships and infers business processes from how the work actually runs. Schema adapts to your business reality. Client owns the generated code. Self-hostable. No per-seat lock-in. Export-ready any time. Built to replace Salesforce, not extend it.
Arms dealer in an agentic arms race.
WORKSHOP · Powerhouse
The senior-advisory workshop behind the suite
Powerhouse is the engagement model that wraps StratApex. Senior advisors on the customer's side of the table. No platform-partner economics, no implementation referrals, no "partner program" shackles. It does not ship as a self-service SKU.
Powerhouse is available to services firms as a partner offering — competitive advantage retained, proprietary IP. If you run a services firm and want to deliver this shape of advisory, talk to us.
StratApex is built on a proprietary AI-Accelerated Delivery layer that we do not surface as a public SKU. It powers the products on this page and the engagements behind them.
If you are a services firm, a strategic partner, or a reseller who wants to bring this delivery layer to your own clients, contact us. We license selectively to delivery partners who share the customer-side posture.
