What OnStrategy does

OnStrategy (legally M3 Planning, Inc.) is a privately held strategy execution software and consulting firm headquartered in Reno, Nevada. The company serves leaders of mid-sized organizations — typically those under roughly $100M in revenue — across verticals including non-profit, government, construction, healthcare, retail and education, as well as executives (CEOs, CSOs, Executive Directors) responsible for setting and executing organizational strategy. Its named clients include Patagonia, Make-A-Wish, Chobani, J.F. Brennan, CFMA, Washoe County, Maryland Food Bank, Authority Partners, the Reno-Tahoe Airport Authority, and the Tahoe Fund.

The company's core technology is the StrategyHub platform, a cloud-based SaaS suite delivered via web browser, iOS/Android mobile apps and a RESTful API. The platform is organized into functional modules: Strategic Alignment, Strategy Builder, OKR Software, Reports & Dashboards, and an integrative Slack, Microsoft Teams and Miro collaboration layer. Underlying the software is a codified 25+ year methodology library anchored by the StrategySprint 90-day performance cycle, which links multi-year vision to quarterly OKRs and weekly execution. Madison AI, the newest sub-brand, extends the firm into AI-powered products for local government.

OnStrategy operates a hybrid software-plus-services business model. The Self-Guided Planning software tier is priced at $200 per month with unlimited users and no long-term commitment; the Expert-Led Planning tier bundles a dedicated strategy consultant with the platform on a multi-year contract and carries a 60-day money-back guarantee on outcomes. Distribution is direct, combining top-of-funnel content marketing (a weekly StrategyCheck newsletter, resource center, video series) with mid-funnel community engagement through the Strategy Collaborative Pro subscription community, and bottom-funnel free trials and consultation calls. The company is founder-owned (Erica Olsen, CEO/Co-Founder) and bootstrapped, with no disclosed venture or growth funding.

Name

OnStrategy

Legal name

M3 Planning, Inc.

Website

https://onstrategyhq.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

OnStrategy is a Reno-based strategy execution software and consulting firm that helps leaders of mid-sized organizations build strategic plans, manage OKRs, and report performance via its StrategyHub platform, expert-led planning engagements, and the Strategy Collaborative Pro community.

Ownership category

akta.pro rank

Headquarters

HQ city

Reno

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Software Subscription (Self-Guided): Monthly subscription SaaS model providing access to StrategyHub platform for strategic planning and OKR management. Billed monthly, quarterly, or annually with automatic renewal.
2. Expert-Led Planning Services: Consulting engagements with dedicated strategy experts who help build actionable organizational strategy in 60-90 days. Includes facilitation, coaching, and plan implementation support.
3. Expert-Led Planning (Premium Tier): Higher-tier service with dedicated planning expert plus software access. Guaranteed outcomes with money-back promise.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

OnStrategy provides a cloud-based strategic planning and OKR execution software platform (StrategyHub) combined with expert-led strategy consulting services. Offerings include Self-Guided software at $200/month with unlimited users and an Expert-Led Planning service with dedicated strategy consultants delivering 60-day implementation outcomes backed by a money-back guarantee. The portfolio also includes a peer community (Strategy Collaborative Pro), OKR consulting, StrategySprint 90-day cycles, AI Strategy Consulting, and the Madison AI product for local government.

Product overview

OnStrategy is a consulting firm and software provider offering strategic planning and OKR (Objectives and Key Results) solutions. The core product is the StrategyHub platform—a unified web-based application with integrated modules for strategic alignment, strategy building, OKR execution, reporting/dashboards, and team collaboration. The platform is available in two service tiers: Self-Guided Planning ($200/month, self-service with on-demand courses) and Expert-Led Planning (full-service with dedicated expert consultant for 60-day implementation). The company also offers Strategy Collaborative Pro—a community subscription with weekly peer coaching calls. Beyond software, OnStrategy provides consulting services including OKR Consulting & Coaching, AI Strategy Consulting, and StrategySprint (90-day performance cycles). The product portfolio is designed for mid-sized organizations seeking to build, execute, and report on strategic plans with a quarterly agile planning cadence.

Differentiator

Problem solved

Functional benefit

Brands

• Madison AI: AI product for local government mentioned as the company's newest product.
• StrategyHub
• Strategy Collaborative Pro
• StrategySprint

Products and services

• StrategyHub Platform Web-based strategic planning and OKR software platform that helps leaders align, design, execute, and report on their strategic plan. Includes modules for alignment, strategy design, OKR execution, reporting, dashboards, and team collaboration.
• Strategy Builder Guided strategy builder module that helps leaders create a differentiated strategy and growth plan from mission to key results, supporting Balanced Scorecard, OKR frameworks, SWOT, vision, values, and 3-year roadmap.
• OKR Software Purpose-built OKR management module that connects long-term business strategy with Objectives and Key Results, with cascading objectives, key results management, quarterly refresh cycles, and KPI integration.
• Strategic Alignment Strategic alignment module that aligns leadership teams and enables cascading OKRs from organizational to department to individual level.
• Reports & Dashboards Reporting and dashboard module providing automated reports, KPI tracking, and visual dashboards for strategic plan performance with board reporting capabilities and meeting-ready reports.
• Strategy Collaborative Pro Weekly community subscription for CEOs, CSOs, and strategy leaders providing peer feedback, master classes, deep-dives, workshops, and a community of practice with sessions held every Thursday.
• Self-Guided Planning Self-service subscription tier at $200/month with unlimited users that includes alignment, strategy building, OKR management, dashboards, on-demand courses, and quarterly execution cycles without long-term commitment.
• Expert-Led Planning Premium-tier guided planning service combining dedicated planning expert consultant and software access to build an actionable organizational strategy in 60 days, with money-back guarantee on outcomes.
• OKR Consulting & Coaching Expert consulting engagements that place a dedicated OKR expert on the client team to facilitate planning sessions and build a complete agile strategic plan.
• StrategySprint 90-day strategic performance cycle service that connects long-term vision to weekly activities, including a 4-week alignment service led by a Senior Strategist with monthly strategic performance reviews and quarterly strategy refreshes.
• Strategic Planning Services Consulting services including onsite facilitation, strategy consulting, and strategic plan facilitation spanning vision creation, plan building, agile execution cycle setup, and quarterly recalibration, with 25+ years of experience.
• AI Strategy Consulting Service where AI experts help leaders create a roadmap of prioritized AI opportunities to help organizations realize the promise of artificial intelligence.
• Madison AI Separate AI-powered product from OnStrategy designed specifically for local government organizations.

Quantifiable outcome

• 60-day strategic plan development with guaranteed outcomes
• +3 more outcomes

Named customers10 records

Segments6 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability1 record

Feature6 records

Partnerships

Three partnerships are on record, tiered core.

• MirocoreTechnology or IntegrationIntegration with Miro whiteboard platform for collaborative strategy building. StrategyHub connects to Miro for team collaboration during planning sessions.
• Microsoft TeamscoreTechnology or IntegrationIntegration with Microsoft Teams for collaboration and communication. Included with all subscription plans.
• SlackcoreTechnology or IntegrationSlack integration for notifications, updates, and team communication around strategic plans and OKRs.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• 15Five: 15Five is a performance management and employee engagement platform that has expanded into OKR-style goal tracking and strategic check-ins. It competes with StrategyHub's OKR and reporting modules, particularly in HR-led deployments.
• Mooncamp: Mooncamp is an OKR and goals platform for small and mid-sized teams, focused on simplified OKR cycles and check-ins. It competes with OnStrategy's self-guided, $200/month tier for budget-conscious mid-market buyers.

Direct peers

• Perdoo: Perdoo is an OKR and strategy execution SaaS platform focused on helping teams connect goals to outcomes via dashboards and check-ins. Comparable to OnStrategy's OKR software and reporting modules for mid-sized organizations.
• Workboard: Workboard is a leading OKR and strategy execution platform used by enterprises to set objectives, track results, and run quarterly reviews. It is the closest direct competitor to OnStrategy's StrategyHub platform, competing for the same mid-market and enterprise strategy leader buyer.
• Quantive (formerly Gtmhub): Quantive (Gtmhub) is a SaaS platform for OKRs, goals, and strategy execution with enterprise-grade integrations. It directly competes with StrategyHub for strategy and OKR software buyers and has raised more capital, giving it a broader integration footprint.
• Profit.co: Profit.co is an OKR and strategy execution platform offering OKR tracking, initiatives, and performance reviews. It targets the same mid-market and enterprise strategy buyers as OnStrategy's StrategyHub.
• ClearPoint Strategy: ClearPoint Strategy is a strategic planning and reporting software used by executives to manage scorecards, initiatives, and board reporting. It directly overlaps with OnStrategy's reporting, dashboards, and strategic alignment modules.

Broad incumbents

• Asana: Asana is a work management platform that has added Goals and portfolio-tracking features overlapping with OKR and strategic execution use cases. It competes for the same mid-market strategy leader buyer but with a broader work-management footprint.
• Lattice: Lattice is a people management platform with performance, engagement, and goal-setting/OKR functionality. It overlaps with OnStrategy in goals/OKRs and performance reporting for HR and strategy leaders at mid-sized organizations.
• Microsoft Viva Goals (Ally.io): Viva Goals is Microsoft's OKR and goal-alignment module inside the Viva employee experience suite, acquired from Ally.io. It competes with StrategyHub's OKR module, especially among Microsoft Teams-centric buyers, and benefits from Microsoft's distribution scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/onstrategyhq

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OnStrategy