Meet Arya, the world's first vCIO Agent
Arya works with your team inside Strategy Overview: answers vCIO, technology and QBR questions, helps fill out assessments and preps the meeting. QBR prep drops by 70% or more.
Your vCIO team just got an AI assistant.
vCIOs are the quarterbacks of your MSP. Arya takes the assembly work off their plate so they spend the week with clients.
70%+
LESS QBR PREP WITH ARYA
100+
ASSESSMENT POINTS ANSWERED
1
AGENT FOR EVERY VCIO ON THE TEAM
Ask Arya about technology, scopes of work and how to run the meeting
Chat with Arya right in the app. Ask what a zero trust rollout involves, how to write the scope of work for a server migration, or how to structure a QBR agenda, and get a clear answer in seconds.
- Technology questions in plain language
- Scopes of work and project descriptions
- vCIO, QBR and MSP best practice
Arya helps fill out the assessment
Ask Arya on any assessment item, or let her fill out the entire QBR, and standardize the stack in minutes instead of an afternoon. Then review, adjust and present.
Schedule, prep, present, follow up
The whole quarterly cycle in one loop: schedule the meeting, prep the report, wrap up with tickets, opportunities and quotes, update the plan and report progress. Arya powers the prep.
Where Arya fits in the week
Before the meeting
Ask Arya for a QBR agenda, a project description or the scope of work for the upgrade you are about to recommend.
In the meeting
The client asks what moving to Azure actually involves. Ask Arya and answer on the spot instead of promising a follow up.
After the meeting
Tickets, quotes and plan updates come out of the wrap up, so nothing agreed in the room gets lost.
Own the AI conversation with your clients
Score AI readiness, add AI initiatives to the roadmap and budget them like any other project. Your clients enter the future with a plan, and you are the one leading it.
Your client data, available to the AI tools you already use
Strategy Overview ships an open API and an MCP server, so Claude, ChatGPT, Gemini and Copilot can read the roadmap, budget and assessment you maintain.
Why Strategy Overview?
Reactive support is a commodity. What clients pay a premium for is a plan. Strategy Overview is the platform built to deliver that plan every quarter, for every client, from one record.
Built for the QBR, by MSP operators
Strategy Overview started inside an MSP. Assessment, initiatives, budget and report are one client record, so the QBR is assembled, not rebuilt.
Unlimited users, priced per client
Every vCIO, account manager and engineer gets a seat. You pay for the companies you manage, and the per client rate drops as you grow.
Month to month, free to start
Free for 3 companies, golden template included. No long term contract on any plan.
Arya, the world's first vCIO assistant
Ask about technology, scopes of work and QBR best practice, and let Arya help fill out the assessment. Plus an open API and an MCP server.
Connected to the stack you already run
ConnectWise, Autotask, Halo, Kaseya BMS, Syncro, ServiceNow, NinjaOne, Datto RMM, Hudu, IT Glue, Microsoft 365 and more. Nothing to re-key.
Recognized by the MSP community
IT Nation PitchIT winner, BetterTracker Category Leader and Fastest Growing.
Your data, in the region you choose
Strategy Overview runs on Microsoft Azure in the United States and in Ireland. Pick the datacenter when you register and every client you add lives there.
United States
Microsoft Azure datacenters in the US for North American MSPs. Client data stays in country.
- Low latency for US and Canadian partners
- Azure security and uptime
- Selected when you create your account
Ireland
Microsoft Azure datacenters in Ireland for MSPs in the UK and the EU. Data stays inside the EU.
- EU data residency for European partners
- Azure security and uptime
- Selected when you create your account
API
&
MCP
Connect your existing AI and automations with our API and a first-class MCP server to take your IT leadership into the future.
LAUNCHING IN SEPTEMBER
What MSP leaders say
Real reviews from MSPs running their vCIO process on Strategy Overview.
Give your vCIOs superpowers
See Arya prep a real QBR in a 30 minute demo.
- Free for 3 companies
- Unlimited users
- Golden template included