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Our Story

Get a glimpse of Strategy Overview's history, values, aspirations, and company culture

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How Strategy Overview began

The story behind the fastest and easiest vCIO/QBR software in the market

Born in our MSP

We started an MSP in 2002 named Red Key Solutions and grew it to be one of the best Managed IT companies in the New York City, Connecticut, Los Angeles and Florida areas. We switched our model to full Managed IT in 2009 and very quickly realized that we needed to standardize our stack and give clients a digital transformation roadmap.

For 8 years we managed this process with spreadsheets but the process was not scalable. We decided to convert our spreadsheet and vCIO/QBR process into an app. The initial beta saved our vCIOs hundreds of hours a year. We realized there were many strategic gaps we needed to fill and knew most MSPs shared our frustrations so we launched Strategy Overview as a stand alone company in 2017.

Founded by brothers Alex and Dimitri Markov, Strategy Overview quickly became the fastest, most flexible and the easiest to use vCIO/QBRs strategic assessment app in the world. In 2023 we launched our warranty updating module and client portal. In 2025 we launched Arya, the world's first vCIO agent to help MSPs and IT departments redefine IT strategy. We are just getting started.

STRATEGY FOR ALL

OUR MISSION: STRATEGY FOR ALL

We’re modernizing strategic planning for the digital age — giving MSPs and organizations one intelligent platform to plan transformation, set goals, manage risk, and lead with clarity.

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Core Values

We are driven by our core values to make the world’s most beautiful Strategy app

Quality & Value

We're obsessed with delivering epic value in every feature we build

Partner Success

We exist to help our partners reach new levels of success

Positive Impact

We believe companies can be a force for good — for our team, our partners, and the world

Community Driven Innovation

Our roadmap is shaped by what the community needs most

Authentic Partnerships

We build real partnerships with MSPs, going beyond the traditional vendor relationship

Simple is Beautiful

Every solution we build is focused on being simple and clean

Our Management Team

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Alex Markov

CEO & Co-Founder

img Dimitri Markov

Dimitri Markov

CTO & Co-Founder

Jesse Smith

Jesse Smith

Chief Strategy Officer

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Matt Moniello

CFO

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Paul Grenci

Strategy Advisor

img Matt Zaretsky

Matt Zaretsky

Business Director

Gamez headshot

Dan Gamez

Strategy Advisor

Luis Maurad

Luis Maurad

Centralized Services

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Arya

AI Co-Pilot

Our Allies

Strategy Overview’s network of allies comprises cutting-edge technology partners, strategic advisors, and industry leaders who share a common goal of revolutionizing strategic planning.

ic heart
logo connectwise
logo itnation evolve
logo kaseya
logo the tech tribe
logo it glue kaseya
logo msp cfo
logo evolved
logo pax8
logo pronto marketing
brightguage logo
logo haloPSA
logo service leadership

Our Allies

Strategy Overview’s network of allies comprises cutting-edge technology partners, strategic advisors, and industry leaders who share a common goal of revolutionizing strategic planning.

logo connectwise
logo kaseya
logo itnation evolve
logo the tech tribe
logo it glue kaseya
logo evolved
ic heart
logo msp cfo
logo pax8
logo pronto marketing
logo haloPSA
logo msp cfo
logo bright gauge
logo service leadership