We thoughtfully aligned our plans to fit any MSP and provide unmatched value with easy month to month terms

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vCIO Assessments
Golden Template
QBR Schedule
Report Template Engine
IT Health Score
5 Year Roadmap & Budget
Stack Overview Dashboard
Branded Report
Branded Portal & Domain
Integrations & Module Builder
Asset List
Warranty Updating
Managed Users List
1 on 1 Onboarding
Number of Clients 3 Clients 5 Clients 10 Clients 25 Clients 50 Clients 100 Clients 200 Clients 400 Clients 1000 Clients 10,000 Clients
Number of Reports 6 Reports Unlimited Unlimited Unlimited Unlimited Unlimited Unlimited Unlimited Unlimited Unlimited
Number of Users Unlimited Unlimited Unlimited Unlimited Unlimited Unlimited Unlimited Unlimited Unlimited Unlimited


Strategy Overview was founded in 2016 by Alex Markov and Dimitri Markov to streamline the vCIO/QBR process of our MSP Red Key Solutions

Red Key Solutions was founded by Alex Markov and Paul Grenci in 2002 and is one of the best Managed IT companies (MSP) in the New York City area. When Red Key was switching to Managed Services in 2009, we realized how important it was to standardize the stack across all clients. Standardizing the stack meant our engineers can be faster, solutions can be quoted rapidly, we can leverage automation and most importantly clients got truly an amazing experience.

We started standardizing the stack using a white board which became a spreadsheet and eventually turned into this app.

Today Strategy Overview is used by thousands of companies all over the world and is the best vCIO app on the market. In 2023 we launched the cleanest client portal in the world and warranty updating for clean asset management.

Our mission is to allow every company, individual and family to be able to easily manage their world strategically.

Open a free account in seconds, tweaking the settings and enabling the integration takes minutes and you can start doing assessments in 5 minutes using our golden template. Then modify the template on the fly for your standards as you analyze your clients.

If you engage in our free 1on1 onboarding you will start a mature vCIO process in less than two weeks. 

Strategy Overview is used by individuals, families, break fix IT shops, small MSPs, medium size MSPs, many large national MSPs and public companies to create easy to use strategic plans. Our golden template has tags that allows you to customize it to your level of sophistication and we provide guidance on how to level up.

Strategy Overview is month to month! We believe that apps should be flexible, easy to adopt and not trap people in long term contracts. We treat our partners the way we want to be treated. 

Strategy Overview has unlimited users and is priced by the company that is engaged in a strategic assessment.

You can use the app for free for 3 clients and create 6 reports (Please feel free to delete the sample clients that come with the app). 

You can become a backer for $45 a month and enable the PSA and warranty updating integration to give the app a real test drive. 

Then just upgrade to whatever plan that fits your MSP best.

Strategy Overview is community funded. Our mission is to create the easiest strategic planning and portal app in the world which will allow MSPs, companies, individuals and families to manage their world strategically. 

We are solving many problems and inefficiencies that exist in the MSP world today. 

If you believe in our mission and want to back a community funded app, please subscribe to be a backer for $45/month. (As a backer you get the full featured app for 5 clients!)