Strategy Steps Overview

  • Founded
  • 2008
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Strategy Steps General Information


Provider of financial planning and consulting services. The company engages in offering service related to financial planning, financial advice and professional consulting services through its online strategic advice platform called Desk Caddie. It also offers legislative consulting services and portfolio construction for its clients.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Financial Software
Other Industries
Consulting Services (B2B)
Social/Platform Software
Parent Company
Primary Office
  • P.O. Box 269
  • Avalon Beach, New South Wales 2107
  • Australia
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Strategy Steps Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Strategy Steps Executive Team (2)

Name Title Board Seat Contact Info
Assyat David Co-Founder & Strategic Advisor
Louise Biti Co-Founder & Strategic Advisor
To view Strategy Steps’s complete executive team members history, request access »