Fractional CFO +
Financial Controller Services

Whether you're building a profitable business on your own terms or preparing to raise institutional capital, you need financial operations that work — and a strategic partner who's seen both sides of the table.

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We provide both the day-to-day financial management (controller services) and strategic financial guidance (CFO services) that growing companies need, without the cost of two full-time hires.

As your Financial Controller, we handle the systems and processes that keep your finances running smoothly: QuickBooks setup and maintenance, budgeting and forecasting, vendor negotiations, payment management, and monthly financial reporting.

As your Fractional CFO, we provide the strategic oversight that drives growth: financial modeling, metrics tracking, capital planning, investor readiness, and board-level financial leadership.

You get both — tailored to your company's stage, goals, and growth trajectory.

Our approach

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Tier 1: Financial Foundation

For companies building sustainable, profitable growth

You're generating $500K-$5M in annual revenue and need professional financial operations, but you're not currently fundraising. You might be bootstrapped by choice, recently profitable, or simply focused on operational excellence before considering outside capital.

What's Included:

Financial Controller Services:

  • QuickBooks setup, cleanup, or optimization

  • Monthly bookkeeping and financial close

  • Accounts payable/receivable management

  • Budget development and monthly variance analysis

  • Vendor contract review and negotiation support

  • Cash flow forecasting and management

  • Payment systems and process optimization

CFO Oversight:

  • Monthly CFO reporting package with actionable insights

  • Key metrics dashboard (revenue, margins, burn rate, runway)

  • Quarterly strategic planning sessions

  • Ad hoc financial guidance and decision support

  • Annual planning and goal setting

Perfect For:

  • Bootstrapped companies prioritizing profitability

  • Recently profitable companies needing financial structure

  • Service businesses, clean tech, or non-SaaS companies

  • Technical founders who need financial operations handled properly

  • Companies building optionality before deciding on fundraising

Investment: Pricing customized based on company size, transaction volume and complexity. Most engagements in this tier range from $3,500-$5,500 per month.

Commitment: 3-month minimum engagement, then month-to-month

Submit an inquiry

Tier 2: Investment Ready

For companies 6-12 months from raising institutional capital

You're planning to raise a Seed or Series A round in the next year. You need both operational financial excellence and the strategic preparation that makes companies fundable.

Everything in Financial Foundation, Plus:

Fundraising Preparation:

  • Three-statement financial model with 18-24 month projections

  • Unit economics analysis and optimization

  • Investor-grade metrics dashboard (ARR/MRR, CAC/LTV, NDR, burn multiple, etc.)

  • Pitch deck financial slides and narrative development

  • Valuation analysis and capital strategy (how much to raise, at what valuation)

  • Investment readiness assessment and gap analysis

  • Data room preparation and organization

  • Quarterly investor update templates (if you have existing angels/advisors)

Strategic Advisory:

  • Bi-weekly strategic CFO calls

  • "Should we raise capital?" decision framework and analysis

  • Fundraising timeline and milestone planning

  • Financial due diligence preparation

  • Board-level financial reporting and presentation

Perfect For:

  • B2B SaaS companies with $500K-$5M ARR

  • Technical founders preparing for their first institutional round

  • Companies with product-market fit ready to scale

  • Post-revenue companies needing investor-ready financials

  • Founders deciding between raising capital vs. continuing to bootstrap

Investment: Pricing customized based on company stage, revenue and scope. Most engagements in this tier range from $6,000-$9,000 per month.

Commitment: 6-month minimum engagement (fundraising prep takes time)

Submit an inquiry

Tier 3: Active Fundraising

For companies actively in the market raising capital

You're starting outreach to investors within the next 30-60 days, or you're already in conversations. You need comprehensive support through the entire fundraising process, from refining your story to closing the round and setting up post-close investor relations.

Everything in Investment Ready, Plus:

Full Fundraising Support:

  • Complete pitch deck development (narrative + financial story)

  • Investor targeting and outreach strategy

  • Pitch coaching and mock investor meetings

  • Real-time financial Q&A preparation for investor meetings

  • Due diligence process management and coordination

  • Investor data request response (financial models, forecasts, unit economics)

  • Term sheet review and negotiation support

  • Cap table modeling and dilution analysis

  • Post-close investor reporting setup

Dedicated Partnership:

  • Weekly strategy calls throughout the fundraising process

  • On-call availability for investor meeting prep

  • Direct support during investor meetings (when appropriate)

  • Post-close transition to ongoing CFO relationship

Perfect For:

  • Companies raising $1M+ institutional rounds (Seed, Series A, Series B)

  • Technical founders who need a strategic partner through the entire process

  • Companies that have tried fundraising but haven't gained traction

  • Founders who want to maximize valuation and minimize dilution

Investment: Monthly retainer plus success fee on capital raised through our direct support. Pricing customized based on raise size and scope.

Commitment: Engaged through close of round (typically 4-6 months)

Note: We only take on 2 active fundraising clients per quarter to ensure exceptional attention and results. This tier requires an application and discovery call.

Submit an inquiry

Trusted By

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DocsHound logo in black and white
Logo for PainCareLabs with a multi-colored, intertwined circular design and the text 'PainCareLabs Buzzy Pain Solutions'
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Logo of BrandSpark International featuring a blue circular starburst symbol and blue text

Our Clients Say

  • A young man with dark hair and a serious expression, wearing a white collared shirt with small black dots, against a plain gray background.

    “Congruity’s outreach system and disruptive strategy helped us book 100+ demos and secure our first outside funding round.”

    Adi Kurian - Founder, Docshound

  • A portrait of an elderly man with white hair, glasses, and a beard, wearing a dark blazer over a light button-up shirt, against a plain white background.

    “Congruity has advised us on several projects as we've grown. They've been key in setting and executing our B2B strategy, including our first reseller deal.”

    Terry Moore - Founder + Executive Chairman, Beacon40

  • Portrait of a woman with blonde hair, wearing a white coat, smiling, in a bright, plant-filled indoor setting.

    “Congruity went the extra mile, interviewing our team to get the full story behind our growth. They greatly helped to move our company forward. Highly recommend!”

    Amy Baxter - Founder + CEO, Pain Care Labs

  • A woman with short brown hair wearing glasses, pearl earrings, and a pearl necklace, smiling at the camera against a plain light background.

    “We’re happy repeat clients! Highly recommended to any private investors evaluating B2B opportunities, or founders looking to accelerate growth.”

    Irina Tanenbaum - COO, Sequence Ventures

  • Eric Cumming, CEO of Metalytics

    “Michael is a great resource both as a virtual CFO and to assist with fundraising efforts."

    Eric Cumming - CEO, Metalytics

Contact Us

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