B2B growth work, off the founder's plate.
We help founder-led B2B companies land enterprise clients, build strategic partnerships, and – when the round comes – package the story for investors. One partner, three workstreams, no fractional-CXO theater.
The combined operator + investor lens.
Most early-stage B2B companies don't need three different fractional executives. They need someone who's actually built revenue from the operator side and evaluated companies from the investor side – and can move between the two as the work demands.
That's where we come in. We help founder-CEOs build a repeatable client acquisition motion, design partnerships that change the company's trajectory, and – when the time comes – translate all of it into a story investors will fund.
What we bring
Enterprise sales leadership – scaled accounts at BlackRock, BofA, Amex, NY Life, SAS
Ex-PE/VC investing experience – co-managed $1B+ portfolio
Cross-vertical operating background – robotics, biotech, medical devices, AI
MBA, Corporate Finance, UNC Chapel Hill
What this means for you
We've built revenue from the operator side and evaluated investments from the VC side. Most founder-CEOs need the first; the best of them eventually need both. We know how to land enterprise clients because we've closed them. We know what makes a company fundable because we've funded them.
Our approach
Work with us.
The first two are how you build something worth raising for. The third is what you do when you decide to.
Client Acquisition & Outreach
Building a sales motion that doesn't depend on the founder.
Sales motion design – moving from founder-only to team-led
AI-augmented prospecting and outreach
Pipeline build for the first 5–25 enterprise accounts
CRM, process, and handoff for the post-founder stage
Strategic Partnerships
Designing the deals that change a company's trajectory – and giving the founder what they need to win the room.
Reseller and channel deal architecture
Co-marketing and integration partnerships
Enterprise navigation – procurement, security review, vendor onboarding, stakeholder politics
Partner-program design for early-stage teams
Investor Readiness
When the round is the right call, the work that came before it makes the story.
Investor-ready models, metrics, and narrative
Round strategy – bootstrap vs. raise
Fundraising preparation and investor targeting
And sometimes the answer is don't raise – we'll tell you that too.
Trusted By
Our Clients Say
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![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, land our anchor clients and secure our first outside funding round.”
Adi Kurian - Founder, Docshound
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![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 deals.”
Terry Moore - Founder + Executive Chairman, Beacon40
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![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
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![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
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![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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