Strategic Partnerships +
Investor-Ready Financial Operations
I help technical B2B founders build enterprise partnerships, investor-ready financials, and capital strategies that make their companies fundable and scalable — without hiring three different executives.
Most early-stage technical companies need three different people: someone to build strategic partnerships, someone to run financial operations, and someone who understands capital markets. You need all three, but you're not big enough to hire three VPs.
That's where I come in.
Background That Matters:
Ex-PE/VC investor (co-managed $1B+ portfolio)
Enterprise sales leader (scaled major accounts including BlackRock, BofA, Amex, NY Life and SAS)
Worked across robotics, biotech, medical devices and AI
MBA in Corporate Finance, UNC Chapel Hill
What This Means for You: I've evaluated investments from the VC side AND built revenue from the operator side. I know what makes companies fundable because I've funded them. I know how to build enterprise partnerships because I've closed them.
Our approach
Work with me
Strategic Partnerships
Enterprise customer development
Corporate partnership strategy
Fortune 500 relationship building
High-level executive access
Financial Operations
Investor-ready financial models
Unit economics and metrics dashboards
Board-level reporting
Fundraising preparation
Capital Strategy
Bootstrap vs. raise strategic analysis
Investor targeting and positioning
Strategic investor relationships
Sometimes the answer is don't raise — I'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 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 deal.”
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
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!