The Problem

BEACON40, a Techstars alum with an award-winning therapeutic product, had built a successful direct-to-consumer business. As a seed-funded company with strong product-market fit, they needed two things: better financial operations for investor reporting, and a scalable B2B revenue channel to accelerate growth toward profitability.

The company engaged Congruity to serve as their fractional CFO and strategic advisor — building the financial infrastructure for their existing investors while architecting a new B2B revenue engine.

The Strategic Solution

I began by building comprehensive financial models that gave both leadership and investors clear visibility into unit economics, cash runway, and growth scenarios. These models became the foundation for quarterly investor updates and strategic planning.

Simultaneously, I identified B2B partnerships as a massive untapped opportunity. Their operation was entirely wired for individual consumers—they lacked the internal alignment, processes, and GTM strategy to launch wholesale channels.

I facilitated cross-functional collaboration to build the necessary infrastructure: working with marketing and operations to create their first B2B landing page, messaging framework and bulk fulfillment process.

The Outcome

The combined financial and operational work delivered measurable results:

• Financial Clarity: Investor-grade financial models and quarterly reporting that strengthened confidence with existing backers

• 20x B2B Revenue Growth: First-year B2B channel exceeded revenue goals, creating a predictable new revenue stream

• Major Partnerships Secured: Landmark deals with e-commerce platforms reaching 8M+ combined audience

• Ongoing Advisory: Continuing fractional CFO support as company scales toward profitability

The result? A company with both the financial discipline investors require and the revenue diversification to accelerate growth.