Execute Your Next Growth Initiative With Confidence

I help B2B teams launch new products, expand into new markets and raise capital by aligning their teams, their story and their strategy.

Even the most promising growth initiatives are doomed to failure if you don’t stress test your team first.

A new product launch, a market expansion, a crucial fundraising round – these all require complete alignment across functions.

If Marketing, Sales, CS and Product aren’t working in concert, your execution will be fractured and ineffective.

This friction creates unacceptable risk, wastes capital and stalls momentum at the moments you can least afford it.

My approach fixes this. I apply the discipline of a private equity investor and in-the-trenches experience of a B2B sales leader to ensure your entire team is aligned and ready to execute.

Our approach

Work with us

Growth Readiness Audit

Before you invest significant capital into a major growth initiative, we pressure-test your strategy.

This engagement provides an objective, investor-grade analysis of your readiness to execute. I interview key stakeholders—from your C-suite and investors to leaders in Product, Marketing, and Sales—to identify hidden risks and points of misalignment.

You receive a comprehensive Readiness Report with a clear-eyed view of your strengths, weaknesses, and a concrete plan to close the gaps.

Includes:

  • Customer Journey Mapping

  • Stakeholder Interviews

  • Data & Systems Review

  • Friction Report

  • AI Opportunity Analysis

GTM / Fundraising Roadmap

This is a hands-on engagement designed to build a unified plan for your critical initiative.

I facilitate a series of high-impact workshops with your leadership to align all stakeholders around a single, compelling narrative and a concrete execution plan.

Whether the deliverable is a Launch Playbook, an Expansion Strategy, or a polished Investor Narrative and Data Room, the outcome is a comprehensive blueprint for success, complete with recommendations for leveraging AI to accelerate your results.

Includes:

  • Moderated alignment sessions

  • Offsite Programming + Facilitation

  • AI-Enabled New Revenue Playbook

Execution & AI Advisory

A great plan requires flawless execution. This ongoing advisory retainer provides hands-on support during your high-stakes product launch, market expansion or fundraising process.

I act as an objective partner to your leadership team, facilitating key meetings, coaching leaders and helping to remove roadblocks.

This ensures your teams stay aligned under pressure and you have the expert strategic counsel needed to navigate your most critical growth phases.

Includes:

  • Weekly meeting participation

  • 1:1 coaching sessions with team leaders

  • Strategic advisory on new tools and best practices for using AI in sales + marketing

Trusted By

Our Clients Say

  • “Congruity’s outreach system and disruptive strategy helped us book 100+ demos and sign our first paying customers in just over a month.”

    Adi Kurian - Founder, Docshound

  • "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

  • “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

  • “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

Contact Us

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