Fractional CFO for B2B SaaS

For technical founders building investor-ready businesses —
whether you're raising capital or growing profitably

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Congruity B2B specializes in working with technical founders ($500K-$2M ARR) who excel at building products but need help translating their innovation into the financial models and growth stories that unlock institutional capital.

I bring a unique lens to this problem based on my experience: Evaluating companies like a PE investor and building traction like a B2B revenue leader.

I align your go-to-market execution with what investors need to see – large-scale customer validation, compelling unit economics and a scalable growth engine.

The result? Your B2B SaaS innovation becomes an obviously fundable opportunity, backed by the market traction and strategic narrative that get investors to Yes.

Our approach

Work with us

Investment Readiness Audit $2,995 | 2 Weeks

Before you start pitching investors or commit to ongoing CFO services, get a clear-eyed assessment of where you stand.

I'll review your financials, pitch materials, and business metrics to identify exactly what's working and what will trigger red flags with institutional investors. You'll walk away knowing whether you're ready to pitch — or what needs to be fixed first.

What's Included:

  • Financial health assessment and metrics gap analysis

  • Investor materials review (pitch deck, financial model, data room if exists)

  • Competitive positioning analysis for your funding stage

  • One 90-minute strategy session to review findings

  • 10-page Investment Readiness Report with prioritized action items

Perfect For:

  • B2B SaaS founders 3-12 months from raising capital

  • Technical founders who need an outside perspective on their investor story

  • Companies that have pitched but aren't getting traction

  • Founders deciding between raising capital vs. bootstrapping

Deliverable: Within two weeks, you'll receive a detailed roadmap showing everything included above, plus your top 3 strengths to emphasize, your 3-5 critical gaps to address, and a recommended timeline before you start pitching.

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Fractional CFO Retainer $7,500/mo. | 3-6 Months

Your product is ready. Your team is strong. But your financial operations and investor narrative aren't where they need to be. That's what I fix.

As your Fractional CFO, I build the financial foundation that makes your company fundable— or helps you scale profitably if you're bootstrapping. You get institutional-grade financial operations without the $200K+ salary of a full-time CFO.

Core Services:

  • Financial Model Development: Build or rebuild your 3-statement financial model with 18-month projections that pass investor scrutiny

  • Metrics Dashboard: Set up tracking for the KPIs that matter at your stage (ARR, CAC/LTV, burn rate, runway, NDR, gross margin)

  • Monthly CFO Reporting: Regular financial package with insights, not just numbers

  • Investor Communications: Quarterly investor updates, board prep, and pitch deck financial slides

  • Fundraising Preparation: Investor Q&A preparation, due diligence readiness, data room organization

  • Strategic Advisory: Weekly or bi-weekly calls to align financial decisions with growth strategy

Perfect For:

  • B2B SaaS companies with $500K-$2M ARR

  • Technical founders preparing for first institutional round (Seed/Series A)

  • Post-raise companies needing better financial operations and investor reporting

  • Bootstrapped companies building optionality for future fundraising

What You Get: The financial clarity, operational rigor, and investor-ready materials that turn "we're building something cool" into "we're an obviously fundable business."

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Full Fundraising Support Starts at $10,000/mo. + Success Fee | 4-6 Months

You're ready to raise capital, and you need comprehensive support through the entire process — from refining your story to closing the round.

This is everything in the Fractional CFO Retainer, plus hands-on support for the fundraising process itself. I become your strategic partner through every stage of the raise.

Everything in Fractional CFO Retainer, Plus:

  • Complete Pitch Deck Development: Investor-grade deck with compelling narrative and financial story

  • Data Room Preparation: Organized, professional data room that passes institutional due diligence

  • Investor Outreach Strategy: Target investor list, outreach sequencing, and intro pathway planning

  • Pitch Coaching: Mock investor meetings with real-time feedback on presentation and Q&A

  • Due Diligence Coordination: Manage the entire DD process so you can focus on running your business

  • Term Sheet Analysis: Review and negotiate terms to protect your interests

  • Investor Relations Setup: Post-close reporting structures and communication cadence

Perfect For:

  • B2B SaaS companies actively fundraising (starting outreach within 30-60 days)

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

  • Companies raising $2M+ institutional rounds (Seed, Series A, or Series B)

  • Founders who want to maximize valuation and minimize dilution

Note: I only take on 2-3 Full-Service clients per quarter to ensure exceptional attention and results. This tier is available by application only after an Investment Readiness Audit or initial Fractional CFO engagement.

Submit an inquiry

Trusted By

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DocsHound logo in black and white
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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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