Fractional CFO for B2B SaaS
Serving technical founders preparing to raise their first institutional round.
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
Fractional CFO
Initial Assessment
For companies 6-12 months from raising capital or selling to an outside acquirer.
Includes:
Detailed feedback on your company’s prospects for investment vs. bootstrapping
Concrete action steps to get you to investability or profitability
Financial model training with key metrics customized for your business and industry
Capital Refinement +
Investor Narrative Evolution
For companies 3-6 months from raising capital or selling to an outside acquirer.
Includes:
Translation of internal financials into investor-ready models and projections
Investor Narrative audit and detailed recommendations to improve traction
Individualized coaching sessions to prepare for investor Q&A
Investor reporting and board prep
Growth Advisory For Revenue-Stalled Businesses (CFO add-on)
We examine where in the pipeline you’re losing business and leverage our GTM expertise to score quick wins that get you back on track.
Includes:
Evidence-led pipeline generation strategy and workflows
Pattern Disrupt ideation, development and testing support
Distillation of incremental wins into repeatable strategies that scale and metrics that investors require
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 sign our first paying customers in just over a month.”
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
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!