Congruity Research works with investment managers and the companies they back: fund economics, transaction support, and the commercial evidence behind capital decisions.
Distribution waterfall construction and independent review: preferred return, catch-up, and carried interest tiers, side letter terms, and per-LP allocation schedules, including distributions in kind. Support for quarter-end LP reporting and distribution notices, built to hold up under auditor and LP scrutiny.
Investment readiness for companies raising capital or preparing for a transaction: financial modeling, valuation support, and investor materials. Engagements have run from a seed raise (Metalytics) to pre-IPO financing support (Richtech Robotics, Nasdaq: RR).
Market sizing, buyer research, and go-to-market validation: the commercial case behind an investment, expansion, or portfolio decision. Delivered standalone, or through Congruity B2B, our dedicated GTM validation practice.
Michael spent three years as an investment associate at Siguler Guff in New York, where he built quarterly distribution waterfalls for LP reporting. He holds an MBA in corporate finance from UNC’s Kenan-Flagler Business School.
Under Congruity, he’s advised companies from seed through pre-IPO and delivered market research and sizing for a pharmaceutical consultancy since acquired by IQVIA. His go-to-market validation work lives at congruityb2b.com.
Most engagements start with a short scoping conversation.
michael@congruity-research.com