Fractional finance & operations

Finance and ops for companies outpacing their systems.

Upper Bay gives growth-stage teams CFO-level finance and operations without the full-time hire. We've operated inside growth-stage companies and invested in them. We build lean, scalable finance and operating systems for tech companies in hypergrowth.

Built for founders who've outgrown their seed-stage finance and ops stack but aren't ready for a full-time CFO.

01

Finance

The model that matches reality, clean numbers, and a fundraise story that holds up in diligence.

02

Operations

The systems and processes to scale with a lean team.

03

Speed

We use modern tooling to build efficient and scalable finance and operations stacks. Tight loops, high visibility.

Our edge

Investor / Operator lens.

We spent years on the investing side of the table, analyzing business models and pitches. We know what a raise is evaluating, what a board wants to see, and where the numbers usually break. We've also built inside high-growth and AI companies, and use modern tooling to prioritize pace, scale, and clarity.

The founder
Andrew Lee, Principal at Upper Bay Partners

Andrew Lee

Principal, Upper Bay Partners

LinkedIn

Fourteen years across finance and ops leadership, venture capital, and M&A. At Antler, a global early-stage VC with $1.2B AUM, Andrew sat on the Investment Committee and led 25+ FinTech, SaaS, and AI investments. He co-founded Alcent Capital, a Series A venture vehicle, and Equire Finance, an AngelPad-backed M&A advisory firm, and led strategic operations at Fancy.com, which raised $125M from Andreessen Horowitz and General Catalyst. Alongside his operating work, he has conducted lower-middle-market M&A research at Harvard Business School for close to a decade.

Andrew works across the full finance function: FP&A and forecasting, cash and runway management, close and audit readiness, and board reporting. He also runs fundraising and investor diligence, builds driver-based financial models, and designs the operating systems that let a growing team scale.

Andrew holds an MBA from Columbia Business School, an M.S. in Finance from Georgetown University, and a B.A. from Connecticut College.

Tell us where finance and ops are slowing you down.

We'll tell you how we'd fix it.

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