What we do

Growth breaks finance and ops before anything else.

In hypergrowth, the model stops matching reality and the systems stop talking to each other. You're growing, but nobody can say with confidence where the money is going, which numbers matter most, or what areas of the business pose the most risk.

Upper Bay builds finance and operations as one connected system, so you, your leadership team, and your investors are all looking at the same numbers. Retainer or project. We move fast and don't stay longer than you need us.

Services

Fractional CFO

Finance leadership without the full-time hire. Forecasting, cash management, board reporting, strategic finance, clarity.

Fundraising

The model, the story, and the data room, built by people who have evaluated hundreds of them from the investor seat.

Operations

The systems, processes, and tooling that let a growing team move faster.

Financial modeling

Models built to survive diligence, drive decisions, and grow with the business.

Start a conversation.

Tell us where finance and ops are slowing you down. We'll tell you how we'd fix it.

Start a conversation