About

Learn more about our team’s experience and our unique approach to servicing client needs.

Clients

We have worked with 20+ individuals and corporations since our founding in 2022, helping our clients to raise funding, to perform dynamic cost cuts, to drive revenue acceleration and to achieve overall accretive business outcomes. Here are some examples of recent clients we have assisted in reaching their fiscal and transactional goals:

  • Series Seed Technology company focused on AI Coding

  • Series A Technology company focused on AI Marketing

  • Series C Technology company focused on AI Marketing

  • Angel Round Consumer Packaged Goods company focused on herbal medicine

Team

Bay Finance professionals have experience with $1B in IPO advisory, $750M+ in M&A and Fundraising and $30M+ in various other transactions, including bank loans and real estate. Bay Finance professionals hold decades of combined experience in corporate finance, consulting, accounting, operating companies and have served as company officers. We share industry-based knowledge from Fortune 500 institutions, venture-backed startups and other large-cap companies. We work in a manager-associate-analyst structure to provide superior results, similar to traditional large cap consulting firms.

Partners

We partner with industry leaders to provide full-scale solutions, including auditors, attorneys, banks, brokerages, consulting firms, investors, tax specialists and valuation firms. We maintain professional connections with individuals of consequence including C-Level executives, business owners, angels, entrepreneurs, business aggregators and investment fund managers. These close connections enable plentiful fundraising, prospecting, sales and partnering opportunities in the San Francisco, Los Angeles and New York markets.

Contact us

Interested in learning more? Please reach out via the contact form to the right. We will be in touch shortly.