Bakley S.

Featured in The Wall Street Journal, Entrepreneur and Nutrition Business Journal. CFA Charterholder. Worked with companies such as Jefferies, Bank of America, Saputo, Hormel, Humble Brands, TestingMom, Ancient Harvest-Pamela's, Aerflo, Uncaged, Mondra & Bute Island Foods. Have executed $300M+ in deal value and capital raises, reviewed 1,000+ pitch decks, and deployed ~$20M in invested capital. Are you raising capital? Thinking about funding your next round of growth? Need to communicate your value clearly to your board or investors? My goal is to help you close your round faster, at better terms, with materials that move investors from "interested" to "yes." My name is Bakley, and as a CFA Charterholder and fractional CFO I help founders and operators raise capital, forecast their financials, and run sharper investor relations — combining traditional capital markets expertise with AI-powered workflows that make the whole process faster, more thorough, and more responsive than working with a traditional advisor. Here are the areas I cover: ✔️ Fundraising strategy & guidance to maximize your raise ✔️ High-converting pitch decks that move you into the next phase of diligence — and ultimately get you the money ✔️ Targeted investor & backer databases for outreach ✔️ Financial models, forecasts, and KPI dashboards that drive investor interest ✔️ AI Automation for Finance & IR Workflows I can help you with your raise — from positioning and narrative through model build, investor outreach strategy, diligence support, and post-close investor reporting. Here are a few things I've done for past clients: 1) Raised over $300M in client capital 2) Awarded best-in-class for financial modeling 3) Drove 50% revenue growth and 1,000 bp margin improvement at a TestingMom 4) Automated 90% of recurring financial reporting and IR processes Technologies & Tools - Claude & Anthropic API (AI / natural language processing) - n8n (workflow automation) - Airtable (investor CRM & data ops) - Microsoft Power BI (dashboards & investor reporting) - Microsoft Excel & Google Sheets (financial modeling) - QuickBooks (accounting & reporting integration) - Microsoft PowerPoint & Google Slides (pitch decks & investor materials) Send me a message and let's talk about your raise.