GRAVEL AND OAK FINCIAL ADVISORY: For Forward-Thinkers
Financial consulting for growing businesses
We help founders and managers focus on value creation and tell that story to their investors.
5x
Return on Investment
99%
Customer satisfaction
Capital Strategy
Enhance your approach to capital raising and deployment.
Investor Communication
Deep experience with equity capital markets, institutional investors and private capital.
Powerful Analytics
Understand your data with clear, actionable insights.
Sustained Support
Our dedicated team is always ready to help, working tirelessly to ensure you achieve the results you desire.
Getting Started is Easy
Follow these simple steps to unlock your potential.
Find out More
We will send calendar availability and a few questions.
Step 01
Discuss your capital needs and strategy
Every project engagement requires significant understanding and clear specifications.
Step 02
Achieve Your Goals
Beging an engagement and leverage our experience and our technology to reach your objectives.
Step 03
Ready to Elevate Your Busines?
Join others who are already simplifying their financial process, streamlining investor communication and productivity with our innovative solutions.
Scalable to $500M in Revenue
Whether you're a small startup or a larger enterprise, our consultancy grows with you.
Tested Process
Your approach to financial processes will improve with our tested approach.
Our Story and Vision
Bakley Smith is an entrepreneurial finance leader with over +15 years of experience as a CFO, investment banker, investor, and advisor to high-growth businesses. His career has been built at the intersection of strategic finance, investor communication, and operational execution.
15+
Years of industry experience
$ millions Raised
Consumer-facing and manufacturing businesses on several continents.
Trusted by industry leaders