How Luna Bay Manages 1,000+ Investors with Offshore Talent

Item: Oceans Talent
Author: Bridget Connelly

1,000+

investors managed

10+

state licenses & taxes filed

1/3

the cost of a local EA

Industry

CPG

Company size

Startup

Role

Executive assistants

Published

March 16, 2026

About Luna Bay

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Luna Bay specializes in naturally brewed Yerba Mate tea-based beverages. Since 2018, the company has quickly gained traction for its innovative product range and commitment to sustainability. They were expanding distribution lines across the US and Founder/CEO Bridget Connelly needed someone to stay on top of regulatory roadblocks, keep her updated on investors and help prevent hiccups in their workflow.

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Challenge

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Bridget had been working with a part-time EA hired locally for a few months. As the brand continued to grow, she recognized the need for additional support to effectively manage relationships.

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With fewer than 10 full-time employees, hiring a full-time local EA wasn't a cost-effective option. Bringing on an administrative professional became a strategic next step, allowing Bridget to continue high-touch engagement with key stakeholders.

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I am grateful for Mayantha and the Oceans team. Mayantha wears many hats, has jumped into a number of projects, and helps me stay organized and on top of priorities.

Bridget Connelly

Founder & CEO

Finding the Right Support

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Juggling between fundraising, growth, taxes and licensing, Bridget needed a full time EA. And that's exactly what she got with Oceans EA+ Mayantha, for one third the cost of a local hire.

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Key Initiatives

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Workflow optimization. Mayantha identified bottlenecks and introduced solutions to improve efficiency. He set up automated workflows and processes on Monday.com to track investor information and ensure timely follow-ups.
Improved account management. Mayantha set up a custom CRM to better manage accounts and communications with key retailers and distributors.
Admin and task support. Mayantha assists with scheduling key meetings, managing task lists, and tracking sample requests.
Regulatory support. Mayantha, working closely with Luna Bay's COO and Operations Lead, manages license renewals and files monthly excise tax reports across 10 states.

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Results

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Since Luna Bay partnered with Oceans in December 2023, they've experienced measurable improvements across several key areas, including managing their investor database and market expansion. Mayantha supports Bridget in daily management of work flows, investor relations, follow ups, and is a key link in the Luna Bay organization between investor, chain and strategic relationships.

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Having Mayantha onboard has helped Bridget stay more organized and on top of things, freeing up her time to think more strategically, instead of being bogged down by day to day tasks. As Luna Bay redefines the beverage industry, expert operational support from their Oceans EA+ continues to drive impactful results.

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Bridget Connelly

Founder & CEO

Luna Bay