David West

Fractional CFO @3 West Advisory

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2015 — Present

Fractional CFO @3 West Advisory

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Vancouver, BC, CA

In 2023, my clients.> raised $9 million in financing & funding> closed $30 million in M&A> 5 industry awards What I Do:Cash Flow Optimization: Ensuring your business maintains a healthy liquidity balance. Valuation Strategy: Crafting strategies that enhance your company\'s worth to secure appropriate funding.Investor Relations: Building and maintaining strong connections with investors, fostering trust and transparency.Debt & Equity Financing: Expertly navigating the complexities of raising capital, whether through debt instruments or equity funding, to fuel your company\'s growth and expansion.Grant Funding: Identifying and securing grant opportunities, aligning with strategic objectives to maximize non-dilutive funding options. My Entrepreneurial Approach:I believe in a holistic approach, going beyond mere number crunching. My focus is on nurturing not only cash stability but also the overall growth of your business. I understand the unique hurdles that startups and expanding companies encounter, and I am dedicated to offering bespoke solutions that encompass budgeting, financial planning, and astute investment analysis. My Mission:The most fulfilling aspect of my work is witnessing entrepreneurs and their businesses flourish. I bring care and commitment along with my experience and credentials to provide expert financial guidance.

EDUCATION

N/A

UCC

Bachelor of Business Administration - BBA, Finance, General

SKILLS

CommodityMergers & AcquisitionsInvestor RelationsValuationFundingLboAsset ManagementInvestment ManagementPortfolio ManagementFinancial PlanningFinancial MarketsTradingInvestment BankingEconomicsDue DiligenceAsset AllocationHedge FundsEmerging MarketsVenture CapitalSecuritiesStructured FinanceCapitalBusiness ValuationEquity ValuationFixed IncomeFinancial ModelingCorporate FinanceEquity ResearchDcfEquity Capital MarketsInvestmentsInvestment AdvisoryFinancial StructuringBloombergCapital MarketsEquity TradingFinanceAsset ManagmentEquitiesBusiness Planning

ABOUT DAVID WEST

🚀 Fractional CFO | Helping Motivated Companies Grow & Entrepreneurs Succeed | 25+ Yrs in Finance | CFA | Former Private Equity & Investment Banking

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David West — Fractional CFO at 3 West Advisory in Vancouver, BC, CA | Unifers