Corporate Finance Expert Helping Fast-Growing Companies Navigate Risk & Drive Value

We Help Guide Your Company's Finances. You Get More Control Over Your Cash. You Make Easier & Better Strategic Decisions. You Get More Time to Grow Your Business.

More About Us What We Do


3 WEST Brings Investment Experience to Provide Financial Strategy, Information & Management to Motivated Companies

The Problem

The average entrepreneur spends 70% of their time on non-growth activities & only 20% on customers.

This imbalance too often leads to an overworking-while-underperforming scenario... & is contributing to the 75% burnout rate amongst entrepreneurs & the 90% failure rate across all startups.


3 WEST is a Fractional CFO firm built on trust, care & commitment.

We bring 20 years of experience in Private Equity, Investment Banking & Business Advisory.

We focus on Cash Flow Management, Valuation & Strategy, Raising Capital, M&A, Investor Relations & Accounting.

Client Success

In 2023, our clients raised $9 million in funding & financing, won five industry awards, & we advised on $30 million in closed M&A over the year.

Our objective is to bring clients success on their terms, while making working together an enjoyable experience.


In addition to our 3 packages below, we also offer expert help with Mergers & Acquisitions, Investor Relations & Accounting

Basic Package

Cash Flow Forecast & Management

  • Monthly updated cash flow plan covering operating activities, financing, and investments
  • Scenario analysis providing impact on cash for various outcomes
  • Implementation of a working capital system to streamline payments and conserve cash
  • Strategies and a rolling action plan for maximizing short-term and long-term cash availability

Value Package

Basic Package + Valuation Strategy

  • Everything in the Basic Package Plus...
  • Valuation Report detailing company performance and areas for improvement
  • Action plan for enhancing investment narrative, capital supply, and company valuation
  • Exit strategy evaluation
  • Periodic updates for investors

Full Package

Value Package + Funding & Financing

  • Everything in the Value Package Plus...
  • Assistance with capital raising, including debt, grants, and equity
  • Complete setup for debt financing from origination to receipt of funds
  • Completion of applicable grant applications
  • Providing DD Material and Investor Relations support for equity deals


We Help You Know Your Cash Situation, Make Great Decisions and Generate Business

Less Risk of Going Bust

Higher Valuation Multiple

Time to Grow Business

More Informed Decisions

Less Dilutive to Capital

Better Negotiating Power

Helping Good Companies Grow & Entrepreneurs Succeed

We strive to engage with companies that have a positive impact on society & the environment. These companies often have the potential to be highly disruptive with a product or process that is unique & proprietary.

We have a deep understanding of the financial pains of growing companies & the type of investment narrative that investors pay a premium for.

Our clients had a very positive 2023 & we are looking forward to a great 2024!

David West, CFA

Fractional CFO

I am a CFA Charterholder with 25 years' experience in the Finance Industry. I started 3 WEST in 2015 (then known as West Valuation Partners) to provide high-level financial support to growing companies.

Previous to this, I spent seven years as a Sell-Side Investment Analyst with a National Investment Bank where I won two national Thomson-Reuters Starmine Awards. I also spent three years in Private Equity management as a VP at a PE group with $4.5 billion in Assets Under Management.

I bring a wealth of experience to my clients, but just as important, I strive to make working together an enjoyable experience.

Chenny Xia

Chenny Xia



As CEO, I've engaged with numerous CFAs to support key business activities, but David West truly stands out. His unmatched expertise was pivotal during our last two critical financing rounds, seamlessly blending strategic guidance with genuine commitment.

Janey Buzugbe

Janey Buzugbe



Working with David was an invaluable experience for my business & for my learning as a Founder/CEO. David took the time to explain financial aspects of M&A for my company that I could not have foreseen. His expertise & experience are top notch; but what made him stand out to me is his heart, patience & follow through. I'd recommend David any day.

Paul Needham

Paul Needham



David West has been instrumental in helping us understand project economics, model growth scenarios, negotiate transactions & mobilize grants & investment. Working first on the foundations of our financial model, we were then able to leverage that tool to support contract negotiations with a major partner. Our financial tools – built & supported by David – have helped us win grant support & prepare for our next equity raise.

What Could 3 WEST Do For Your Company?

Chat with us to explore where we can bring you value