Capital Advisory
Simplify funding complexity with expert narratives and valuations - unlocking confident investment for growth.
Strategic Capital, Built for Growth
Improve Your Access to Equity Capital
Break through capital barriers with targeted sourcing, preparation, and market positioning. From polished pitch decks and financial storytelling to filled data rooms, we help you build momentum and connect with the right capital partners for your stage and goals.
Reduce Dilution
Unlock non-dilutive capital through targeted debt and strategic grant sourcing. We identify suitable lenders and grant programs, prepare applications and supporting documents, model debt servicing and covenant compliance, and structure funding to preserve ownership while supporting sustainable growth.
Capital Tools to Power Your Growth
Secure Non-Dilutive Grants
We identify and apply for targeted grant programs that fund R&D, scale-up, and commercialization. From federal innovation funds to regional programs, we align applications with project milestones and help maximize non-dilutive capital while reducing time-to-award.
Structure Smart Debt
We structure debt aligned with your business model, growth stage, and cash flow. From working capital lines and government-backed loans to venture and asset-backed debt, we tailor terms, model repayment, and manage covenants to fund growth without compromising flexibility or financial health.
Raise Strategic Equity
We help raise equity that fits your stage and strategic vision—whether angel, seed, or Series A. From investor targeting to data room readiness, we ensure alignment, minimize dilution, and position you for future rounds or clean exits.
Build Capital Strategy
We develop an integrated funding roadmap—sequencing grants, debt, and equity with forecasted runway, valuation targets, and exit strategies. Our planning supports capital efficiency, strategic control, and stronger investor narratives over time.
Our Capital Advisory Process
Assessment & Strategy
We evaluate your funding goals & investor relations in weeks 1-2, identifying gaps to develop a tailored strategy. This reduces uncertainty, aligns with growth objectives & ensures a clear path to attract equity, debt, or grant investors.
Investment Thesis Development
We craft a compelling investment thesis with narratives & valuations, highlighting growth prospects to attract investors. This clarifies your story, aligns with market opportunities & builds confidence for equity, debt, or grant funding.
Material Creation
We create pitch decks, data rooms & forecasts to streamline investor prep. These materials ensure clarity, accelerate due diligence & position your company for premium funding terms in equity, debt, or grants.
Negotiation Preparation
We prepare you for investor talks with risk/return analyses & term sheet guidance, ensuring confident negotiations. This minimizes deal delays & secures favorable outcomes for equity, debt, or grant funding.
Propel Your Growth with Capital When & How You Need It
Overcome funding complexity with 3 WEST Advisory’s tailored narratives, valuations & data rooms.
Contact us to streamline your investment journey, boost confidence & unlock growth.
Discuss a ProposalFrequently Asked Questions
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What funding structures do you support?
We support equity, debt & grant structures, tailoring each to your growth goals & risk profile. Our forecasts & risk/return analyses ensure optimal funding strategies, minimizing dilution & aligning with investor expectations for confident outcomes.
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How do you optimize equity vs. debt mix?
We analyze cash flow, leverage & dilution impacts, modeling scenarios to recommend an equity-debt mix that maximizes value. Our forecasts & strategic guidance ensure financial flexibility, aligning with your growth objectives for confident funding decisions.
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How do you build an investment narrative?
We craft compelling narratives by aligning market opportunities, financial projections & risk mitigations into cohesive pitch decks. This ensures your story resonates with investors, boosting appeal & confidence for equity, debt, or grant funding.
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How do you prepare an investor-ready data room?
We organize financials, cap tables, contracts & forecasts into secure, indexed data rooms, streamlining due diligence. Our meticulous preparation ensures rapid investor access, enhancing credibility & accelerating funding for equity, debt, or grants.
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How do you value my company for funding?
We use DCF, comparable company & precedent transaction analyses, factoring in growth & market conditions, to deliver defensible valuations. This ensures fair pricing, supports confident negotiations & maximizes funding potential for your business.
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What terms should I prioritize in negotiations?
We guide you to prioritize valuation, liquidation preferences & anti-dilution clauses in term sheets, balancing investor security with your control. Our risk/return analyses ensure terms align with growth goals, securing favorable funding outcomes.
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How long does the funding preparation take?
From strategy to investor-ready materials, preparation takes 2-4 months, depending on deal complexity. Our narratives, valuations & data rooms streamline due diligence, ensuring swift, confident engagement with equity, debt, or grant investors.
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How do you support non-dilutive grant funding?
We identify government & private grant programs, craft compelling applications with forecasts & manage compliance. Our strategic preparation ensures your business secures non-dilutive funding, aligning with growth goals without equity dilution.