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David West

Managing Partner at Factory LLC

David West is a seasoned financial professional serving as a Fractional CFO at 3 West Corporate Advisory, a position he has held since February 2015.1 With over 25 years of experience in finance, David brings a wealth of expertise to his role, specializing in helping motivated companies grow and entrepreneurs succeed.1

Professional Background

David's credentials include:

  • CFA (Chartered Financial Analyst) designation
  • Experience in private equity and investment banking

Key Responsibilities and Achievements

As a Fractional CFO, David's work encompasses:

  • Investment Strategy Development: Crafting innovative strategies for cutting-edge sectors1
  • Financial & Legal Due Diligence: Conducting thorough assessments of investment viability and risk1
  • Venture Capital Management: Developing KPIs and managing budgets for portfolio companies1
  • Renewable Energy Project Management: Leading projects from inception to completion1

In 2023, David's clients achieved significant milestones:

  • Raised $9 million in funding
  • Managed $4.5 billion in Assets Under Management1

Previous Experience

Prior to his current role, David worked as a Sell-Side Research Analyst at Salman Partners, focusing on the Metals and Mining industry.1 His achievements in this position include:

  • Receiving the 2013 Thomson-Reuters Starmine Award, ranking 3rd for Metals & Mining Earnings Estimator
  • Ranking 6th overall in Canada as an Earnings Estimator1

Skills and Expertise

David's areas of expertise include:

  • Financial modeling and valuation
  • Market analysis and investment recommendations
  • Project management, particularly in renewable energy
  • Value creation through operational and financial management1

David West's LinkedIn profile (username: westvaluation) showcases his extensive experience and achievements in the financial sector, highlighting his role as a Fractional CFO dedicated to driving growth and success for his clients.1

Related Questions

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How has David West's experience in private equity and investment banking influenced his role as a Fractional CFO?
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What makes David West's approach to financial and operational management unique?
David West
David West, photo 1
David West, photo 2
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Experience

Managing Partner at Factory LLC since Jun 2023
Managing Director at Traub Capital (2021 - 2022), Principal at Brynwood Partners (2014 - 2021), Venture Investor at Bain Capital Ventures (Mar 2013 - Aug 2013), President at LesserEvil Brand Snack Company (2009 - 2012), Volunteer Consultant at TechnoServe (2008 - 2009), Associate at BlackRock (2005 - 2008)

Education

MBA from Harvard Business School (2012 - 2014), Bachelor of Science in Mechanical Engineering with an additional major in Economics from Carnegie Mellon University (2001 - 2005)

Location

Greater Vancouver Metropolitan Area