Capital West Advisors provides the following additional services:

Investor Identification

CWA has a database of approximately 500 U.S. (medium/large) venture capital firms and 2100 U.S. investors/family funds. CWA identifies appropriate venture capital firms and investors (based on investment criteria and/or geographic location) and delivers their contact information for $7.50-$10 per venture capital firm and $3.75 to $5 per investor/family fund.

Capital Raising

Capital West Advisors is partnered with a FINRA/SEC licensed broker dealer that is available to provide capital raising services to start-up, early-stage, growth-stage, and middle-market companies.

Advisory Consulting

Capital West Advisors’ is available to render advisory consulting to business clients regarding investor communications, finance, marketing, and operations for an hourly rate and/or equity compensation.

Strategic Consulting

Capital West Advisors' is available to render strategic consulting for businesses, which can include an on-site visit and strategic business assessment

Marketing Plans

Capital West Advisors develops approximately 12-page marketing plans that contains a company description, growth strategy, products/services section, marketing plan, target market analysis, market analysis, and competitive analysis. This can be a useful option for a business that does not need to secure capital..

Pitch Decks

Capital West Advisors develops approximately 12 slide pitch decks (as well as 20-25 slide business plans).

Executive Summaries

Capital West Advisors develops 2-3-page executive summaries ($750-$1500; $1400-$2250 for document + 3 or 5-year pro-forma income statement)

Market Research

Capital West Advisors has a subscription to multiple market research databases and can provide market research for almost any industry.

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