Senior consultants. Investor-grade work.

Trusted by Founders Who've Raised Billions

For more than 20 years, Capital West Advisors has built investor-ready business plans and financial models for entrepreneurs across 400+ industries — helping clients secure SBA loans, raise venture capital, and grow from concept to scale.

Beverly Hills, CA · Serving clients worldwide
$1B+
Capital Raised by Clients
96+
Companies Served
400+
Industries Served
20+
Years in Business

As Featured In

ForbesInc.EntrepreneurCBS RadioBusinessweekBusiness Insider

Client Roster

A select list of CWA clients that secured capital.

A sample of CWA clients that secured capital after CWA provided business planning for them.

Capital West Advisors client logos across industries

Client Testimonials

What Founders Say About Working With Us

Verified accounts from clients who used our business plans, financial models, and pitch decks to secure funding and grow their companies.

"Capital West Advisors developed a very high-quality business plan and financial model for Jeta Amata and me."
Portrait of Akon
Akon
Founding Member, Unify Africa
"Capital West Advisors provided a high-quality business plan that I used to secure funding to launch my medical clinic."
Portrait of Dr. Karolina Baker
Dr. Karolina Baker
CEO / Medical Director, Aven Clinic
"Capital West Advisors provided an excellent business plan, which we used to secure funding used for multiple apartment building acquisitions."
Portrait of Michael Fernandes
Michael Fernandes
CEO, Steward Management Group
"CWA developed a working business plan to raise funding for our company. The business plan was professional and informative; the result was increased client investment in our growing fleet of charter aircraft."
Portrait of Jan Nerud
Jan Nerud
CEO, Ponderosa Air
"Capital West Advisors developed 2 very high quality pro-forma financial models for our licensee company, which were used while securing over $25 million."
Portrait of Andrew Pitsicalis
Andrew Pitsicalis
CEO, Purple Haze Properties
"Capital West Advisors developed an expert-level business plan and financial model for my business, which secured over $100 million in financing."
Portrait of Terrance Richards
Terrance Richards
CEO, Homewood Suites by Hilton (Franchisee)

Notable Clients

Celebrity & Industry-Leader Clients

A selection of music superstars, supermodels, founders, and Fortune-level executives who have trusted Capital West Advisors with their business plans and financial models.

Portrait of Fred Silverman
Fred Silverman
CEO, NBC & ABC
Portrait of Dosho Shifferaw
Dosho Shifferaw
Founder, Bowflex
Portrait of Robert Simonds
Robert Simonds
Founder/Chairman, STX Entertainment
Portrait of Akon
Akon
Music Superstar / Producer
Portrait of Tai Lopez
Tai Lopez
Celebrity Influencer
Portrait of Petra Nemcova
Petra Nemcova
Supermodel
Portrait of Teddy Riley
Teddy Riley
Music Superstar / Producer
Portrait of HR Shah
HR Shah
CEO / Chairman, TV Asia
Portrait of James St. Louis
James St. Louis
Founder / Chief Physician, Laser Spine Institute
Portrait of Michael Zhaung
Michael Zhaung
CEO, Upstar Technology (HK), Ltd.
Portrait of Maria Powell
Maria Powell
CEO, U.S. Women's Grocer Association

Authority & Track Record

Two decades of building plans that fund.

Capital West Advisors was founded in 2006 with a single mission: deliver business plans and financial models that survive lender underwriting and investor due diligence. Today our senior consultants work directly with every client.

Founded
2006
Plans completed
Thousands
Industries served
400+
Capital raised by clients
$1B+
Senior consultant meeting with a clientPitch deck presentation to investors

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Founder and investor shaking hands across a conference table
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