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Strategic Finance for High-Growth Startups and the Middle Market

Westgate Advisory is a boutique consulting firm that prepares companies for their most critical transactions. We build institutional-grade financial models to secure venture capital for early-stage startups, manage full cycle accounting, and provide CFO-level support for established businesses.

We work directly with founders and executive teams to build audit-ready financials, manage M&A due diligence, and establish operating plans.

Fundamental Core Values

Integrity

We act with honesty, transparency, and consistency, knowing that trust is key to every relationship we create and maintain.

Excellence

We hold ourselves to the highest standards. Our work reflects care, precision, and continual improvement.

Advocacy

We fight for your goals with urgency and focus, because your priorities are our priorities.

Perspective

We simplify complexity, connecting dots others might miss and bringing sharp thinking and sound judgment every step of the way.

Our People

Our People

Our professionals come with deep experience in venture capital, M&A, accounting, and financial operations, with backgrounds in Big Four firms and CFO roles. Every team member is chosen for their technical strength, judgment, and ability to deliver in high-pressure environments.

Every engagement is led by experienced professionals who stay involved from start to finish, ensuring you get senior-level attention and thoughtful, high-quality work. We pride ourselves on collaboration, accountability, and execution, and we operate as an extension of your team.

Our professionals come with deep experience in venture capital, M&A, accounting, and financial operations, with backgrounds in Big Four firms and CFO roles. Every team member is chosen for their technical strength, judgment, and ability to deliver in high-pressure environments.

Every engagement is led by experienced professionals who stay involved from start to finish, ensuring you get senior-level attention and thoughtful, high-quality work. We pride ourselves on collaboration, accountability, and execution, and we operate as an extension of your team.

Leon Wu, Founder

Leon Wu is the Founder and CEO of Westgate Advisory, a firm established to bring Fortune 500 financial discipline and strategic rigor to the startup and middle market. With over 15 years of corporate finance experience, he has held leadership roles at companies ranging from $10 million to $20 billion in revenue.

Leon's expertise spans both the private and public sectors, highlighted by his leadership in Strategic Finance at LinkedIn following its acquisition by Microsoft. He has also led financial transformations at high-growth startups like VSCO, scaling subscribers from 0 to 5 million, and steered turnarounds at firms like Touch of Modern, facilitating successful private equity exits.

He holds an MBA from The Wharton School (University of Pennsylvania), a MSF from Saint Mary's College of California, and a BS from San Francisco State University. Unlike traditional consultants who focus solely on day-to-day execution, Leon embeds with management teams to professionalize finance functions, delivering the strategic clarity needed to scale or pivot.

Leon Wu is the Founder and CEO of Westgate Advisory, a firm established to bring Fortune 500 financial discipline and strategic rigor to the startup and middle market. With over 15 years of corporate finance experience, he has held leadership roles at companies ranging from $10 million to $20 billion in revenue.

Leon's expertise spans both the private and public sectors, highlighted by his leadership in Strategic Finance at LinkedIn following its acquisition by Microsoft. He has also led financial transformations at high-growth startups like VSCO, scaling subscribers from 0 to 5 million, and steered turnarounds at firms like Touch of Modern, facilitating successful private equity exits.

He holds an MBA from The Wharton School (University of Pennsylvania), a MSF from Saint Mary's College of California, and a BS from San Francisco State University. Unlike traditional consultants who focus solely on day-to-day execution, Leon embeds with management teams to professionalize finance functions, delivering the strategic clarity needed to scale or pivot.

Leon Wu, Founder

Toms Zvidrins

Toms Zvidrins is a former diplomat and seasoned venture strategist specializing in connecting European technology companies with Silicon Valley capital. He brings over 15 years of experience across entrepreneurship, venture capital, and fundraising — including two successful startup exits.

As CFO of AvaFin (ex-Creamfinance), Toms helped build the financial infrastructure behind the #2 Fastest Growing Company in Europe (Inc. 5000). For the past eight years, he has guided European founders through the U.S. fundraising landscape, building deep relationships with top-tier venture capitalists across the San Francisco Bay Area.

Toms holds an MBA in Finance from The Wharton School (University of Pennsylvania) and a BSc from the Stockholm School of Economics. He works directly alongside founding teams to sharpen their fundraising strategy, strengthen their investor narrative, and open the right doors at the right time.

Toms Zvidrins

Toms Zvidrins is a former diplomat and seasoned venture strategist specializing in connecting European technology companies with Silicon Valley capital. He brings over 15 years of experience across entrepreneurship, venture capital, and fundraising — including two successful startup exits.

As CFO of AvaFin (ex-Creamfinance), Toms helped build the financial infrastructure behind the #2 Fastest Growing Company in Europe (Inc. 5000). For the past eight years, he has guided European founders through the U.S. fundraising landscape, building deep relationships with top-tier venture capitalists across the San Francisco Bay Area.

Toms holds an MBA in Finance from The Wharton School (University of Pennsylvania) and a BSc from the Stockholm School of Economics. He works directly alongside founding teams to sharpen their fundraising strategy, strengthen their investor narrative, and open the right doors at the right time.

No obligation — a senior finance director will review your current structure and recommend efficiency opportunities.

Book a Finance Strategy Call

No obligation — a senior finance director will review your current structure and recommend efficiency opportunities.

Book a Finance Strategy Call

No obligation — a senior finance director will review your current structure and recommend efficiency opportunities.

Book a Finance Strategy Call