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Corey Davis

Boise, Idaho Area

Startup Junky. Capital Raiser. Experienced financial consultant and healthcare enthusiast with real estate hobbies.

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Areas of Expertise

  • Seed stage fundraising

    I work with investors and entrepreneurs to match great ideas with the funding to make them possible.

    • Finance
    • Other
    • seed capital
    • Life Science Venture Capital
    • Funding platforms
    • Funding

Reviews

  • PP
    Corey is the guy everyone wants on the team and, based on my experience working alongside him, there are three reasons why: his intellect, work ethic, and interpersonal skills. When it comes to transaction work, Corey quickly identifies and articulates the relevant qualitative and quantitative issues to keep the team focused and working efficiently. Day after day, he completes his own work ahead of schedule and then helps everyone else on the team finish their work before he goes home. It’s no wonder he’s in such high demand to be staffed on engagements.
    private private

Investing Profile

Investor Overview
1-3 investments
Other Investments
Fusion IO, Mojiva Networks, Soasta

My Interests

Health Sectors
Medical Devices, Digital Health, Biotech, Health IT, Healthcare Delivery, Diagnostics, Payers
Markets, Health Indications, Health Issues
  • Chronic heart disease management
  • Cancer Detection
  • Auto Immune Diseases
  • Digital Health
  • Personal Health
Geographies
  • Boise, Idaho Area
  • Greater Salt Lake City Area
  • San Francisco Bay Area
  • Greater Boston Area
  • Greater Los Angeles Area

Experience

  • Director of Investment Community

    Healthfundr | December 2014 - Current

  • Director, Financial Planning and Analysis

    Famous Brands International | May 2012 - Current 2013

    • Designed and executed a strategic planning process to drive company restructuring goals resulting in enhanced forecasting accuracy, organizational focus on strategic objectives, and business unit accountability • Framed strategic decisions of capital investment to support $40 million initiatives expanding market presence, acquiring or divesting business units, with free cash flow and market expansion based models ROI, market research, and company alignment analysis • Hired, trained, and managed a team of financial analysts, establishing monthly and annual processes to prepare and present to C-level management; including company performance and business unit variance analysis market research and competitive analysis, and company and industry revenue/expense trends, reducing the monthly and quarterly reporting process by 50% • Influenced the opening of 54 stores in 2012 and expected 60 in 2013 through establishing 15 franchisee lending relationships, pre-approving brand performance, and improving franchisee financial information and preparedness when approaching banks

  • Senior Associate - Financial Instruments, Structured Products and Real Estate

    PwC | September 2010 - May 2012

    • Lead valuation and market analysis services for distressed companies, debt, and equity securities, and complex financial structures, presenting findings and recommendations to C-level management of PE and hedge funds, global banks and corporate institutions • Conducted market analysis and pre/post issuance valuation for issuances of structured finance products and complex financial instruments; including CMBS, RMBS, ABS, CDO transactions totaling several billion dollars • Advised clients in forming an appropriate strategy and organizational structure for valuation operations and risk compliance requirements through market research, establishing best practices, and presenting senior management with market based comparison and insights and organizational change designs resulting in $1 million in consulting fees

  • Transaction Services Analyst

    Scalar Partners | September 2009 - February 2010

    • Modeled and marketed potential private company financing scenarios showing pro-forma performance, cash flow, guarantors, market demand and return to investors • Prepared marketing materials for Secondary Private Equity and M&A transaction services

  • Manager - Treasury and Treasury Controllership

    American Express | May 2009 - August 2009

    • Evaluated the current reporting and tracking system for the $58 billion debt portfolio and identified $3.9 million in potential savings related to amortization methodologies and delivered findings and action recommendations to Senior VP of Controllership • Provided actionable recommendations to VP of Treasury Controllership for enhanced reporting system requirements related to bank holding company policies for both the debt portfolio and the amortization of debt discounts and fees • Compiled the cash portion of quarter-end results and assisted in the preparation of investment and hedging activities reporting

  • Director

    Cougar Capital | May 2009 - April 2010

    Cougar Capital is a student-run venture capital and private equity fund run by 2nd-year MBA students at the Marriott School at Brigham Young University. Cougar Capital partners with venture capital and private equity firms and becomes a member of the syndicate team conducting due diligence on potential investments. When appropriate, Cougar Capital will co-invest with the industry partners in the deal. Started in 2005, Cougar Capital has produced alumni currently working in private equity, venture capital, investment banking, and award-winning entrepreneurial startups. Forbes magazine recently designated Cougar Capital as one of the most innovative business classes in America. All proceeds are reinvested into the fund for use by future students. Since inception, the original donation of approximately $600,000 to CC has resulted in actual returns and a market value on portfolio companies in excess of $2,000,000.

  • Senior Credit Analyst

    Zions Bank | December 2007 - August 2008

    • Underwrote credit/market risk and negotiated loan purchase terms for the acquisition of approximately $26million of all types of commercial real estate loans from partner banks • Analyzed the default risk on the National Real Estate Group’s $5 billion loan portfolio with the analyst team as part of the profitable sale of $200million in loan assets • Modeled pro-forma performance, EBITDA, analyzed and underwrote operating companies, guarantors, real estate collateral, project feasibility, market demand and growth potential to ensure product feasibility and profitability for the loan portfolio

  • Project Manager - Land Acquisitions, Entitlements, and Development

    Woodside Homes, UT | February 2006 - December 2007

    • Managed project development, entitlements, and budget control for ten projects valued at $100 million • Prepared cash flow and market based models to assist in the divestiture of $9 million of assets • Designed and implemented a bidding/budgeting system resulting in savings of $10million across all projects and an average of 50% decrease in contingent project funding • Negotiated development agreements with municipalities for various projects ranging from 100 to 1200 units

  • Project Manager - Acquisitions, Entitlements, and Development (Intern)

    KB Home | April 2005 - August 2005

  • Missionary

    Peru Lima East Mission | December 2000 - Current 2002

Education

  • Brigham Young University

    MBA | Finance, Venture Capital, and Private Equity | 2008 - 2010

  • Brigham Young University

    Bachelor of Business Administration | 2002 - 2006