Cash-flow first.
Existing businesses and income-producing real estate.
PRIVATE CAPITAL · PROJECT REVIEW
Capital meets
vision.
Connecting established cash-flow businesses and income-producing real estate projects with potential private capital opportunities. Share your financial performance, capital needs, and growth objectives to begin the review process.
Financial clarity.
Complete records, considered evaluation.
Defined next steps.
Structured review, communication, and follow-through.
02 / Financial requirementsDocumented cash flow.
Documented cash flow.
Organized financials.
Our review takes a comprehensive look at financial performance, including revenue, operating expenses, outstanding debt, and owner distributions. If your project advances, you’ll be asked to provide detailed financial records, including a complete breakdown of business expenses, for a secure and comprehensive review.
Begin project submission ↗FINANCIAL READINESS CHECKLIST
✓
Reconciled bank & credit card statementsAt least 12 recent months, reconciled to the accounting records.
✓
Detailed profit & loss statementsYear-to-date and prior 1–2 years, with every revenue and expense category.
✓
General ledger & expense breakdownTransaction-level expenses, payroll, rent, contractors, taxes, subscriptions, and owner draws.
✓
Balance sheet & cash-flow statementsAssets, liabilities, working capital, receivables, payables, and cash movements.
✓
All debt & payment obligationsLoans, credit lines, merchant cash advances, leases, interest, and repayment schedules.
✓
Capital request & supporting recordsAmount needed, exact use of funds, financial forecasts, and supporting assumptions.
✓
Legal entity & ownership recordsEntity type, owners and percentages, operating agreements or cap table, and signing authority.
For real estate, we may also request rent rolls, leases, occupancy, property expenses, and operating statements. Tax returns and other supporting records may be requested later via a secure channel.
03 / What happens next
A defined process.
Clear next steps.
After submitting, please allow 1–4 weeks for an update on whether your project advances. The full review and coordination process may take up to six months, and some projects may be placed on a waitlist.
Submit the basics.
Provide your business or property details, capital needs, operating history, and ownership structure.
Initial review.
We screen documented cash flow, complete expenses, outstanding debt, and overall fit. Expect an initial advancement update within 1–4 weeks.
Conversation & diligence.
Projects that advance may proceed to a call, secure financial due diligence, and further coordination. The overall process may take up to six months, or a project may be waitlisted.
04 / Where capital comes from
Private investors.
Structured participation.
Potential capital comes from private investors participating individually or together in structured co-investment opportunities. WizDime coordinates the review and process; it does not promise to fund projects directly.
01 / PROFIT PARTICIPATIONShare in project profits
Some opportunities may be structured around contractual profit-sharing rather than giving participants ownership or management control. Payments depend on agreed terms and performance.
02 / LOAN OR OTHER STRUCTURETerms depend on the transaction
A qualifying project may instead be considered for a separately structured debt or other financing arrangement. A loan is not the default or a promised option.
The source, structure, cost, investor rights, and repayment or distribution terms are evaluated case by case. No capital is committed by submitting a project; any offering or investor participation requires an appropriate legal process.
Submit your project ↗PROJECT EVALUATION ✳ FINANCIAL CLARITY ✳ THOUGHTFUL COORDINATION ✳ GROWTH OPPORTUNITIES ✳ PROJECT EVALUATION ✳ FINANCIAL CLARITY ✳ THOUGHTFUL COORDINATION ✳ GROWTH OPPORTUNITIES ✳
05 / Submit for reviewSubmit your
Submit your
capital request.
For cash-flow businesses and income-producing real estate operations with verifiable financial performance. If your project advances, you’ll be asked to provide detailed financial records, including a complete breakdown of business expenses, for a secure and comprehensive review. Expect an initial update within 1–4 weeks; the full process may take up to six months, and some projects may be waitlisted.
✳We do not request bank statements, tax returns, account details, or sensitive financial documents in this initial form.
Project intake
Step 1 of 3Start your submission
Your application will be sent to WizDime Investments for review. Please do not include account numbers, tax returns, bank statements, or other sensitive documents. Submission does not guarantee funding.