Corporate Consultancy & Finance
In today’s dynamic financial landscape, expert guidance is key to sustainable growth. Wealthvisory Capital delivers tailored corporate consultancy and financial solutions to optimize business performance, drive strategic investments, and ensure long-term stability. From corporate finance to wealth management, we provide end-to-end services that empower businesses and investors to make informed, future-ready decisions.
About Wealthvisory Corporate Consultancy & Finance
Wealthvisory Capital offers expert financial consultancy and strategic business solutions to drive growth, optimize resources, and ensure long-term financial stability. Our specialized team excels in corporate finance, investment strategies, and wealth management, helping businesses navigate financial complexities with confidence. By combining industry expertise with market intelligence, we deliver tailored solutions that align with your goals and maximize profitability.
Corporate Solution
We are the only team on the Polish real estate market with proven experience gained in private equity and investment banking, capable of providing our clients with comprehensive support based on five pillars:
- Establishing investment platforms
WCG Finance offers full support at each stage of creating an investment platform: from concept development and analysis, through searching for business partners, strategic investors, JV partners, through advisory in finding the right people to manage the platform, including asset and investment fund managers.
Our services cover all asset classes: residential (including build to rent and build to sell projects), student housing and other assets in the Living sector; offices, industrial and logistics assets (incl. light production), various types of retail and mixed-use objects; hospitality assets (including resorts); as well as data centres, life science and a new real estate sector based on modular construction.
- Fundraising
We support funds in the fundraising processes. Before presenting the opportunity to the investors, we analyze the client’s fund assumptions in order to maximize the interest of potential investors and conduct a complete financial analysis of the fund from their perspective. The offering is proposed to the relevant group of investors expressing interest in a given fund, region of operation and asset classes.
Consultancy and finance
Clients expecting selected, specific solutions that do not constitute a complete platform, may benefit from our:
- Assistance in bank loan structuring (incl. corporate debt finance)
Companies from the real estate sector, including Investors, Developers and Tenants, depending on the client’s situation, may benefit from advice on obtaining the following types of loans: construction loan, investment loan, loans for individual assets and for entire portfolios purchase, as well as loans for the acquisition of entire companies and enterprises; including M&A financing (margin loan, LBO).
- All forms of capital requirements (equity)
As a supplement or alternative to bank debt, on behalf of our clients, we search for such forms of financing as: equity finance, mezzanine finance, preferred equity, senior stretch, junior loan, etc.
