WACC 360
More qualified leads.
Fund more clients.
Your entire business funding operation. One intelligent platform.
Stop juggling disconnected systems, chasing incomplete applications, and losing valuable prospects in a fragmented workflow. WACC 360 brings AI-powered lead generation, business credit intelligence, client management, funding preparation, lender research, marketing automation and back-office support together in one connected ecosystem.
Spend less time managing the process and more time building relationships, serving clients and growing revenue.
Free access covers the CRM and core tools within plan limits. Advanced features, integrations and professional services may require paid plans — eligibility and fees are shown at signup.
The reality of running a funding practice
You didn’t build your business to spend your life chasing paperwork.
You know how to build relationships and help business owners pursue capital — but operating the business can become a business of its own.
You may be spending more time organizing the process than building your pipeline. Your next stage of growth requires more than another disconnected tool — it requires an operating system that helps organize the entire process.
Meet your new funding operating system.
WACC 360 connects the people, information, AI employees and workflows that help move your business forward — leads, clients, credit research, lender matching, packages, approvals and follow-up in one connected flow.
FundingOS capabilities
Everything you need to run a more organized funding business.
WACC 360 manages the entire process — everything organized, all in one. Tap any capability to see how it works in the interactive simulation.
Every capability on this page is demonstrated in the interactive simulation with clearly labeled fictional sample data. Nothing here links into a live system — the working platform opens after free registration.
How an opportunity moves through FundingOS
From first contact to recorded outcome. Fourteen connected stages.
Automated preparation and human review are always distinguished. Lenders make their own independent decisions. Tap a stage to see how information flows between the CRM, Client Portal, AI employees, audit, lender database and Workspace.
01 · Lead Acquisition
Authorized prospecting workflows, referrals and campaign capture feed one pipeline.
Information flow
Lead sources → Lead Engine → CRM
Every stage above operates in the live WACC 360 application for registered professionals. The public demonstration uses fictional sample data; lender decisions and submissions are always recorded as received through authorized channels.
Two ways in
Start with the audit, or start with a conversation.
Both paths are free to begin. The audit simulation shows exactly what your clients experience; the WhatsApp agent answers your questions now and hands you to a human consultant when you want one.
Journey A · Offer your clients a Funding IQ Audit ($299 value)
As a consultant, you provide a branded readiness audit as part of your client experience. The readiness engine reviews the business facts, identifies missing documentation and produces an explainable score with prioritized recommendations for your review.
Journey B · WhatsApp consultation
Chat with the AI Funding Sales Agent about FundingOS, the free CRM, the audit, membership or onboarding — with a clear human handoff whenever you want to talk to a real person. Appointment booking happens only through actual confirmed calendar availability; nothing is called booked until the booking is confirmed.
Conversations connect to the appropriate CRM record with suitable permissions and notice. Sensitive financial information is never collected through chat when the secure client portal is available.
Live lead prospecting, generation & scoring
See how a lead becomes a qualified opportunity.
The public demonstration below uses fictional sample prospects. In the live application, scoring uses documented criteria configured for each campaign — verified information, inferred information and missing information are always separated, and creditworthiness is never inferred from unrelated personal characteristics.
Ridgeline Plumbing Co.
Plumbing Services · Phoenix, AZ
Source: Service-area search
87
QualifiedEngagement: Opened pricing email ×2, replied to follow-up
Assigned: AI Lead Gen Specialist · Next: Send funding-readiness invitation
CRM: New lead
Cedar & Vine Café Group
Food & Beverage · Austin, TX
Source: Referral partner
81
QualifiedEngagement: Booked intro call
Assigned: AI Funding Sales Agent · Next: Prepare readiness profile
CRM: Working
Atlas Freight Partners
Trucking · Memphis, TN
Source: Content inquiry
74
EngagedEngagement: Downloaded funding guide
Assigned: AI Lead Gen Specialist · Next: Qualifying sequence (day 2)
CRM: Nurture
Lumin Dental Studio
Healthcare · Tampa, FL
Source: Service-area search
68
NewEngagement: Visited funding page
Assigned: AI CRM Assistant · Next: First-touch outreach draft
CRM: New lead
Northgate Auto Detail
Auto Services · Denver, CO
Source: Ads campaign
52
NewEngagement: Landing visit only
Assigned: AI Lead Gen Specialist · Next: Monitor engagement signals
CRM: Nurture
Qualified prospects flow into the CRM where the AI Funding Sales Agent prepares personalized responses for professional review and approval. Production use enforces privacy, data-protection, communications and source-licensing requirements. All names and data above are fictional demonstrations.
AI employee marketplace
Hire the workforce that runs the process.
Specialized AI employees for business credit and funding work — deployed into your Workspaces with defined responsibilities, permissions and approval requirements. High-impact actions always pause for human sign-off.
AI Funding Sales Agent
Answers prospect questions, qualifies interest, and prepares consultation handoffs for review.
AI Lead Generation Specialist
Runs authorized prospecting workflows and keeps the pipeline stocked with documented-criteria leads.
AI Business Development Representative
Prepares personalized outreach drafts for human approval before anything sends.
AI Business Credit Research Assistant
Researches business credit topics, vendor reporting policies and bureau fundamentals.
AI Funding Readiness Analyst
Assists the Funding IQ Audit with findings, missing-document lists and draft recommendations.
AI Document Preparation Assistant
Organizes client documents into complete checklists and package drafts.
AI Lender Matching Analyst
Compares profiles against lender criteria and explains each potential match.
AI CRM Assistant
Keeps records current, drafts follow-ups and surfaces next-best actions.
AI Client Onboarding Specialist
Guides clients through portal onboarding and document collection.
AI Marketing Strategist
Plans campaigns and drafts marketing materials for approval.
AI Compliance Checklist Assistant
Tracks readiness, consent and documentation requirements per client file.
AI Funding Pipeline Analyst
Summarizes pipeline health, stalled files and recorded outcomes.
This is the public view: role descriptions only. Private employee configurations, client information and hiring live inside the app. Roles listed here reflect the WACC marketplace and planned templates — anything not yet operational is labeled there before you hire it.
See it live
Every part of the system, demonstrated.
Tap any simulation to walk the framework exactly as it runs — AI sales agent on WhatsApp, prospecting, dashboards, workspaces, profiles, credit analysis, LinkedIn, certification and partner programs. All fictional sample data, clearly labeled.
Analytics
See the whole pipeline at a glance.
Pipeline funnel, lead-source performance, audit completion, application progress and campaign results — animated, readable on any screen, and always separated into demonstration data (public) and your real authorized records (in-app).
Pipeline funnel
DEMO DATAIllustrative conversion shape for a funding practice — demonstration only.
Lead-source distribution
DEMO DATAInside the app, dashboards read your actual records — pipeline stages, audits, documents awaiting review, lender matches, recorded decisions and revenue where available — with filters by date, workspace, campaign and employee.
Charts never present simulated activity as live results, and demo records never mix with real business records.
The trust layer
AI that works with you. Approvals that keep you in control.
High-impact actions pause for a human decision. Every approval states the exact proposed action, the relevant data, the expected consequence and the requested permission.
Prepared
An AI employee drafts an action with its exact scope.
Review
You see the proposed action, the data involved and the expected consequence.
Approval
Approve, reject, request revisions or escalate — the decision is recorded.
Execute
Only the approved action, within its recorded scope, is carried out.
Verify
The execution result is logged; material changes require renewed authorization.
Configurable approval policies
Approving a draft is never approval to send it; approving a package is never approval to submit it. Approving, rejecting, revising and escalating are all recorded with the actor, timestamp, scope and execution result — and material changes require renewed authorization. In-app activity logs are available to authorized users in Orchestration.
Approval workflow: preparation, review, approval, execution, verification.
Live ecosystem
Your entire funding ecosystem. Connected.
Search what lives inside WACC 360. Tap any capability to see it demonstrated in the interactive simulation — the working system opens after free registration.
Your systems. One connected workflow.
Wix Store
ConnectedCommerce
Product catalog, orders and storefront sync.
Stripe Payments
ConnectedPayments
Checkout and subscription billing.
WhatsApp Business
ConnectedCommunication
AI sales agent line and team channels.
Dropbox
ConnectedDocument Storage
Document sharing with clients.
Google Analytics
Available to ConnectAnalytics
Read-only traffic reporting.
Social
Per-user content publishing connection.
Google Sheets
Available to ConnectData
Per-user export connection.
Google Calendar
Available to ConnectCalendars
Appointment availability and booking.
Meta Ads
Requires ConfigurationAdvertising
Business assets and ad account authorization.
Integration states are shown for illustration. Inside the platform, each connection requires explicit authorization, requested permissions are shown before connecting, and credentials stay in server-side storage — never in browser code or page content.
Professional network
LinkedIn-ready content, without the automation risk.
Plan content, draft posts, organize calendars and campaigns, research prospects and track leads — through supported, authorized connections only. Where a connection is unavailable, you can still prepare content and manage permitted manual workflows, and the app says so plainly. No scraping, no bypassed access controls, no connection claimed live before it is authorized and tested.
Content & calendar
Plan posts, draft with your voice profile, and schedule through authorized publishing where connected.
Prospect research & CRM
Track LinkedIn-sourced prospects in the CRM with scoring, notes and follow-up preparation.
Engagement & follow-up
Import engagements you have authorized, classify with cited evidence, and prepare replies for review.
Grow with WACC
Certification and partner opportunities.
WACC Certification
Training programs and certification pathways for funding professionals, with real courses, requirements, completion status and public certificate verification. Certificates are issued only when learning and assessment criteria are satisfied — and a WACC certificate is not a government license, lending qualification or regulatory endorsement.
Partner OS
The partner ecosystem for consultants, agencies and business development professionals: partner tools, onboarding, training, referral tracking and reporting. Actual program terms, eligibility and reporting are presented during onboarding — no invented commission rates or earnings guarantees.
Founder
Built by someone who has been in your shoes.
Dr. Jamel "JD" Dennis — Founder & CEO, WACC 360, Inc.
AI Ecosystems Architect.
I know the 2 a.m. feeling. Chasing leads that go cold. Juggling client documents across five inboxes. Watching a deal die because one bank statement was missing. Doing everything alone because hiring help costs more than the deal pays.
I've been in your shoes — and over 25 years in business funding, credit, technology and business development, I helped structure more than $100 million in business loans and lines of credit. The lesson every step of the way: the challenge is never just finding capital. It's organizing the business, preparing the file, identifying the right opportunities, building relationships, following through, and managing the entire process.
So I built the system I wished I had. WACC 360 runs that entire process for you — everything organized, all in one, with full back-office support on demand.
"The future of funding and credit belongs to professionals who combine experience, relationships and intelligent systems. I built WACC 360 so you don't have to build it alone."
This is the exclusive window: become a founding member and help shape what funding looks like next. Start free — no risk, no obligation.
Founding Member Program
Be part of the next generation of business funding.
WACC 360 is building a connected ecosystem for funding professionals who want to organize their operations, improve their client acquisition process, and use AI to support business growth.
Join the founding community to explore the platform, provide feedback, and participate in the development of the funding ecosystem.
- Early access to new FundingOS capabilities as they ship
- A direct line into the product roadmap — founding feedback shapes what gets built
- The free funding CRM and core tools, within plan limits
- Founding-member terms and pricing shown at signup
Actual founding-member benefits, eligibility, pricing and availability are presented when you join. No lifetime benefits, guaranteed discounts, investment returns or exclusive features are offered unless formally implemented.
Case studies
A framework built for honest measurement.
Client background
Business challenge & starting conditions
WACC features used & implementation process
Measured results, period & limitations
Every published case study separates actual measured outcomes from illustrative examples and requires client permission. Client permission is recorded before publication.
Use cases
Built for how funding professionals actually work.
Independent business funding consultants
Problem: Juggling leads, documents and lender criteria across spreadsheets and inboxes.
Workflow: Capture leads → readiness audit → client portal document collection → lender matching → package review.
Expected benefit: One organized pipeline instead of scattered files.
Business credit professionals
Problem: Repeating the same education and checklist for every new client.
Workflow: Readiness profile → credit research tools → vendor reporting research → tracked recommendations.
Expected benefit: Consistent, repeatable client onboarding.
Commercial finance brokers
Problem: Matching deals to the right lenders is slow manual research.
Workflow: Profile development → criteria comparison → package preparation → professional review.
Expected benefit: Faster, better-documented deal preparation.
Mortgage professionals
Problem: Referral partners need organized handoffs and follow-up.
Workflow: Lead routing → CRM tasks → AI-assisted follow-up preparation → tracked outcomes.
Expected benefit: Referral relationships that stay warm.
Insurance professionals
Problem: Cross-sell conversations lack context on clients’ business needs.
Workflow: Client profiles → notes and tasks → AI-drafted outreach for review.
Expected benefit: Informed, timely client conversations.
Business development consultants
Problem: Prospecting eats the day; qualification is inconsistent.
Workflow: Lead generation → scoring → AI sales agent drafts → human approval to send.
Expected benefit: More qualified conversations, fewer dead ends.
Small funding agencies
Problem: Team coordination lives in chat threads and memory.
Workflow: Workspaces → task assignment → approvals → shared client records.
Expected benefit: Clear ownership of every client file.
Expected benefits are operational, not financial guarantees — no promise of funding approvals, revenue increases or specific financial outcomes.
Announcement
WACC 360 FundingOS — the pre-press release.
Read the FundingOS announcement
The published pre-press release lives in the WACC 360 press room.
FAQ
Straight answers.
FundingOS is a business funding and credit operations experience connecting available WACC 360 tools for lead management, client onboarding, funding readiness assessment, business credit research, lender research, AI assistance and workflow coordination — one connected operating layer for funding professionals.