Strategic Growth WBD Growth Fund has expanded from SBA-focused offerings to investments and loans via a $65 million New Markets Tax Credits platform, indicating a shift toward broader financial solutions for Wisconsin’s rural and urban small businesses. This presents a sales opportunity to offer complementary financial products, advisory services, and funding partnerships aligned with their expanded mandate.

Leadership Signals Recent executive appointments, including a new President in 2026 and a Chief Commercial Officer named in 2023, suggest an emphasis on growth, market expansion, and revenue-generating initiatives. Engage with new leadership to align solutions with their strategic growth objectives and performance metrics.

Tech Enablement Current tech stack includes multichannel advertising and analytics tools (DoubleClick Floodlight, Google Analytics), talent acquisition platforms (iCIMS), cloud hosting (RackSpace), and developer tooling (PHP, jQuery). Potential sales angle for modernization, data integration, marketing automation, and compliance tooling to optimize outreach and portfolio management.

Community Impact Historical partnerships and community financing activities, such as funding a new facility with job creation in 2008 and a focus on rural-urban small business investments, indicate a mission-aligned opportunity to discuss impact-driven financing, reporting, and ESG/CRA-ready solutions for investors and lenders.

Financial Profile Revenue is in the range of $1M to $10M with a lean employee base, signaling a potentially nimble organization receptive to partnerships that scale efficiently, including programmatic lending, grant-backed financing, or co-investment structures with existing fund vehicles and network partners.