Excellent info on this thread! 

I have taken a business partnership approach with this company, and have even mentored their excellent young CEO.

If you're serious about this, you should definitely consult an attorney.I am not one, but here are some things I've learned from playing around with these types of things:--Trusts are excellent vehicles for anonymity--You can hire a professional fiduciary (like an attorney) to act as trustee so the public contact is not easily affiliated with you. 

A good mentor should want to share their learnings (versus sell them) - if you can find this, it could be your fastest way toward enhancing yourself.I don’t want to give particular input on your financial piece.

This is one of those situation where the HELOC on your primary residence would be easier to get, especially while you have excellent credit scores. 

Excel should work.

Excellent house hack!

@Jordan Gregg this is excellent info, thank you very much for being so candid.

I am much more into forced equity and getting into larger projects myself, but I live right here and have built an excellent team around me.

They have excellent payment history, and their credit can be explained with a history of opening several credit cards and a brief period during covid with a few missed payments.