Your brand, our machine.
Brokers, lenders, coaches, and advisors sit on deal flow that needs capital structure every week. The partner programs turn that flow into revenue: refer and earn on every close, or white-label the full platform and deliver under your own name.
The referral program: zero lift, real economics
Generate your tracked link, introduce the client, and the attribution is automatic from first click through purchase. Partners earn 20 percent on referred revenue with no operational work after the intro, and your client gets the full structure-first build: entity, PPM, model, data room, introductions.
White-label: the platform under your brand
For firms with recurring deal flow, the white-label track licenses the platform and delivery under your own brand, with reseller economics that keep roughly half the revenue on every client you bring. Your relationship stays yours; the machinery is ours.
Who partners well
The pattern from our best-performing partners is proximity to the capital-gap moment.
- SBA and commercial loan brokers whose files stall on equity
- Business brokers and M&A advisors with buyers who cannot fund
- CRE brokers whose syndicator clients need LP equity to close
- Acquisition coaches and diligence consultants at the LOI moment
Scope of work
Straight answers.
The questions dealmakers ask about this before they book.
20 percent of referred revenue, tracked automatically from your link’s first click through purchase, with fast payouts on close.
No. You spot the moment, someone buying a business or real estate who needs capital structured, and we handle everything technical from the strategy call onward.
Roughly $2,000 setup plus $400 per month, with the reseller keeping about half of the revenue on clients they bring. The strategy call scopes whether your deal flow supports it.
Here is how we structure it.
Entity, offering documents, CFA-built model, data room, then debt and equity introductions. Flat fee, no percentage of your raise. Map your deal on a strategy call.