Your clients call you when the bank says no. You hand them off to someone who can actually help — and you stay in the loop through close. No awkward cold handoffs. No lost relationships. Just a cleaner answer for the cash flow question you keep getting.
You see the financials. When a client's cash flow is tight or they need capital to grow, you're the first call. Now you have a funding referral that reflects well on you.
Clients restructuring, expanding, or navigating a gap need more than legal advice. A capital introduction adds value without stepping outside your lane.
Growth stalls without capital. When your client is execution-ready but underfunded, a well-timed referral moves the whole engagement forward.
You manage the balance sheet. When debt capacity or a credit facility is part of the plan, we're the operational partner who closes it. You stay in the reporting loop.
We pay referral fees on closed deals. The structure varies by product type and deal size — we'll walk you through the specifics when we connect.
What we won't do: hide fees in fine print, create conflicts with your clients, or make you feel like a lead source instead of a professional. The relationship you have with your client is yours — we're here to add value to it, not extract from it.
If you're sourcing deals that close, this is worth your time. If you're not sure, the first conversation will tell you quickly.
Paid after close. Structure disclosed upfront when we connect.
You retain full client relationship. We work alongside you, not around you.
You stay informed. No black box — we tell you where your client's deal stands.
One deal or ten. The arrangement works when you have clients who need it.
Name, email, and a brief note on the situation. Takes two minutes. You can do it from the form below or just email us directly.
A real advisor contacts your client — by name, mentioning the referral. No auto-emails, no generic drip sequence. A human first touch.
Revenue-based financing, term loans, lines of credit — we match the product to the business, not the other way around. No collateral required for most products.
We keep you informed at key milestones. You can speak to your client knowing exactly where things stand — which is what professionals actually need.
Fill out the form and we'll be in touch within one business day to discuss the arrangement and answer your questions.