For Advisors & Referral Sources

Your client's deal needs capital. Fast. We're the call.

Investment bankers, M&A advisors, business brokers, CPAs, attorneys, and lenders: when a transaction needs short-term or bridge capital to close — or a client falls just outside your credit box — we place it with funding partners who move in days.

Become a Referral Partner

When advisors call us

01 / SPEED

The deal has a gap

An acquisition or closing needs $150K–$15M of fast capital that the senior lender won't cover. Our partners fund on revenue and cash flow, close in days, and don't require hard collateral.

02 / FIT

The client fell outside your box

Bank declined, SBA timeline too slow, or the credit profile doesn't fit your fund's mandate. Instead of a dead end, hand them a real option — and stay their trusted advisor.

03 / FEES

You want a recurring revenue line

Partners earn referral fees on every funded deal. All 50 states, nearly all industries, $2B+ funded through our partner network since 2016.

How the partnership works

1. You send the scenario

A two-line email is enough: revenue, capital need, timing, and what's blocking the deal. No client documents required for an initial read.

2. We give you an honest read in 24 hours

Fundable or not, and at roughly what size and structure — so you never put your name behind an introduction that goes nowhere.

3. Your client gets funded, you get paid

Typical timeline from introduction to funding is days, not weeks. Referral fees are paid on every deal that closes, with full transparency on structure.

Start the Conversation