Referral partners
Refer the owners you know. Keep the paper trail.
AI developers now license de-identified operating records from established companies. Introduce the businesses you already serve; we handle the screen, the disclosures and the buyer. You earn a share of the referral fee on every company that signs, under a written agreement.
- Free to join
- Written partner agreement
- Every referral tracked to you
Your referrals
Illustrative example| Company | Size | Stage |
|---|---|---|
| Desert Air HVAC | 64 | Paid |
| Summit Staffing | 110 | Sent to buyer |
| Ledgerline CPAs | 18 | Disclosure signed |
| Northgate IT | 42 | Screen booked |
You hear from us at every stage, from first click to payout.
Who partners with us
Built for people business owners already trust
The best partners sit across the table from owners of 30 to 300 person companies every week.
Accountants and bookkeepers
You already know who has years of clean, documented operations.
Agencies and consultants
You’ve seen inside their CRM, helpdesk and project tools.
Business brokers and M&A
Owners preparing to sell want every asset valued, including data.
Bankers and lenders
A new, non-dilutive asset is a welcome conversation with clients.
Peer groups and associations
Trade groups and owner networks in home services, staffing and IT.
How referrals work
You make the introduction. We do the rest.
And we keep you posted the whole way.
- 01
Join and sign
Get your personal referral link today. Your partner agreement arrives by email to sign.
About 3 minutes
- 02
Share or introduce
Send your link, or make a warm email intro and copy us. Either way, the company is tagged to you.
First touch counts
- 03
We screen and handle it
Confidential screen, written disclosures, buyer comparison and paperwork. You never handle data.
Status updates at each stage
- 04
You get paid
When the buyer pays us for a company you referred, you receive your share under your agreement.
Paid after funds arrive
Agreement and tracking
A clear paper trail from first click to payout.
Referral programs fall apart over attribution. Ours is set up so there’s never a question about whose referral it was or what you’re owed.
Written partner agreement
Your share, when it’s paid and what counts as a valid referral, signed electronically before your first introduction.
Your own tracked link
Every company that arrives through your link carries your partner code on its record.
Stage-by-stage updates
Screen booked, disclosure signed, sent to buyer, accepted, paid. You hear about each one.
Full disclosure to the company
Every referred owner sees, in writing, that advisers may be compensated. Clean for you, clean for them.
Fit
What a strong referral looks like
Send us companies that fit, and more of your referrals turn into signed deals. See the full qualifications.
Send them our way
- 30 to 300 employees, mostly desk-based or office-run
- At least 3 years in business
- Headquartered in the US, UK or Canada
- Runs on a CRM, helpdesk, field-service, accounting or project tool
- Home services, staffing, accounting, managed IT, support, marketing or consulting
- You can reach the owner or an executive directly
Usually not a fit for licensing
- Healthcare practices and law firms (we still help them protect and use their data)
- Companies under 3 years old or under 10 people
- Businesses run mostly on paper or personal email
- Anyone who already applied to a buyer program on their own
The short version
What you can count on as a partner.
- A share of every signed dealSet in your written agreement
- First-touch attributionYour link or your intro email
- No data handlingYou introduce; we do the work
- Updates at every stageFrom screen booked to paid
- Paid after the buyer paysNo invoices to chase
FAQ
Partner questions
How much do partners earn?
You receive a share of the referral fee we’re paid when a company you referred signs with a buyer. The exact share and payment terms are in your written partner agreement. Buyer fees vary by deal size, so we don’t publish a single figure.
When do I get paid?
After the buyer pays us for that company. Buyers pay at different points, often when the company’s data package is accepted, so timing varies by deal. Your agreement spells it out.
What if the company already talked to a buyer?
If a company applied to a buyer program on its own before your introduction, buyers generally won’t credit the referral. Introduce companies early, before they apply anywhere.
Do I need to understand AI or data licensing?
No. Your job is the introduction. We explain the opportunity, run the screen and handle every disclosure and agreement with the company.
Will my clients know I’m compensated?
Yes. We disclose referral compensation to every company in writing. Transparency protects your relationship and ours.