Partnerships
The Referral Partnership Program is built for business-to-business referrals. The goal is a simple handoff, professional outreach, and consistent follow-up so the referred business receives a clear next step.
A strong referral process protects relationships by keeping communication clean and expectations clear from the start.
This program is designed for partner businesses that refer other businesses who may need financing options.
It is a strong fit for partners who want a straightforward process, clear communication, and a referral experience that reflects well on their business.
A clear referral includes the basics needed to confirm fit and move quickly.
Business details
Business name and industry
Primary contact name and best way to reach them
Your relationship to the business and any context that matters
Funding request
What the business is trying to accomplish
Target amount range, if known
Timeline and urgency
Helpful context (when available)
Revenue range or general business size context
Existing obligations if consolidation or refinancing may be relevant
Any constraints that could affect fit
If you only have the contact and a clear goal, send that. We can guide the rest as needed.
After a referral is received, the process follows a simple sequence
A referral program should feel clean and professional, not unclear or sales-driven.
Partners can expect:
Confirmation that the referral was received
Clear communication if additional details are needed
Status updates at appropriate stages
A professional and respectful client experience
The goal is to protect relationships while keeping next steps clear.
Most delays come from missing essentials or unclear context, such as:
No clear funding goal or timeline
Incomplete contact details or poor reachability
Conflicting expectations about urgency
Limited context around what the business is trying to solve
The referred business is not ready to engage or confirm details
Clean inputs and clear expectations reduce friction and speed up outcomes.
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