Referral program
Earn a share of our commission on every company you refer. Paid when their deal closes.
Know a company that has run on the same systems for years, in any industry? Introduce them with your link. We confirm your reward in writing before any deal closes.
Already have an account? Your link is in the portal.
Made for people owners already trust.
If you're the person an owner calls with a business question, an introduction from you carries weight.
Accountants and fractional CFOs
You know which clients keep years of clean, connected records.
Consultants and advisors
You work inside companies and see which systems their work runs through.
IT providers and MSPs
You look after the systems where a client's history lives.
Insurance agents and brokers
Your commercial clients may be sitting on years of operating records.
Suppliers and distributors
You talk to the same business customers every week and know who has been around for years.
Other owners
You've heard peers ask what their company's records are worth.
How it works in three steps.
You make the introduction. We do the intake, the packaging and the selling.
- 1
Get a link
Give us your name and email below. You get a link that's yours.
- 2
They start an intake from it
When someone opens your link and starts an intake within 90 days, we credit them to you. The first link they used is the one that counts.
- 3
You're paid once we are
If their deal closes, you share in our commission, and your payout follows when ours arrives. If nothing closes, nobody owes anything.
Program terms in full.
Short on purpose. If anything here is unclear, ask before you share a link.
- Your reward
- We confirm your reward in writing before any deal closes.
- First link wins
- If a company arrives through more than one referral link, the first link it used gets the credit.
- 90-day window
- Credit applies when the company starts an intake within 90 days of first opening your link.
- No self-referrals
- You can't refer your own company.
- Tax form
- We need a W-9 from you before we send a payout, so we can handle any tax reporting.
- Our call
- We can decline referrals that don't fit. Not every company has records we can take to market.
- Their records
- You never handle a company's data. You make the introduction; we take it from there. Contact details you share are used to reach that company about the introduction.
- What you see
- If you have an account with us, each company credited to you shows in your portal by name, with where it stands (received, intake started, submitted or deal closed) and your payout. You don't see its intake answers, its offers or its license. Our privacy policy tells referred companies this.
Ready when you are. Pick the one that fits.
Get a link to share whenever it comes up, or introduce a specific company right now.
For partners without an account
Get a referral link
Tell us who you are and we'll give you a link to share. No account needed.
For a company you have in mind
Refer a company now
Send us the company and who to talk to, and we'll take it from here.
Already have an account? Your link is in the portal.