GET FUNDED

Your Clients Need Funding. You
Get Paid When They Find It.

Refer the small businesses you already work with to Capitalize. We'll handle the funding. You deepen the relationship—and earn commission on every funded deal.

BECOME A PARTNER SEE HOW IT WORKS

Lectus In Neque Libero Donec
Vitae Etiam Sollicitudin.

If small-business owners come to you for advice, contracts, coverage, or a roof over their head, you're already in the conversation that ends with "where do I get funding?" The Strategic Partners Program plugs you into the answer.

Accountants & CPAs

You see the books. When working capital is the answer, you're the first call.

Business Attorneys

Formation, acquisitions, growth—clients ask you where the money comes from.

Commercial Insurance Agents

You protect their business. Help them grow it without losing the account.

Business Consultants & Coaches

You build the plan. We fund the next step. Your clients keep moving.

Commercial Real Estate

Build-outs, deposits, working capital before move-in—funding closes more deals.

Trade Associations & Chambers

Add a real member benefit: funding access—without staffing it yourself.

Your Client Walks In Worried. They Walk Out Funded.

A CPA's restaurant client is two months behind on payroll, the lease renewal is on the table, and the bank's underwriting just stalled out for the third week running.

The CPA sends one email to their Capitalize partner manager. Bank statements and an application come back the same afternoon. By end of day two, the client has $185,000 in working capital wired to their account.

"My client kept their staff. I kept the account. And got paid for making the introduction."

—Strategic Partner, NY-based accounting firm
Two pink piggy banks, looking at a blueprint together.

Three Steps. No Sales Required.

You don't have to learn the funding business. You just have to know your clients—which you already do.

Apply To Partner

Tell Us About Your Practice.

We confirm your business, set up your partner profile, and assign you a dedicated partner manager—usually within 48 hours.
Refer The Client

Make The Introduction.

Email, transferred call, or send them through the website. We take it from there. You stay in the loop without being in the weeds.
Get The Check

Earn On Every Deal Funded.

When your client is funded, you're paid. Same payout on renewals. ACH direct to your account. No invoices, no chasing, no games.

What You Need To Know.

Do I need to sell my clients or pitch them funding?

No—that's not your role.

You don't need to explain products, structure deals, or convince anyone to move forward. If a client needs funding, you make the introduction and we take it from there. We handle the conversation, walk them through their options, and manage the process from start to finish—in a way that reflects well on you.

Do I need a certain number of clients to be a partner?

No. If you work with business owners, you're already in a position to refer when it makes sense. Some partners send deals regularly as part of their workflow. Others only refer when a situation comes up. There's no quota, no pressure, and no expectation to force something that isn't there.

What types of clients are a good fit for your funding?

Most small businesses with consistent revenue are worth a look.

If your client needs working capital, is dealing with cash flow gaps, or has been turned away by a bank, there's usually something we can explore. You don't need to pre-qualify or guess—we'll take a real look at the numbers and give you a clear answer on what does and doesn't make sense.

How involved do I need to be after the introduction?

You can be as involved as you'd like to be.

Some partners stay close to the process and like to be part of the conversation. Others prefer to step back after the introduction. Either way, we keep you updated so you always know where things stand—without having to manage the process or chase for answers.