Capital Collab Partner Program

Earn more for every client you refer.

Join 200+ brokers, CPAs, and consultants who add a new revenue stream by connecting their clients with the right capital solutions.

0+

Active Partners

$0M+

Commissions Paid

$0K

Avg Deal Size

0%

Partner Satisfaction

Built for professionals

Who is this for?

If your clients need capital, you should be earning when they get it.

Business Brokers

Help your acquisition clients secure the right financing and earn on every closed deal.

M&A advisorsBusiness brokersFranchise consultants

CPAs & Accountants

Your clients already trust your financial guidance — extend it to capital solutions.

CPA firmsTax advisorsBookkeeping firms

Business Consultants

Add a revenue stream by referring clients who need growth capital to execute your strategies.

Management consultantsGrowth advisorsFractional CFOs

Coaches & Advisors

Give your clients a direct path to funding while earning commissions on every deal funded.

Business coachesFinancial advisorsIndustry mentors

Why Capital Collab

Why partner with us?

A New Revenue Stream — Without Extra Work

You're already advising clients on growth. Now you can earn every time they get funded — without lifting a finger on the capital side.

  • Commissions on every funded deal
  • We handle underwriting, matching, and closing
  • Zero operational overhead for you
Earnings snapshot
This quarter
$18,750
+24% vs last quarter
75% to Gold tier

Your Clients Get Better Outcomes

Referring clients to Capital Collab means they get access to 350+ vetted lenders instead of one bank. Better terms, faster funding, happier clients.

  • 350+ lenders competing for every deal
  • Offers in 24–48 hours
  • Dedicated advisor for each referral
Client outcomes
48hr
Avg time to offers
350+
Lenders competing
$0
Upfront cost to client
95%
Client satisfaction

Full Transparency, Always

Track every referral in real time. Know exactly when a deal moves through the pipeline and when your commission is earned.

  • Real-time partner dashboard
  • Automated commission tracking
  • Monthly payouts with detailed reporting
Pipeline visibility
Acme Manufacturing
$450KFunded
Summit Dental Group
$280KClosing
Atlas Logistics
$1.2MIn Review
Peak Construction
$680KSubmitted

Transparent earnings

How you earn

Everyone earns a 15% base commission on every funded deal. Higher volume unlocks additional bonus percentages.

Base commission
15%

on every funded deal

Up to referral override
Up to 5%

on referred affiliates’ deals

Bonus tier levels

Everyone earns the 15% base. Higher performance unlocks these additional bonuses:

Silver

1–4 funded deals / quarter

Included at this level

  • Partner dashboard access
  • Marketing materials
  • Dedicated support
  • Monthly payouts

+1%

bonus

Total: 16%

Gold

5–9 funded deals / quarter

Included at this level

  • Everything in Silver
  • Priority deal processing
  • Co-branded collateral
  • Quarterly strategy calls

+3%

bonus

Total: 18%

Platinum

10+ funded deals / quarter

Included at this level

  • Everything in Gold
  • White-label portal
  • API access
  • Custom commission structures
  • Dedicated account manager
  • Annual all-expenses-paid President's Club trip

+5%

bonus

Total: 20%

Bonus percentages are added on top of the 15% base commission.

Simple process

How it works

01

Apply in Minutes

Fill out a quick application. We review every partner to ensure alignment and quality.

02

Get Onboarded

Access your partner dashboard, marketing materials, and dedicated support team within 24 hours.

03

Refer Clients

Submit referrals through your dashboard. We handle the capital matching, underwriting, and closing.

04

Earn Commissions

Get paid on every funded deal. Track everything in real time from your partner portal.

Everything you need

Tools & resources

We invest in your success with a full suite of partner tools.

Partner Dashboard

Track referrals, deal status, and commissions in a single real-time dashboard.

Deal Tracking

See exactly where each referral is in the pipeline — from submission to funding.

White-Label Portal

Offer capital solutions under your own brand with our customizable partner portal.

Marketing Materials

Co-branded flyers, email templates, and social content ready to share with your clients.

Dedicated Support

A named partner manager who knows your business and helps close more deals.

API Access

Integrate referral submission and deal tracking directly into your existing workflows.

Partner stories

What our partners say

Capital Collab's partner program added $180K in annual revenue to our firm. The dashboard makes tracking effortless.
$180K
Annual partner revenue

David Hartley

Managing Partner, Hartley & Associates CPA

My brokerage clients used to struggle with financing. Now I refer them to Capital Collab and earn on every deal. Win-win.
34
Deals funded this year

Jessica Morales

Senior Business Broker, Pacific Business Sales

The white-label portal lets me offer financing under my brand. My clients don't even know I'm using Capital Collab behind the scenes.
15% + 5%
Base + bonus commission

Andrew Kim

Founder, GrowthPath Consulting

Common questions

Partner FAQ

Ready to earn?

Start earning on every referral

Join 200+ partners already growing their revenue with Capital Collab. Apply in minutes, get onboarded in 24 hours.