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Apply to partner

Tell us who your clients are and what keeps breaking. We will come back within one business day and say honestly whether the fit is real — we turn down more partner applications than we accept, and it is better for both of us to establish that early.

Apply nowRead the programme terms

Apply to partner

Your details and a note about your client base. We reply within one business day.

45 minutes. No sequence, no drip — one reply from a person.

One business dayWe decline more than we acceptNo fee to apply
What we look forAfter you applyThe termsQuestions

What we look for

Four things, and one of them ends most conversations.

Stating these in advance saves a call. The disclosure obligation in particular is stricter than the norm in this market and it is not negotiable.

You already advise these companies

Mid-market businesses between roughly $5M and $150M with a finance function that has outgrown its systems. If your book is mostly under $5M, we are honestly not useful to them yet.

You qualify before you refer

The partners this works best with send us three well-qualified introductions a year rather than thirty speculative ones. We pay the same either way, which is deliberate.

You are comfortable disclosing

If you take a referral fee, your client must be told. This is a condition rather than a preference, and it is the term most likely to end a conversation early.

You will tell a client not to buy

Roughly a third of our health checks conclude no new software is needed. A partner who cannot deliver that message is going to find this relationship uncomfortable.

After you apply

Four steps, about two weeks.

1. A conversation, not a form review

Thirty to forty-five minutes about your clients, what keeps breaking, and where you think we fit. We will tell you in that call whether we think it is real.

2. Terms, in writing

Referral rate, payment timing, disclosure obligation, and what we will not do. Nothing long, and nothing that requires a lawyer to interpret.

3. A working session

Ninety minutes on what we do, what we decline, and how to tell which of your clients fits. This is the part that actually determines referral quality.

4. Review at six months

Whether it produced anything for either of us. Several partnerships have ended here by mutual agreement, which is a better outcome than a dormant listing.

The terms, in full

  • 10% of first-year subscription revenue, paid quarterly in arrears once the client has paid us.
  • 10% of initial professional services fees on the first engagement.
  • No fee where we advise against buying. Roughly a third of health checks end that way and nobody owes anybody anything.
  • No volume tiers. Sending more does not pay more, because volume incentives reward pushing rather than qualifying.
  • No exclusivity, either direction. Recommend competitors where they fit better. We will keep doing the same.
  • You keep the client relationship. We do not sell around a partner.
  • Disclosure to the client is required. We will confirm it with you and will tell a client directly if they ask.
  • No reselling and no white-labelling. A client pays published pricing whoever introduced them.
We turn down more partner applications than we accept. That is not selectivity for its own sake — a dormant partner list helps nobody and makes the page dishonest.

Why we decline

Most often because the applicant’s client base sits below the size where we are useful, or because the firm wants a reseller arrangement we do not offer. Occasionally because a firm already takes undisclosed fees from several vendors and does not want the disclosure obligation.

None of those are character judgements. They are fit, and establishing it in a first conversation is better for both parties than discovering it after an introduction has been made.

If you are not sure it fits

Apply anyway and say so in the notes. A thirty-minute conversation costs neither of us much, and we will tell you plainly rather than keeping you in a pipeline. If the answer is no, we will say what would change it.

Questions

Common follow-ups.

Is there a fee to apply or join?
No. No application fee, no annual fee, and no required training purchase. Certification is also free and is not required to refer.
How long does it take?
One business day for a reply, and about two weeks through the four steps. Most of that is scheduling rather than process.
Why do you decline applications?
Usually fit — a client base below the size where we are useful, or a firm wanting a reseller arrangement we do not offer. Occasionally the disclosure obligation.
Do I have to be certified?
Not to refer. Certification exists for genuine co-delivery and is free, roughly six hours, reassessed annually.
What if my clients are mostly small?
Below about $5M we are honestly not useful yet, and we would rather say so than take introductions that go nowhere for either of us.

One business day, and an honest answer.

Tell us who your clients are and what keeps breaking. We turn down more applications than we accept.

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