Refer a client
Know an M&A advisory firm or deal team we could help, with deal support, research or their own deal platform? Introduce them to us. When they become a client, we’ll pay you 10% of their first billing, up to $1,000.
10% of first billingUp to $1,000 per new client30 days to get paid
How it works
Three steps
- 01
Tell us who
Fill in the short form below.
- 02
We take it from there
We contact the firm and mention you introduced us.
- 03
You get paid
10% of their first billing, up to $1,000, within 30 days after they pay it.
Referral terms
- You earn 10% of the referred client’s first billing, up to $1,000. First billing means the total of their first order: one service engagement, or the full deal platform build. Examples: a $2,500 CIM and QoE engagement earns $250; a $12,000 platform build earns $1,000. Paid within 30 days after the client pays in full for that order (for a platform build, after the final instalment).
- One referral fee per new client, to the first person who introduced them. Firms already in touch with us don’t qualify.
- Paid by bank transfer, Wise or PayPal, in US dollars. You’re responsible for any tax on the payment.
- Please check that your own employer’s policies allow you to accept a referral fee.
- We may change or end the programme at any time; referrals made before a change are honoured.