Referral Partners
When a client's capital touches a fund — send them our way.
For CPAs, wealth advisors, fund administrators, placement agents, accelerators, and counsel who meet fund managers and investors. We handle the fund work you would rather not own, and we send your client back to you.
Send us a client when
If capital is being pooled or deployed, we can help.
The simple test: a client is starting a fund, raising outside money, taking foreign investors, or deploying capital into deals — and you would rather not handle the fund mechanics yourself.
- A client is launching a fund — venture, PE, real estate, or hedge.
- A client wants to raise from foreign investors or invest foreign money into the U.S. (master-feeder, blockers, FIRPTA).
- A client is running SPVs or syndicates deal by deal.
- A fund is actively deploying capital — SAFEs, acquisitions, real estate closings.
- A client needs ongoing fund maintenance or a subsequent closing.
What happens when you refer
We make you look good — and we don't take your client.
- Fast, white-glove intake. Your client is treated like our most important client from first contact.
- A fixed-fee assessment. They see exactly what they need and what it costs — no open-ended bills.
- Clear, coordinated work at a flat or scoped fee they know up front.
- The client comes back to you. We handle the fund slice; we don't poach the relationship.