professional partnership program

Our Newest Affinity Partner

Our Professional Partnership Referral Program is a unique initiative designed to collaborate with lenders, loan officers, mortgage brokers, realtors, CPA’s, attorneys, and other professionals to provide financing opportunities for clients who may face challenges in securing capital to grow their companies. By joining our program, professionals can not only expand their service offerings but also earn substantial fees by assisting clients in obtaining financing that might otherwise be unavailable to them.

For community Banks and Mortgage Companies: Strengthen Your Banking Services by Becoming a Referral Partner

Do you have a partnership with an alternative capital provider? Whether it’s for a single client or an entire portfolio, CapitalTech is ready to collaborate with your banking divisions across commercial, small business, special assets, investment, and asset-based lending sectors.

Yes, we’re here to work for you! If your bank has nonperforming loans or loans that don’t meet your lending criteria, reach out to CapitalTech. We can help with:

Loan Repayment

CapitalTech can facilitate the repayment of your client’s existing bank loan.

Preserve Deposits

We actively work with banks to ensure they can retain the client’s deposits.

Maintain Relationships

CapitalTech ensures a smooth transition and preserves the positive relationship between the client and your bank.

Key Features:

1. Diverse Financing Solutions:
– Our program offers a range of specialized financing solutions catering to companies with unique financial situations, such as start-ups and and limited credit history.

2. Training and Support:
– We provide participating professionals with training on our diverse financing programs, ensuring they have the knowledge and tools needed to effectively assist their clients.

3. Lucrative Fee Structure:
– Professionals earn competitive fees for each successful financing arrangement made through their referrals. The fee structure is designed to recognize and reward their efforts in assisting clients through the financing process.

4. Marketing Collateral and Resources:
– Access to a library of marketing materials, including brochures, presentations, and digital content, to help professionals educate their clients about the unique financing options available through our program.

5. Client-Centric Approach:
– Our focus is on providing a positive and supportive experience for clients. Professionals can confidently recommend our financing solutions, knowing that they are backed by a dedicated team committed to client success.

6. Compliance and Legal Support:
– To ensure that professionals operate within regulatory frameworks, we provide ongoing support and updates on industry compliance, along with legal resources to address any questions or concerns.

7. Networking Opportunities:
– Periodic events, webinars, and networking sessions provide professionals with opportunities to connect with peers, share insights, and stay informed about industry trends.

By joining our Professional Partnership Referral Program, professionals not only contribute to expanding the accessibility of financing options for clients but also open new revenue streams for their businesses. Together, we can empower individuals and businesses to achieve their financial goals through collaborative and innovative solutions.

For Business Advisors

Strengthen Your Advising Services by Becoming a Referral Partner

Did you know that CapitalTech partners with business advisors? We work with interim CFOs, turnaround and startup consultants, accountants, and attorneys, just to name a few. They all share a common goal: improving their clients’ financial position. CapitalTech collaborates closely with these advisors to tailor financial solutions that best suit their client’s needs.

Whether you’re working with a startup looking for growth funding or an established business facing financial challenges, CapitalTech is here to assist. We aim to be your go-to financial services partner, offering many benefits:

Expand Your Service Portfolio

Partnering with CapitalTech enables you to broaden your service offerings by providing alternative financing solutions to all your clients.

Join Our Network

By teaming up with CapitalTech, business advisors can diversify their service offerings, deliver more comprehensive solutions to their clients, and expand their professional network. Feel free to contact us to explore the many advantages of partnering with CapitalTech. Additionally, we offer a generous commission to all our referral sources. Make CapitalTech choice for alternative financing referrals.

For Investment Firms

Strengthen Your Investment Firm Offerings by Becoming a Referral Partner

CapitalTech partners with Investment Firms, including Family Offices and Venture Capital firms, to offer alternative financing solutions to clients nationwide. Family Offices also recommend us to their clients who own businesses in need of alternative financing solutions.

Investment firms choose to work with CapitalTech for several practical reasons:

Capital Needs

When clients have reached their bank line of credit limit but require additional cash, some loan agreements permit revenue-sharing agreements. Our investment firm partners assess existing financial arrangements to optimize cash flow using our alternative financing solutions.

Lack of Collateral or Creditworthiness

Startups and certain businesses may lack the necessary collateral or traditional credit history for bank loans. CapitalTech’s programs may be able to serve as a valuable resource for clients in such situations.

Speed and Efficiency

CapitalTech is renowned for its swift decision-making and funding processes. Investment firms turn to us when their clients require rapid access to capital, ensuring timely support for critical financial needs.

Investment firms often choose CapitalTech to complement their equity investments and address the diverse financing requirements of their clients. We invite you to contact us to explore the numerous advantages of partnering with CapitalTech. We offer a generous commission to all our referral sources, making CapitalTech your top choice for alternative financing referrals.