If you work with business owners in any capacity, you are one referral link away from a significant income stream. Business owners constantly need capital, and most professionals who serve them never think to connect them with funding.
Who Makes the Best Referral Partners
- CPAs and Accountants: You see their financials. You know who needs capital. One conversation turns into a funded deal.
- Real Estate Agents: Investors need DSCR loans, fix and flip financing, and commercial mortgages. You are already in the deal.
- Insurance Agents: Every business you insure is a potential funding client. Equipment financing, working capital, expansion loans.
- Financial Advisors: Your clients trust you. When they need business capital, they ask you first.
- Credit Repair Companies: Clients with bad credit still qualify for MCAs and revenue-based products.
- Business Consultants: Growth plans require capital. Connect your clients with fast funding.
The Math
Average funded deal: $100K. Broker fee: 2-3%. Your commission: 30% of broker fee = $600-$900 per deal. Send 10 referrals that fund per month = $6,000-$9,000 in passive income. Top partners earn $15K+/month.
Get Started
Join the Winvest Capital LLC Partner Program at winvestcapitalllc.com/partners. Get your unique referral link, partner portal access, and start earning on every funded deal. David Day – Winvest Capital LLC
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RoadToFirstMillion
Founder & CEO, Winvest Capital LLC
David Day is a financial services entrepreneur and the founder of Winvest Capital LLC, an alternative lending platform that connects business owners and real estate investors with the right lenders across all 50 states, powered by AI-driven underwriting.