Why Team Up with FullyFundable?
As a capital advisory firm and business-funding agency, our core mission is to help established entrepreneurs secure the right money at the right time, whether debt, equity, or internal profit windfalls. By partnering with us you can:
- Expand Your Impact. Give your clients a direct line to curated capital strategies and lender relationships.
- Unlock New Revenue. Earn referral fees, revenue shares, or reciprocal leads for every qualified introduction.
- Strengthen Your Reputation. Align with advisors who combine rigorous due-diligence standards with values-driven service.
Below are four partnership lanes. Choose one, or cruise in multiple lanes for compound benefit.
1. Professional Referral Partnerships (PRPs)
Ideal for
- CPAs
- Fractional CFOs
- Business Brokers
- Commercial Bankers
- Attorneys
- Business Consultants
- Marketing Consultants / Agencies
- Open to all sorts of other groups and professionals
How It Works
- You make a warm, one-at-a-time introduction to a business owner needing capital clarity, debt restructuring, or M&A financing.
- We deliver a complimentary Fundability Assessment.
- On every engagement that proceeds to our Capital Accelerator, Advisory Retainer, or Capital Placement, you may receive a referral honorarium or an offset credit toward our services.
*Not all PRPs choose to receive referral compensation due to compliance restrictions and/or various conflicts of interest.
Key Advantages
- White-glove client handling; you stay in the loop.
- Zero reputational risk: advisory first, sales second.
- Reciprocal referrals when our clients need your expertise.
2. Joint Venture Partnerships (JVPs)
Ideal for
- Influencers
- Industry Associations
- "Big-List" Coaches & Course Creators
- Trade Groups
- Open to all sorts of other groups and professionals
How It Works
- We co-create high-value trainings or webinars tailored to your audience.
- You drive registrations; we handle delivery and follow-up.
- Generous tiered revenue share on closed engagements, with volume bonuses and category exclusivity.
3. Affiliate Partnerships (Our Referrals to You)
Ideal for
- SaaS Platforms
- HR / IT Solutions
- B2B Tools & Education
- Open to other opportunities
How It Works
- We feature your vetted product or service inside our client portal and email sequences.
- Conversions are tracked via unique links or codes.
- Payouts follow your affiliate structure, or we craft a custom plan.
Key Advantages
- Instant trust transfer from our advisory relationship.
- High-intent business owners actively investing in growth.
- Opportunities for bundled offers, guest workshops, and joint case studies.
4. Podcast & Media Collaborations
Two Formats
- Book Dan Kalis. Fresh insights on strategic funding, debt vs. equity, and capital readiness.
- Be Our Guest. Appear on Small Biz Matters™, The Upgraded Lifestyle, or the forthcoming Diligencea™ show to spotlight your expertise.
Key Advantages
- Value-forward conversations; light on the pitch, heavy on practical takeaways.
- Episodes repurposed across blogs, shorts, and social carousels for extended reach.
- Natural springboard into deeper partnership tiers.
Let's Chat
Pick a lane (or several) and reach out. We'll set up a quick call to align on fit, structure, and the first introduction or collaboration.