Partnership Opportunities
Where trusted allies, tailored capital solutions, and shared growth intersect.
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.