Resell at a discount
Off list price: 35%. You order for the client and bill your own price. Self-serve from November.
For fund administrators and placement agents
Due-diligence questionnaires, answered from your clients’ records.
Order for the client by email now and bill your own price, or refer them. White label from November.
What you get
Due-diligence-sized questionnaires
Large questionnaires are quoted per questionnaire. Write to us with the file and we reply with the price.
Your name on it
White label with your logo, notes and a co-branded order page. From November.
The money
Resell and refer. Each row says whether it is open today.
| Way to work | How it works | Terms | Status |
|---|---|---|---|
| Resell | You order for the client and bill your own price. | Off list price: 35% | BY EMAIL NOW |
| Referral | Your client types your code at checkout. You stay the contact. | 25% of each referred order for 12 months | Available now |
| Prepaid credits | Credits in packs of 10, 25 and 50. | Off list price: 40% / 45% / 50% | BY EMAIL NOW |
| White label | Your logo, notes, Console theme and a co-branded order page. Never the signature, the registry or the verifier. | Free for founding partners, US$199/month after | From November |
Refunded orders earn no fee. The fee is on the amount the client pays before tax. Full terms: ask for the partner terms (v2, 20 October 2026).
How it works
- Sign upLeave your work email below and confirm the consent line.
- Terms and codeWe send the partner terms. Once you accept them, we send your referral code and link.
- Your client ordersWrite to us with the client’s questionnaire and we place the order for you.
- You see the orderMonthly statement by email now; partner dashboard when self-serve opens. You stay the client contact.
- You are paidPaid monthly, after the order’s refund window, net of refunds.
Who it is for
- Fund administrators
- Placement agents
- Firms whose managers answer allocators’ due-diligence questionnaires
Sign up as a fund administrator or placement agent
Leave your work email. We reply with the partner terms and, once you accept them, your referral code.