For CPAs, brokers, advisors, and consultants

The structured funding partner your clients should have already met.

When your clients hit a capital wall, we step in. 0% business capital, real estate financing, equipment, growth lines — sequenced strategically. You stay the trusted advisor. Your client closes.

Apply to partner with Clarity →
$17M+Total funded
347+Clients funded
15 minAdvisor call

Clarity Capital is a structured business funding consultancy based in Florida. We help qualified business owners access capital through 0% intro APR business credit cards, SBA loans, and other institutional funding options — sequenced strategically to maximize approvals and protect their credit profile.

Every client goes through a qualification review, a funding roadmap, and a deliberate application process. When you refer someone to us, that's the experience they get.

What your client experiences

A 15-minute call. A real roadmap. Zero pressure.

When you refer a client to Clarity, here's what they walk into:

You stay informed but never have to manage the work. Your client walks away saying you made the best intro of their year.

The funding plan

This is what we structure for every client.

A four-phase plan with a five-step funding sequence — built before any application moves forward.

Funding Plan
01
Strategy Alignment
02
Document Preparation
03
Funding Process
04
Growth Enablement
Funding Sequence
01
Initiation
→
02
Review
→
03
Structure
→
04
Approval
→
05
Funding
Ideal referral

The profile that converts

Your best referrals are business owners who are ready to move — not shopping, not speculative. Here's what we're looking for.

700+ personal credit score
Clean payment history, no recent collections. This is the primary qualifier for 0% capital programs.
Active growth plan
Inventory, ad spend, payroll, equipment, hiring — clients with a specific use for capital in the next 30–90 days close faster.
Real estate investor
Operators needing reserves between closings, renovation capital, or working capital to move on the next acquisition without tying up equity.
$10K–$250K funding need
Working capital, reserves, growth capital. Legitimate business purpose with a clear plan for deployment.
The process

Three steps. You make one intro.

We built this to be as low-friction as possible for partners. One introduction is all it takes to start the process.

01
Make the intro

Send a message, make a warm intro call, or forward your unique referral link. You don't need to pitch, explain the products, or pre-qualify them yourself.

Sample script

"I work with a structured capital partner — they handle 0% business funding, real estate, equipment, growth lines. Most of my clients who need to deploy capital end up there. Want me to make the intro?"

02
We handle the rest

Once your client submits, you step back completely. Clarity handles the full qualification review, funding strategy, lender selection, and application sequencing. Your client is in good hands — and your relationship with them stays intact.

03
You get paid

Once your client funds, your ACH commission is initiated within 7 business days. No invoicing, no chasing. We handle settlement entirely on our end.

From partners

What they say

A few of the professionals who've built referral relationships with Clarity.

★★★★★

"One of my clients was on the verge of shutting down due to cash flow. Clarity stepped in and structured funding that helped them stay solvent. The process was professional from start to finish — and it's become a consistent income stream for my practice."

CPA — Tampa, FLName withheld by request
★★★★★

"Most of my clients are already in growth mode — they just need the capital to match the momentum. I started referring to Clarity and the handoff has been seamless every time. I make the intro, step back, and my clients come back to me saying it was one of the better connections I've ever made. That kind of feedback matters when your reputation is your business."

Thomas L.Business Coach · Orlando, FL
★★★★★

"I work with clients who are constantly looking to deploy capital and move fast. Clarity fits that conversation naturally — I make a quick intro and the commission adds up without me changing how I work. A few referrals in and it's already a consistent line of additional income I didn't have before."

Rajaie P.Broker · Boynton Beach, FL
Compensation

Paid clean. Paid on results.

The values below reflect typical funded outcomes — not promises.

$1.5K–$3K
Per funded referral
$18K–$72K+
Annual at 1–3 referrals/mo
7 days
ACH payout after funding

Commission is 2% of total funded amount, paid via ACH on successfully funded referrals. No minimum referral requirement. No earnings cap. You're paid on results — same as we are.

Common questions

Before you apply

If a client doesn't qualify for our primary programs, we'll let them know directly — and point them toward the right next step, which may include credit building before reapplying. We won't leave them guessing or push them into a product that doesn't fit. Your referral relationship stays intact regardless of outcome.
Yes — that's the handoff. Once you make the intro, our team follows up with your client within 24–48 business hours. You step back entirely from that point. We handle all communication, qualification, and the full funding process.
No. There are no licensing requirements to participate in our referral program. You're making an introduction — not providing financial advice or brokering a loan.
Via ACH within 7 business days of your referred client's funding being confirmed. No invoicing required — we initiate the payment once funding is verified on our end.
No minimum, no quota, no pressure. Send one referral a quarter or three a month — the program works either way. There's also no cap on earnings, so the upside scales with how active you choose to be.
No. Our engagement with your client is limited to the funding process. We don't cross-sell, upsell, or market other services to funded clients. Once the process is complete, they're your client — not ours.
Funded rates vary by profile quality — which is why we qualify before we apply. Clients who meet the 700+ credit score threshold with a clean history and active business have a strong funded rate. We'll give you an honest read on any client's profile during your intro call before you make a referral.
It stays yours. We work directly with the client on the funding side, but we don't position ourselves as their primary advisor and we don't solicit other work from them. The intro you made is the relationship you keep.
Yes. The first step is a 15-minute advisor call with no hard credit pull and no obligation. Your client gets a real funding roadmap on that call — what they qualify for, what the process looks like, and what to expect — before anything moves forward. There's no pressure to proceed.
Ready to start

Apply to become a Clarity Capital partner

Takes a few minutes. Once approved, you'll receive a unique referral link and everything you need to make your first intro.

Apply to become a partner →