For advisors and partners
Run client acquisitions properly, and get paid for the ones you introduce.
Two things for advisory firms. The Partnership Hub gives law firms, brokerages, accountants and corporate finance teams a client roster, an advisor deal board, engagement milestones, branded client reports and referral tracking. The affiliate program pays you 20% of every subscription you introduce, every month, for as long as they stay.
Built for your type of firm
Set your firm type once and the hub loads the right engagement milestones for the work you actually do.
Law firms acting buy-side
Track every instruction from engagement letter and conflict check through NDA, heads of terms, legal diligence, SPA drafting, disclosure and completion mechanics, with the client's deals and documents in the same place.
Business brokerages
Run buyer mandates end to end: criteria, long list, approaches and NDAs, information memoranda, meetings, offer negotiation and commission invoiced, with fees visible against every live mandate.
Accountancy practices
Quality of earnings, adjusted EBITDA bridge, working capital and net debt, tax structuring, completion accounts and the funder pack, all tied to the client and the target being bought.
Corporate finance and debt advisors
Model the funding structure, compare indicative terms, support the credit paper and track conditions precedent to drawdown, with lender packs generated from the client's own numbers.
Inside the Partnership Hub
These are the actual screens, taken from the workspace.
01
Client roster
Every client in one list with their contact, mandate, fee basis, expected fee and stage, from prospect through engaged, live deal, completing and completed. Pipeline targets are attached to the client you are acting for, so nothing gets mixed up between instructions.
- Client contact, mandate and scope recorded once
- Fee basis and expected fee held against each client
- Pipeline deals assigned to the client you act for
- Firm type sets the right default milestones
02
Client deal flow
A second deal board built for advisory work rather than your own acquisitions: client brief, engaged, search and approach, NDA, client review, offer, diligence, legals, completed and fees invoiced. Filter by client, drag cards between stages and see expected fees totalled at the top.
- Advisor stages from brief to fees invoiced
- Filter the board by client or see every mandate at once
- Live mandate counts and expected fee totals
- Comments, files, due dates and checklists on every card
03
Engagement tracker
Milestones tailored to your type of firm, pre-loaded the moment you add a client. Assign an owner and a due date to each step, tick them off as you go and see at a glance which instructions are moving and which have stalled.
- Milestone sets for legal, brokerage, accountancy and funding work
- Owners and due dates on every step
- Progress per client, visible across the practice
04
White-label client reports
Export a client-facing progress report under your own firm name, strapline, contact details and accent colour. It pulls the mandate, the deals in play, the milestones completed and what happens next, so a client update takes a minute rather than an afternoon.
- Your brand, not ours, on the client-facing document
- Mandate, live deals and milestone progress included
- Ready to export and send to the client
05
Referral tracker
Log introductions in and out, who they went to, the client they relate to, the deal value, the fee percentage and where the referral has got to. Fees in play and fees completed are totalled for you.
- Referrals sent and received in one register
- Deal value, fee percentage and status per referral
- Fees in play and fees completed totalled automatically
Affiliate program
Earn 20% of every subscription you introduce
Most advisors talk to buyers every week. If you recommend EquityLift OS and they subscribe, you earn 20% of what they pay, every month, for as long as they stay subscribed. Anyone can join, you do not need to be a paying customer, and someone who clicks your link is credited to you for 90 days.
- 20%
- of every payment
- 90
- day attribution
- 0
- approval wait
01
Join in a minute
Sign in and join the affiliate program. Approval is instant, there is nothing to apply for and you do not need a subscription of your own.
02
Share your link
You get referral links for the home page, the product tour and the pricing page. Put them in your newsletter, proposals, footer or client emails.
03
Earn every month
You earn 20% of everything your referrals pay, every month, for as long as they stay subscribed. Clicks, sign-ups, paying customers and earnings are all tracked on your dashboard.
Add acquisition delivery to your practice.
Partner / Advisor access includes everything in Operator plus the Partnership Hub. Or start with the affiliate program and earn from the introductions you already make.