PARTNER PROGRAM — CAs & COMPANY SECRETARIES

Your clients need capital and compliance. Refer them to a platform that actually does both.

Chartered Accountants and Company Secretaries sit closer to a founder's real financial picture than almost anyone. When a client needs fundraising, debt financing, government scheme filing, valuation or a compliance workflow handled, refer them to CapitalSync — you keep the relationship, we do the execution, and you earn a commission on what closes.

Apply to Become a Partner See What You Can Refer

WHO THIS IS FOR

Built for practising CAs and CSs

If you're a practising Chartered Accountant or Company Secretary and your clients regularly ask you "can you help me raise money," "what government scheme applies to me," or "who handles my compliance filings," this program gives you a real place to send them instead of turning the ask away.

This is a referral partnership — you introduce a client, CapitalSync onboards and services them directly. It's a different track from BizMint, which is for firms that want to run a white-label capital-markets platform under their own brand. Both are real, live programs; they solve different problems.

WHAT YOU CAN REFER CLIENTS FOR

Live modules, not a roadmap

Every item below is a real, working part of the CapitalSync platform today — not a "coming soon" slide. Your client applies or gets onboarded, and a real workflow (with a real human review step, not just an AI response) takes it from there.

Fundraising & Investor Matching

Matched against a real, live investor database, with recommendations that hand off directly into CapitalSync's deal pipeline.

Debt, RBF & Invoice Discounting

Venture debt and working-capital loans, revenue-based financing (repay a flat share of monthly revenue, zero dilution), and invoice discounting — a real lender catalog with apply → review → disburse handled end-to-end.

GovSync — Government Schemes & Filing

Tender intelligence, MSME/Udyam registration, GeM onboarding and a compliance calendar for India, plus 14 live international schemes across the UAE, Singapore, UK, US and EU.

Compliance Filing

Working, detailed compliance data for India, US, UK, Singapore and UAE today — more jurisdictions being added, not a blanket global claim.

Valuation & Readiness Scoring

A real valuation calculator (including genuine DCF and Monte Carlo methods) and a PERSIST readiness score computed from a founder's own real company data.

M&A / Buy-a-Business Marketplace

A genuine submit → review → browse → express-interest marketplace, newly launched — good to know about for clients looking to buy or sell a business, even while the listing inventory is still growing.

HOW COMMISSION WORKS

A one-time 10% referral fee

You earn a one-time referral fee equal to 10% of your client's first plan payment to CapitalSync — paid once, when that first payment actually clears.

Commission is paid on closed, paid engagements only — a funded deal, a disbursed financing facility, a completed paid filing, or a client's first plan payment. Never on a signup or a "maybe."
The payout schedule and exact process are confirmed with you in writing once your application is reviewed — before you refer your first client, not after.
For context: CapitalSync's own success fee to clients is typically 1–2% of a closed deal — clients themselves pay nothing until something closes.

Questions about how the 10% is calculated for a specific engagement type? Say so in the message field below — our team will follow up with specifics.

THE PROGRAM

What's expected of partners

You bring

Real clients who've agreed to be contacted by CapitalSync — no cold lists.
Accurate representation of what CapitalSync does — we'd rather lose a referral than have a client surprised later.
Your own professional-conduct compliance (ICAI/ICSI referral-fee disclosure rules, if applicable to you) — that responsibility stays with you, not us.
No exclusivity required. Refer one client or fifty; there's no minimum.

You get

A named CapitalSync contact for every client you refer, not a ticket queue.
Your client stays your client — CapitalSync executes the mandate, you keep the relationship.
Commission on closed, paid engagements (see above).
Early visibility into new modules — international GovSync schemes, the M&A marketplace and others — as they go live.

GET IN TOUCH

Apply to become a partner

This goes to CapitalSync's real contact intake — the same one the rest of the site uses, not a form that quietly goes nowhere. Every application is reviewed manually by our team; we'll follow up by email, usually within 2–3 business days.

This page describes CapitalSync's partner program in general terms and is not a binding offer. Final commission terms are set out in writing before any commission becomes payable. Nothing here is investment, legal or tax advice. Prefer email? Reach us directly at jai@capitalsync.net.