Referrals

Refer a Business That Needs Capital

Know an owner who is turning down work, waiting on receivables, or sitting on a quote they cannot cover? Send us their details. We handle the conversation, the paperwork, and the matching against 50+ lending partners — at no cost to you or to them.

How a Referral Works

Three steps, and we take it from there

1

You send the introduction

Two minutes: their business, a contact name, and a phone number, plus how we can reach you.

2

We reach out professionally

A funding advisor calls, listens, and explains options in plain language. No pressure, no hard credit pull to start.

3

They get matched

We shop the file across 50+ lending partners and bring back the structures that actually fit their revenue.

Referring clients regularly? Join the Affiliate Partner Program and earn on every funded deal.

Referral Form

Send Us the Introduction

The business you are referring

Your information (the referring business)

Your information is private and secure. Applications and documents are transmitted over 256-bit bank-grade TLS encryption, and your file is shared only with the lending partners matched to your request. We never sell your data, and the initial review uses a soft credit pull that doesn’t affect your credit score.

By submitting, you confirm you have permission to share these details and agree that Trifecta Business Group and its funding partners may contact you and the referred business by phone, email, or text message (including via automated technology). Consent is not a condition of funding. Message and data rates may apply.

Frequently Asked Questions

Questions, Answered

No. Reviewing their profile and matching them against our lending partners is free, and the initial review is a soft credit pull that does not affect their score.

Casual referrals are welcome with no strings attached. If you refer regularly, join our Affiliate Partner Program to earn commissions on funded deals.

A funding advisor reaches out to the business owner, learns what they need, and shops the file across 50+ lending partners. We will keep you posted that we connected.

A business name, a contact name, and a phone number are enough to start. Anything else you add just speeds up the first conversation.

One introduction can change their year

Send the referral, and we will take the conversation from there — professionally, and with no cost to them.

⚠ Important Financial Disclosures & Legal Compliance Notice

Informational & Analytical Purposes Only: All interactive calculators, estimation tools, text graphics, and software models provided on this landing page are intended exclusively for illustrative, informational, and preliminary analytical business budgeting purposes. Calculations, potential returns, interest factors, cash advances, and loan payment projections displayed by these tools are theoretical mathematical simulations based on user input parameters and do not represent verified financial advice, binding legal agreements, guaranteed contract conditions, or an official commitment or offer to extend commercial credit or financing.

Underwriting & Credit Approval Profiles: Actual funding approvals, transactional factor rates, loan-to-value (LTV) limits, advance distribution margins, loan durations, and legal terms fluctuate dynamically based on rigorous independent underwriting evaluation criteria. These evaluations include, but are not limited to, verifiable historical business cash flow structures, bank deposit frequencies, corporate merchant credit score, time in operation, asset evaluations, industry risk profiles, and macroeconomic market constraints. Not all applying business entities or applicants will satisfy standard criteria or qualify for peak premium advertised funding limits, rates, or programs.

Commercial Lending Limitation: The products, alternative capital options, and commercial services outlined on this website are explicitly designed for commercial, business, operational expansion, and investment purposes only. These services are completely prohibited from being utilized for personal, family, home residential consumer mortgage financing, or household consumption use.

© 2026 Trifecta Business Group, LLC. All rights reserved. Alternative commercial funding structures and loan products may be issued, processed, or backed through our strategic network of certified partner financial institutions, proprietary institutional investors, or specialized asset lenders. Rates, structural terms, and operational program limits are subject to modifications or suspension at any time without advance written notification.

Our Passion, Your Growth

Bring us the goal. We’ll help clarify the route.

Trifecta Business Group