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 our lending partners — at no cost to you or to them.
Three steps, and we take it from there
You send the introduction
Two minutes: their business, a contact name, and a phone number, plus how we can reach you.
We reach out professionally
A funding advisor calls, listens, and explains options in plain language. No pressure, no hard credit pull to start.
They get matched
We shop the file across our 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.
Send Us the Introduction
Questions, Answered
No. Reviewing their profile and matching them against our lending partners is free, and the initial review requires no hard credit pull that does not affect their score.
Casual referrals are welcome with no strings attached. Only eligible non-bank partners with signed agreements may earn referral commissions. Bank employees, including bank loan officers, bankers, credit officers, and branch staff, never receive referral fees, commissions, gifts, or any compensation from Trifecta Business Group. Bank employees can use our free Bank Referral Kit at /bank-referral-kit; no partnership or compensation involved. Learn about the Affiliate Partner Program →
A funding advisor reaches out to the business owner, learns what they need, and shops the file across our 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. Translate-IQ™, Capital Pulse™ and The Breakthrough Process™ are trademarks of Trifecta Business Group. Automated scraping or reproduction of site content and tools is prohibited. Alternative commercial funding structures and loan products may be issued, processed, or backed through our lending partners. Rates, structural terms, and operational program limits are subject to modifications or suspension at any time without advance written notification.