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Keep bank statements ready — it speeds underwriting
Track receivables by payor + due date for faster collections
Lower DSO = more liquidity — tighten invoicing cycles
Separate operating cash from tax reserves to protect runway
Clean documentation feels “bank‑grade” and reduces delays
Use the readiness score to organize your application
Keep bank statements ready — it speeds underwriting
Track receivables by payor + due date for faster collections
Lower DSO = more liquidity — tighten invoicing cycles
Separate operating cash from tax reserves to protect runway
Clean documentation feels “bank‑grade” and reduces delays
Use the readiness score to organize your application

Broker / Partner Referral Portal

A referral-ready growth system for accountants, consultants, law firms, and business advisors.

Partners

Accountants & CPAs

Offer clients cleaner liquidity options and submit qualified leads.

Advisors

Consultants

Refer businesses with receivable timing issues or payroll pressure.

Professional

Law Firms & Medical Billers

Expand value with a finance-oriented support channel.

Lead Scoring Engine

Use this interactive lead score to evaluate referral quality before submission.

Lead Score
0/100
Tier
—
Conversion Probability
0%
Cash Daddy
Receivables access built for established businesses.

Notice: Services are provided only to qualified businesses and are subject to verification, risk review, and compliance with applicable laws and regulations. We do not provide consumer payday loans.
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