Strategic Funding Partner Program

Better Borrowers. More Closings.

For CDFIs, community banks, credit unions, SBA lenders, mortgage lenders, and capital providers who want a steady pipeline of capital-ready borrowers.

Why Partner With Us

We Help More Businesses Become Fundable Before They Reach Your Underwriting Team.

Better Qualified Borrowers

Receive applicants who have completed our Capital Ready Certified™ program with credit, documentation and fundability optimized.

More Complete Applications

Loan packages arrive with executive summaries, financials and the documentation your underwriters need.

Community Impact

Expand outreach to underserved business owners, real estate investors, and homebuyers through our workshops and events.

Featured Placement

Get featured directory placement, co-branded marketing, sponsorship at AI Capital Live™ events, and pipeline access.

Partnership Structures

Choose How You Want To Partner

Non-exclusive · 12-month term auto-renewing · Texas governing law.

Option A — Strategic Growth Partner

$5,000/month
  • Monthly workshops
  • Community outreach
  • Referral generation
  • Lead nurturing
  • Marketing campaigns
  • Partner spotlights

Option B — Community Impact Sponsorship

$2,500–$10,000/event
  • Event branding
  • Speaking opportunities
  • Lead capture
  • Borrower introductions
  • Workshop participation

Ideal for CDFIs, Community Banks, Credit Unions & SBA Lenders.

Recommended

Option C — Enterprise Strategic Partnership

$7,500/month + expenses
  • Dedicated DFW Strategic Growth Rep
  • Monthly workshops + quarterly funding summits
  • Realtor & chamber outreach
  • AI Capital Live™ exposure
  • Podcast & investor events
  • Co-branded marketing campaigns
Partner Agreement

Review the Key Terms — Then Apply

The full agreement is a secure digital document available inside the partner portal. Apply below or sign in to review and sign.

Secure Digital Document

Strategic Funding Partner Agreement — Key Points

A non-exclusive 12-month strategic partnership for CDFIs, banks, credit unions and SBA lenders. We deliver capital-ready applicants, better documentation, and community outreach; you retain full underwriting discretion.

  • Choose: Strategic Growth ($5K/mo), Sponsorship ($2.5–10K/event), or Enterprise ($7.5K/mo)
  • Pre-qualified borrowers via Capital Ready Certified™ program
  • Complete loan packages: financials, exec summary, documentation
  • Featured directory placement & co-branded marketing
  • Workshop hosting, AI Capital Live™ event exposure
  • Community outreach to underserved business owners
  • Funding Partner retains full underwriting discretion
  • Non-exclusive — both parties may work with others
  • 12-month term, auto-renews, 30-day termination notice
  • Governed by the laws of the State of Texas

The full agreement is a secure digital document available only inside your authenticated portal. Sign in or apply below to review and sign.

Authentication required. Your signature, IP and timestamp are recorded under the U.S. ESIGN Act.