Capital Desk · Referral Partners

We don’t replace you.

You spent years earning your clients’ trust. We do one thing: the capital work you don’t have the time, the licenses, or the lenders to do yourself.

Keep the client·Keep your brand·Earn on every deal that funds

Two ways to work with us

The simple version

Send us a client who needs capital. We underwrite the file and place it through our lender network. You earn a fee on every deal that funds — no staff, no risk, and no cost to your client to be introduced. You keep the client. We place the capital behind it.

How a referral works

01
You send it
The deal a bank declined. An introduction and the basics — that's all we need to start.
02
We fund it
We underwrite and route it to the capital source whose appetite fits, and keep you informed.
03
You get paid
On close. You stay the advisor who solved it. You earn on what funds.

The gap the banks leave

86%

of small-business owners call their accountant or advisor a trusted advisor — the relationship you already own. We help you keep it, not lose it.

CPA Practice Advisor · SMB Advisor Study

48%

of U.S. businesses that sought financing in 2024 did not get the full amount they asked for. Those are the deals you can now answer.

Federal Reserve · 2024 Small Business Credit Survey

The next step

Book a 30-minute call. See how the desk handles one of your stuck deals. No obligation.

desk@canadyinvestments.com