Turn your business audience into a new revenue stream.
Your customers already trust you. When they need capital, introduce them to Excel. We handle the financing process, and you earn on eligible first-time deals and qualifying renewals.
A funding partner built for long-term relationships.
Excel Capital Management has helped business owners explore financing since 2013. Our affiliate and referral program connects your audience with experienced funding professionals, financing options, and technology designed to track opportunities from referral through funding.
We work with publishers, accountants, consultants, technology platforms, payment providers, equipment vendors, industry associations, and other organizations serving small businesses.
Get to know Excel Capital ManagementRefer in the way that fits your business.
Send business owners through your tracking link, make a direct introduction, or connect your platform to Excel through an API integration.
Whether you generate a few introductions or serve a large business audience, we can discuss a referral workflow that fits your company.
Tell us about your audience
You make the introduction. We take it from there.
You do not need to sell financing. Our team works with the business owner to understand their needs, guide the application, review available options, and coordinate the funding process.
Financing is subject to qualification and approval. Available products and terms depend on the business and financing provider.
More than a referral link.
Knowing what happened to your referral matters. Qualified partners can receive reporting designed to follow opportunities through the pipeline.
- Referred leads and applications
- Application progress and financing status
- Funded transactions and funded amounts
- Partner compensation and eligible renewal activity
Reporting access and available fields are agreed as part of your partnership.
Connect your platform. Keep your team informed.
Excel supports API-based partner integrations that connect your existing systems with our financing workflow.
Send lead and customer data to Excel
Submit lead and customer information directly from your website, CRM, or platform via API, reducing manual handoffs and duplicate data entry.
Receive updates back via API
Bring application updates, status changes, and funding updates back into your own system via API so your team can follow referred opportunities where they already work.
We coordinate data fields, access, customer permissions, and update delivery during onboarding. Integration scope and reporting availability are confirmed with each partner.
Discuss your API integrationGet paid beyond the first transaction.
A business owner’s capital needs can grow over time. Our partner program includes compensation on eligible first-time funded deals and qualifying renewal and repeat funding activity from customers you originally referred.
Build a partnership that can keep creating value as those businesses purchase equipment, add inventory, expand, and pursue their next opportunity.
Eligibility, attribution, compensation, and payment timing are defined in your partner agreement.
Partnership models that fit your audience.
We are open to revenue share, CPL, CPA, and custom arrangements. Tell us how you reach business owners and what a successful partnership looks like for you.
Revenue share
Earn compensation on eligible funded referrals, including qualifying renewals and repeat financing.
Cost per lead
We consider CPL arrangements for qualified traffic partners based on lead quality, source, business profile, geography, and volume.
Cost per acquisition
We can evaluate CPA arrangements for publishers, platforms, and performance marketers with agreed conversion criteria.
Custom partnerships
Discuss a structure built around your platform, integration needs, audience, and business objectives.
Let’s build something that lasts.
Tell us about your business, your audience, and how you plan to refer customers. Our team will discuss the right partnership and next steps.
In your message, please include:
- Your company and website
- Partner type and approximate referral or traffic volume
- Preferred model: revenue share, CPL, CPA, or custom
- Whether you need tracking links, direct referrals, or API integration
Prefer to talk? Call 877-880-8086.
Use this form for partnership inquiries. Please do not include customer financial records or other sensitive customer data. Privacy Policy
Partner program questions
Who can become an Excel partner?
Publishers, business service providers, consultants, technology companies, marketers, and other organizations with an audience of business owners can contact us to discuss a partnership.
Can partners earn on renewals?
Yes. Eligible partner agreements include compensation on qualifying renewal and repeat funding transactions from customers originally referred by the partner.
Can we send data and receive updates through an API?
Yes. Partners can send lead and customer data to Excel via API and receive application, status, and funding updates back via API. Our team works with you to confirm integration requirements and available data during onboarding.
Do you offer CPL and CPA arrangements?
We are open to CPL, CPA, and custom partnership structures for qualified partners. The arrangement depends on your traffic, lead quality, volume, and agreed criteria.
Do I need financing expertise?
No. You make the introduction or send the referral. Excel’s team guides the business owner through the financing process.
