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Partner Programs

Two ways to partner with us

Run your own practice on the platform behind StartupCFO, or send founders our way and get paid for every one who becomes a paying client.

For CFO & advisory practices

Run your practice on ClariFi

ClariFi is the multi-tenant, white-labeled platform our own practice runs on: agentic AI across your whole book of business with staff sign-off, tiered service packaging, and a client portal your clients actually want to log into, under your brand.

  • White-labeled client portal with your branding
  • Agentic close drafting and cash monitoring across all clients
  • Three service tiers to package and upsell your offerings

For advisors, investors & lawyers

Refer a startup, earn $300

Know founders who need a finance team? Refer them to StartupCFO and earn $300 for every qualified referral through our affiliate program.

  • $300 per qualified referral
  • Tracked through our partner platform
  • Ideal for advisors, VCs, lawyers, and community builders