Partner · Customers
Your customers.
Onboard them managed or self-driving. Custodial accounts let you act on their behalf — every action lands on their audit trail under your name.
Onboard · custodial
A managed account under your delegated authority. You design, order, and operate on their behalf; they see everything, you drive. Your take on the book, month over month.
Onboard · finder
Invite them as a sub-account that drives itself. You earn a perpetual fee on every service they turn up, for as long as they stay. No operational burden.
The book
10 accounts| Account | Mode | Health | MRR | Your fee | Since | Actions |
|---|---|---|---|---|---|---|
| Briarcliff HealthHealthcare | custodial | good | $36,731 | $6,612/mo | 19mo | |
| Mosaic StudiosGaming | custodial | good | $25,162 | $4,529/mo | 11mo | |
| Verdant RetaileCommerce | custodial | watch | $14,124 | $2,542/mo | 8mo | |
| Northwind LogisticsFreight & 3PL | custodial | at-risk | $11,291 | $2,032/mo | 14mo | |
| Sunspire ResortsHospitality | custodial | good | $10,146 | $1,826/mo | 26mo | |
| Helios EnergyUtilities | finder | good | $25,814 | $1,549/mo | 21mo | self-driving |
| Vantage BankFinancial services | finder | good | $13,201 | $792/mo | 9mo | self-driving |
| Pinnacle GamesGaming | finder | good | $9,163 | $550/mo | 5mo | self-driving |
| Quayside BankFinancial services | finder | good | $7,600 | $456/mo | 3mo | self-driving |
| Lumen Bay PowerUtilities | finder | good | $6,200 | $372/mo | 6mo | self-driving |
Acting on behalf opens the customer view under your identity with a visible banner. The customer sees the same audit trail you leave. Delegation can be scoped or revoked by either side at any time.