Partners
You know them. We fund them. You get paid.
Advisors, brokers, fund managers and accountants sit in front of R&DTI-eligible companies every single day. Partner with SmartyPants and every introduction earns a fee, while we do the heavy lifting: assessment, documentation, funding, servicing, the lot. Most specialist lenders pay referrers nothing. We think referrals are worth paying for.
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The economics, upfront
| You refer | You earn | Paid |
|---|---|---|
| A borrower to SmartyPants Capital | Referral fee on the principal advanced [1% for brokers; panel rates per agreement] | At settlement |
| A client to SmartyPants Advisory | 10% of our advisory fee | When the client's refund lands and our invoice is paid |
How partnership works: a short agreement (one to two pages, in English). A clean referral form. A partner pack with everything your clients will ask. Same-day follow-up on every referral you send. Prompt payment, monthly updates, quarterly reviews. Sign, refer, get paid, repeat.
Channel
For R&D Advisors
Your clients wait months for refunds you worked hard to secure. We close that gap in days, and you earn a fee at settlement. And the flow runs both ways: when a borrower comes to us without an advisor, we refer them to our partner panel. Partnering with SmartyPants gains you clients.
One more thing, said plainly: yes, SmartyPants also has an advisory arm. It exists for the roughly 1.5 million eligible companies who never claim, and for borrowers with no advisor. It does not exist to poach your clients. On signing, you give us a client blacklist and we honour it, contractually. There is more than enough white space out there for all of us.
Book a partner callChannel
For Finance Brokers
A new product for your book: R&DTI advance finance. Your SME clients doing R&D are owed real money by the ATO; we advance up to 80% of it, and you earn 1% of the principal at settlement. Repayment comes from a government-issued refund, it doesn't disturb their existing facilities, and it can improve their serviceability picture. You make the introduction, we handle everything after it, and you're kept informed at every milestone.
Clients doing R&D but not claiming yet? Refer them to our Advisory side and earn 10% of that fee too.
Get the broker packChannel
For Venture (VC, PE, Accelerators, Incubators)
Your portfolio companies are frequent R&DTI claimants, and every month they wait for the ATO is runway you effectively paid for. Our portfolio program gives you one relationship for the whole book: bulk intake, a dedicated relationship manager, and advances that let founders keep building without dilution.
On the Advisory side, a portfolio-wide claim review typically finds under-claiming across the book, lifting cash positions in one program. One briefing covers both.
Book a portfolio briefingChannel
For Accountants and CFO Advisors
R&DTI claims carry specialist risk that most practices would rather not hold alone. Partner with SmartyPants Advisory: you keep the client relationship, we do the technical scoping, documentation and lodgement, and you earn 10% of our fee. Your client gets a specialist result and an audit-ready file; you get a stronger relationship and a new revenue line.
And when your R&DTI clients hit the refund timing gap, SmartyPants Capital is there, with a referral fee for you at settlement.
Book a partner call