Referral Program

If you know of a deal that needs pre-close clarity — send it our way

Clearstake commissions a human investigator before the signature. Partners put the right engagements in front of us, and we keep them recognized in the deliverable.

What gets referred

Live or pending deals, ideally $10M+

We're a fit for any engagement where the disclosure schedule won't reach the truth — pre-LOI, pre-close, or a board-level sanity check before capital commits. Founder's perspective, sponsor's perspective, or counterparty due diligence: all in scope.

  • Acquisitions, minority investments, growth rounds
  • Key-person or counterparty background
  • Board / LP advisory diligence
What referrers get

Acknowledgment, priority routing, and first-look terms

Every referral is acknowledged in the deliverable's front matter. Engagements sourced via our partner channel are routed to a senior investigator on intake — no queue-time — and on engaged briefs we extend first-look terms to your network on adjacent work.

  • Confidential intake — no debrief to the referred party's network
  • Senior investigator assignment on every engagement
  • First-look rates on work referred in by you or your firm
Refer a deal

Tell us who's at the table

Two-field intake. If the engagement is a fit, we'll respond within two business days. Everything below stays internal.

Referral

Confidential from the referred party's end. We will not contact the deal or its principals without your written go-ahead.

Thanks — we'll review and reach out within two business days.

If the engagement is a fit, you'll hear from a senior investigator. Either way, your referral stays internal.