Partner / Advisor Quick Start

Create your Referral Network organization

Service providers (legal, accounting, M&A advisory) operate from a dedicated partner workspace.

• Complete partner onboarding: company info, contacts, services, certifications
• This creates your organization and your admin account

If you signed up as a buyer/seller/broker, you can still set up a partner org from the onboarding screen or partner settings.

Get discovered

A strong directory profile helps deal teams find and engage you.

• Fill out specializations, geographic coverage, and team details
• Add certifications and experience that build trust
• Manage your team and their roles from settings

Win the work

Engagements are how you get pulled into a deal.

• Review incoming engagements and their scope
• Accept to join the deal's workspace with the right access
• Coordinate with the deal team from there

Do the work where the deal lives

Once engaged, you work inside the deal's secure data room.

• View the documents you've been granted access to
• Upload deliverables (reports, memos, opinions)
• Use Q&A and messages to collaborate with the deal team

Your access is scoped to the engagement — you see only what you've been granted.

Run your practice

Keep an eye on outcomes and revenue.

• Review engagement and performance metrics in Analytics
• Manage invoices and subscriptions in Billing
• Use these insights to grow your presence on the network