Capital Refinery
Pricing · Advisors & channel partners

Custom commitments. Same artifact across every partner.

Wealth managers, CEPAs, exit planners, bankers, fractional CFOs, CPAs, and AI/ops consultants distribute the operator-side ladder to their business-owning clients at channel pricing. Three commitment tiers reflect distribution volume — never feature differences.

The referral mechanics

You make money on every step the client moves up the ladder.

Referral economics apply at every tier. 10% of upgrade revenue on warm intros — the client engages and moves from one tier to the next. 20% of upgrade revenue on qualified intros that close within 30 days of introduction. Referral is tracked from your code at intake; payout is monthly on revenue collected.

The artifact the engine produces is identical regardless of which partner introduced the client. That's what makes the verdict portable across counterparties — and what protects you from being undercut by another partner with the same client downstream.

Three commitment tiers

Commitment volume, not feature gating.

Every partner's client receives the same artifact. The tier reflects distribution volume — committed minimum SKU purchase per year — not what the engine reveals. This is the structural commitment that makes the artifact's portability claim actually defensible.

Channel
$10,000 committed minimum
Channel Partner — Entry
Best fit

Solo advisors, individual CEPAs, fractional CFOs, single-office wealth managers

Co-branded distribution of the operator-side ladder to your business-owning clients. Same engine, same artifact, same axes — the verdict every client receives is identical regardless of which partner introduced them. The portability across counterparties is the product.

3-business-day response window · referral economics apply at every tier

Channel
$25,000 committed minimum
Channel Partner — Professional
Best fit

Multi-advisor wealth firms, regional CEPA practices, boutique banker shops, AI/ops consultancies with active modernization books

Volume distribution rights, partner-led intake support, and pre-purchased Modernization Impact Review credits for partners running operating-improvement work. Co-branded artifact preview included; engine-rendered memo body remains identical across all partners.

Priority intake support · MIR credits included · co-brand wrapper

Channel
Contact us
Channel Partner — Enterprise
Best fit

PE-OS firms placing IRAs across multi-portco rollouts, large CEPA networks, banker syndicates running coordinated sell-side prep at scale

Volume commitments at enterprise scale. Direct conversation on commit structure, partner economics, and integration with existing client-engagement workflows. Same artifact, same engine, same refusal discipline — the differentiation is the volume and the operating cadence.

Direct conversation · multi-portco · network distribution

Audience-specific volume buys

Prepaid SKUs for bankers and modernization consultants.

These sit alongside the commitment tiers above. The Banker Pack is designed for sell-side mandate distribution; the MIR Partner Volume Buy is the consultant resale path. Both carry the same engine output and co-brand wrapper discipline as the commitment tiers.

Volume buy
Volume pricing
Banker Pack

10 Gap Reviews distributed across your sell-side mandate pipeline. Banker-branded artifact wrapper. Audience-scoped verification URLs the buyer-side IC can resolve independently. Channel/volume pricing available — contact us for rates.

For: sell-side bankers · pre-CIM compression · mandate-pitch differentiation

Volume buy
$25,000 committed
MIR Partner Volume Buy

10 MIR baselines + 10 deltas. Consultants resell at $5K each retail to prospects. Effective rate $2,500 per baseline + $1,250 per delta. The volume buy is how modernization consultants distribute the artifact across a prospecting pipeline at margin.

For: AI/ops consultants · modernization shops · fractional-CFO partnerships

Co-brand is wrapper, never content

Your logo on the cover. Our engine in the body.

Co-brand is logo, contact details, and CTA only — never the memo body. The headlines, blockers, integrity stamp, and axis grid are engine-rendered and identical across every partner. This is the structural commitment that makes the artifact actually portable to the next counterparty — and what protects your client's verdict from being unwound when the buyer's IC asks who graded what.

Apply as a channel partner.

3-business-day response window. We talk through the commitment tier, the co-brand wrapper, and the referral mechanics on a 20-minute call.