Investor referrals
Refer a portfolio company. We'll take it from there.
When you refer a company to 512Financial, you are extending a professional recommendation on their behalf. We treat that seriously. The team receives a direct introduction referencing you by name, a one-pager matched to their primary need, and outreach within one business day. Every referral is handled personally.
What happens after you submit
01
The founder receives an introduction email.
Sent automatically within minutes, referencing your name and firm. Includes a one-pager matched to their indicated primary need. They will know who sent them and why before we ever call.
02
We reach out within one business day.
A member of the 512Financial team contacts the founder directly to schedule a scoping conversation. No pitch. We listen first.
03
You are kept in the loop.
A brief confirmation is sent once the introduction is made. If you would like an update after the first conversation, just ask and we will close the loop with you directly.
Prefer to make the introduction yourself, or want to talk through a portfolio situation before referring? Email us or schedule a call. For portfolio-level conversations and program benefits, see the Friends of 512 program.
Submit a referral
Fields marked with an asterisk are required. The rest takes about 90 seconds.
Submitted information is used only to coordinate this referral and maintain our partner relationship. Privacy Policy