Make the introduction useful
- The investor audience and markets you work with.
- The types of projects and financing questions you encounter.
- How you would like the parties to coordinate an introduction.
Agree the relationship before relying on it
Coastal has a public partner route. Any referral arrangement, compensation, responsibilities or attribution process must be confirmed in the applicable agreement. This WAVE preview does not establish a partner agreement or promise a commission.
Respect the borrower relationship
Use an agreed, secure process before sharing borrower information. A first partnership conversation can describe the audience and project types without sending someone else’s identity or financial records.