Referral Partner Program
Referral Partner Program
Tools to generate value for your clients, track leads, pre-qualify tax incentives, and close deals faster. Whether you advise, broker, insure, or structure -- Deal Star gives you the platform to grow.
The Opportunity
The Numbers Behind Partner Success
Client savings can run into the tens of millions per transaction at current market rates of $0.85--$0.92/dollar
Average time from listing to close -- your clients see results fast
No inventory, no capital required. Referral-based model with zero downside
Built for Your Role
Value Props by Partner Type
Deal Star adapts to how you work. Every partner type gets purpose-built tools.
CPAs & Tax Teams
Unlock new client savings with transferable tax credits. Deal Star handles diligence and compliance so you can focus on advisory.
- Client tax savings at $0.85--$0.92/dollar
- IRS filing support and documentation
- Full compliance tracking per transaction
Tax Attorneys
Structure Section 6418 transfer elections with confidence. Deal Star provides the data and workflow to support complex deal structures.
- Deal structuring and transfer election support
- Recapture analysis and risk modeling
- Automated compliance documentation
Brokers & Trading Desks
Broadcast portfolios, match buyers, and manage deal flow at scale. Deal Star is built to empower brokers, not replace them.
- Portfolio broadcast to qualified buyers
- Automated buyer matching and outreach
- Real-time deal flow pipeline
Financial Advisors
Help clients optimize tax liability through credit purchasing. A new diversification strategy backed by real energy assets.
- Client tax optimization strategies
- Credit purchasing and portfolio diversification
- Client-ready reporting and savings summaries
Insurance Professionals
Recapture insurance is a growing market. Deal Star connects you with deals that need protection and provides the data to underwrite them.
- Recapture insurance placement
- Risk assessment data and deal diligence
- Deal protection and compliance verification
Platform Tools
Everything You Need to Close Deals
Purpose-built tools for every stage of the tax credit transaction lifecycle.
Lead Tracking & Referral Management
Track every referral from introduction to close. See which clients converted, what fees were earned, and where your pipeline stands.
Pre-Qualification of Tax Incentives
Quickly assess client eligibility for ITC, PTC, and other transferable credits. AI-powered screening reduces manual qualification time.
Deal Room & Document Management
Secure deal rooms with document upload, AI-powered extraction, version control, and collaborative review. Everything in one place.
Real-Time Deal Status Dashboard
Monitor every deal across your portfolio in real time. Track milestones, flag blockers, and keep clients informed with live status updates.
Choose Your Level
A Partner Program That Fits Your Business
Basic
Referral
Introduce clients and earn referral fees. We handle everything from diligence to close.
- Referral fees on closed deals
- Partner dashboard access
- Client savings reports
- Email & phone support
Active
Co-Advisory
Collaborate on client advisory with Deal Star's compliance team. Deeper engagement, higher value.
- Everything in Basic
- Co-branded deal rooms
- Priority deal matching
- Dedicated partner manager
Strategic
White-Label
Embed Deal Star's platform into your practice. Your brand, our infrastructure.
- Everything in Active
- White-label client portal
- Custom reporting & API access
- Volume-based pricing
Optional Insurance via Lloyd's of London
Optional insurance available through Lloyd's of London syndicate firms -- institutional-grade protection against recapture and disallowance risk.
5-point verification on every credit
AI-powered document review
Full IRS compliance documentation
Recapture protection built in
Trusted by leading institutions
New to Tax Credits?
Start here to understand the opportunity and how to talk to your clients about it.
Your clients will hear about transferable tax credits from someone. Make sure it's you.
Advisory firms, brokerages, and insurance professionals that added tax credit services are seeing new revenue streams. The market is growing faster than advisor supply.
No commitment. No account setup required.