What kinds of partnerships does Fulcrum offer?

Fulcrum works with two kinds of partners: referral partners and co-delivery partners. Both relationships are built for consultants, fractional executives, advisors, and agencies who regularly work with growth-stage businesses and encounter clients who need more than their current scope covers.

Referral partnerships

A referral partnership is straightforward. You have a client who needs help that falls outside your lane. You make a warm introduction to Fulcrum. If the engagement closes, you earn a referral fee. The relationship is clean: your client gets the right support, you get compensated for the connection, and Fulcrum handles the delivery.

Most referral partners are doing work adjacent to what Fulcrum does. Accountants, attorneys, financial advisors, fractional CFOs, marketing agencies, HR consultants, technology implementors. They see the operational or strategic gap in a client relationship but it is not their specialty to fill it.

Co-delivery arrangements

A co-delivery arrangement is for partners who want to stay in the engagement. Rather than handing a client off, you and Fulcrum work the engagement together. You bring a specific capability — marketing strategy, financial modeling, HR infrastructure — and Fulcrum brings operational systems and execution architecture. The client gets an integrated team instead of two separate relationships.

Co-delivery arrangements are scoped and structured per engagement. They work best when both parties have clear, distinct lanes and the client situation genuinely benefits from both capabilities running in parallel.

How to get started

The easiest way to explore a partnership is to start a conversation. There is no formal application or partner onboarding process. Most partnerships begin with a single referral, and the structure grows from there. Start here.