Referral Mesh

Referral Mesh

Route business-owner, lender, advisor, city, and partner referrals into reviewed follow-up.

Referral types

Referral Mesh keeps the handoff simple for owners and partners.

Capital readiness fit

Collect SBA 504, SBA 7(a), CDFI, or readiness-review context.

Partner support

Connect owners with chambers, SBDCs, nonprofits, advisors, or city programs.

Public-sector help

Send procurement, grant, certification, and Civic Pulse needs to the right lane.

Business services

Route finance, technology, broker, back-office, and service setup requests.

Warm introductions

Collect referrer context so follow-up starts with trust and clear ownership.

Next-step history

Keep referral notes tied to owner follow-up and future dashboard history.

For partners

Send a business owner, provider, lender, or city contact into a reviewed referral lane.

For business owners

Send a request for capital, advisory, program, public-sector, or partner support.

Start with capital

Referral Mesh supports the relationship.

It does not replace professional guidance, lender review, or partner due diligence.