Third-party origination for business advisors
Third-party origination for business advisors
Third-party origination for business advisors
We provide SMB advisors the infrastructure to offer capital advisory services across 38 states.
We provide SMB advisors the infrastructure to offer capital advisory services across 38 states.
We provide SMB advisors the infrastructure to offer capital advisory services across 38 states.
All deal stages
Sort by Newest
Planable, Inc
Verification in Progress
Savvy Manufacturing, LLC
Submitted to Lenders
Launchdarkly Technologies,
Funded
See More
Alex's Earnings
2025
$19k
this month
J
F
M
A
M
J
J
All deal stages
Sort by Newest
Planable, Inc
Verification in Progress
Savvy Manufacturing, LLC
Submitted to Lenders
Launchdarkly Technologies,
Funded
See More
Alex's Earnings
2025
$19k
this month
J
F
M
A
M
J
J
All deal stages
Sort by Newest
Planable, Inc
Verification in Progress
Savvy Manufacturing, LLC
Submitted to Lenders
Launchdarkly Technologies,
Funded
See More
Alex's Earnings
2025
$19k
this month
J
F
M
A
M
J
J
Easily track your pipeline and earnings in one place
Track funded volume, commissions earned, and deal progress—so you always know where revenue is coming from and what’s moving next.
Easily track your pipeline and earnings in one place
Track funded volume, commissions earned, and deal progress—so you always know where revenue is coming from and what’s moving next.
Easily track your pipeline and earnings in one place
Track funded volume, commissions earned, and deal progress—so you always know where revenue is coming from and what’s moving next.
01
Submit deals
Share your client’s information through a simple, guided intake form.
02
Track progress
Use your dashboard to follow each stage and stay informed at a glance.
03
Get paid
Receive automatic payouts when your client’s deal successfully funds.
01
Submit deals
Share your client’s information through a simple, guided intake form.
02
Track progress
Use your dashboard to follow each stage and stay informed at a glance.
03
Get paid
Receive automatic payouts when your client’s deal successfully funds.
01
Submit deals
Share your client’s information through a simple, guided intake form.
02
Track progress
Use your dashboard to follow each stage and stay informed at a glance.
03
Get paid
Receive automatic payouts when your client’s deal successfully funds.
Offer capital advisory services with zero operational lift
Submit a deal in minutes. We handle pre-qual, verification, lender prep, and closing. Track everything in your dashboard and earn when deals fund.
Offer capital advisory services with zero operational lift
Submit a deal in minutes. We handle pre-qual, verification, lender prep, and closing. Track everything in your dashboard and earn when deals fund.
Offer capital advisory services with zero operational lift
Submit a deal in minutes. We handle pre-qual, verification, lender prep, and closing. Track everything in your dashboard and earn when deals fund.
Deal workspace
Deal qualification
Deal verification
Lender-ready deals
Deal workspace
The home for all your deals.
See your entire pipeline in one place—every borrower, every stage, every update—so you never lose track of an opportunity.
Deal workspace
Deal qualification
Deal verification
Lender-ready deals
Deal workspace
The home for all your deals.
See your entire pipeline in one place—every borrower, every stage, every update—so you never lose track of an opportunity.
Deal workspace
Deal qualification
Deal verification
Lender-ready deals
Deal workspace
The home for all your deals.
See your entire pipeline in one place—every borrower, every stage, every update—so you never lose track of an opportunity.
API access & integrations
Push client financials, sync deal status, and automate updates across the tools you already use daily.
API access & integrations
Push client financials, sync deal status, and automate updates across the tools you already use daily.
API access & integrations
Push client financials, sync deal status, and automate updates across the tools you already use daily.
01
Explore 50+ supported integrations
01
Explore 50+ supported integrations
01
Explore 50+ supported integrations
02
Securely link your account
02
Securely link your account
02
Securely link your account
03
Sync and streamline your workflow
03
Sync and streamline your workflow
03
Sync and streamline your workflow
Flexible pricing
Starter
Standard levers to start earning
Growth
Automation levers to grow earnings
Scale
Monetization levers to scale earnings
Trusted by advisors serving SMB clients
Over $130M+ in deals processed
Starter
$249
/ mo
Essential for solo advisors wanting to offer capital advisory services without building infrastructure.
Access to core features
Deal pipeline management
Full-service loan origination
Self-service training library
Dedicated email support
Flexible pricing
Simple, transparent pricing with no hidden fees.
Starter
Standard levers to start earning
Growth
Automation levers to grow earnings
Scale
Monetization levers to scale earnings
Starter
$249
/ mo
Essential for solo advisors wanting to offer capital advisory services without building infrastructure.
Access to core features
Deal pipeline management
Full-service loan origination
Self-service training library
Dedicated email support
Trusted by advisors serving SMB clients
Over $130M+ in deals processed
Flexible pricing
Simple, transparent pricing with no hidden fees.
Starter
Standard levers to start earning
Growth
Automation levers to grow earnings
Scale
Monetization levers to scale earnings
Starter
$249
/ mo
Essential for solo advisors wanting to offer capital advisory services without building infrastructure.
Access to core features
Deal pipeline management
Full-service loan origination
Self-service training library
Dedicated email support
Trusted by advisors serving SMBs
Over $130M+ in deals processed
Our success stories
These recent transactions highlight how advisors use GlassBox to help clients secure the capital they need to operate, grow, or refinance.
Our success stories
These recent transactions highlight how advisors use GlassBox to help clients secure the capital they need to operate, grow, or refinance.
Our success stories
These recent transactions highlight how advisors use GlassBox to help clients secure the capital they need to operate, grow, or refinance.
2025
Venture-backed startup secures $3.2M
SaaS startup in California secures venture debt facility for growth and runway extension
2025
Venture-backed startup secures $3.2M
SaaS startup in California secures venture debt facility for growth and runway extension
2025
Venture-backed startup secures $3.2M
SaaS startup in California secures venture debt facility for growth and runway extension
2025
EdTech company secures $5M
Education technology company in New York secures financing for debt refinance
2025
EdTech company secures $5M
Education technology company in New York secures financing for debt refinance
2025
EdTech company secures $5M
Education technology company in New York secures financing for debt refinance
2025
Media company secures $2.4M
Media company in California secures financing for content acquisition and marketing
2025
Media company secures $2.4M
Media company in California secures financing for content acquisition and marketing
2025
Media company secures $2.4M
Media company in California secures financing for content acquisition and marketing
2025
Legal company secures $1.5M
Law practice in Florida secures financing for business acquisition
2025
Legal company secures $1.5M
Law practice in Florida secures financing for business acquisition
2025
Legal company secures $1.5M
Law practice in Florida secures financing for business acquisition
GlassBox made it effortless to offer capital support to my clients. They are professional, organized and handle behind the scenes. It’s become a natural extension of my CFO services.
Amy W.
Fractional CFO
GlassBox made it effortless to offer capital support to my clients. They are professional, organized and handle behind the scenes. It’s become a natural extension of my CFO services.
Amy W.
Fractional CFO
GlassBox made it effortless to offer capital support to my clients. They are professional, organized and handle behind the scenes. It’s become a natural extension of my CFO services.
Amy W.
Fractional CFO
Working with GlassBox has been a game-changer for my clients who aren’t exit-ready. Instead of losing momentum, I can help them secure the capital they need to reach their next milestone.
Andy B.
M&A Advisor
Working with GlassBox has been a game-changer for my clients who aren’t exit-ready. Instead of losing momentum, I can help them secure the capital they need to reach their next milestone.
Andy B.
M&A Advisor
Working with GlassBox has been a game-changer for my clients who aren’t exit-ready. Instead of losing momentum, I can help them secure the capital they need to reach their next milestone.
Andy B.
M&A Advisor
For 16 years, we’ve always seen clients who needed financing, but didn’t have the infrastructure to help. GlassBox solved that instantly. Now we provide capital advisory services confidently.
Sam T.
Bookkeeper
For 16 years, we’ve always seen clients who needed financing, but didn’t have the infrastructure to help. GlassBox solved that instantly. Now we provide capital advisory services confidently.
Sam T.
Bookkeeper
For 16 years, we’ve always seen clients who needed financing, but didn’t have the infrastructure to help. GlassBox solved that instantly. Now we provide capital advisory services confidently.
Sam T.
Bookkeeper
Common questions
Get quick answers to the most common questions about capital advisory services.
Common questions
Get quick answers to the most common questions about capital advisory services.
Common questions
Get quick answers to the most common questions about capital advisory services.
Do I need prior lending experience to become an Authorized Capital Advisor?
No. You don’t need any lending experience to get started. Advisors with a strong grasp of financial modeling and comfort discussing debt financing with clients typically ramp fastest, but it’s not a requirement. We provide the full infrastructure and training support.
How much work is required on my end to use GlassBox?
Very little. You submit the client, and our team handles pre-qualification, documentation, lender matching, underwriting coordination, and closing. You stay informed while we run the backend.
How do Authorized Capital Advisors earn revenue?
You earn commission on every funded deal. Depending on your partnership tier, you may also earn from application fees and additional ancillary services.
Do you offer white-labeling so we can present this as our own service?
Yes. White-labeling is available for an additional cost. If you're interested, reach out to: Partnerships@glassboxverified.com
Do I need a broker license to offer capital advisory services?
GlassBox operates as a Third-Party Originator (TPO), enabling compliant delivery of commercial business financing in 38 states. During onboarding, we review the states you operate in and help ensure proper compliance. Below are all the states where we are permitted to operate on your behalf: AL, AK, AR, CO, DE, DC, FL, GA, HI, IN, IA, KS, KY, LA, ME, MD, MA, MS, MO, MT, NE, NH, NM, NC, ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT (>$1MM), VA, WA, WV, WI, WY.
Do I need prior lending experience to become an Authorized Capital Advisor?
No. You don’t need any lending experience to get started. Advisors with a strong grasp of financial modeling and comfort discussing debt financing with clients typically ramp fastest, but it’s not a requirement. We provide the full infrastructure and training support.
How much work is required on my end to use GlassBox?
Very little. You submit the client, and our team handles pre-qualification, documentation, lender matching, underwriting coordination, and closing. You stay informed while we run the backend.
How do Authorized Capital Advisors earn revenue?
You earn commission on every funded deal. Depending on your partnership tier, you may also earn from application fees and additional ancillary services.
Do you offer white-labeling so we can present this as our own service?
Yes. White-labeling is available for an additional cost. If you're interested, reach out to: Partnerships@glassboxverified.com
Do I need a broker license to offer capital advisory services?
GlassBox operates as a Third-Party Originator (TPO), enabling compliant delivery of commercial business financing in 38 states. During onboarding, we review the states you operate in and help ensure proper compliance. Below are all the states where we are permitted to operate on your behalf: AL, AK, AR, CO, DE, DC, FL, GA, HI, IN, IA, KS, KY, LA, ME, MD, MA, MS, MO, MT, NE, NH, NM, NC, ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT (>$1MM), VA, WA, WV, WI, WY.
Do I need prior lending experience to become an Authorized Capital Advisor?
No. You don’t need any lending experience to get started. Advisors with a strong grasp of financial modeling and comfort discussing debt financing with clients typically ramp fastest, but it’s not a requirement. We provide the full infrastructure and training support.
How much work is required on my end to use GlassBox?
Very little. You submit the client, and our team handles pre-qualification, documentation, lender matching, underwriting coordination, and closing. You stay informed while we run the backend.
How do Authorized Capital Advisors earn revenue?
You earn commission on every funded deal. Depending on your partnership tier, you may also earn from application fees and additional ancillary services.
Do you offer white-labeling so we can present this as our own service?
Yes. White-labeling is available for an additional cost. If you're interested, reach out to: Partnerships@glassboxverified.com
Do I need a broker license to offer capital advisory services?
GlassBox operates as a Third-Party Originator (TPO), enabling compliant delivery of commercial business financing in 38 states. During onboarding, we review the states you operate in and help ensure proper compliance. Below are all the states where we are permitted to operate on your behalf: AL, AK, AR, CO, DE, DC, FL, GA, HI, IN, IA, KS, KY, LA, ME, MD, MA, MS, MO, MT, NE, NH, NM, NC, ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT (>$1MM), VA, WA, WV, WI, WY.
General inquires
White-labeling request, lender partner request, and media inquires.
4.9 / 5 Rated
By leading business advisors
General inquires
White-labeling, license request, partner request, and media inquires drop us a line.
410 N Scottsdale Rd Suite 1000, Tempe, 85288
hello@glassboxverified.com
4.9 / 5 Rated
By leading business advisors
General inquires
White-labeling, license request, partner request, and media inquires drop us a line.
410 N Scottsdale Rd Suite 1000, Tempe, 85288
hello@glassboxverified.com
4.9 / 5 Rated
By leading business advisors