Referral Partner Brief

Make Your Client's Numbers Bankable.

TorqueOps is the CFO/COO execution layer you can refer into when a client needs cleaner runway, lender-ready reporting, investor-grade operating cadence, or a deal story that can survive diligence.

We are the finance operating layer you can refer into, not compete with.

For bankers, CPAs, M&A advisors, operators, and investors, TorqueOps helps founder-led clients turn messy numbers into decisions, documentation, and execution rhythm.

Raising Capital

Runway, burn, margin, and unit economics need to tell one credible story before investor conversations start.

Buying or Selling

Quality of earnings, working capital, job costing, and reporting gaps need to be cleaned up before they slow the transaction.

Scaling Operations

Growth creates complexity. TorqueOps installs the cadence, dashboards, and workflows that keep the business steerable.

What your client gets.

The work is practical: clean the operating picture, identify the highest-leverage constraints, and make the next decision easier to act on.

Numbers That Hold Up

  • Lender and QofE-ready reporting
  • Torque 13 cash forecast discipline
  • True job costing and margin leakage review
  • Monthly close and investor-grade reporting

Systems That Scale

  • Torque OS AI audit
  • Workflow automation and KPI dashboards
  • OKR or EOS operating cadence
  • Custom AI tools and client portals

A Clean First Step

  • Short partner intake
  • Warm referral context
  • Fit call with Dharmesh
  • Clear diagnostic path if there is a match

Partner economics.

Refer a client. Get paid when they engage. Simple enough to explain, clean enough to execute.

10% Of engagement fees for the first 90 days after the client signs.
$0 Cap No arbitrary ceiling on a good referral relationship.
1 Intro A warm intro and a clear client situation are enough to start.

Have a client who needs cleaner financial execution?

Book the call, send referral context, or download the one-pager to share internally before making the intro.

Book a 20-Minute Fit Call