B2B vendor advisory
The right operating partners, matched to your business
There are more payroll services, phone systems, and payment processors than any business owner has time to compare. We know these categories, we talk to you about what you actually need, and we point you to the providers worth your time. The introduction costs you nothing.
- Operating since 2022
- Santa Fe, New Mexico
- Permission-based, CAN-SPAM-compliant method
- No fee to businesses
What we do
Sorting through the options is our job
Picking a payroll service or a payment processor usually means slogging through dozens of near-identical options, each with its own sales pitch. Sorting through that is our job. When we've spoken with a business and understand what it needs, we introduce it directly to providers that genuinely fit.
When an introduction works out, the provider pays us, so our guidance stays free to the business.
What we cover
Fifteen categories, matched to how you operate
Payroll & HR
Payroll, tax filing, benefits, HR compliance.
Telecom
Business phone, VoIP, internet, multi-location.
Payments & Merchant Services
Card processing, POS, e-commerce payments.
Business Banking
Business checking, lower fees, cash management.
Energy & Utilities
Commercial electricity and gas procurement.
Sales, CRM & Pipeline Software
CRM, enrichment, buyer-intent tools.
Technology Solutions
Software, cloud, infrastructure, automation.
Cybersecurity
Endpoint protection, risk management.
Compliance & Governance
SOC 2 and compliance automation.
Legal & Formation
Business formation, registered agent.
Tax Credits & Refunds
Recover R&D, hiring, and overpaid tax credits.
Business Insurance
Liability, property, and specialty coverage.
Expense & Spend Management
Corporate cards, expense, and AP automation.
Shipping & Logistics
Parcel, freight, and fulfillment rates.
Marketing & Web Services
Web, hosting, SEO, and marketing tools.
How it works
Three steps, no cost, no obligation
- 01
Share your setup
Tell us what you use today and where it falls short.
- 02
Get matched
We shortlist providers that fit your size, industry, and needs.
- 03
We introduce you
You talk directly to the right contact. No cost, no obligation.
Why businesses work with us
Aligned with your interests, by design
Free to you. Providers pay us, not you.
Fit over payout. We recommend what suits your business, not whatever pays most.
No pressure. An introduction is not a sales pitch. You decide.
Real vetting. A focused set of providers we actually know, not a directory dump.
Ready to see what fits?
Tell us about your business and we'll come back with a short list. Not a sales pitch.