For Advisors & Firms
Bring DEVIS to your clients. Keep your seat at the table.
You’ve seen what happens when a firm brings in a third party, haven’t you. Advisers, M&A boutiques, accountants, diligence firms — add an early exposure read to what you already offer, without handing over the relationship you built.
First, the part that matters most
Your client is your client.
That was your first question, wasn’t it. We don’t approach, solicit, or work directly with anyone you introduce — outside the engagement you bring us. Not during, not after. It’s a written non-poach commitment, not a verbal one. The whole model only works if you never have to wonder whether sending us a client is sending us a competitor.
Two ways to work together
Refer it, or resell it.
Stay the adviser.
You introduce a client; we run the sprint under your relationship. No fee to you, no change to your commercials — you stay primary, start to finish.
For when you want the intelligence in the room, and nothing about your role to change.
Make it part of what you offer.
A licensed seat, at partner rates.
You hold a partner seat, commission sprints at partner pricing, and deliver them inside your own engagements. You keep the spread.
For firms making pre-diligence exposure intelligence a standing part of their service.
Two distinct models — never a kickback, never opaque. Whichever you choose, the work, the discretion and the non-poach commitment are the same.
v1 is selective
Founding-partner access, by conversation.
We’re opening this to a small number of founding partners first, so the standard stays high. If your clients face the questions DEVIS was built for, let’s talk about how it fits your firm. No pitch. No cost.