Know a company that could use AI?

Direct referrals earn 10% of the full value of every successful Quick Win with the organization you introduced. Second-degree referrals, where you introduced us to someone who later made the direct client introduction, earn 1%. Payouts are triggered only when the client's named verifier, called the oracle in the engagement terms, confirms the Quick Win's success criteria. Future successful Quick Wins with that organization can generate additional payouts.

You get paid after the client's named verifier confirms the agreed success criteria at the Quick Win's close date. The client pays 50% on activation and 50% on verified success. Your referral payment is triggered only when the Quick Win resolves successfully.

Referral payouts apply to Quick Win in a Box engagements. Each Quick Win is separately scoped after paid Groundwork as a value-based, outcome-based eight-week engagement with one to three agreed success criteria. Groundwork, retainers, ongoing advisory work, embedded partnerships, and other service types are outside the referral program.

For the full 10% direct referral, your introduction must go directly to the executive sponsor who will fund the first qualifying Quick Win. This is typically an owner, CEO, successor leader, or functional executive at a company where technology could expand capacity while preserving valuable operating knowledge. If your introduction leads to someone who later connects us to a client, you qualify for the 1% second-degree rate instead. Either way, make the introduction with their permission over email, text, phone, LinkedIn, or any other channel.

The first qualifying Quick Win with the referred organization must activate within 12 months of your introduction. After that, your referral credit is tied to the organization and continues for future successful qualifying Quick Wins while we work with it.

If the client's named verifier does not confirm the Quick Win's agreed success criteria, you do not earn a payout on that engagement. You can see our current success rate on this page.

No. Your role is the permission-based introduction. We handle the fit call, paid Groundwork after the client accepts it, and any separately scoped Quick Win that follows. You'll receive an update when a qualifying Quick Win activates and again when it resolves.

If you introduce us to someone, and that person later introduces us to a company that becomes a client, you earn 1% of each successful Quick Win with that company. You started the chain, so you earn on the result. The person who made the direct executive-sponsor introduction earns the full 10%.

Absolutely. There's no limit. Each organization you introduce is a separate referral. Direct introductions earn 10% of each successful Quick Win, and second-degree introductions earn 1%.

Owners, successor leaders, CEOs, and executive sponsors at U.S. companies with roughly 500–2,000 employees are our core referral profile. We prioritize privately held, owner-led, or family-owned businesses, ideally without private equity or venture ownership, especially in Pennsylvania and the Mid-Atlantic. Companies with roughly 100–499 employees can also fit when they have meaningful operational complexity, budget, urgency, and direct sponsor access. Strong fits include service-intensive, industrial, distribution, and technically skilled businesses where manual workflows or tacit knowledge create a material bottleneck.

Yes. Make the introduction only with the other person's permission and tell them that you or your institution may receive compensation if a qualifying engagement succeeds. If employer, client, professional, tax, or industry rules apply to you, confirm those requirements before making the introduction.

If an introduction comes from your company email address or you tell us you are acting on behalf of your company or institution, we initially treat it as an institutional referral. Before we finalize the referral recipient, you must confirm in writing that you are authorized to act for the institution. You must also identify the institution and its payment contact. We still record the individual who made the introduction for attribution. If the introduction is personal, say so when you make it, and we will record the individual as the referral recipient instead.

Each institutional introduction has one payment recipient: the institution. Caritas administers institutional referrals manually so the institution's employees, members, and representatives do not receive separate direct or second-degree payments from the same introduction chain unless Caritas agrees otherwise in writing. When a qualifying payment is due, Caritas sends a Mercury recipient invitation to the institution's designated payment contact. The institution provides its receiving-account and tax details and decides how to distribute the payment internally. Caritas does not decide or administer that internal allocation.