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What the channel checks first

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Suppliers have MDF (market development funds) to spend and advisors have events to fill

The MDF'r is how they find each other. An advisor posts the event or campaign they are planning, and a supplier can fund it, split it with another supplier or pass. Advisors can also apply for existing supplier dollars that are ready to deploy.

Your eventStock event
Event
Customer dinner, 60 guests

Spring customer dinner for 60 guests in Omaha. Budget about $4,000.

Cybersecurity lunch for IT leaders

Lunch-and-learn on cybersecurity for 25 IT leaders at mid-size clients. Budget about $1,500.

Two-day partner summit

Two-day partner summit in Denver for 40 advisors and our top clients. Budget about $18,000.

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Post a Real Request

Suppliers see your event and the firm details you choose to share, never your client list.

Sample requestWhat a supplier sees
Spring customer dinner, Omaha
Requested$4,000from suppliers
Expected60guests
Funded100%by two suppliers
  • Cloud providerSplitsFunds events for healthcare advisors
    $2,000
  • Mobile carrierSplitsCo-funds events under $5,000
    $2,000
  • Lifecycle providerPassedNo budget left this quarter
    $0
  • Showing 3 of 3 suppliers
SellsUCaaS (cloud phone systems), SD-WAN and cybersecurity
ServesHealthcare and retail, 25 to 250 seats
RegionNebraska and Iowa
TSDs (technology services distributors)Works with three
Two suppliers split it, so the request is fully funded.For suppliers
Sample requestWhat a supplier sees
Cybersecurity lunch for IT leaders
Requested$1,500from suppliers
Expected25IT leaders
Funded100%by one supplier
  • Cloud providerFundsCybersecurity is the focus this year
    $1,500
  • Mobile carrierPassedCo-funds above $2,500 only
    $0
  • Lifecycle providerPassedNo cybersecurity budget left
    $0
  • Showing 3 of 3 suppliers
SellsCybersecurity and managed IT
ServesProfessional services, 100 to 500 seats
RegionMinnesota and Wisconsin
TSDs (technology services distributors)Works with two
One supplier funded it in full.For suppliers
Sample requestWhat a supplier sees
Two-day partner summit, Denver
Requested$18,000from suppliers
Expected40advisors and clients
Funded78%$4,000 still open
  • Cloud providerSplitsAnchors summits, asks to split the rest
    $8,000
  • Mobile carrierSplitsSplits with another supplier
    $6,000
  • Lifecycle providerPassedFully committed this quarter
    $0
  • Showing 3 of 3 suppliers
SellsUCaaS (cloud phone systems), CCaaS and SD-WAN
ServesMid-market and enterprise, 250 to 2,000 seats
RegionMountain West
TSDs (technology services distributors)Works with four
Two suppliers cover $14,000 of $18,000. $4,000 is still open.For suppliers

How to get MDF'd with the MDF'r

You post the event

Describe the event or campaign, what it costs and what you bring to it. More detail gets a better answer.

Spring customer event in Omaha. $4,000 requested, 60 expected in the room.

Suppliers see who you are

Next to the request, a supplier sees the firm details you chose to share: what you sell, who you serve and where.

UCaaSSD-WANCybersecurityHealthcareRetailOmaha

They fund it, split it or pass

A supplier can fund the whole request, split it with another supplier or pass, and you see who responded.

Cloud provider$2,000
Mobile carrier$2,000
Lifecycle providerPassed
What data does the supplier have access to?

The supplier sees the request and the firm details you chose to share, never your client list.

Why post now?

Suppliers set their 2027 partner-marketing budgets between September and November, so a request posted now counts while the number is being written.

Advisors, get suppliers to fund your next event

MDF is money suppliers set aside to grow through advisors. Post the event or campaign you are planning and a supplier can fund it, so winning more customers costs you less.

Post a request

Suppliers, meet the advisors you have never worked with

MDF is meant to win new business, yet it often goes to advisors a supplier already works with. With the MDF'r, advisors tell you who they serve and what they sell before the first conversation, so the first call starts with a fit you can see.

Fund an event

Post your next event

Suppliers with MDF to spend can fund it, split it or pass.

Post a Real Request

Know what’s in the ground before you quote

Type an address and see every provider that can serve it, and how fast. Paste the whole site list and run them all at once.

Run a Sweep

Pick a deal and Companion tells you what suppliers fit

Try one of three stock deals and see how Companion scores every supplier in the channel against it. Then work a real deal.

Your dealStock deal
Deal
40-seat dental group, three offices

40-seat dental group with three offices, replacing an old phone system and keeping their current EHR integration.

Retail chain moving to SD-WAN

Regional retail chain with 60 stores moving from MPLS to SD-WAN, wants LTE backup at each store.

Hospital system, new contact center

Hospital system opening a 120-seat contact center, needs HIPAA-ready call recording and an Epic integration.

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Sample resultSupplier match
40-seat dental group, three offices
  • Cloud providerTop matchNative EHR integration, multi-office groups of 20 to 60 seats
    94
  • Mobile carrierLower per-seat cost, EHR integration is a paid add-on
    83
  • Lifecycle providerStrong phones, thin on multi-office setup
    71
  • Showing 3 of 3 suppliers
Why Cloud provider ranks first

Native integration with the practice's EHR, a record with multi-office groups of 20 to 60 seats, and one number across all three offices.

Trade-off

Mobile carrier costs less per seat and charges extra for the EHR integration.

Could change the ranking

Whether the offices keep their existing phone numbers.

Work a Real DealSample scores. A real deal is scored against every supplier in the channel.
Sample resultSupplier match
Retail chain moving to SD-WAN
  • Cloud providerTop matchLTE backup at every store, rolled out to chains of 50 to 200 stores
    91
  • Mobile carrierLowest monthly cost per site, slower install window
    84
  • Lifecycle providerSolid SD-WAN, backup sold separately
    72
  • Showing 3 of 3 suppliers
Why Cloud provider ranks first

LTE backup is built in at every site, and the team has rolled out to chains of 50 to 200 stores.

Trade-off

Mobile carrier costs less per site and installs store by store over a longer window.

Could change the ranking

Whether the chain keeps any MPLS circuits for payment traffic.

Work a Real DealSample scores. A real deal is scored against every supplier in the channel.
Sample resultSupplier match
Hospital system, new contact center
  • Cloud providerTop matchHIPAA-ready recording, native Epic integration
    93
  • Mobile carrierLower seat cost, Epic through a partner
    80
  • Lifecycle providerRight size, recording is a separate product
    68
  • Showing 3 of 3 suppliers
Why Cloud provider ranks first

HIPAA-ready call recording and a native Epic integration, for contact centers of 100 to 250 seats.

Trade-off

Mobile carrier costs less per seat and reaches Epic through a third party.

Could change the ranking

Whether agents work from home, which changes the recording setup.

Work a Real DealSample scores. A real deal is scored against every supplier in the channel.
  • Ranked on fit.Scores come from the deal and the supplier record.
  • No pay-to-play.No placement product exists, at any price.
  • We take 0% commission.Nothing we earn depends on who you pick.
  • Your TSD keeps the deal.Introductions can route through the TSD you choose.

Watch MDF'r and Companion work

The MDF'rLearn more
Walkthrough: from a deal to a qualified introduction

Access 1,200+ suppliers based on fit

Companion is free for every advisor

Companion

No card needed
$0forever
  • Score every supplier from every TSD (technology services distributor) against your deal
  • See the reasoning behind every score
  • Request introductions through your TSD
  • Free access to MDF'r and Sweep
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For suppliers

Suppliers have their own site, with packages from $1,200 a month and one rule that applies to every one of them: position is never for sale.

For suppliers

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