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Hey There : )
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Be a Strategic Partner to empower Startups

Let’s Collaborate and make a mark 

Who Can become the Sourcing Partner

Stock Brokers
Chartered Accountant
Company Secretary
Merchant Bankers
Strategic Advisors
Business Coach
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Why Choose

Planify

for your Next

raise

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10,000+

Angels

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50%+

Return

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250 Cr+

Investment enabled

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34+

Exits

Start Raising   →

Become a Planify Sourcing Partner and Reap Exclusive Rewards!

Success Fee Sharing

As a sourcing partner, your referrals matter. Earn a lucrative commission of 15% of the total facilitation fees for every successful deal

Success Fee Sharing
Extensive Networking: Connecting You to the Elite

Extensive Networking: Connecting You to the Elite

Gain access to a dynamic network of family offices, a diverse pool of investors, seasoned founders, and industry experts. Youre not just a partner; youre part of a thriving ecosystem.

Client Referral for Startup Services

Get access to startups in our portfolio looking for CA, CS, Strategic consultation, Business Coach, or Legal services. We understand the value of trusted connections in the startup world.

Client Referral for Startup Services
Stay in the Loop

Stay in the Loop

Be part of an elite circle and gain entry to exclusive events, webinars, workshops, and meetups organized by industry experts. It's an opportunity to learn, connect, and grow together.

Elevate your Success

Your journey as a sourcing partner with Planify is about more than just connections; it's about building a rewarding and collaborative relationship that benefits both you and the startups you connect with.

Elevate your Success
Prompt and Fair Recognition

Prompt and Fair Recognition

As a valued sourcing partner, we're all about rewarding your efforts promptly. Experience the satisfaction of on-time payouts, that is based on the value and size of the deal.

Process of onboarding

Sign up/KYCSign up/KYC_arrow

Sign up/KYC

Get started by signing up and completing a quick Know Your Customer (KYC) process to become a Planify sourcing partner hassle-free.
Prospect sharingProspect sharing_arrow

Prospect sharing

Share potential investment opportunities with our network, providing valuable insights into exciting startups and pre-IPO companies.
Schedule MeetingSchedule Meeting_arrow

Schedule Meeting

Schedule personalized meetings to discuss opportunities, ask questions, and build connections between sourcing partners and promising ventures.
Company Selection / ShortlistingCompany Selection / Shortlisting_arrow

Company Selection / Shortlisting

Assist in selecting and shortlisting companies that align with your investment goals and preferences.
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Fundraising

Collaborate in fundraising efforts, supporting selected companies in securing the necessary capital for their growth.
Fee Sharing

Fee Sharing

Experience transparent and fair fee-sharing.

Successful Fundraising

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₹ 40.0 cr

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₹ 5.0 cr

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₹ 25.0 cr

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₹ 1.0 cr

100 Cr + Fundraised

Reaching New Heights

Planify is the biggest platform that connects investors with entrepreneurs for hassle-free angel investing. Planify has facilitated ₹250 Cr. worth secondary investments in upcoming startups.

Enable investments into emerging startups & connect with industry veterans

Planify gives a chance to our budding entrepreneurs to meet Investors, Trendsetters, Mentors and Changemakers to propel their company’s growth.

Lets Connect

Please provide the following details

Connect with expert

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Know more about sourcing partner

A sourcing partner acts as a mediator between planify and start ups & other companies, scheduling meetings, conference calls, and deal structuring with planify is the usual practice of a sourcing partner. CA’s, CS’s, company lawyers, investors and other venture partners associated with the start-up ecosystem could participate as sourcing partners by referring planify the companies. We respect the privacy of each individual and will be protected with NDAs with the partner and the companies.

Frequently Asked Questions

A Sourcing Partner is a professional who collaborates with a company to identify and connect it with potential investment opportunities, clients, or resources. By Joining us, a Sourcing Partner would  acts as a mediator between Planify and startups or other companies who leverage their networks to support startups in accessing funding, strategic advice, and other resources needed for growth.​



​Professionals such as Chartered Accountants (CAs), Company Secretaries (CSs), merchant bankers, strategic advisors, and business coaches can become Sourcing Partners. Individuals with a strong network, industry experience, and a passion for supporting startups are ideally suited for this role. ​

​Becoming a Sourcing Partner with Planify is a simple process. You can sign up and complete a quick Know Your Customer (KYC) process to get started. Once onboarded, Sourcing Partners can begin sharing potential investment opportunities with Planify's network, and ultimately, share in the success through transparent and fair fee-sharing arrangements.

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Sourcing Partners play a crucial role in connecting Planify with potential investment opportunities. They provide valuable insights into promising startups and pre-IPO companies, assist in selecting ventures aligned with their investment goals, and support fundraising efforts and  fostering meaningful connections.


Through this program, partners refer companies to Planify, assist in the selection and shortlisting process, and participate in fundraising efforts. 

A strategic Sourcing Partner is one who collaborates closely with Planify to identify and nurture high-potential investment opportunities. They leverage their  network, referrals startups and industry knowledge to contribute to the success of the startups they support. Strategic Sourcing Partners actively engage in prospect sharing, company selection, fundraising, and fee-sharing activities, driving mutual growth and success.