Pipeline
Deals
Incentive credit by project, collection, and approval state.
Deal details
New business: full split-rate pool applies.
Saving an ongoing or completed deal sends it for admin approval. Wallet credit stays pending until approved.
Unregistered first contact has no origination claim.
Stages you ran
Tick only stages you personally ran.
Payment & collection
Overdue 30+ days decays Collection Secured 25% every extra 15 days. Founder-collected tranches never enter the wallet.
Lead protection
90 days from first recorded interaction.
Activity log
Rules
Why software and hardware are split
Software funds a higher pool. Hardware is capped lower due to thinner margin. Rates are set in Admin.
How stages split the pool
You earn only the stages you ran. Percentages are configured in Admin.
When money reaches you
Wallet credits follow cash actually received. Disbursement is quarterly.
Finance
Wallet
Approved pending balance and quarterly disbursement history.
Wallet history
CreditsDeals and adjustments credited to your pending balance.
Disbursed history
QuarterlyLump-sum payouts released at each quarter end.
Admin
Approvals
Review submitted deals before wallet credit.
Commission rates
Change software / hardware % here. These options appear on the calculator for every employee. Already-approved deals keep their rate snapshot unless you recalculate them.
Must add up to 100%.
Total: 100%
Team
Create a login ID and password for each person. They sign in with that ID — no Google or shared Role dropdown.
Approval queue
Submitted deals credit the wallet only after you approve. Request changes to send it back.
Team wallets
Approved pending is payable. Awaiting approval is not included until you approve the deal.
Quarterly disbursement
Pays out every employee’s approved pending wallet for the selected quarter. The same quarter cannot be disbursed twice.
Creates one disbursement record per employee with a non-zero balance. Pending balances reset to zero.
Disbursement history
Quarterly payouts for every employee.
Indicative only · signed policy governs payouts