Referral Program Terms
Last updated: 2026-04-11
These terms govern the Fundry AI Referral Program (the "Program"). By sharing your referral code or signing up with someone else's referral code, you agree to these terms. The Program is operated by Fundry AI ("Fundry", "we", "us"). We may update these terms at any time; changes apply going forward only.
Who can participate
Any active Fundry customer firm can refer another firm. Both the referring firm (the "Referrer") and the referred firm (the "Referred Firm") must be separate legal entities, each with their own Fundry account and billing relationship. Individual users are not eligible — credit is earned by and applied to the firm, not to any individual employee. This protects firms whose internal compliance policies restrict vendor gifts to employees.
How credit is earned
1. Share your code. Every firm has a stable referral code visible in Settings. Share the code, or the signup link containing the code, with another GP, fund administrator, CFO, or operator.
2. They sign up. When a new firm signs up at signup?ref=YOUR_CODE, we record a pending referral.
3. They subscribe and pay twice. When the Referred Firm completes their second paid Fundry invoice, both firms automatically receive $250 USD in Fundry account credit.
We credit on the second paid invoice — not the first — to make sure the Referred Firm has passed through their initial evaluation period before credit is issued. If the Referred Firm cancels before their second paid invoice, no credit is issued to either side.
How credit is applied
Referral credit is applied as a balance adjustment to your firm's Stripe billing record. It will appear as a deduction on your next Fundry invoice. Credit:
- Does not expire for as long as your Fundry account remains active.
- Cannot be withdrawn as cash or transferred to another firm.
- Stacks with other Fundry credits (e.g., promotional credits).
- Is applied automatically — you do not need to redeem a code or take action.
Annual cap
A single Referrer firm can earn credit on a maximum of 10 credited referrals per rolling 12-month period. Additional referrals beyond the cap are still welcome and we will still record them, but they will not produce automatic credit. This limit protects the program from unintended bulk distribution and lets us keep the per-referral credit meaningful.
Self-referral and related-party rules
You may not refer yourself, your own firm, or a firm controlled by the same ownership. We automatically detect and flag the following for manual review:
- Referrer and Referred Firm sharing the same primary email domain.
- Referrer and Referred Firm sharing the same billing address or payment method (if we become aware of it).
Flagged referrals are recorded but not auto-credited. A Fundry operator reviews flagged referrals and may approve, reject, or contact the firms involved. We reserve the right to decline credit on any referral we determine, in good faith, to be abusive, fraudulent, or inconsistent with the spirit of the Program.
Reversal rights
Fundry may reverse a credited referral if:
- The Referred Firm refunds their subscription within 30 days of the credit being applied.
- Either firm breaches the Fundry Terms of Service.
- We determine the referral was fraudulent, gamed, or abusive.
Reversal is processed as a corresponding negative balance adjustment on the originally credited invoice. If credit has already been consumed on a prior invoice, we may instead issue a charge equal to the consumed amount.
No other compensation
The Program provides account credit only. Fundry does not offer cash rewards, discounts on third-party products, percentage-based revenue share, gift cards, or any other form of compensation for referrals. Any statement to the contrary — whether from a Fundry employee, marketing copy, or a third party — is not authorized and does not modify these terms.
Program changes and termination
Fundry may modify, suspend, or terminate the Program at any time with reasonable notice. Changes will not affect:
- Pending referrals recorded before the change (they will be honored under the terms in effect at the time of the referral).
- Credit that has already been applied to your account.
If we terminate the Program, unused credit remains on your account and will continue to apply to future invoices until exhausted.
Privacy
When you share a referral code, we record which Referred Firm signed up under that code so we can issue credit correctly. We do not share the identity of the Referred Firm with the Referrer beyond what is visible in the Settings redemption history, and we do not share the identity of the Referrer with the Referred Firm at all.
Contact
Questions about the Program can be directed to hello@fundryai.com.