BRG
STREAM 13 Partner Deal Room · Confidential
Tier 4 — Incorpwise Ecosystem

Incorpwise — Banking Introductions

Every new company needs a business bank account — FORGE sequences the introduction automatically.

PARTIAL Agent: FORGE + OTTO Partner: Incorpwise / Tide / Starling
PARTIAL — Agent built, stream routing in progress

New company directors struggle to open business bank accounts quickly. Traditional banks take 6–8 weeks. Tide and Starling open in hours — but most new directors don't know to ask. FORGE sequences the introduction as part of every formation package.

  • FORGE post-formation sequence includes banking introduction within 48 hours
  • Introduction to Tide (Commission: £30–£60 per opened account)
  • Introduction to Starling Business (Commission: £25–£50 per opened account)
  • OTTO flags if client needs more sophisticated banking product later
  • FORGE 17-node chain active — banking intro step in post-formation sequence
  • Tide and Starling affiliate agreements in place (Craig to confirm referral IDs)
  • OTTO active — flags clients needing full banking suite vs. challenger bank
  • Banking intro step fires within 48 hours of every new formation

Business bank account open in 24 hours vs. 6-8 weeks at a traditional bank. Free account for first 12 months on most challenger bank packages.

Commission per opened account (Tide/Starling)£25–£60 one-off
BRG monthly target at scale£1,500/month (25 formations)
Client costFree — challenger bank accounts have no setup fee
Ideal Client Profile
All new UK limited company directors within first 30 days of formation
Partner Opportunity
Any advisor whose clients are forming companies, or newly formed companies still using personal accounts for business. Common and risky.
Commitment Ladder One-Time Offer (Brunson) Lindy Effect