Retainers

8 active · $24,000/mo recurring · avg 9 months tenure

Advance 4 months of your retainer book — $96,000 today
$24,000/mo contracted · repaid automatically as retainers bill.
Monthly recurring
$24,000
Active retainers
8
Avg tenure
9 mo
New in last 60 days
2

Active retainers

Billed monthly · auto-invoice the 1st
ClientTenureMonthlyActions
Northwind Studios
started Feb 2025
14 months$4,500/mo
Cedar & Oak Architects
started Jul 2025
9 months$3,800/mo
Harbor Law Group
started Jun 2024
22 months$2,800/mo
Willow Creek Dental
started Oct 2025
6 months$3,200/mo
Summit Physical Therapy
started Dec 2025
4 months$2,400/mo
Monogram Creative Co.
started May 2025
11 months$1,900/mo
Blueprint BakeryNew
started Jan 2026
3 months$1,400/mo
Priya Nair ConsultingNew
started Mar 2026
1 month$4,000/monot yet eligible
Retainer advances are underwritten against contracted monthly revenue and client tenure.
FreshBooks
Slate

Embedded capital, built on the FreshBooks data layer

A personalized tour of a Slate × FreshBooks partnership — five integration surfaces none of your current capital partners can build.

Audio narration recommended — there's a transcript + scrubber on each step
Invoice-level advance — the underwriting unit nobody has
Payroll-gap bridge, sourced from your Gusto feed
Retainer forward-book capital (the adoption wedge)
Dashboard offer sized on 6 FreshBooks data signals
Native FreshBooks Capital hub — no 3rd-party portal