SUNRISEBDO / FAQ

Keep it simple.
Keep it moving.

A short, partner-first overview of how SunriseBDO helps teams surface stalled projects and move them toward a clearer path forward.

Answers for the next good project
PARTNER GUIDE01 / 03
10common
questions
Low friction.Clear process. No hard sell.

What is SunriseBDO, and how does it help me close deals?

SunriseBDO is a partner-focused intake and referral model built for stalled modernization opportunities. When a project is sound but the client cannot move forward because of budget, balance-sheet limits, or timing, we help create a clearer path to action without disrupting your customer relationship.

Will SunriseBDO contact my client directly or steal my relationship?

No. The vendor relationship stays with the vendor. SunriseBDO acts as a financing and structuring partner behind the scenes, helping move a stalled quote forward in a way that respects the original sales process.

How long does it take to submit a deal?

Very little friction. A typical submission takes under three minutes from a phone or desktop. The goal is to capture the essentials: company name, deal size, scope, and why the project stalled.

What types of projects qualify?

SunriseBDO is built for capital-intensive modernization work, including industrial equipment, refrigeration, thermal upgrades, controls, material handling, and general project scopes where a clear technical solution exists but the funding path stalled.

How does the client pay if their CapEx budget is frozen?

Deals are structured in a way that can avoid a direct corporate balance-sheet burden, using a project-focused financing approach designed for operational savings and modernization impact rather than requiring immediate cash outlay from the owner.

How and when do I get paid?

Business development fees are defined by the referral and funding arrangement. The exact fee structure depends on the deal, the relationship, and the final funding outcome, but the intent is to align incentives with the successful close of the project.

What happens after I submit a deal?

Each submission is reviewed for fit, status, and basic qualification. The portal keeps the deal moving through a clear review flow so you can see where it sits without chasing updates or losing visibility.

What if conventional lenders or captive finance already said no?

That is often where the opportunity sits. Conventional lenders and OEM captive programs are typically built around different underwriting rules and balance-sheet requirements. A project may still be financeable through a different structure when it is structured as a broader operational modernization package.

Is there any cost or commitment to submit a deal?

No. The submit-and-review flow is intended to be low friction and low risk. Partners can submit a stalled opportunity for review without creating a binding commitment to move forward.

How is deal and customer information protected?

Submissions are handled in a private, partner-focused environment. The goal is to keep partner pipeline data isolated and limited to the relevant parties, with no broad public visibility and no unnecessary exposure across unrelated vendors.

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