Build a recurring

analytics revenue stream

on your existing client relationships.

Matchbook AI gives MSPs a white-labelled Sales Analytics Platform and a partner-operated Data Lens data service — two revenue streams, your brand, growing incentives. No competing for your clients.

Partnership at a glance
25%
Partner margin at MSRP — charge more and keep the difference
Your client price is yours to set. Our cost to you is always 75% of MSRP.
2
Revenue streams — Analytics subscriptions + Data Lens services
One-time data projects stack on top of your recurring MRR.
Uncapped
Monthly tiered rebates — credit notes applied to your invoice
$8,250 credit at $100k/mo Matchbook billing · 12.5% above that.
100%
White-label — your brand, your portal, your client relationship
Matchbook AI never appears unless you choose it.

Why partner with us

A revenue stream you own, on clients you already have.

The MSPs who win in analytics won't be the ones who build it themselves. They'll be the ones who get to market first with a proven platform and no development cost.

Your brand. Your client.

Deliver the platform under your own name. Your clients pay you, call you, and grow with you. Matchbook AI is your infrastructure — invisible to the people who matter.

Simple margin model, genuine upside

Your cost is always 75% of MSRP. Sell at MSRP and earn 25%. Charge clients more — every dollar above your cost is yours. Tiered rebates add further upside as your portfolio grows.

Tiered rebates that grow with you

Monthly credit notes applied against your Matchbook invoice — 5% on billing between $10k–$25k, 10% up to $100k, then 12.5% above that. Cascading bands, so no dollar loses a rate already earned.

Data services on top

The Data Lens platform lets you deliver data cleansing, de-duplication, and enrichment as project services. You set the client price. We charge you cost. One-time revenue on top of subscriptions.

A real partner programme

Dedicated partner manager, white-label configuration support, technical training, co-selling guidance, and deal registration. Not a self-serve portal — an actual commercial relationship.

A market that's ready

PE/VC funds, multi-CRM enterprises, and post-acquisition companies all have the same problem — fractured pipeline data with no unified view. You already know these clients.

What you sell

Two products. One partnership agreement.

Both sit inside a single commercial relationship with straightforward terms. You can lead with either product depending on what your client needs first.

Recurring subscriptions · White-label

Sales Analytics Platform

A unified analytics layer across all your clients' CRM systems — Salesforce, HubSpot, MS Dynamics, Acumatica — delivered under your brand with AI-powered dashboards and natural language querying.

You sell subscriptions · client pays you · you pay us 75% of MSRP25% margin day one
AI-powered querying via Sigma AI — clients ask questions in plain English
Normalises pipeline stages across all connected CRMs into one consistent view
Operating unit security — each business unit controls its own data exposure
Read-only — no CRM write-back, no risk to source systems, no change management
Starter
$599
/month MSRP
Professional
$799
/month MSRP
Portfolio
$5,999
/month MSRP
Project services · Cost-plus model

Data Lens

A Matchbook AI-operated platform your team uses to deliver data cleansing, de-duplication, and enrichment services to clients. Clients submit their data through you — you upload, we process, you deliver.

You charge your client price · we charge you our base cost · no cap on markupYou set the margin
Data Cleansing — correct, standardise, and validate records at scale
De-Duplication — identify and merge duplicate records with confidence scoring
Enrichment — firmographics, contact validation, address & phone verification
One-time project engagements — no minimum commitment, no client platform access
Data Lens access included in your Annual Partner Fee — unlimited partner usersIncluded
How it works

Client submits data → you upload to Data Lens → Matchbook AI processes → you download the output → you deliver to your client. Clients never access the platform directly.

Partner economics

Simple to understand. Rewarding as you grow.

One margin model, no tier complexity. Your upside comes from what you charge clients and how much volume you build — not from navigating a tier structure.

How your margin works

Your cost is always 75% of MSRP.

Your margin is the gap between what you charge the client and what you pay us. We publish an MSRP as a reference price. You can charge at, above, or below it — the choice is yours. Every dollar above your 75% cost stays in your business.

Professional Bundle ($799/month MSRP)
$799/moSell at MSRP$199.75(25%)
$999/moCharge above MSRP$399.75(40%)
$1,199/moCharge above MSRP$599.75(50%)

Annual partner fee — two tiers

Tier 1 — Basic Access$15,000/year
  • White-label Sales Analytics Platform — your brand, your portal
  • Data Lens Platform access — your team operates it and delivers the service
  • Dedicated partner manager, training, onboarding & technical support
Tier 2 — Managed Data Lens$15k/yr + $2k/month
  • Everything in Tier 1, plus
  • Matchbook AI provides dedicated personnel to operate Data Lens
  • Submit client data briefs — we process and deliver the output for you
  • No internal Data Lens operator headcount required

Rebate credit calculator

Enter your expected monthly Matchbook AI invoice amount

$/month
Your monthly rebate credit
$0
Enter your monthly Matchbook AI invoice above
$0 – $10,000 (0%)$0
$10,001 – $25,000 (5%)$0
$25,001 – $100,000 (10%)$0
Above $100,000 (12.5%)$0

Rebate is issued monthly as a credit note against your following month's invoice. Cascading bands — each rate applies only to billing within that band.

Partner application

Apply to become a Matchbook AI reseller

We review every application and reach out within 3 business days to schedule a discovery call. We partner selectively — this ensures every MSP in our network gets the support they deserve.

MSP Partner Application

Join our reseller network and build a recurring analytics revenue stream. Fields marked * are required.

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Our partner network

The MSPs already building with us.

We're growing a selective network of MSPs who want to own the analytics conversation with their clients. Here's who's already in.

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