Become a partner
TREVOR for Partners

Identify opportunities foryour clients.

TREVOR analyses signals across your portfolio, structures each opportunity and directs it to the appropriate expertise, under your control.

Become a partnerHow it works
  • No TREVOR product expertise required
  • Manual entry, imports, API and MCP
  • Validation before referral

Sales overview

Illustration

Connected accounts

1,248

Opportunities detected

184

In qualification

37

Referred

21

Opportunities detected per month

Opportunities
SepOctNovDecJanFebMarAprMayJunJulAug

Last twelve months, all products. Illustrative data.

Priority contacts

Client companyDetected signalProductAdviser
Vandermeer IndustriesInternal R&D team, recurring technical expenses
Harper
C. Lefèvre
Groupe DelcourtRising payroll, multi-site organisation
Clark
M. Aouni
Atelier Nord SAMulti-site property portfolio, rising local taxes
Mathis
C. Lefèvre
TREVOR supports professionals who advise businesses
  • Accounting firms
  • Consulting firms
  • Business introducers
  • Sales leadership
The challenge

Opportunities exist, but they remain difficult to identify.

Many businesses could benefit from suitable solutions. The challenge is to recognise the right signals and act at the right time.
01

Information remains fragmented

Without structured advice, relevant solutions are rarely considered.

02

Signals are difficult to connect

Useful data is spread across several sources and stakeholders.

03

Complexity delays decisions

Without an initial assessment, businesses hesitate to begin an analysis.

The partner brings the client knowledge

TREVOR complements that knowledge with a structured approach to detecting, validating and referring opportunities.

Prioritise the businesses to review

Bring in the right expertise

Consolidate useful data

Structure opportunity detection

The process

From portfolio to qualified opportunities

Each client business follows a structured journey from initial detection to a fully prepared case. The partner approves every referral.
  1. 01

    Centralise

    Add manually, import via CSV/Excel, API or MCP from your authorised tools.

  2. 02

    Validate data

    Information about the client business is checked, completed and normalised.

  3. 03

    Detect

    TREVOR identifies signals that warrant further assessment.

  4. 04

    Explain

    Each opportunity sets out the observed signals and reasons for the recommendation.

  5. 05

    Approve

    The partner reviews the opportunity and prepares the client conversation.

  6. 06

    Refer

    Once approved by the partner, the opportunity is referred to TREVOR experts.

  7. 07

    Qualify

    The expert confirms relevance, prepares the case and records its progress.

  8. Automated analysis supports the review. Recommendations remain explainable, editable and subject to partner approval.

The benefits

Practical value for partners and their clients

For the partner

Develop your portfolio

Identify new opportunities among the businesses you already advise.

Focus your teams

Prioritise the businesses to contact using documented signals.

Broaden your advisory offer

Bring complementary expertise into the client relationship.

Prepare every conversation

Use clear signals, business considerations and next steps in each discussion.

Track every referral

Work with TREVOR experts and monitor the progress of each case.

Receive remuneration

Each eligible contribution is tracked and remunerated in accordance with the partner programme.

Remuneration is subject to the terms, conditions and timetable of the TREVOR partner programme.

For the client business

More accessible solutions

Relevant options are presented with their implications and conditions.

Detection at the right time

Signals are reviewed before the opportunity is no longer available.

Expert qualification

TREVOR experts prepare the case with the partner and their client.

Areas of expertise

Three areas of expertise covering your clients’ key priorities

TREVOR analyses each client business, identifies relevant opportunities and brings in the right expertise.
Harper

Innovation financing

The need

Finance innovation, R&D or technology transformation projects that require significant resources.

Detectable signals
  • R&D or innovation projects
  • Technical and scientific teams
  • Software or process development
  • Technology investments
Potential benefit

Suitable funding solutions identified to support projects and preserve investment capacity.

What this makes accessible

The identification, qualification and use of suitable innovation financing solutions.

Relevant businesses

Businesses that innovate, develop new offerings or invest in their transformation.

Your action

Refer the client business. TREVOR assesses the relevant opportunities with you.

Clark

Effective management of employment-related and social costs

The need

Manage significant employment-related and social costs while securing the available control measures.

Detectable signals
  • Significant payroll
  • Changes in workforce numbers
  • Specific employee profiles or schemes
  • Complex payroll organisation
Potential benefit

Better-managed employment-related and social costs through documented opportunities and more reliable practices.

What this makes accessible

Cost analysis, identification of multiple applicable measures and support with implementation.

Relevant businesses

Employers seeking to manage employment-related and social costs and improve payroll reliability.

Your action

Share the employment context. TREVOR identifies the opportunities to validate with the client business.

Mathis

Local tax management

The need

Review and manage complex local taxation across a property portfolio.

Detectable signals
  • Property or multi-site portfolio
  • Changes in floor area or use
  • Works, vacancy or change of use
  • Gaps between actual and assessed data
Potential benefit

Better-managed local taxation through anomaly detection and effective follow-up.

What this makes accessible

The centralisation, review and management of local taxes through to corrective action.

Relevant businesses

Businesses, property owners and portfolio managers subject to local taxation.

Your action

Provide the relevant data. TREVOR reconciles it and prioritises the actions for approval.

TREVOR identifies and prepares opportunities. Eligibility and the final solution are confirmed case by case by the relevant experts.

Assess the potential within your portfolio
The platform

A platform to qualify opportunities and structure cases

Every capability supports decision-making, approval and referral.
Recommendation
HarperStrong set of indicators

Vandermeer Industries

Why this business

  • 7 technical profiles over 24 months

  • Increase in development expenditure

  • No apparent R&D support scheme

Draft opening message for approval

“Your development work draws on internal resources. Your R&D activity may provide access to dedicated support schemes. Have you already explored this option?”

Illustration

Opportunity tracking

Illustration
Detected12
In conversation7
Qualified4
With TREVOR3

Sales dashboard

Metrics can be filtered by team, period and area of expertise.

Centralised businesses

A single source of record, assigned to the right sales owner.

Recommendations with clear reasoning

Each suggestion sets out the reasons behind it.

Clear business considerations

Potential benefits and next steps are presented clearly.

Draft conversation guides

A prepared starting point for you to review and approve.

Case tracking

Status and history are available to the team.

Contribution traceability

The partner remains linked to the business, opportunity and outcome.

Data connection

Manual, CSV/Excel, API or MCP.

Integrations

Connect TREVOR to your tools to qualify more opportunities.

The TREVOR API and MCP connect your systems to the platform. Your teams keep using their existing tools and avoid duplicate data entry.

Available operations

01

Submit a business or portfolio

From your CRM, one at a time or in bulk.

02

Check and normalise data

Before it is added to the platform.

03

Trigger an analysis

When a client business is created or following a relevant business event.

04

Receive recommended areas of expertise

Together with the relevant signals and reasoning.

05

Track progress

From detected opportunity to qualified case, within your own tool.

06

Attribute the contribution

The partner who originated the opportunity remains associated with the case.

07

Return results

Directly within the process used by your teams.

08

Query TREVOR using natural language

From an authorised assistant via MCP.

API and MCP support complementary use cases

TREVOR API

For your systems

A documented interface for integrating TREVOR capabilities into your systems.

  • Accessible from your CRM, ERP or management system

  • Flows triggered by your business rules

  • Automated processing of high volumes

TREVOR MCP

For your assistants

A structured protocol for using TREVOR capabilities through natural language.

  • Used by an authorised assistant

  • Guided by user intent

  • Analysis and preparation for client conversations

MCP does not provide unrestricted access to your data. Every capability remains subject to your organisation’s permissions and scope.

From your tools to a qualified case

Results are returned to your systems, while the partner’s contribution remains fully traceable.

Results available in your applicationContribution tracked → remuneration subject to the partner programme
Submit a business and start its analysis
POST /v1/accountsAuthorization: Bearer trv_live_••••••••Idempotency-Key: 7c2f-9a11 {  "legal_name": "Vandermeer Industries",  "country": "BE",  "vat_number": "BE0123.456.789",  "introduced_by": {    "partner_id": "prt_84",    "sales_rep_id": "usr_12"  },  "analyze": true} → 202 Accepted{  "account_id": "acc_9f31",  "analysis": { "status": "queued" }}
Highlighted part of the request

01 · Your tools : The call leaves your system, authenticated and idempotent.

Integration security and control

  • Authenticated API
  • Permissions limited to what is required
  • Organisation isolation
  • Revocable and renewable access
  • Idempotency
  • Tracked asynchronous processing
  • Operational audit logs
  • Documentation and examples
API documentationStart an integrationTalk to an expert
Security and traceability

You stay in control of your data and the client relationship.

Organisation isolation

Each partner’s data remains separate.

Human approval

No opportunity is referred without the partner’s approval.

Case traceability

The source, approvals, referral and progress of each case are recorded.

Access security

Authentication, role-based permissions and operational audit logs.

GDPR approach

Defined purposes, data limited to what is required and due regard for data rights.

Expert qualification

The platform detects and prepares. An expert confirms and develops the case.

TREVOR for Partners does not guarantee eligibility for any scheme or the award of financing.

Partner programme

Your contribution is tracked and remunerated

Every referred opportunity retains its attribution. When it meets the programme conditions, your contribution is remunerated.

The terms, conditions and timetable are defined by the TREVOR partner programme and shared during the introductory discussion.

Items tracked by the platform

  1. 01

    Partner and sales owner

  2. 02

    Client business introduced

  3. 03

    Opportunity detected

  4. 04

    Partner approval

  5. 05

    Referral and expert qualification

  6. 06

    Case progress and outcome

This traceability provides the basis for calculating remuneration under the programme rules.

Become a partner

Identify and qualify opportunities across your portfolio

Speak with the partnerships team about your portfolio, the available integrations and the programme conditions.

  • An initial scoping conversation with no commitment

  • A presentation tailored to your portfolio

  • Full details of the remuneration arrangements

Consent can be withdrawn at any time. See the privacy policy.
Frequently asked questions

Useful answers for prospective partners

You add client businesses manually, by CSV/Excel import, through the API or via MCP. TREVOR checks the information and identifies relevant opportunities. The partner approves an opportunity before it is referred. A TREVOR expert then qualifies it and prepares the case.

No. The platform presents the signals, business considerations and questions to discuss. You lead the conversation with the client business. Following referral, TREVOR experts handle the technical qualification and preparation of the case.

Your contribution is attributed and tracked from the initial opportunity through to the case outcome. It is remunerated when it meets the conditions of the TREVOR partner programme. The calculation arrangements, conditions and timetable are explained during the introductory discussion.

You can start without an integration, using manual entry or CSV/Excel import. To connect a CRM, ERP or authorised assistant, the API and MCP are available with documentation and examples. An expert can support the implementation.

Yes. Access is authenticated, limited to what is required, revocable and logged. Organisations are isolated. MCP does not provide unrestricted access to data. Every capability respects your organisation’s permissions and scope.

Yes. Recommendations and proposed messages are explainable, editable and subject to your approval. No opportunity is referred without the partner’s consent.

Following referral, they confirm the relevance of the opportunity, define the appropriate solution and prepare the case with the client business. The partner remains informed of its progress.

Harper covers innovation financing. Clark supports effective management of employment-related and social costs across several measures. Mathis covers local tax management.

No. The platform detects and prepares opportunities. Eligibility and the final solution are confirmed by the appropriate expertise, case by case.

Identify the opportunities within your portfolio.

TREVOR provides a structured process for detecting, approving, referring and qualifying them.
Become a partnerTalk to an expert