business opportunities. real results
Turning Complex Business Opportunities Into Measurable Results
ClickFunds identifies high-value programs and opportunities for small and midsized businesses, then combines advanced customer acquisition, trusted professional relationships, proprietary technology, and disciplined operational execution to help businesses navigate them successfully.
established
2017
Trusted platform for complex business oppotunities
More Than $1.28 Billion in ERC refund claims facilitated for clients
Thousands of Businesses Reached through proprietary digital acquisition strategies
Multiple Major National Initiatives
successfully executed
Technology Enabled Operations supporting clients, employees, contractors, affiliates, and vendors
Company overview
Built to Help Businesses Navigate Complexity
ClickFunds, LLC is a technology enabled business services and independent sales organization specializing in the identification, promotion, and administration of complex financial and commercial opportunities for small and midsized businesses.
The company was originally organized as Twisted Social, LLC on June 23, 2017. After developing extensive experience in large-scale customer acquisition and project administration, the company changed its name to ClickFunds, LLC on December 28, 2023, reflecting its expanded mission and long-term commercial direction.
ClickFunds operates at the intersection of technology, marketing, professional services, and business opportunity development. We identify programs that can create measurable value for businesses, assemble qualified professional and operational partners, develop compliant customer acquisition campaigns, and manage the process through proprietary technology.
What is ClickFunds?
A Repeatable Platform for Business Opportunity Execution
ClickFunds has developed a scalable operating model built around five core competencies:
Opportunity Identification
We evaluate financial, legal, tax, settlement, reimbursement, and business-development programs that may provide meaningful value to qualified businesses.
Strategic Partner Development
We identify and contract with experienced accountants, attorneys, consultants, technology providers, administrators, and other subject-matter professionals appropriate to each initiative.
Advanced Customer Acquisition
Our proprietary social-media strategies enable ClickFunds to identify and engage highly targeted business audiences at scale
Relationship Development
Our trained employees, contractors, and independent vendors establish trust, educate prospective clients, and guide them through complicated qualification and documentation processes.
Program Administration
Our technology tracks client activity, documentation, workflow, referral attribution, vendor participation, milestone completion, and compensation across complex multistage projects.
ClickFunds role included:
- Identifying prospective business clients
- Conducting preliminary qualification and intake.
- Coordinating engagement with independent tax professionals.
- Assisting businesses with document collection.
- Tracking client files and operational milestones.
- Managing employee, contractor, vendor, and referral attribution.
- Maintaining communication throughout a complex and lengthy process.
A Proven Record of National Project Execution
Employee Retention Credit Initiative
ClickFunds identified and established relationships with experienced CPAs, tax attorneys, and other qualified professionals to assist eligible small and midsized businesses with the Employee Retention Credit process.
erc refund claims exceeding
$1.28B+
in erc refund claims facilitated
Through advanced social-media acquisition, relationship-based engagement, and structured operational support, ClickFunds facilitated client ERC refund claims exceeding $1.28 billion.
Visa and Mastercard Payment Card Settlement Initiative
ClickFunds served as an independent sales and marketing organization supporting businesses potentially eligible to participate in the Visa and Mastercard payment card settlement.
The settlement concerned merchants that accepted qualifying Visa or Mastercard payments during the designated period from 2004 through 2019. ClickFunds employed targeted digital outreach to identify prospective claimants, establish trusted relationships, assist with documentation, and guide businesses through the claims-submission process.
This initiative further demonstrated ClickFunds’ capacity to translate a complicated national program into a structured, understandable process for small and midsized businesses.
ClickFunds role included:
- Locating potentially eligible businesses.
- Conducting targeted digital and social-media outreach.
- Educating prospective claimants about the settlement.
- Assisting businesses with information collection.
- Supporting the claim-submission process.
- Tracking claimant engagement and file progression.
- Coordinating internal personnel, contractors, and referral sources.
technology
Proprietary Technology Built for Complex Programs
ClickFunds invested extensively in developing technology that supports both operational administration and customer acquisition.
Operations and Transaction Management
The ClickFunds operations platform was developed to manage the complexity of multistage business programs.
Intelligent Audience Identification and Conversion
ClickFunds also developed advanced methods for identifying and converting business audiences through social media and other digital channels.
These capabilities allow the company to:
- Define highly specific prospective-client profiles.
- Reach fragmented business audiences efficiently.
- Generate qualified interest at scale.
- Guide prospects through educational campaigns.
- Convert digital interest into trusted professional relationships.
- Measure engagement and campaign performance.
- Adapt acquisition strategies across different programs and industries.
Built Once. Deployable Across Many Initiatives.
The combination of acquisition technology and operational infrastructure gives ClickFunds a repeatable platform that can be deployed across multiple projects without rebuilding the business from the ground up for each opportunity.
Financial Partners page
Built for Responsible Growth
ClickFunds is entering its next phase of development with an established operating history, proprietary technology, demonstrated customer-acquisition capabilities, and a pipeline of prospective initiatives.
Strategic partners page
Specialized Expertise. Unified Execution.
ClickFunds builds project-specific networks of professionals and service providers.
Complexity Should Not Prevent Opportunity
Small and midsized businesses are routinely excluded from valuable programs because the qualification requirements are difficult to understand, the documentation is burdensome, or the opportunity is poorly communicated.