A referral circle only works if you actually trust the people in it — you're putting your own reputation behind every introduction you make. Referna curates each circle from non-competing professionals, then matches you to the right peers with AI-ranked recommendations built from your real onboarding profile — and nothing happens without your say. Here's exactly how that works, and what it doesn't include.

Curated, then matched — not open enrollment

There's no observer mode and no sitting in as a guest before you apply, because there's no single moment of judgment to sit in on. Referna curates each circle from professionals who serve the same kind of client without competing with each other. From there, matching is AI-ranked: your onboarding profile and materials are scored against the rest of the circle, and you see recommended candidates individually — not a group interview panel.

Every introduction requires a yes from both sides

This is the real vetting mechanism: you review each recommended match yourself — their profile, what they do, how they work — and decide yes or no. An introduction only happens once both sides agree. Nobody is added to your circle automatically, and nobody meets you without your approval first. By the time you're actually talking to someone, you've already decided you trust the introduction.

Who ends up in a circle

A Referna circle is 8 to 12 non-competing independent professionals who all serve the same kind of client but do different things. Picture a startup founder's bench of go-to people: a fractional CFO, a startup lawyer, a technical recruiter, a brand designer, a growth marketer. None of them compete for the same work, but they all talk to the same clients, and each regularly hears about a need one of the others could fill. That non-competing structure is deliberate — it means a referral inside your circle is never a conflict of interest, only an opportunity for both sides.

What the vetting actually establishes

What it doesn't include

To be direct about the limits: this isn't a background check, credential audit, or licensing verification, and there's no group interview panel judging you before you're let in. Trust here comes from AI-matched relevance plus your own review of every introduction — the same diligence you'd already apply before referring a client to someone, just made systematic instead of left to chance.

Frequently asked questions

Is there a vetting process before joining a circle?
Yes. Referna curates each circle from non-competing professionals, then matches you to the right peers using AI-ranked recommendations built from real onboarding profiles. You review and approve every match yourself before an introduction happens — nobody joins your circle without your say.
Who's actually in a Referna circle?
A circle is 8 to 12 non-competing independent professionals who all serve the same kind of client — for example a fractional CFO, a startup lawyer, a technical recruiter, and a growth marketer, none of whom compete with each other for the same work but who all talk to the same buyers.
Can I sit in as a guest before applying?
No — there's no observer or sit-in option for a standard circle. Instead you get the same visibility a trial would give you: you see each recommended match's real profile and review it yourself before ever agreeing to an introduction, so you're never meeting someone sight-unseen.
How does the AI matching actually work?
Your onboarding profile and materials are scored against everyone else in the circle to rank the most relevant introductions, not a generic pool. You see each recommended match individually and decide yes or no yourself — nothing is scheduled until both sides agree.
Does everyone in my circle compete with me for clients?
No — circles are built from non-competing professionals by design. Each member fills a different role serving the same kind of client, so a referral between members is never a conflict of interest, only an opportunity.