AgentSkillsCN

partnership-strategy

为 Hedge Edge 设计并评估各类合作伙伴关系——经纪商 IB 合作、联盟营销计划、对冲经纪公司集成、网红合作,以及渠道分销。适用于洽谈合作条款、评估合作伙伴机会,或构建联盟/IB 飞轮效应。

SKILL.md
--- frontmatter
name: partnership-strategy
description: |
  Designs and evaluates partnerships for Hedge Edge — broker IB deals,
  affiliate programs, prop firm integrations, influencer partnerships,
  and channel distribution. Use when negotiating deals, evaluating
  partnership opportunities, or building the affiliate/IB flywheel.

Partnership Strategy

Objective

Build a partnership ecosystem that creates compounding distribution advantages for Hedge Edge. The goal is not just revenue — it's building a network of aligned partners whose success depends on Hedge Edge's success, creating a moat that deepens over time.

When to Use This Skill

  • When evaluating a new broker partnership opportunity
  • When designing or refining the affiliate program
  • When a prop firm approaches for integration
  • When planning influencer marketing campaigns
  • When negotiating IB agreement terms
  • When assessing whether a partnership is worth the operational cost
  • When building the referral program mechanics

Input Specification

InputTypeRequiredDescription
partnership_typestringYesbroker-ib, affiliate, prop-firm, influencer, technology, white-label
partner_namestringNoSpecific partner being evaluated
deal_termsobjectNoProposed terms (commission rates, revenue shares, etc.)
objectivestringNoWhat the partnership should achieve (revenue, distribution, credibility)

Step-by-Step Process

Phase 1: Partnership Ecosystem Map

code
                    ┌─────────────────┐
                    │   HEDGE EDGE    │
                    │   (Hub)         │
                    └────────┬────────┘
                             │
        ┌────────────────────┼─────────────────────┐
        │                    │                     │
   ┌────▼────┐         ┌────▼────┐          ┌─────▼────┐
   │ BROKERS │         │  PROP   │          │ CONTENT  │
   │  (IB)   │         │  FIRMS  │          │ CREATORS │
   └────┬────┘         └────┬────┘          └─────┬────┘
        │                   │                     │
   Revenue via         Distribution          Awareness &
   lot commissions     via dashboards        trust building

Phase 2: Broker IB Partnerships (Highest Priority)

Current Partners: Vantage Markets, BlackBull Markets

Evaluation Framework for New Partners:

CriterionWeightDescription
Commission rate25%$/lot on forex, metals, indices
Platform support20%MT4/MT5/cTrader availability
Prop trader popularity20%Is this broker commonly used for hedging?
Regulation quality15%FCA/ASIC/CySEC tier vs offshore
Onboarding friction10%How fast can a referred user start trading?
Geographic coverage10%Matches Hedge Edge user base geography

Negotiation Playbook:

  1. Lead with volume projection, not current volume — show growth trajectory
  2. Ask for tiered commissions (higher rate as volume increases)
  3. Request exclusive spread tier for Hedge Edge users (marketing advantage)
  4. Negotiate co-marketing budget (broker funds Hedge Edge ads in exchange for exclusivity)
  5. Get sub-IB capability (let Hedge Edge affiliates earn split IB commission)
  6. Request dedicated account manager for referred traders

Priority Broker Targets:

  1. IC Markets — #1 volume broker globally, excellent prop trader base
  2. Pepperstone — Strong in Europe/APAC, cTrader support (aligns with roadmap)
  3. VT Markets — Aggressive IB programs, growing brand
  4. Exness — Massive in Southeast Asia (high-growth region)
  5. FP Markets — ASIC regulated, good MT5 support

Phase 3: Prop Firm Partnerships

The Strategic Play: Get Hedge Edge recommended/embedded in prop firm platforms.

  • Prop firms publicly condemn hedging, but many privately tolerate it (ambiguous rules)
  • The opportunity: Position Hedge Edge as a "risk management tool" (not a "hedge cheat")
  • Target prop firms with explicit hedging policies:
    • Firms that ALLOW hedging → direct partnership (integrated into their dashboard)
    • Firms that are NEUTRAL → educational content partnership
    • Firms that PROHIBIT → avoid (but their traders still use the tool independently)

Partnership Structure with Hedge-Friendly Firms:

  1. Hedge Edge discounts for their traders (exclusive pricing)
  2. Co-branded content ("How to use risk management with [Firm] challenges")
  3. Revenue share on referred subscriptions
  4. Data sharing: aggregated pass rates for hedging users vs non-hedging (proves value)

Phase 4: Influencer & Affiliate Program

Tier Structure:

TierRequirementCommissionPerks
AffiliateApply, get approved20% recurringDashboard, tracking links, assets
Ambassador10+ referred users25% recurring + $5 CPAEarly access to features, Discord role
Partner50+ referred users30% recurring + $10 CPACustom landing page, co-branded content
Elite200+ referred users35% recurring + $15 CPARevenue share on IB (sub-IB), 1-on-1 strategy calls

Target Influencer Profiles:

  • YouTube (10K-100K subs, prop firm niche) — Best ROI per $ spent
  • Twitter/X (5K-50K followers, FinTwit) — Authority building
  • Discord server owners (1K-10K members) — Direct access to target demo
  • Telegram group admins (SEA/MENA markets) — Geographic expansion
  • TikTok (for awareness, not conversion) — Brand building

Key Principle: Never pay flat fees. Always performance-based (CPA or recurring %). This aligns incentives and eliminates wasted spend.

Phase 5: Technology Partnerships

Potential Integrations:

  • MyFXBook — Auto-publish hedge performance → social proof engine
  • TradingView — Webhook integration for trade signals → Hedge Edge
  • Discord bots — Real-time hedge alerts in partner servers
  • VPS providers — Bundle deals (Hedge Edge + VPS at discount)

Phase 6: Partnership ROI Evaluation

For every partnership, calculate:

code
Partnership ROI = (Attributed Revenue - Partnership Cost) / Partnership Cost

Where:
- Attributed Revenue = (SaaS revenue from referred users) + (IB revenue from referred users)
- Partnership Cost = Commission payouts + Operational cost + Opportunity cost

Kill criteria: If a partnership is not ROI-positive within 90 days, renegotiate or terminate.

Execution Scripts

Resources

Definition of Done

  • Partnership type clearly identified
  • Evaluation criteria applied with scoring
  • Financial impact modeled (revenue, cost, ROI)
  • Negotiation terms recommended with rationale
  • Risk assessment included
  • Implementation timeline defined

Error Handling

ErrorCauseResolution
Partner underperformanceLow referral volumeSet 90-day milestones; renegotiate or cut if missed
Regulatory conflictPartner broker in problematic jurisdictionVerify broker regulation before signing; get legal review
Brand riskInfluencer controversyInclude morality clause in agreements; diversify across 10+ affiliates
Commission leakageTracking breaks, unattributed conversionsAudit tracking monthly; use UTM + sub-IB codes