Find out what you can gain from becoming a Capitalise partner

More time with clients, co-marketing plans and revenue share will all help you grow your firm.

Become a Partner

Reward your hard work with our Partner Program

Boost Your Earning Potential

Give your clients more time with you.

We offer growth vouchers, which your clients can spend on more billable hours. Or if you prefer you can receive a revenue share. Its entirely up to you how we can help you grow your portfolio income.

Win New business

Grow your client base.

Many of our partners quickly win new clients soon after joining Capitalise’s Partnership Program. By expanding your service offering, you can re-connect with your contacts and use Capitalise to engage them as a new client.

“Becoming a Capitalise partner has expanded our service offering into such a key area for SME’s - it enabled us to win a new client we had been chasing for years.”

Jon Housley, Hannage  

Learn more how we helped Hannage win a new client here.

Become a Gold Partner

Earn even more rewards.

If you become a Gold Partner, we can collaborate on co-branded white-papers and bespoke funding solutions for your clients.

We also have an active co-marketing program so your team and your clients are kept informed about the rapidly changing landscape of SME funding - we can team up with your marketing teams and offer co-branded sector research, webinars, lunch & learn sessions and funding webpages, so your firm have more tools to help your clients. Contact our team to find out more.

Our Partner Plan Grows With Your Business

New
Partner

  • Entry-level plan: 20% revenue share
  • To become a Capitalise partner we require a minimum of 2 funding searches
    • Partnership Status
    • Capitalise Partner Appointment
    • 20% Deal Remuneration
    • Dedicated Account Manager
    • Practice Management
    • Cloud Accounting Integration
    • 6 Credit Report Downloads / Month
    • Deal Dashboard
    • Deal Origination & Toolkit
    • Direct Lender Access
    • Free Onboarding & Training
    • Instant Messenger
    • Practice Management (Multi-office)
    • Quarterly Funding Updates
    • Sector Update Webinars
    • Technical Support
    • Marketing
    • Capitalise Media Partner Referencing
    • Co-branded Social Media
    • Joint Hosted Client Webinars
    • Partner Page on Capitalise
    • Partner Status Logos
    • Semi Annual Survey
    • Your Own Funding Portal

Silver
Partner

  • Growth plan: 25% revenue & support
  • 20 funding enquiries or 4 funded deals or 2 mio notional funded
    • Partnership Status
    • Capitalise Partner Appointment
    • 25% Deal Remuneration
    • Dedicated Account Manager
    • Practice Management
    • Cloud Accounting Integration
    • 12 Credit Report Downloads / Month
    • Deal Dashboard
    • Deal Origination & Toolkit
    • Direct Lender Access
    • Free Onboarding & Training
    • Instant Messenger
    • Practice Management (Multi-office)
    • Quarterly Funding Updates
    • Sector Update Webinars
    • Technical Support
    • Marketing
    • Capitalise Media Partner Referencing
    • Co-branded Social Media
    • Joint Hosted Client Webinars
    • Partner Page on Capitalise
    • Partner Status Logos
    • Semi Annual Survey
    • Your Own Funding Portal

Gold
Partner

  • Group plan: 40% revenue & co-marketing
  • 200 funding enquiries or 40 funded deals or 8 mio notional funded
    • Partnership Status
    • Capitalise Partner Appointment
    • 40% Deal Remuneration
    • Dedicated Account Manager
    • Practice Management
    • Cloud Accounting Integration
    • 50 Credit Report Downloads / Month
    • Deal Dashboard
    • Deal Origination & Toolkit
    • Direct Lender Access
    • Free Onboarding & Training
    • Instant Messenger
    • Practice Management (Multi-office)
    • Quarterly Funding Updates
    • Sector Update Webinars
    • Technical Support
    • Marketing
    • Capitalise Media Partner Referencing
    • Co-branded Social Media
    • Joint Hosted Client Webinars
    • Partner Page on Capitalise
    • Partner Status Logos
    • Semi Annual Survey
    • Your Own Funding Portal