Marketplace

DO MORE THAN REFER

Give your clients access to a marketplace of 100+ lenders

SMEs are 4x more likely to get funding with your guidance and our faster, fairer market comparisons.
Help your clients build stronger balance sheets

Compare Plans Or give us a call today on 020 8038 2214.
We're ready to help.

2000

users

£150m

FUNDED

105

PROVIDERS IN THE UK

2000

users

£150m

FUNDED

105

PROVIDERS IN THE UK

HOW MARKETPLACE WORKS

Answer questions about your client’s business

As you enter your client's information and requirements, we work down from our 100+ lenders to work out the most relevant ones to your situation.

Speak with your client and use our Funding Questionnaire

Interactive guidance to help with the questions

No personal credit checks

We match your client with four lenders

We review your information to create a shortlist of the most relevant lenders suited to your client's funding needs. Select four providers and proceed to your application.

Compare guideline rates

Indicated likelihood of offer

Complete one application for or with your client

Complete our single, consolidated application with the necessary information to receive an offer. Lenders may ask for additional information if the application requires it.

Instant offers for working capital under £25k

Support from our funding specialists

Sage and QuickBooks integrations

Review your offers and accept funding

Offers and response time will vary depending on the financial solution, from instant for unsecured finance to several days for secured finance.

Offer progress timeline

Review offers and manage providers

Accept offer and get funded

WANT TO GET SERIOUS ABOUT FUNDING?

We can help you introduce funding as a service line, with insights into process, pricing and communication.

BENEFITS OF MARKETPLACE

Save time with a simple application

Create one funding application to send to four lenders straight within our platform, tracking the process from start to pay out. Work smarter, not harder.

Navigate the lending market

With more than 100 lenders on our platform, we’ve done the research so that you don’t need to. We tell you which lenders are best suited to your client’s business and requirements.

Capitalise support on hand

We have our own funding specialist team who are ready to help you through the process. They know the lending market and, more importantly, how to get your clients funded.

Borrow our Playbook

Access to a dedicated account management team that will work closely with you to ensure you achieve your client's desired outcome.

With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution. Alan Woods

Not only do we manage compliance but we can also raise funds and really provide a full finance director service, changing a client’s perception of what an accountant actually does. Phil Burnell

Using Capitalise to offer funding support strengthens our brand and sets us apart from competitors Joe David

Check out these other features

Deepen your funding knowledge

Our online educational tool takes you through the funding market, its products and how to talk funding with clients. Get Capitalise certified today.

Online learning

Build a service line around funding

A 90 day programme that trains, supports and helps you roll out funding as a service line in your practice. For the firm that is serious about funding.

Firm guides

Get the latest funding, product and event updates

Everything from you'd expect from a newsletter PLUS competitions, treats and even collateral to help you promote funding to your clients.

Insights