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
Or give us a call today on 020 8038 2214. We're ready to help.
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CAPITALISE IS TRUSTED BY 150K+ UK BUSINESSES
2,000 accountant users
£2bn in funding approved
100+ lenders in the UK
Regulated by the FCA since 2015
How marketplace works
- 1
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Answer questions about your client’s business
Speak with your client and use our Funding Questionnaire
Interactive guidance to help with the questions
No personal credit checks
- 2
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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.
Compare guideline rates
Indicated likelihood of offer
- 3
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Complete one application for your client
Instant offers for working capital under £25k
Support from our funding specialists
Sage and QuickBooks integrations
- 4
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Review your offers and accept funding
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.
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Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors
Joe David
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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
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With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.
Alan Woods
Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors
Joe David
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
With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.
Alan Woods
Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors
Joe David
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
With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.
Alan Woods