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Product stack: Forecasting and Funding with Capitalise

A future of more sustainable businesses, supported by experts, built on strong balance sheets

Ollie Maitland Oct 25, 2018

A business leader thinking about their vision and projecting into the future of their organisation will have a good understanding of what they want to create. A rich toolkit exists to help a business owner build out the necessary maps and plans of how to get to that future - from business canvases to experience maps and building plans, they typically are familiar to the map of choice to their industry.

Beyond the vision lies strategy and tactics to achieve a mission - which sales channel, what marketing campaigns and of course the form of the product. A business leader will usually have experience in the market to know which of these work however knitting this all together is not a skill set many directors have.

This is where the cash flow tends to come in as the reality of what can and cannot be achieved. This is where we see their adviser, mentor and accountant help shape a practice step forward.


Business plans and forecasting


As a business starts to move forward and think about new revenue streams and expenditure a cash flow starts to emerge.

Fortunately, there is a rich ecosystem of tools to project cash flows such as Spotlight, Futrli, Fathom and Float.

All these tools have access for advisers and accountants to co-create with the business leaders.

Naturally, this is where the investment capital required for a change, project or business growth comes in. This is where the funding need is often realised. At the peak of the negative cash flow a gap can be seen which needs to be funded.

Finding the Funding to Bridge the Gap


Identifying the funding required leads into the next question - where can we raise this investment capital from? 

This is where Capitalise comes in, with some 100+ institutional lenders on our adviser-led funding platform. We’ll compare, select and apply to a number of lenders who are most likely to make an offer for funding. 

Using our funding platform businesses can combined funding solutions together to get the optimum solution.

Do you have businesses with their cash flow? Why not help them onto the next stage and find the finance to grow with Capitalise.com.


Kick Starting a Long Term Relationship


These two services are often right at the beginning of a businesses journey so they are great opportunities to build a closer relationship with businesses. 

By helping businesses with forecasting and keeping the funding visible with an adviser-led funding platform such as Capitalise, this is the perfect time to cement your relationship with a client and enjoy their retained business for months to come.

Want great insights and access to our funding network?

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