Forecasting + Funding
As an adviser-led funding platform, we see cash flow forecasting as a cornerstone service for accountants and advisers to help clients plan their cash flow need.
forecasting, live session
Whether or not you aspire to increase your advisory revenue or despise the word - helping your small business clients unlock their vision will undeniably improve your clients business and your own.
Capitalise has partnered with Futrli and Spotlight Reporting to support the accountants of the UK to explore how forecasting and funding are cornerstone services for accountants. Forecasting enables you and your clients to plan and project into the future, whilst funding is one of the elements which can help make that future a reality.
So, if you source funding for two of your clients you will receive 6 months of forecasting on us.*
Join our live session on 5th February at 3pm with Ollie Maitland, Co-founder of Capitalise; Hannah Dawson, CEO of Futrli and Alan Woods, Managing Director of Woods Squared to explore how funding and forecasting can help your small business clients get to the next stage of their vision.
Great budgeting and cash flow forecasting can mean the difference between business success and failure. Join us on 21st February 10.30am with Paul Surtees, Co-founder of Capitalise and Richard Francis, CEO of Spotlight Reporting, to explore how you can leverage forecasting and boost client funding using Spotlight Reporting's award-winning tools.
Complete the form below to be registered for the Forecasting offer.
Why not book a demo with Capitalise to see how we can help fund your clients.
Ollie is Co-founder and Chief Product Officer for Capitalise. He is a serial tech start-up product lead and has worked alongside VCs, technologists, service design experts & business minds to build market leading digital products in start-ups to multi-nationals.
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