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. 

To illustrate, if a client completed a funding search successfully on Capitalise, your client could typically receive £1,000 to £3,000 of additional credit with your firm that we would pay for.

Or if you prefer you can choose a Revenue Share instead. It’s your choice.

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 has 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
    • 20% Deal Remuneration
    • Dedicated Account Manager
    • Capitalise Partner Appointment
    • PRACTICE MANAGEMENT
    • Direct Lender Access
    • Cloud Accounting Integration
    • Technical Support
    • Free Onboarding & Training
    • Deal Dashboard
    • Instant Messenger
    • 6 Credit Report Downloads/ Month
    • Sector Update Webinars
    • Quarterly Funding Updates
    • Deal Origination & Toolkit
    • Practice Management (Multi-office)
    • MARKETING
    • Partner Status Logos
    • Co-branded Social Media
    • Joint Hosted Client Webinars
    • Partner Page on Capitalise
    • Semi Annual Survey
    • Capitalise Media Partner Referencing
    • 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
    • 25% Deal Remuneration
    • Dedicated Account Manager
    • Capitalise Partner Appointment
    • PRACTICE MANAGEMENT
    • Direct Lender Access
    • Cloud Accounting Integration
    • Technical Support
    • Free Onboarding & Training
    • Deal Dashboard
    • Instant Messenger
    • 12 Credit Report Downloads / Month
    • Sector Update Webinars
    • Quarterly Funding Updates
    • Deal Origination & Toolkit
    • Practice Management (Multi-office)
    • MARKETING
    • Partner Status Logos
    • Co-branded Social Media
    • Joint Hosted Client Webinars
    • Partner Page on Capitalise
    • Semi Annual Survey
    • Capitalise Media Partner Referencing
    • Capitalise Media Partner Referencing

Gold
Partner

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