Build up your practice by adding funding advisory services
Great for ad hoc referrals to help your clients find funding
Evolve your practice with funding support for clients
Do more than refer, build a service line around funding
Multi office, added security, co-branding and strategy advice
Just looking to help a client? Dive straight into a funding search without signing up
HOW DO YOU WANT TO USE CAPITALISE?
Select how much support you want from our team
Dedicated account manager
DOWNLOAD CREATE A CULTURE OF FUNDING
Find out how to make funding into a service line in your accounting firm
We’re now able to get closer to our clients and really dive into their business plans and goals, working with them every step of the way.
With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.
The process was extremely easy. I was able to prepare the information required in less than 30 minutes rather than hours through a bank.
Using Capitalise to offer funding support strengthens our brand and sets us apart from competitors