United Kingdom 
South Africa Streamline the internal process
Channel all your funding requests through the Adviser app, into the hands of your funding team.
An easy way for your firm to collect, raise and track funding requests internally. It’s time to streamline the process.
Capitalise App that can be accessed anytime
Raise requests during or after client meetings
No need for meeting notes, emails or calls
Enter non-urgent requests to avoid unfavourable terms
Highlight urgent requests to the Funding Team
Mobile notifications for request updates
Audit trail of events to track enquiry updates
Businesses are 4x more likely to get funding with guidance from an accountant. We have a fast, fair process and intelligent matching to banks, alternative finance and independents.
Our online educational tool takes you through the funding market, its products and how to talk funding with clients. Get Capitalise certified today.
A 90 day programme that trains, supports and helps you roll out funding as a service line in your practice. For the firm that is serious about funding.