Strong SMB Focus Target small to mid-sized businesses in the US and Canada seeking working capital; emphasize the company’s 15-year SMB financing track record and A+ Trustpilot reputation to build credibility and shorten sales cycles with risk-conscious borrowers.

Trust and Reviews Leverage top Trustpilot ranking and numerous client reviews as a differentiator in outreach materials; propose case studies and testimonial driven proposals to reduce perceived risk for new clients and lenders.

Digital Presence Utilize the firm’s tech stack and digital channels (WordPress site, Klaviyo campaigns, Google/LinkedIn tagging) to craft targeted inbound campaigns and personalized outreach, aligning messaging with performance marketing and lead nurturing.

Funding Scale Position as a scalable financing partner with annual revenue in the 50–100 million range; explore cross-sell of additional working capital solutions and premium support packages to similar-sized peers and growing businesses.

Competitive Benchmark Benchmark against listed peers by highlighting speed, flexibility, and customer-first approach; identify mid-market segments where rival lenders like Credibly or OnDeck are active and tailor value propositions to win faster with human-centered service.