Strategic partnerships Capitalise has a history of partnering with accountants, advisors, lenders, and industry groups (FSB, Funding Circle, Wingman Accounting, Enterprise Made Simple). This indicates sales opportunities through channel partnerships and embedded finance integrations to reach SME customers.

Credit risk expansion The launch of Credit Risk Manager and focus on credit control signals a potential up-sell to existing SME clients and accounting partners seeking risk mitigation tools; position Capitalise as a comprehensive credit management platform integrating with lender networks.

SME funding access With a platform that connects UK SMEs to lenders, highlight opportunities to target growth-stage SMEs needing working capital, cashflow forecasting, and credit insights, especially those working with accountants and business advisors.

Tech-enabled scale Utilize Capitalise’s tech stack (Swagger, SQL, Cypress, Selenium, Pardot, Tailwind) to propose seamless API integrations, automated funding workflows, and data-driven underwriting to lenders and fintech partners seeking efficiency.

Growth trajectory Recent financing round and high-profile partnerships suggest momentum; target mid-market accounting firms and advisory networks expanding their client financing options, offering co-branded or white-label solutions to broaden market reach.