Capitalise
Your capital advisory service, ready made.
Go beyond the numbers and help your clients get their balance sheet match fit. Build strength and resilience in your clients by helping them raise, recover and protect their capital - all through one platform.
Connect your clients through Sage Business Cloud, and you can monitor their needs keeping you front and centre in their business journey.
Benefits
Raise Capital
Whether your clients are looking to grow or just need funding to run their day to day operations well, Capitalise gives your firm and clients access to external capital through all types of funding,... show more
Whether your clients are looking to grow or just need funding to run their day to day operations well, Capitalise gives your firm and clients access to external capital through all types of funding, grants or government lending schemes. show less
Recover Capital
Help clients recover bad debt, resolve disputes and claim R&D tax relief. With access to debt recovery specialists, legal expertise and R&D experts via Capitalise, your clients can recover money that... show more
Help clients recover bad debt, resolve disputes and claim R&D tax relief. With access to debt recovery specialists, legal expertise and R&D experts via Capitalise, your clients can recover money that is due to them. show less
Protect Capital
Protect your clients capital from loss, credit score changes and inflation. Review your entire client base and see who is in need of credit improvement, look at cash days, and get to grips with... show more
Protect your clients capital from loss, credit score changes and inflation. Review your entire client base and see who is in need of credit improvement, look at cash days, and get to grips with clients’ current and future capital position with Capitalise. show less
Monitor Clients
Our intelligent platform tool allows you to analyse your portfolio giving you the ability to anticipate which clients need your attention. It highlights the risks and opportunities for your clients... show more
Our intelligent platform tool allows you to analyse your portfolio giving you the ability to anticipate which clients need your attention. It highlights the risks and opportunities for your clients and uncovers where to focus your efforts, removing the guesswork. See your clients portfolio with hints on conversation topics, segmentation and health reports to drive your consultations. show less
Details
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