For accountants & advisers
Funding advice, backed by real data.
Refer a client in minutes and Capvant carries the deal through to funding: structured qualification, a consented introduction to a matching lender, and follow-through to funded. You keep the relationship, see every status live, and earn a share of the commission on every funded deal.
Create partner accountFree to join · no minimum volume · commission identical on every plan
Who this is for
The client who asks in the review meeting
A business owner raises funding while you are going through the numbers, and you want a real answer, not a guess or a generic bank referral.
The client already shopping elsewhere
They mention a cold call from a broker or a bank turning them down. You want to be the one who found the better option first.
The book you have never scored
Dozens of clients you have full visibility into but no structured way to see who is fundable right now, before they ask.
The practice building an advisory line
Outsourced CFOs and advisory-led practices adding funding guidance to the services they already sell, without hiring a broker.
What the programme gives your practice
Earn
A share of Capvant’s lending commission on every funded referral. Uncapped, tiered by volume, and tracked per referral so nothing gets lost between you and the funder.
Serve
A concrete answer for every funding conversation a client opens. One referral reaches the whole panel, and standard referrals carry no added cost for your client.
Grow
Fundability insight across your client book: see which clients are in a position to raise now, and open the conversation before they take it elsewhere.
How it works
Refer in minutes
Share your referral link, add the client in your partner portal, or (UK only) run them through Client Radar first to see who is ready. The application takes about a minute to start.
We qualify against the panel
Companies House verification and the Capvant Check, our automated funding assessment, run against the referral and match it to the lenders whose criteria it actually fits, not a generic list.
A consented introduction goes out
The client is introduced to the matching lenders only once they have agreed. Calls usually arrive within one working day and online offers within two.
You stay in the loop
Live status on every referred deal in your portal, from introduction to funded. The client stays yours: we arrange funding, we do not sell services that compete with your practice.
Commission lands automatically
Once a deal funds, commission is attributed to your account and shows in your statements. Nothing to invoice, nothing to chase.
Your partner toolkit
Client Radar, fundability reports and advisory letters run off UK Companies House data and are available to UK partners. Pre-qualification links and live status work in every market.
Client RadarUK
Score every client’s Business Credit Score and see who is ready for funding across your whole book. Add clients via Companies House search or a CSV upload; each is scored from public filings so you know who to refer before you ever start the conversation.
Fundability ReportsUK
Generate a clean, branded report for any client in a click, covering score, signals, filing timeline and recommended next steps. It gives you a concrete document to open a review meeting with, not a verbal opinion.
Advisory LettersUK
Turn a report into a plain-English letter on what is holding a client’s score back and how to fix it, sent under your name. It reads as advice from you, not a lender pitch, and gives you a natural reason to reopen the funding conversation.
Pre-qual Links
A tracked link so clients pre-qualify before they ever speak to a lender, with no impact on their credit score. Attribution is automatic, so nothing depends on the client mentioning you.
Live Deal Status
Every referral’s status, live, from introduction to funded. No chasing, no spreadsheet, updated the moment a lender replies.
Commission Statements
Funded amounts, tier progress and payout history, live in your portal, with nothing to invoice.
The commission model
A share of Capvant’s lending commission on each funded referral. Tiers are set by funded deals over the trailing 12 months and upgrade automatically. Nothing to negotiate, no cap, and identical across every edition of the programme.
Bronze
10%
1-2 funded deals / year
Silver
15%
3-5 funded deals / year
Gold
20%
6+ funded deals / year
Ways to integrate
A referral link is only the start. Every format below shares the same lender panel and commission model, so pick whichever fits how you already work.
Hosted partner page
A Capvant-hosted page with your partner credit built in. No engineering required to go live.
Card widget
Place a clean funding card in your dashboard, onboarding flow, or resource area.
Iframe embed
Drop the application inside any dashboard or portal while Capvant handles lender routing in the background.
Floating widget
A persistent launcher fixed to the bottom-right corner. One click expands into the full application.
Partner API
Submit referrals programmatically from your own systems and track status and commission over signed webhooks.
What partners ask before joining
The questions that come up in the first conversation, answered plainly.
Who owns the client relationship?
You do, start to finish. Capvant arranges the funding only; the advisory work and the ongoing relationship stay entirely yours.
Will Capvant try to sell my client anything else?
No. Capvant runs the funding introduction and nothing beyond it. There is no cross-sell into your client base and no outreach outside the referral itself.
What happens to my client’s data?
Referral information is used to run the qualification and the consented lender introduction, nothing else. It is not sold or shared beyond that.
What if a deal does not fund?
There is no cost to you or your client on a standard referral that does not complete. The relationship carries on exactly as it did before you referred them.
Accountant partner FAQs
Who can join as an accountant partner?
Accountants, bookkeepers and outsourced CFOs whose clients are trading businesses. Joining is free and there is no minimum volume.
How is commission calculated?
A share of Capvant’s lending commission on each funded referral: 10% at Bronze, 15% at Silver and 20% at Gold. Tiers are set by funded deals over the trailing 12 months and upgrade automatically.
Does this compete with my advisory work?
No. Capvant arranges the funding only; we do not sell services that compete with your practice, and the client relationship stays yours throughout.
When do I get paid?
Commission is attributed per referral and becomes payable once the deal funds. Statements, funded amounts and payout history sit in your partner portal.
What tools do I get as a partner?
Client Radar to score your whole client book, one-click fundability reports and advisory letters under your name, plus a tracked pre-qual link and live status on every referral in your portal.
What products can I refer?
Term loans, invoice finance, asset finance, revenue-based finance, trade and stock finance, and bridging. Larger, structured requirements are handled as bespoke mandates; refer them the same way.
How fast do referrals move?
Calls usually start within one working day and online offers within two. Timing varies with the amount and how complete the client’s information is.
What does my client experience?
They apply through your tracked link or hosted page, a short application that takes about a minute to start. Capvant runs Companies House verification, the Capvant Check and the consented introduction to matching lenders, and you see every status live.
Start referring this week
Two-step signup. Your tracked link and hosted page are live immediately.
Disclaimers & footnotes
- 1Capvant is a funding marketplace, not a lender. We match business owners with third-party funding partners; we do not make credit decisions, lend money, or set rates or terms. All funding decisions, rates, terms and approvals are made solely by the lenders in our network, subject to their criteria.
- 2Checking your options through Capvant does not affect your credit score. A lender may carry out a soft or hard credit search depending on the product, stage and your consent. A full hard credit check is only carried out where required by a lender before you proceed.
- 3Funding speed, including any reference to funding in as little as 24 hours, is typical for some products and lenders and is not guaranteed. Actual timescales depend on the lender, the product, and how quickly requested information and documents are provided.
- 4Funding amounts and ranges are indicative only and vary with your business profile, trading history, the lender and the market. Figures shown are not an offer of finance and do not guarantee any particular amount, rate or approval.
- 5Any offers, rates or repayment figures shown in illustrations or examples are for demonstration only and are not real quotes. Your actual offers, if any, are provided by lenders and are subject to approval.
- 6Product availability varies by market. Some products are only available in certain countries. Capvant currently serves businesses in the United States and the United Kingdom.
Capvant is not a lender and does not make credit decisions, we introduce businesses to third-party funding providers. Capvant is not authorised or regulated by the Financial Conduct Authority (FCA).
Capvant does not compare every lender, broker, funding product or offer available in the market. We only show options from funding partners in our network that may be relevant based on the information you provide.
Capvant may receive compensation from lenders, brokers, funding partners or referral partners when a customer is introduced, approved, funded or takes another qualifying action. This compensation does not guarantee that any lender will approve an application or offer specific terms. Capvant does not charge business owners a fee to compare funding options unless clearly stated otherwise.
If you access Capvant through a partner, introducer or embedded funding page, that partner may receive a referral fee or commission if your application results in funding. This does not increase your cost unless expressly disclosed.
Capvant is intended for business-purpose funding only. Eligibility may depend on entity type, location, trading history, revenue, industry and lender criteria. In the UK, Capvant currently focuses on limited companies, LLPs and plcs, and does not currently support sole traders or ordinary partnerships.
Information on Capvant is general information only and is not financial, legal, tax or accounting advice. You should consider whether funding is suitable for your business and seek professional advice where appropriate.
Calculators, eligibility checkers and funding-readiness tools are estimates only. They are based on limited information and assumptions, and do not represent a credit decision, quote, approval or recommendation.
Company information may be sourced from public registers such as Companies House, or from information you provide. Public register data may be incomplete, delayed or inaccurate and should not be treated as a full credit assessment.
The Business Credit Score by Capvant is an independent statistical assessment based on public register data. It is not provided by a credit reference agency and may differ from scores used by individual lenders.
By submitting an application or funding request, you authorise Capvant to share relevant business, owner, application and document information with funding partners, service providers and introducers where necessary to process your request, subject to our Privacy Policy.
Some US commercial financing offers may be subject to state-specific disclosure requirements. Where required, additional disclosures will be provided and must be accepted before a transaction is finalised.