As a Partner you assist your clients in accessing credit by providing professional services within your client service agreement. You advise in creating the funding proposal and supporting the whole credit process.
Caple provides unsecured loans of £0.5m to £5.0m to established SMEs for growth, investment and acquisition. In general, these loans complement existing external finance. Credit is only accessible with the co-operation of a Partner who has an important role as adviser in the process.
Caple has no financial relationship with Partners and does not pay broking or introducer fees. Partners can charge their clients for professional services rendered if they so choose. Owing to the size and nature of the credit there is a material role for the Partner in the development of the business plan and forecasts. Partners are also involved over the lifetime of the loan.
Our funding proposal includes a detailed strategic plan and financial model. We provide you with a user-friendly and intuitive web-based platform as part of our technology. This includes tooling for the development of the detailed financial forecasts. We will also provide training and support where needed.
Our credit supports your client´s business and its development. The funding proposal is an additional value-adding contribution. As conduit between long-term investors and your clients’ financing needs we offer equitable terms and conditions. It is an efficient process with no surprises and a flexible business friendly approach.
Our approach combines the benefits of modern technology with the well-established, hands-on involvement of experienced professionals. We co-operate closely with our partners. Our credit officers engage directly with you, your client and other parties involved. This ensures a satisfactory funding solution without undue complication.
We match the financing needs of your clients with the investment requirements of our institutional investors. These are long-term investors such as insurance companies and pension funds. They understand corporate credit and have a business friendly, supportive approach to funding SMEs.
To hear more about the benefits of being a Partner please get in touch