Capital solutions for businesses

Do business with confidence.

Secure the right capital structure for your business. Less paperwork. Less hassle. Just growth.

app.caplift.ca/dashboard
Caplift Dashboard
Prepare clearly
Match smarter
Compare confidently

FORHARDWARE COMPANIESSOFTWARE STARTUPSBIOTECH FIRMS

One platform. Idea to funding.

From assessment to matching to term sheet, all in one place.

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Fast, precise matching

A ranked shortlist of lenders you actually qualify for.

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Optimized capital

Term, revolver and RBF composed into your lowest-cost structure.

Focus on your vision

Paperwork and back-and-forth collapse into one clear match.

THEPLATFORMMARKETPLACEPROCESS

Strong security for serious funding decisions.

Protect your financial data while comparing funding options with confidence.

Intelligence

Clear capital recommendations.

Turn underwriting inputs into a clear, export-ready recommendation with scenario comparison and decision support.

  • Capital recommendations
  • Scenario comparison
  • Structured scoring
  • Export-ready lender presentation
Capital Recommendation
Secondary Market

Marketplace — Coming Soon

A secondary marketplace is coming.

We're building an institutional secondary market where verified participants can buy and sell whole credit obligations, with live performance data and full audit trails.

  • Whole-obligation buying and selling
  • Verified participant controls
  • Live credit performance data
  • Full audit trails

Portfolio

Track everything in one place.

Monitor all your funding assessments, lender matches, and application statuses from a unified dashboard. Never lose track of a deal again.

  • Assessment history
  • Funding recommendations
  • Lender match tracking
  • Credit review status
Dashboard Overview

EVERYVIEWSCREENWORKFLOWYOU NEED

Every view you need.

The core workflows, from assessment to results to marketplace.

Assessment Workflow

Assessment flow

Structured intake that feels editorial, not bureaucratic.

A clean step-by-step assessment experience captures business context, funding needs, and operational nuance without overwhelming the founder.

Capital Structure Matching

Recommendation layer

Actionable capital structures, ranked and easy to compare.

Recommended instruments are surfaced in a way that reads immediately, with pass-rate context, APR ranges, and clear next actions.

Assessment Results

Decision surface

Results that feel decisive, credible, and presentation-ready.

Confidence, scenario testing, and recommendation detail are presented in a larger format that actually reads at landing-page scale.

BANK-GRADESECURITYCOMPLIANCEENCRYPTION

Bank-grade security for your data.

Enterprise-level compliance and security built into every layer.

SOC 2 Framework

SOC 2-aligned security controls

Secure Data Handling

Encrypted business and financial data

SOX-Ready Controls

Traceable workflows and audit logs

Global Compliance

GDPR, CCPA, KYC/AML, Basel-aware

TRANSPARENTPRICINGPLANSSTRUCTURE

Built for businesses at every stage.

Transparent pricing for readiness checks and active raises.

Start Free

Run one assessment and see your estimated funding capacity.

Free

  • 1 free assessment, results valid for 24 hours
  • Funding capacity estimate
  • Preview eligible lender categories
  • No PDF exports or saved profiles
Save $360/yr

Small Business

Know where to apply, track your financing readiness, and get advisor guidance as your profile improves.

$119/mo

$1,428 billed annually

  • 10 assessments per month · 5 saved profiles
  • Track debt coverage and funding capacity
  • AI financial advisor in dashboard and results
  • Market condition alerts for your sector
  • See which lenders fit your profile, and why
  • Unlimited PDFs + scenario comparison
Save $552/yr

Business Growth

Plan growth capital with unlimited runs, advanced scenarios, and live market strategy.

$183/mo

$2,196 billed annually

  • Everything in Small Business
  • Unlimited assessments + 10 saved profiles
  • Model multiple capital structures
  • Compare cost of capital by debt instrument
  • AI advisor for multi-instrument strategy
  • Live market intelligence and lender activity signals
Save $840/yr

Capital Ready

For businesses preparing lender and investor diligence — credit memos, controlled data rooms, and audit-ready execution.

$279/mo

$3,348 billed annually

  • Everything in Business Growth
  • Unlimited assessments + 25 saved profiles
  • Per-lender credit memo exports
  • Investor/lender-ready financing packet
  • Controlled diligence data room
  • Audit-ready financing activity trails

Cancel any time.

Need more?

Multiple entities, white-label exports, API access, or specialized workflows. We can tailor an Enterprise plan.

Contact us →

The process

From assessment to funded in three steps.

No guesswork. No endless back-and-forth. A structured process that puts the right capital options in front of you, fast.

01

Complete the assessment

Tell us about your business: revenue, funding need, industry, and credit profile. Takes about 15 minutes with your financials nearby.

02

Get your capital match

Our engine evaluates your profile across multiple capital structures and surfaces the best-fit options with confidence scores and APR ranges, in under 30 seconds.

03

Connect and apply

Review matched lenders, export your assessment package, and move forward on your timeline, with your advisor or directly.

Select from top lenders

Chase
BNP Paribas
Wells Fargo
BofA
Amex
HSBC
Barclays
Santander
ING
RBC
TD
US Bank
JPMorgan
Morgan Stanley
Deutsche Bank
UBS
Credit Agricole
NatWest
Lloyds
Societe Generale
Standard Chartered
SMBC
MUFG
Commerzbank
Intesa Sanpaolo
UniCredit
Rabobank
Chase
BNP Paribas
Wells Fargo
BofA
Amex
HSBC
Barclays
Santander
ING
RBC
TD
US Bank
JPMorgan
Morgan Stanley
Deutsche Bank
UBS
Credit Agricole
NatWest
Lloyds
Societe Generale
Standard Chartered
SMBC
MUFG
Commerzbank
Intesa Sanpaolo
UniCredit
Rabobank
Chase
BNP Paribas
Wells Fargo
BofA
Amex
HSBC
Barclays
Santander
ING
RBC
TD
US Bank
JPMorgan
Morgan Stanley
Deutsche Bank
UBS
Credit Agricole
NatWest
Lloyds
Societe Generale
Standard Chartered
SMBC
MUFG
Commerzbank
Intesa Sanpaolo
UniCredit
Rabobank

FAQ

Common questions.

How does Caplift's matching work?

We review your business data, including revenue, assets, industry, and growth trajectory, to identify lenders and capital structures that best fit your profile.

Is Caplift free to use?

Yes, our basic assessment is completely free. You'll see your funding capacity, optimal capital structure, and matched lenders at no cost. We only charge for premium features like detailed lender introductions.

What types of funding can I access?

Caplift matches you with term loans, lines of credit, revenue-based financing, venture debt, equipment financing, and purchase order financing.

How long does the assessment take?

The multi-step form takes 10-20 minutes if you have your financials nearby. Results are generated in under 15 seconds, so you can review funding options right away.

Is my data secure?

Caplift uses encrypted connections, role-aware access, validation, and audit logging patterns. Review our Security page for the current controls and important limitations.
Disclosures: Caplift provides software, workflow support, and informational outputs. Final financing, investment, and compliance decisions require human review.