Partner With Capital Source / Banks
A Trusted Outlet for the Clients Who Do Not Fit the Box Today
Not every good client fits inside the bank’s credit box right now. Capital Source gives banks a trusted place to send clients who need financing today, so the banking relationship stays intact.
Help your clients find capital that actually fits
Not every good client fits inside the bank’s credit box. A company may need capital faster than the bank can move, may need a structure the bank does not offer, or may be temporarily outside conventional lending requirements. Capital Source gives banks a trusted outlet for clients who need financing but are not the right fit for a traditional bank product today.
The goal is not to replace the banking relationship. The goal is to help preserve it.
A referral outlet built to protect the relationship
When the answer today is not a traditional bank product, the client still needs somewhere to turn. We give you a responsible place to send them.
For clients outside the box today
A company may be temporarily outside conventional lending requirements. We help bridge the gap so the client keeps moving forward.
Speed when timing matters
When a client needs capital faster than the bank can move, we help structure and close with urgency.
Structures the bank does not offer
Asset-based, receivables, and flexible working-capital structures that sit outside a traditional bank product set.
A path back to the bank
We help position the client to return to conventional financing over time, with the banking relationship preserved.
Solutions we help your clients explore
We evaluate the need first, then help identify the structure that fits the client’s actual situation.
Asset-based lending
Borrowing power built on receivables, inventory, and equipment. See asset-based lending.
Working capital
Liquidity structured around the client’s cash conversion cycle. See working capital.
Receivables financing
Turn outstanding invoices into working capital. See receivables financing.
Invoice factoring
Advance against eligible receivables for steadier cash flow. Explore invoice factoring.
Equipment financing
Fund the assets that drive revenue while preserving cash. See equipment financing.
Acquisition financing
Capital structured around a purchase, buyout, or expansion. Explore acquisition financing.
How the partnership works
You preserve the relationship. We help the client get financing today.
Refer the client
Send us the client who needs financing the bank cannot provide today using the form below.
We evaluate and structure
We assess the need and structure capital responsibly, with the goal of a path back to conventional financing.
The relationship stays intact
The client gets help today, and you remain their banker for the long term.
We help preserve the banking relationship
Our goal is not to replace the bank. It is to give your client a responsible solution today and help position them to return to conventional financing, with your relationship preserved.
Bank partner FAQs
Why would a bank refer a client to Capital Source?
Because not every good client fits inside the bank’s credit box today. A client may need capital faster than the bank can move, a structure the bank does not offer, or support while temporarily outside conventional lending requirements.
Will Capital Source try to take the banking relationship?
No. The goal is not to replace the banking relationship. It is to help preserve it by giving the client a responsible solution today.
What structures can you offer that a bank may not?
We help with asset-based lending, receivables financing, invoice factoring, flexible working capital, equipment financing, and acquisition financing, among other structures.
Can the client return to the bank later?
That is the intent. We help position the client to move back to conventional financing over time, with the banking relationship intact.
Partner with Capital Source
Tell us about the client who needs financing today. A representative will reach out to structure a responsible solution that helps preserve your relationship.
Prefer to talk it through first? Talk to our Deal Desk. Looking for funding for your own business instead? Apply here.