fundladderEvery way to raise money, home page
Adviser mode

Funding options, worked through with your client

For accountants, bookkeepers, Growth Hub advisers and banks’ relationship managers. The same questions, rules and sources as fundladder.uk, with room for your notes and a pack to hand over.

Start with a client →

How it works

  1. Step 1

    Ask the questions together

    9 questions, about 3 minutes: what the money is for, how much, how soon, the business's stage and sales, what it owns, and whether the owners would give a guarantee or sell shares. Use your client's own answers.

  2. Step 2

    Read the results together

    Every one of the 62 routes comes back as fits, possible or unlikely, cheapest first, with the reasons. "Why not a cheaper rung?" shows what holds back the cheaper options, and what would change that.

  3. Step 3

    Write down what you agreed

    The results have a box for your notes: next steps, documents to find, who to call. They are printed and added to the summary, and kept only in that page.

  4. Step 4

    Hand over

    Print or save the results as a PDF, download the summary, or copy the link for your client. The link holds the answers, not your notes. From the results, open one checklist of what to prepare.

What to say, and what not to

  • Fundladder describes types of finance and what a business may be ready for. Say a route fits, is possible or is unlikely, and why. It does not say which product or provider to choose.
  • Results come from fixed rules written down for each route, not from a model, and every fact has a source and a checked date on the route’s page.
  • Whether your own conversation with a client is regulated depends on who you are and what you do, such as introducing a client to a lender. Check your own position: Fundladder is information, not advice.

Your client's data

  • The answers stay in this browser, in the part of the page address after the # sign, which is never sent to a server.
  • Your notes stay in the results page only: not in the link, not sent anywhere, and lost when you close it.
  • There is no box for describing the business, so nothing typed is sent to an AI company. The company check, if you use it, passes only a company name or number to Companies House.
  • No accounts, no cookies, no analytics. Data and security

Seeing a business a bank has turned down? Start from the turned-down pack. Back to the trial pack.