Capchase growth playbook

Rebuild the Channel Partners page for the individual rep: a 60-second clip of Mila turning a quote into a payment link, the four ways in (finance.new, Slack, email, CRM), "Which vendors have Capchase on?" with a short list of enabled programs (only those that agree to be named) and an "ask my vendor to switch me on" form that routes the request to the vendor's account manager. Redirect /var to it, and link it from every partner launch email.

Partner reps act on a page that answers "can I use this on my deal today?" in one screen. Every rep who arrives without a path is a lost monthly active rep, which is the number the new marketing hire will be judged on.

[ ] Headline for the reseller rep, not the vendor
[ ] 60-second Mila clip: quote to payment link
[ ] Four access points: finance.new, Slack, email, CRM
[ ] Enabled vendor programs (opt-in) or a lookup
[ ] "Ask my vendor to switch me on" form to the account manager
[ ] FAQ: who sees my margin, who owns the order, how fast I get an answer
[ ] /var and /es/var redirected
[ ] Event tracking for request, first quote, first funded deal

• Vendors do not want their programs listed

  Show the list only after a rep enters their vendor's name.

• Requests pile up at account managers

  Set a one-day reply rule and a weekly report.

• Your websiteBlog, October 21, 2026: from October 1, "channel partners can see whether buyers are approved and for how much, build quotes, create orders, and send customized payment links", on the vendor's existing terms. Reps get access through Mila at finance.new, Slack, email or the CRM. "If you're a channel partner, ask your vendor contact whether Capchase access is available for their program."Source
• HiringSenior Partner & Product Marketing Manager (Dallas or remote, posted September 29, 2026): "You'll be our first marketer, reporting to the VP of Revenue." The job: get "thousands of those reps" who sell partners' products "using Capchase, and coming back to it". Measured on "Monthly active partner reps (the north star), the share of reps who come back, and how fast new partners fund their first deal." Duties include "emails, SPIFF announcements, win stories, enablement assets, and launch kits for every new OEM and VAR", making "partner onsites, SKOs, QBRs and industry conferences produce pipeline", and reusable AI workflows "that the sales team can run without you".Source
• Your websiteChannel Partners page (the "Channel Partners & Resellers" link in the menu and footer): "Financing isn't a nice to have - it's a sales lever", one call to action ("Book a call"), and an FAQ listing nine supported countries. The page does not mention Mila, finance.new, Slack or the October 1 channel partner access, and has no path for an individual reseller rep.Source
• Your websiteThe older /var "VARs and Resellers" page is still live and in the sitemap: it closes with "Ready to remove the barriers to buying SaaS licenses?" and shows "10,000+ MONTHS OF RUNWAY CREATED", "5,000+ CUSTOMERS AND PARTNERS" and "Trusted by over 2,500 vendors & buyers".Source
• Your websiteBlog, October 14, 2026: Mila, an AI agent: "Send Mila a PDF quote and she can check buyer credit, generate a financing proposal with accurate pricing and create a ready-to-sign payment link"; available "over email, Slack and at finance.new. There's nothing to install." "Thousands of customers, and close to $2B in deals have gone through the Capchase portal."Source

Agree one fact sheet (customers, partners, volume, countries, approval speed, on-time payout), update every page and template from it, and put it on the About page with an "as of" date so press, analysts and assistants have one source.

For a lender, consistent numbers are part of trust. One fact sheet also gives the new marketer and the sales team the same lines to repeat.

• Lower numbers look smaller

  Lead with the clearest, defensible figure and its date.

• Your websiteCustomers page: "Fortune 500 tech deals run on Capchase"; stories from Rhombus, Creyos, Genusys ("increased deals closed per month from 10 to 50") and Case Status; "10,000+ B2B customers", "9+ Countries", "$2B+ Financing volume", "100% Vendors paid on time and in full in 2025", "50% of deals use Capchase" and "20% faster sales cycles" from customer quotes. The Partner Hub page still says Capchase exists "to help founders and CFOs ... through non-dilutive capital" and "Trusted by over 2,500 vendors & buyers".Source
• HiringCapchase's description in every job post: "$2B+ funded, approvals in seconds"; "$700M+ in equity and debt" raised; "80+ Capchasers across 10 markets"; "10K+ active vendors, channel partners and buyers"; top of G2's Installment Payment / BNPL category in December 2024.Source
• Your websiteThe older /var "VARs and Resellers" page is still live and in the sitemap: it closes with "Ready to remove the barriers to buying SaaS licenses?" and shows "10,000+ MONTHS OF RUNWAY CREATED", "5,000+ CUSTOMERS AND PARTNERS" and "Trusted by over 2,500 vendors & buyers".Source
• Your websiteA "/pay-monthly" page ("Flexible Payment Options for 15Five") still carries the old menu: "Grow: Access capital ... non-dilutive capital based on future revenue growth" and "Infra: Lending infrastructure for banks", with a buyer flow ("connect to your banking", "upload your ... invoices") and "$2.5B+ IN FINANCING", "9 COUNTRIES SERVED".Source
• Your websiteMay 27, 2026 announcement: "$200M+ in incremental funding", a mix of debt warehouse facilities and equity; "97% of lending applications" approved "in under 30 seconds"; a "$1.3 trillion vendor financing market"; customers including Barracuda, CDW, Insight and MicroAge; an "Agentic Lending Coordinator" that turned "an 8-hour process into a 60-second automation".Source

Rewrite the homepage, Channel Partners, Sales and Finance meta descriptions around the current pitch: credit decision in seconds, paid upfront, buyers pay over time, for vendors and resellers, with Mila. Check the other top pages by traffic for the same gap.

Search results are the first message most buyers see. Matching them to the page lifts click-through and keeps assistants' summaries current.

• Ranking wobble

  Keep the main keyword, vendor financing, in the description.

• Your websiteHomepage: "Vendor financing at the speed of sales"; credit decision "in seconds" from the buyer's legal name and address; "Capchase is both the lender and the deal financing software, built for sales reps at vendors and resellers"; interest can be vendor-subsidized, buyer-covered or split; "$2B+ In financing volume". The meta description search results show still reads "Access booked revenue on annual and multi-year deals immediately ... available across nine countries."Source
• Your websiteChannel Partners page (the "Channel Partners & Resellers" link in the menu and footer): "Financing isn't a nice to have - it's a sales lever", one call to action ("Book a call"), and an FAQ listing nine supported countries. The page does not mention Mila, finance.new, Slack or the October 1 channel partner access, and has no path for an individual reseller rep.Source
• Your websiteBlog, October 14, 2026: Mila, an AI agent: "Send Mila a PDF quote and she can check buyer credit, generate a financing proposal with accurate pricing and create a ready-to-sign payment link"; available "over email, Slack and at finance.new. There's nothing to install." "Thousands of customers, and close to $2B in deals have gone through the Capchase portal."Source

Pull traffic and leads for both sets. Keep the few that bring buyers, rebuilt on the current template with the current buyer path; redirect or noindex the rest to /tech-buyers and the audience pages. Do the same for the early-stage pages (SVB payroll, "optimize your raise", founder lists), the /untitled-2 page and the duplicate /competitors-b/ copies.

A smaller, current site concentrates authority on the pages that sell vendor financing today, and stops visitors and assistants reading an old product line as current.

• Losing long-tail traffic

  Keep every page that brought a lead; redirect, never delete.

• Brands named on pages object

  Rebuilt pages should describe financing, not imply a partnership.

• Your websiteSitemap (2,576 URLs, read October 23, 2026): 1,278 are /es/ copies; 392 "/pay-monthly/<software brand>" pages (newest May 2025) and 325 "How Capchase Pay can help <company>" pages (newest April 2025); 25 compliance-software comparison pages (such as "drata-vs-hyperproof"); every lessor comparison twice, under /competitors/ and /competitors-b/; an /untitled-2 page; and early-stage pages such as SVB emergency payroll financing, "optimize your raise" and SaaS founder lists.Source
• Your websiteA "/pay-monthly" page ("Flexible Payment Options for 15Five") still carries the old menu: "Grow: Access capital ... non-dilutive capital based on future revenue growth" and "Infra: Lending infrastructure for banks", with a buyer flow ("connect to your banking", "upload your ... invoices") and "$2.5B+ IN FINANCING", "9 COUNTRIES SERVED".Source
• Your websiteHomepage: "Vendor financing at the speed of sales"; credit decision "in seconds" from the buyer's legal name and address; "Capchase is both the lender and the deal financing software, built for sales reps at vendors and resellers"; interest can be vendor-subsidized, buyer-covered or split; "$2B+ In financing volume". The meta description search results show still reads "Access booked revenue on annual and multi-year deals immediately ... available across nine countries."Source

Decide by market: translate the core set (homepage, Sales, Finance, Channel Partners, Tech buyers, demo, buyer FAQ) for Spain with local proof, and remove the hreflang tags and /es copies for everything else. Route Spanish demo requests to the Madrid team.

A real Spanish path wins searches few vendor-finance rivals cover, and removing fake translations stops duplicate pages competing with the English ones.

• Machine translation errors in financial terms

  Have the Madrid team review every page.

• Your websiteThe /es pages are tagged lang="es" and offered to search engines as the Spanish version (hreflang "es") of every page, but the content is the English page: /es repeats the English homepage word for word. Capchase lists a Madrid hub and a Spanish phone number.Source
• Your websiteSitemap (2,576 URLs, read October 23, 2026): 1,278 are /es/ copies; 392 "/pay-monthly/<software brand>" pages (newest May 2025) and 325 "How Capchase Pay can help <company>" pages (newest April 2025); 25 compliance-software comparison pages (such as "drata-vs-hyperproof"); every lessor comparison twice, under /competitors/ and /competitors-b/; an /untitled-2 page; and early-stage pages such as SVB emergency payroll financing, "optimize your raise" and SaaS founder lists.Source
• Your websiteChannel Partners page (the "Channel Partners & Resellers" link in the menu and footer): "Financing isn't a nice to have - it's a sales lever", one call to action ("Book a call"), and an FAQ listing nine supported countries. The page does not mention Mila, finance.new, Slack or the October 1 channel partner access, and has no path for an individual reseller rep.Source

Build one kit per enabled program: a vendor-branded email to its resellers, a two-minute video, a one-page PDF with the program's terms, a Slack message, a SPIFF announcement template and a "first deal" checklist. Generate each kit from the program's settings so the sales team can produce it without marketing.

Partners adopt what their vendor sends them. A kit that arrives on day one cuts the time to the first funded deal.

Subject: You can now offer [Vendor] financing on your own deals

From today you can check whether a buyer is approved for [Vendor] financing, build a proposal on [Vendor]'s terms and send a payment link yourself, without waiting for us.

Start in two minutes: forward your quote to Mila at finance.new, or use Capchase in Slack or your CRM. Your margin stays private and [Vendor] still owns the order.

Your first financed deal this quarter earns [SPIFF].

• Vendors want their own branding

  Make the kit vendor-branded by default.

• HiringSenior Partner & Product Marketing Manager (Dallas or remote, posted September 29, 2026): "You'll be our first marketer, reporting to the VP of Revenue." The job: get "thousands of those reps" who sell partners' products "using Capchase, and coming back to it". Measured on "Monthly active partner reps (the north star), the share of reps who come back, and how fast new partners fund their first deal." Duties include "emails, SPIFF announcements, win stories, enablement assets, and launch kits for every new OEM and VAR", making "partner onsites, SKOs, QBRs and industry conferences produce pipeline", and reusable AI workflows "that the sales team can run without you".Source
• Your websiteBlog, October 21, 2026: from October 1, "channel partners can see whether buyers are approved and for how much, build quotes, create orders, and send customized payment links", on the vendor's existing terms. Reps get access through Mila at finance.new, Slack, email or the CRM. "If you're a channel partner, ask your vendor contact whether Capchase access is available for their program."Source
• HiringEnterprise BDR (Dallas or remote, posted July 9, 2026): "We work directly with tech vendors (CrowdStrike, Palo Alto Networks, Fortinet, Nutanix, and others) and their VAR/reseller partners (CDW, Trace3, Insight, MicroAge, and more)". The BDR sources "inbound qualification and outbound prospecting into vendor and VAR/reseller organizations (target: SMB, mid-market and larger, 100+ employees)" with personalized outbound, "no generic spray-and-pray".Source

With each vendor's permission, list its top resellers, and run a short sequence to their sales leaders: "[Vendor] financing is available to your reps; here is how a rep at a similar reseller used it". Offer the vendor a joint enablement session for its resellers.

Outreach with a named vendor and a ready program converts far better than cold financing pitches, and every enabled reseller adds monthly active reps.

• Vendors guard their channel

  Run every touch with the vendor's approval and branding.

• Your websiteBlog, October 21, 2026: from October 1, "channel partners can see whether buyers are approved and for how much, build quotes, create orders, and send customized payment links", on the vendor's existing terms. Reps get access through Mila at finance.new, Slack, email or the CRM. "If you're a channel partner, ask your vendor contact whether Capchase access is available for their program."Source
• HiringEnterprise BDR (Dallas or remote, posted July 9, 2026): "We work directly with tech vendors (CrowdStrike, Palo Alto Networks, Fortinet, Nutanix, and others) and their VAR/reseller partners (CDW, Trace3, Insight, MicroAge, and more)". The BDR sources "inbound qualification and outbound prospecting into vendor and VAR/reseller organizations (target: SMB, mid-market and larger, 100+ employees)" with personalized outbound, "no generic spray-and-pray".Source
• HiringSenior Partner & Product Marketing Manager (Dallas or remote, posted September 29, 2026): "You'll be our first marketer, reporting to the VP of Revenue." The job: get "thousands of those reps" who sell partners' products "using Capchase, and coming back to it". Measured on "Monthly active partner reps (the north star), the share of reps who come back, and how fast new partners fund their first deal." Duties include "emails, SPIFF announcements, win stories, enablement assets, and launch kits for every new OEM and VAR", making "partner onsites, SKOs, QBRs and industry conferences produce pipeline", and reusable AI workflows "that the sales team can run without you".Source

Define "active" (quote, order or payment link in the month), build the dashboard by program and access point, set baselines, and review it weekly with sales and account managers. Flag programs whose reps stop returning.

You cannot grow a north star you cannot see, and the access-point view shows which channel to push.

• Vanity activity

  Count only quotes, orders and links.

• HiringSenior Partner & Product Marketing Manager (Dallas or remote, posted September 29, 2026): "You'll be our first marketer, reporting to the VP of Revenue." The job: get "thousands of those reps" who sell partners' products "using Capchase, and coming back to it". Measured on "Monthly active partner reps (the north star), the share of reps who come back, and how fast new partners fund their first deal." Duties include "emails, SPIFF announcements, win stories, enablement assets, and launch kits for every new OEM and VAR", making "partner onsites, SKOs, QBRs and industry conferences produce pipeline", and reusable AI workflows "that the sales team can run without you".Source
• Your websiteBlog, October 21, 2026: from October 1, "channel partners can see whether buyers are approved and for how much, build quotes, create orders, and send customized payment links", on the vendor's existing terms. Reps get access through Mila at finance.new, Slack, email or the CRM. "If you're a channel partner, ask your vendor contact whether Capchase access is available for their program."Source
• Your websiteBlog, October 14, 2026: Mila, an AI agent: "Send Mila a PDF quote and she can check buyer credit, generate a financing proposal with accurate pricing and create a ready-to-sign payment link"; available "over email, Slack and at finance.new. There's nothing to install." "Thousands of customers, and close to $2B in deals have gone through the Capchase portal."Source

Send a three-email and Slack series to every new rep: day 1, "forward any quote to Mila and see the monthly price"; day 3, a peer story; day 7, "ask Mila what it takes to keep this under $X a month". Reps who try it get a human follow-up from the account manager.

A first useful answer in the rep's own deal builds the habit that drives returning reps.

• Reps forward test quotes

  Count only quotes tied to real buyers.

• Your websiteBlog, October 14, 2026: Mila, an AI agent: "Send Mila a PDF quote and she can check buyer credit, generate a financing proposal with accurate pricing and create a ready-to-sign payment link"; available "over email, Slack and at finance.new. There's nothing to install." "Thousands of customers, and close to $2B in deals have gone through the Capchase portal."Source
• HiringSenior Partner & Product Marketing Manager (Dallas or remote, posted September 29, 2026): "You'll be our first marketer, reporting to the VP of Revenue." The job: get "thousands of those reps" who sell partners' products "using Capchase, and coming back to it". Measured on "Monthly active partner reps (the north star), the share of reps who come back, and how fast new partners fund their first deal." Duties include "emails, SPIFF announcements, win stories, enablement assets, and launch kits for every new OEM and VAR", making "partner onsites, SKOs, QBRs and industry conferences produce pipeline", and reusable AI workflows "that the sales team can run without you".Source
• Your websiteBlog, October 21, 2026: from October 1, "channel partners can see whether buyers are approved and for how much, build quotes, create orders, and send customized payment links", on the vendor's existing terms. Reps get access through Mila at finance.new, Slack, email or the CRM. "If you're a channel partner, ask your vendor contact whether Capchase access is available for their program."Source

Offer a fixed reward for each rep's first and fifth financed deal in a quarter, co-funded with the vendor, announced in the launch kit and paid fast. Publish a monthly leaderboard by reseller.

A first deal is the hardest step; a small reward moves it, and the fifth-deal reward builds returning reps.

• Gaming with small deals

  Set a minimum financed amount.

• HiringSenior Partner & Product Marketing Manager (Dallas or remote, posted September 29, 2026): "You'll be our first marketer, reporting to the VP of Revenue." The job: get "thousands of those reps" who sell partners' products "using Capchase, and coming back to it". Measured on "Monthly active partner reps (the north star), the share of reps who come back, and how fast new partners fund their first deal." Duties include "emails, SPIFF announcements, win stories, enablement assets, and launch kits for every new OEM and VAR", making "partner onsites, SKOs, QBRs and industry conferences produce pipeline", and reusable AI workflows "that the sales team can run without you".Source
• Your websiteBlog, October 21, 2026: from October 1, "channel partners can see whether buyers are approved and for how much, build quotes, create orders, and send customized payment links", on the vendor's existing terms. Reps get access through Mila at finance.new, Slack, email or the CRM. "If you're a channel partner, ask your vendor contact whether Capchase access is available for their program."Source
• Your websiteMay 27, 2026 announcement: "$200M+ in incremental funding", a mix of debt warehouse facilities and equity; "97% of lending applications" approved "in under 30 seconds"; a "$1.3 trillion vendor financing market"; customers including Barracuda, CDW, Insight and MicroAge; an "Agentic Lending Coordinator" that turned "an 8-hour process into a 60-second automation".Source

Collect one rep story a month: the deal, the buyer's budget problem, the terms offered, how long it took and what the rep earned. Publish as a short post, a 60-second clip and a Slack card for launch kits.

Peer stories make the product concrete for reps and give every launch fresh proof.

• Resellers will not be named

  Publish anonymised with deal details.

• Your websiteCustomers page: "Fortune 500 tech deals run on Capchase"; stories from Rhombus, Creyos, Genusys ("increased deals closed per month from 10 to 50") and Case Status; "10,000+ B2B customers", "9+ Countries", "$2B+ Financing volume", "100% Vendors paid on time and in full in 2025", "50% of deals use Capchase" and "20% faster sales cycles" from customer quotes. The Partner Hub page still says Capchase exists "to help founders and CFOs ... through non-dilutive capital" and "Trusted by over 2,500 vendors & buyers".Source
• HiringSenior Partner & Product Marketing Manager (Dallas or remote, posted September 29, 2026): "You'll be our first marketer, reporting to the VP of Revenue." The job: get "thousands of those reps" who sell partners' products "using Capchase, and coming back to it". Measured on "Monthly active partner reps (the north star), the share of reps who come back, and how fast new partners fund their first deal." Duties include "emails, SPIFF announcements, win stories, enablement assets, and launch kits for every new OEM and VAR", making "partner onsites, SKOs, QBRs and industry conferences produce pipeline", and reusable AI workflows "that the sales team can run without you".Source
• Your websiteBlog, October 21, 2026: from October 1, "channel partners can see whether buyers are approved and for how much, build quotes, create orders, and send customized payment links", on the vendor's existing terms. Reps get access through Mila at finance.new, Slack, email or the CRM. "If you're a channel partner, ask your vendor contact whether Capchase access is available for their program."Source

Ask for 15 minutes at each vendor's sales kickoff and partner summit. Run a live demo where a volunteer rep forwards a real quote to Mila and gets a payment link, then give everyone a QR code to finance.new with the event SPIFF. Track quotes sent in the week after.

Live use at the moment of attention turns event time into active reps, which is the metric the role is judged on.

• Live demo fails

  Have a recorded run ready.

• HiringSenior Partner & Product Marketing Manager (Dallas or remote, posted September 29, 2026): "You'll be our first marketer, reporting to the VP of Revenue." The job: get "thousands of those reps" who sell partners' products "using Capchase, and coming back to it". Measured on "Monthly active partner reps (the north star), the share of reps who come back, and how fast new partners fund their first deal." Duties include "emails, SPIFF announcements, win stories, enablement assets, and launch kits for every new OEM and VAR", making "partner onsites, SKOs, QBRs and industry conferences produce pipeline", and reusable AI workflows "that the sales team can run without you".Source
• Your websiteBlog, October 14, 2026: Mila, an AI agent: "Send Mila a PDF quote and she can check buyer credit, generate a financing proposal with accurate pricing and create a ready-to-sign payment link"; available "over email, Slack and at finance.new. There's nothing to install." "Thousands of customers, and close to $2B in deals have gone through the Capchase portal."Source
• Your websiteBlog, October 21, 2026: from October 1, "channel partners can see whether buyers are approved and for how much, build quotes, create orders, and send customized payment links", on the vendor's existing terms. Reps get access through Mila at finance.new, Slack, email or the CRM. "If you're a channel partner, ask your vendor contact whether Capchase access is available for their program."Source

Map Vartana's pages to Capchase equivalents, build the ones Capchase lacks (healthcare, construction, an ROI calculator), redirect page by page with a notice for Vartana customers, and update listings and review profiles.

One domain gathers the links and traffic both sites earned, and buyers stop comparing Capchase with itself.

• Traffic dip after redirects

  Redirect page to page, not all to the homepage.

• Your websiteCapchase acquired Vartana (blog, June 24, 2025). vartana.com is still a full site: "Your AI-Powered Vendor Financing Platform | Vartana", with its own pricing, ROI calculator, "Vartana for resellers" and industry pages (healthcare, construction), and a banner linking to the acquisition post.Source
• Competitor researchRivals' own homepages: Ratio, "Get Paid Upfront, BNPL for B2B: Closing Motion Platform", with a "State of the Closing Motion 2026" report of "400 SaaS leaders"; LEAF, "equipment financing" with a "Finance Technology" line and a partner program. Capchase already publishes comparison pages against LEAF, Balboa Capital, PEAC Solutions, Ascentium Capital and Dimension Funding.See the research Source
• Your websiteHomepage: "Vendor financing at the speed of sales"; credit decision "in seconds" from the buyer's legal name and address; "Capchase is both the lender and the deal financing software, built for sales reps at vendors and resellers"; interest can be vendor-subsidized, buyer-covered or split; "$2B+ In financing volume". The meta description search results show still reads "Access booked revenue on annual and multi-year deals immediately ... available across nine countries."Source

Publish a "large deals" page: what happens above $500,000, the documents needed, typical time to a decision, structures available (upfront first payment, amortization, guaranties, vendor recourse) and a named contact. Give vendor reps a large-deal intake in Mila that collects the documents up front.

Big deals are where financing matters most. A known process with a stated time keeps them from going to banks or lessors.

• Promising times credit cannot meet

  Publish ranges, not guarantees.

• HiringDirector of Credit (US remote, posted August 25, 2026): "We are seeing a spike in volume of credit requests in excess of $500,000"; "We are also entering adjacent financial products like leasing and receivables financing". The role underwrites large tickets, structures "upfront first payment, annual or semi-annual amortization ... guaranties, vendor recourse", answers escalations "in hours", and sets the standard so "a growing share of our paper" that is "sold, participated, or forward-flowed" clears partners' credit teams first time.Source
• Your websiteHomepage: "Vendor financing at the speed of sales"; credit decision "in seconds" from the buyer's legal name and address; "Capchase is both the lender and the deal financing software, built for sales reps at vendors and resellers"; interest can be vendor-subsidized, buyer-covered or split; "$2B+ In financing volume". The meta description search results show still reads "Access booked revenue on annual and multi-year deals immediately ... available across nine countries."Source
• Your websiteMay 27, 2026 announcement: "$200M+ in incremental funding", a mix of debt warehouse facilities and equity; "97% of lending applications" approved "in under 30 seconds"; a "$1.3 trillion vendor financing market"; customers including Barracuda, CDW, Insight and MicroAge; an "Agentic Lending Coordinator" that turned "an 8-hour process into a 60-second automation".Source

Before a public launch, survey vendors on lease and receivables demand, pick five design partners, write positioning that shows when to use installments, a lease or receivables financing, and release with a launch kit and a short decision guide for reps.

Selling a second product to current vendors is the fastest revenue, and a clear "which option" guide stops reps from stalling.

• Confusing the main product

  Lead with installments; offer others by deal type.

• HiringDirector of Credit (US remote, posted August 25, 2026): "We are seeing a spike in volume of credit requests in excess of $500,000"; "We are also entering adjacent financial products like leasing and receivables financing". The role underwrites large tickets, structures "upfront first payment, annual or semi-annual amortization ... guaranties, vendor recourse", answers escalations "in hours", and sets the standard so "a growing share of our paper" that is "sold, participated, or forward-flowed" clears partners' credit teams first time.Source
• Your websiteCustomers page: "Fortune 500 tech deals run on Capchase"; stories from Rhombus, Creyos, Genusys ("increased deals closed per month from 10 to 50") and Case Status; "10,000+ B2B customers", "9+ Countries", "$2B+ Financing volume", "100% Vendors paid on time and in full in 2025", "50% of deals use Capchase" and "20% faster sales cycles" from customer quotes. The Partner Hub page still says Capchase exists "to help founders and CFOs ... through non-dilutive capital" and "Trusted by over 2,500 vendors & buyers".Source
• HiringSenior Partner & Product Marketing Manager (Dallas or remote, posted September 29, 2026): "You'll be our first marketer, reporting to the VP of Revenue." The job: get "thousands of those reps" who sell partners' products "using Capchase, and coming back to it". Measured on "Monthly active partner reps (the north star), the share of reps who come back, and how fast new partners fund their first deal." Duties include "emails, SPIFF announcements, win stories, enablement assets, and launch kits for every new OEM and VAR", making "partner onsites, SKOs, QBRs and industry conferences produce pipeline", and reusable AI workflows "that the sales team can run without you".Source

Merge each pair into one page, update the facts, add pages for the fintech alternatives buyers compare, and add a "switching from a bank or lessor" section using the Datarails quote about moving providers.

Comparison searches are high intent, and one strong page per rival ranks better than two copies.

• Out-of-date claims

  Date each page and cite sources.

• Competitor researchRivals' own homepages: Ratio, "Get Paid Upfront, BNPL for B2B: Closing Motion Platform", with a "State of the Closing Motion 2026" report of "400 SaaS leaders"; LEAF, "equipment financing" with a "Finance Technology" line and a partner program. Capchase already publishes comparison pages against LEAF, Balboa Capital, PEAC Solutions, Ascentium Capital and Dimension Funding.See the research Source
• Your websiteSitemap (2,576 URLs, read October 23, 2026): 1,278 are /es/ copies; 392 "/pay-monthly/<software brand>" pages (newest May 2025) and 325 "How Capchase Pay can help <company>" pages (newest April 2025); 25 compliance-software comparison pages (such as "drata-vs-hyperproof"); every lessor comparison twice, under /competitors/ and /competitors-b/; an /untitled-2 page; and early-stage pages such as SVB emergency payroll financing, "optimize your raise" and SaaS founder lists.Source
• Your websiteMay 27, 2026 announcement: "$200M+ in incremental funding", a mix of debt warehouse facilities and equity; "97% of lending applications" approved "in under 30 seconds"; a "$1.3 trillion vendor financing market"; customers including Barracuda, CDW, Insight and MicroAge; an "Agentic Lending Coordinator" that turned "an 8-hour process into a 60-second automation".Source

List every tag with its owner and use, remove tools that do the same job, load the rest after the page is interactive, and compress the Webflow scripts and fonts. Set a budget for new tags.

A faster page converts better on mobile and gets the site under the loading limit, and fewer overlapping tools mean cleaner data.

• Losing intent data

  Keep the tool that feeds the CRM best.

• Google PageSpeedHomepage on mobile: performance 35/100; in the lab the main content takes 24.2 s to appear, 893 ms of blocking time, 5.85 MB over 146 requests, 5.25 MB of it from 21 third parties (tag manager, HubSpot, Segment, ads pixels, several visitor-identification and intent tools). Real Chrome visitors: LCP 2.51 s at the 75th percentile, just over the 2.5 s "good" limit, so the page fails Core Web Vitals on loading only; INP 128 ms and CLS 0 pass.Source

After a buyer's first payment, ask one question in the portal: "Which other vendors would you like to pay this way?" Route answers to the BDR as warm leads ("your customers are asking for financing") and thank the buyer with a referral credit.

Vendors respond to demand from their own customers, and the question costs nothing.

• Buyers name vendors outside your best-fit customer profile

  Filter by deal size and category.

• HiringCapchase's description in every job post: "$2B+ funded, approvals in seconds"; "$700M+ in equity and debt" raised; "80+ Capchasers across 10 markets"; "10K+ active vendors, channel partners and buyers"; top of G2's Installment Payment / BNPL category in December 2024.Source
• Your websiteCustomers page: "Fortune 500 tech deals run on Capchase"; stories from Rhombus, Creyos, Genusys ("increased deals closed per month from 10 to 50") and Case Status; "10,000+ B2B customers", "9+ Countries", "$2B+ Financing volume", "100% Vendors paid on time and in full in 2025", "50% of deals use Capchase" and "20% faster sales cycles" from customer quotes. The Partner Hub page still says Capchase exists "to help founders and CFOs ... through non-dilutive capital" and "Trusted by over 2,500 vendors & buyers".Source
• HiringEnterprise BDR (Dallas or remote, posted July 9, 2026): "We work directly with tech vendors (CrowdStrike, Palo Alto Networks, Fortinet, Nutanix, and others) and their VAR/reseller partners (CDW, Trace3, Insight, MicroAge, and more)". The BDR sources "inbound qualification and outbound prospecting into vendor and VAR/reseller organizations (target: SMB, mid-market and larger, 100+ employees)" with personalized outbound, "no generic spray-and-pray".Source

Publish a yearly, aggregated report: share of deals financed by category and deal size, chosen terms, who covers interest, effect on deal size and cycle time, and channel vs direct. Launch it at partner events and give reps a one-page version.

Original data earns press and assistant citations and gives reps a reason to raise financing in every deal.

• Confidential data

  Aggregate and suppress small groups.

• Your websiteMay 27, 2026 announcement: "$200M+ in incremental funding", a mix of debt warehouse facilities and equity; "97% of lending applications" approved "in under 30 seconds"; a "$1.3 trillion vendor financing market"; customers including Barracuda, CDW, Insight and MicroAge; an "Agentic Lending Coordinator" that turned "an 8-hour process into a 60-second automation".Source
• HiringCapchase's description in every job post: "$2B+ funded, approvals in seconds"; "$700M+ in equity and debt" raised; "80+ Capchasers across 10 markets"; "10K+ active vendors, channel partners and buyers"; top of G2's Installment Payment / BNPL category in December 2024.Source
• Competitor researchRivals' own homepages: Ratio, "Get Paid Upfront, BNPL for B2B: Closing Motion Platform", with a "State of the Closing Motion 2026" report of "400 SaaS leaders"; LEAF, "equipment financing" with a "Finance Technology" line and a partner program. Capchase already publishes comparison pages against LEAF, Balboa Capital, PEAC Solutions, Ascentium Capital and Dimension Funding.See the research Source
• Your websiteHomepage: "Vendor financing at the speed of sales"; credit decision "in seconds" from the buyer's legal name and address; "Capchase is both the lender and the deal financing software, built for sales reps at vendors and resellers"; interest can be vendor-subsidized, buyer-covered or split; "$2B+ In financing volume". The meta description search results show still reads "Access booked revenue on annual and multi-year deals immediately ... available across nine countries."Source

Offer large resellers a program where they can request financing on any vendor's product they sell, with Capchase signing up the vendor in the background (or financing the reseller's invoice). Start with one reseller and its top ten vendors.

Resellers can become the sales force that recruits vendors, multiplying active reps and programs at once.

• Vendor conflict

  Require vendor consent before terms go live.

• HiringEnterprise BDR (Dallas or remote, posted July 9, 2026): "We work directly with tech vendors (CrowdStrike, Palo Alto Networks, Fortinet, Nutanix, and others) and their VAR/reseller partners (CDW, Trace3, Insight, MicroAge, and more)". The BDR sources "inbound qualification and outbound prospecting into vendor and VAR/reseller organizations (target: SMB, mid-market and larger, 100+ employees)" with personalized outbound, "no generic spray-and-pray".Source
• Your websiteBlog, October 21, 2026: from October 1, "channel partners can see whether buyers are approved and for how much, build quotes, create orders, and send customized payment links", on the vendor's existing terms. Reps get access through Mila at finance.new, Slack, email or the CRM. "If you're a channel partner, ask your vendor contact whether Capchase access is available for their program."Source
• Your websiteMay 27, 2026 announcement: "$200M+ in incremental funding", a mix of debt warehouse facilities and equity; "97% of lending applications" approved "in under 30 seconds"; a "$1.3 trillion vendor financing market"; customers including Barracuda, CDW, Insight and MicroAge; an "Agentic Lending Coordinator" that turned "an 8-hour process into a 60-second automation".Source

Create a short self-paced course (installments, vendor-subsidized vs buyer-covered interest, large deals, how to pitch to a CFO), with a certificate and a LinkedIn badge, and give certified reps faster support and a higher SPIFF.

Certification gives reps a reason to return and makes them better at selling, which shows up in returning rep rates.

• Low completion

  Keep it under an hour.

• HiringSenior Partner & Product Marketing Manager (Dallas or remote, posted September 29, 2026): "You'll be our first marketer, reporting to the VP of Revenue." The job: get "thousands of those reps" who sell partners' products "using Capchase, and coming back to it". Measured on "Monthly active partner reps (the north star), the share of reps who come back, and how fast new partners fund their first deal." Duties include "emails, SPIFF announcements, win stories, enablement assets, and launch kits for every new OEM and VAR", making "partner onsites, SKOs, QBRs and industry conferences produce pipeline", and reusable AI workflows "that the sales team can run without you".Source
• HiringEnterprise BDR (Dallas or remote, posted July 9, 2026): "We work directly with tech vendors (CrowdStrike, Palo Alto Networks, Fortinet, Nutanix, and others) and their VAR/reseller partners (CDW, Trace3, Insight, MicroAge, and more)". The BDR sources "inbound qualification and outbound prospecting into vendor and VAR/reseller organizations (target: SMB, mid-market and larger, 100+ employees)" with personalized outbound, "no generic spray-and-pray".Source
• Your websiteHomepage: "Vendor financing at the speed of sales"; credit decision "in seconds" from the buyer's legal name and address; "Capchase is both the lender and the deal financing software, built for sales reps at vendors and resellers"; interest can be vendor-subsidized, buyer-covered or split; "$2B+ In financing volume". The meta description search results show still reads "Access booked revenue on annual and multi-year deals immediately ... available across nine countries."Source

Add a sandbox: upload a sample or real quote (no buyer details needed) and get a sample proposal with monthly, quarterly and deferred terms and the interest options. Offer "send this to my buyer" as the step that starts sign-up.

Trying the product on one's own number is more persuasive than a demo call, and it captures intent from reps who are not ready to talk.

• Visitors take sample prices as offers

  Label clearly as illustrative.

• Your websiteHomepage: "Vendor financing at the speed of sales"; credit decision "in seconds" from the buyer's legal name and address; "Capchase is both the lender and the deal financing software, built for sales reps at vendors and resellers"; interest can be vendor-subsidized, buyer-covered or split; "$2B+ In financing volume". The meta description search results show still reads "Access booked revenue on annual and multi-year deals immediately ... available across nine countries."Source
• Your websiteBlog, October 14, 2026: Mila, an AI agent: "Send Mila a PDF quote and she can check buyer credit, generate a financing proposal with accurate pricing and create a ready-to-sign payment link"; available "over email, Slack and at finance.new. There's nothing to install." "Thousands of customers, and close to $2B in deals have gone through the Capchase portal."Source

Run a monthly 30-minute session: "How to save a deal stuck on budget", a live Mila run, and a guest rep or CFO. Record it, cut clips for LinkedIn, and archive the old founder sessions.

Content for the current audience fills the rep pipeline and gives launch kits fresh material.

• Low turnout

  Co-host with a vendor channel team.

• Your websiteDocs: 13 help pages including "Channel Partner", "Buyer qualification tips", "Create a payment link" and "Onboarding". Events: the webinar library is SaaS-founder themed (Baremetrics, Mercury, Techstars, "Raising capital in 2024"), with no sessions for vendor or reseller sales reps.Source
• HiringSenior Partner & Product Marketing Manager (Dallas or remote, posted September 29, 2026): "You'll be our first marketer, reporting to the VP of Revenue." The job: get "thousands of those reps" who sell partners' products "using Capchase, and coming back to it". Measured on "Monthly active partner reps (the north star), the share of reps who come back, and how fast new partners fund their first deal." Duties include "emails, SPIFF announcements, win stories, enablement assets, and launch kits for every new OEM and VAR", making "partner onsites, SKOs, QBRs and industry conferences produce pipeline", and reusable AI workflows "that the sales team can run without you".Source
• Your websiteBlog, October 14, 2026: Mila, an AI agent: "Send Mila a PDF quote and she can check buyer credit, generate a financing proposal with accurate pricing and create a ready-to-sign payment link"; available "over email, Slack and at finance.new. There's nothing to install." "Thousands of customers, and close to $2B in deals have gone through the Capchase portal."Source