Kapitus growth playbook

Group the form into five named sections (Funding, Business, Contact, Owner, Documents) and show progress by section, not by 28 steps. Ask for name, email and phone (with consent) on the second screen, after the amount, so specialists can help anyone who stalls; hide co-borrower steps from the count unless they apply. Show the minimums (2+ years, $250K revenue, credit score) and the document list before step 1. Test each change against the current form with the A/B tool already on the site.

Short-looking forms get started more, early contact capture lets the sales team rescue stalled applications, and clear minimums before the form save time for owners who don't qualify yet. It is the conversion specialist's and the acquisition director's first test, using tools already installed.

[ ] Progress shown as 5 named sections
[ ] Co-borrower steps hidden unless needed
[ ] Contact details on screen 2 with consent text
[ ] Minimums and document list before step 1
[ ] Save and resume link by email
[ ] Referral source captured from campaign tags, not only step 27
[ ] Measure completion and funded rate by source

• Earlier contact questions scare some owners

  Explain why ("so a specialist can help you finish") and test the wording.

• Lead quality changes

  Track funded rate per application, not only completions.

• Your websiteThe "fast application" opens with "Step 1 of 28 - Business Information" and a 3% progress bar. It asks the amount, use of funds, business start date, revenue, industry, legal entity and business names before asking for a name on step 9 and a phone number and email on step 10; SSN, document upload and "Referral Source" come near the end (step 27 of 28). Some steps apply only to co-borrowers, but the counter shows 28.Source
• HiringDirector, Product Management - Merchant Acquisition & Growth (first posted September 30, 2026): leads "the sales and acquisition strategy for our core term product line" and owns "the top-of-funnel product experience, focusing on scaling merchant onboarding, enhancing sales enablement, and driving acquisition integrations"; uses journey maps to ensure "a frictionless, zero-drop-off onboarding experience"; designs "A/B and multi-variate (MVT) tests"; drives "third-party and API integrations that unlock new referral channels" and onboards "lead generation partners".Source
• HiringUX/UI Conversion Specialist (posted October 13, 2026): owns "Kapitus' conversion rate optimization (CRO) program across all digital touchpoints, including landing pages, lead capture forms, and application entry points"; builds landing pages in WordPress; tests "form length, field types, CTAs, progressive pro[filing]"; reports "conversion rate by page, form completion rate, cost-per-lead, and A/B test performance".Source
• Your websiteBusiness Loans page: up to $5,000,000, 6 to 24 month terms, daily, weekly or monthly payments, "Compare Up to Six Offers at Once"; minimums "Time in Business 2+ Years", "Annual Revenue $250K", "Credit Score 650". A partner landing page lists a "Fico Score 625" minimum for the same type of offer.Source
• Google PageSpeedHomepage: real Chrome visitors pass loading (LCP 1.7 s) and layout (CLS 0.08) but fail responsiveness (INP 292 ms; good is under 200 ms). Mobile lab score 81 with 695 ms of blocking time; 1.9 MB of the 2.2 MB page comes from 26 third-party hosts; the tag manager alone is 887 KB with 697 ms of blocking; both a heatmap tool and an A/B testing tool are installed.Source

Send a save-and-resume link by email right away, and route partial applications above a set amount to a financing specialist within an hour during business hours. Respect consent and contact preferences, and stop after two attempts.

Owners stall on documents or questions they can't answer alone; a short call or a resume link finishes many of them.

• Too much contact

  Two attempts maximum and an easy opt-out.

• #1 Make the "fast application" feel fast: it opens with "Step 1 of 28" and asks for contact details only on step 10

• Your websiteThe "fast application" opens with "Step 1 of 28 - Business Information" and a 3% progress bar. It asks the amount, use of funds, business start date, revenue, industry, legal entity and business names before asking for a name on step 9 and a phone number and email on step 10; SSN, document upload and "Referral Source" come near the end (step 27 of 28). Some steps apply only to co-borrowers, but the counter shows 28.Source
• HiringDirector, Product Management - Merchant Acquisition & Growth (first posted September 30, 2026): leads "the sales and acquisition strategy for our core term product line" and owns "the top-of-funnel product experience, focusing on scaling merchant onboarding, enhancing sales enablement, and driving acquisition integrations"; uses journey maps to ensure "a frictionless, zero-drop-off onboarding experience"; designs "A/B and multi-variate (MVT) tests"; drives "third-party and API integrations that unlock new referral channels" and onboards "lead generation partners".Source
• Your websiteHomepage: KapitusPLUS, "receive up to six competing offers with one simple application"; the "In Their Own Words" testimonials load from a third-party review widget only when the section scrolls into view, so the page HTML contains no review text. The header phone number is (800) 780-7133 and the footer call-to-action says (646) 257-5406; the footer "Leadership Team" link returns 410 Gone (checked twice on October 22, 2026).Source

Set noindex on template fragments, thank-you pages and campaign-only landing pages and drop them from the sitemap; decide which vendor pages deserve to be found (idea 11). Exclude thank-you page visits without a form submission from conversion reports.

A clean index points search and AI crawlers at the product and guide pages that should rank, and keeps conversion data honest for the new CRO program.

• Removing a page some campaign still uses

  Noindex keeps the page live for links; only search drops it.

• Your websiteSitemap (608 URLs, checked October 22, 2026): the page sitemap lists about 130 pages including header and footer template pages (such as "custom-header-2" and "footer-tofu"), thank-you pages (such as "fast-application-thank-you" and "ppc-thankyou") and paid-campaign landing pages, all set to "index, follow"; 208 equipment-vendor application pages, also indexable; landing pages show a third sales number, (646) 630-7618. Four industry pages in the sitemap (construction, dentists, doctor, government contractors) show a plain list of site page names instead of industry content.Source
• HiringOrganic Search Manager (remote US): SEO and "AI Search Optimization (AISO/GEO)"; monitors "Kapitus' visibility across AI-powered search and answer platforms, including ChatGPT, Gemini, Perplexity, Claude"; content gap analyses, "topic ecosystems, thought leadership content, research reports, digital PR".Source
• HiringUX/UI Conversion Specialist (posted October 13, 2026): owns "Kapitus' conversion rate optimization (CRO) program across all digital touchpoints, including landing pages, lead capture forms, and application entry points"; builds landing pages in WordPress; tests "form length, field types, CTAs, progressive pro[filing]"; reports "conversion rate by page, form completion rate, cost-per-lead, and A/B test performance".Source

Keep the widget, but also print a few recent, approved reviews (name or business type, date, rating source) in the page HTML, with a link to the full review profiles. Add the same block to product pages and the application start page.

Visible, sourced reviews reassure owners at the point of decision and give search and AI systems something concrete to quote.

• Cherry-picking reviews

  Show the overall rating next to the quotes.

• Your websiteHomepage: KapitusPLUS, "receive up to six competing offers with one simple application"; the "In Their Own Words" testimonials load from a third-party review widget only when the section scrolls into view, so the page HTML contains no review text. The header phone number is (800) 780-7133 and the footer call-to-action says (646) 257-5406; the footer "Leadership Team" link returns 410 Gone (checked twice on October 22, 2026).Source
• HiringLead Brand Marketing Coordinator (Arlington, VA): "Monitor and respond to reviews across Trustpilot, Google Business Profile, BBB"; "Coordinate review-generation initiatives designed to increase review volume and improve customer ratings"; support "testimonials, case studies, and customer spotlights"; build "a centralized brand asset library" for employees, partners and vendors.Source
• HiringOrganic Search Manager (remote US): SEO and "AI Search Optimization (AISO/GEO)"; monitors "Kapitus' visibility across AI-powered search and answer platforms, including ChatGPT, Gemini, Perplexity, Claude"; content gap analyses, "topic ecosystems, thought leadership content, research reports, digital PR".Source

Restore a current leadership page (or point the link to About) with a line on the new ownership and continued independence. Pick one number for new applicants and one for customer service, show them the same way everywhere, and use call tracking for campaigns.

Trust is the main hurdle for an online lender; a dead leadership link and changing numbers look careless right after an ownership change.

• Lost campaign attribution

  Keep tracking numbers inside campaigns.

• Your websiteHomepage: KapitusPLUS, "receive up to six competing offers with one simple application"; the "In Their Own Words" testimonials load from a third-party review widget only when the section scrolls into view, so the page HTML contains no review text. The header phone number is (800) 780-7133 and the footer call-to-action says (646) 257-5406; the footer "Leadership Team" link returns 410 Gone (checked twice on October 22, 2026).Source
• Your websiteSitemap (608 URLs, checked October 22, 2026): the page sitemap lists about 130 pages including header and footer template pages (such as "custom-header-2" and "footer-tofu"), thank-you pages (such as "fast-application-thank-you" and "ppc-thankyou") and paid-campaign landing pages, all set to "index, follow"; 208 equipment-vendor application pages, also indexable; landing pages show a third sales number, (646) 630-7618. Four industry pages in the sitemap (construction, dentists, doctor, government contractors) show a plain list of site page names instead of industry content.Source
• News coveragePress release, July 28, 2026: Kapitus was acquired by an affiliate of InterVest capital partners; "Since 2006, Kapitus has provided $10 billion in growth capital to over 65,000 small businesses"; Kapitus "will continue operating independently". Earlier: acquisition of Ten Oaks Commercial Capital to launch equipment financing (2024) and Inc.'s 2025 Best Workplaces list.Source

Audit every tag in the tag manager with an owner and a purpose; remove tools no one uses; load ad and heatmap tags after the first interaction; keep one testing tool loading early only on pages under test.

Faster taps on "Apply Now" and the form matter for owners on phones, and fewer tags make the CRO program's data cleaner.

• Losing ad attribution

  Keep conversion tags; delay audience tags.

• Google PageSpeedHomepage: real Chrome visitors pass loading (LCP 1.7 s) and layout (CLS 0.08) but fail responsiveness (INP 292 ms; good is under 200 ms). Mobile lab score 81 with 695 ms of blocking time; 1.9 MB of the 2.2 MB page comes from 26 third-party hosts; the tag manager alone is 887 KB with 697 ms of blocking; both a heatmap tool and an A/B testing tool are installed.Source
• HiringUX/UI Conversion Specialist (posted October 13, 2026): owns "Kapitus' conversion rate optimization (CRO) program across all digital touchpoints, including landing pages, lead capture forms, and application entry points"; builds landing pages in WordPress; tests "form length, field types, CTAs, progressive pro[filing]"; reports "conversion rate by page, form completion rate, cost-per-lead, and A/B test performance".Source

Send a short review request a few days after funding and after each renewal, rotating between the three platforms, and add a review link to the renewal AEs' email signatures. Respond to every review, positive or negative, within two business days.

More recent reviews lift trust at the moment owners compare lenders, and replies show how Kapitus treats people.

• Review gating breaks platform rules

  Ask every customer at the trigger.

• HiringLead Brand Marketing Coordinator (Arlington, VA): "Monitor and respond to reviews across Trustpilot, Google Business Profile, BBB"; "Coordinate review-generation initiatives designed to increase review volume and improve customer ratings"; support "testimonials, case studies, and customer spotlights"; build "a centralized brand asset library" for employees, partners and vendors.Source
• HiringRenewals and lending: six Account Executive, Renewal Sales posts ("active account management, cross selling, and retaining merchant relations") and a Manager, Customer Retention Solutions; a VP, Product Management - Core Lending who owns the term loan and line of credit P&L, positioning "reflected consistently across the application flow, marketing materials, and partner communications", and a quarterly review of competitors' pricing, features and GTM; a Partner Support Associate for ISO and referral partners.Source
• Your websiteHomepage: KapitusPLUS, "receive up to six competing offers with one simple application"; the "In Their Own Words" testimonials load from a third-party review widget only when the section scrolls into view, so the page HTML contains no review text. The header phone number is (800) 780-7133 and the footer call-to-action says (646) 257-5406; the footer "Leadership Team" link returns 410 Gone (checked twice on October 22, 2026).Source

Produce six new stories with full business names and photos (with consent): one each for a term loan, line of credit, equipment financing, SBA loan, revenue-based financing and a renewal. Add a short video to each and place them on the matching product page.

Recent, specific stories are among the strongest trust signals for a lender, and they feed social, ads and AI answers.

• Implied promises in stories

  Compliance review; no claims about rates or approval odds.

• Your websiteSuccess Stories page: three stories identified by first name only (a Houston construction company after Hurricane Harvey, a pub and grill, a law firm), and a "Share Your Small Business Journey" invitation.Source
• News coveragePress release, July 28, 2026: Kapitus was acquired by an affiliate of InterVest capital partners; "Since 2006, Kapitus has provided $10 billion in growth capital to over 65,000 small businesses"; Kapitus "will continue operating independently". Earlier: acquisition of Ten Oaks Commercial Capital to launch equipment financing (2024) and Inc.'s 2025 Best Workplaces list.Source
• HiringLead Brand Marketing Coordinator (Arlington, VA): "Monitor and respond to reviews across Trustpilot, Google Business Profile, BBB"; "Coordinate review-generation initiatives designed to increase review volume and improve customer ratings"; support "testimonials, case studies, and customer spotlights"; build "a centralized brand asset library" for employees, partners and vendors.Source

Build a renewal calendar from repayment progress and payment history, with a check-in at set milestones, an online "review my options" form in the customer portal, and product matching for cross-sell (equipment, line of credit). Track renewal rate by cohort.

Timely, informed outreach keeps good customers and lowers acquisition cost per funded deal.

• Customers feel pushed into more debt

  Lead with needs and make opting out easy.

• HiringRenewals and lending: six Account Executive, Renewal Sales posts ("active account management, cross selling, and retaining merchant relations") and a Manager, Customer Retention Solutions; a VP, Product Management - Core Lending who owns the term loan and line of credit P&L, positioning "reflected consistently across the application flow, marketing materials, and partner communications", and a quarterly review of competitors' pricing, features and GTM; a Partner Support Associate for ISO and referral partners.Source
• Your websitePartner page: Sales Partners ("Trusted by hundreds of ISOs and brokers", commissions, renewal commissions, a partner portal), Referral Partners, and Equipment Provider Partners for manufacturers and dealers; the footer links a "Kapitus Partner API".Source
• Your websiteBusiness Loans page: up to $5,000,000, 6 to 24 month terms, daily, weekly or monthly payments, "Compare Up to Six Offers at Once"; minimums "Time in Business 2+ Years", "Annual Revenue $250K", "Credit Score 650". A partner landing page lists a "Fico Score 625" minimum for the same type of offer.Source

Publish a public partner API overview (what's available, sandbox, data security, typical integration time), a partner application with clear criteria, and an onboarding checklist in the portal. Track time from application to first funded deal per partner.

Faster partner onboarding grows referral volume without adding staff, and API partners send cleaner applications.

• Low-quality partners

  Keep vetting; speed up only the paperwork.

• HiringDirector, Product Management - Merchant Acquisition & Growth (first posted September 30, 2026): leads "the sales and acquisition strategy for our core term product line" and owns "the top-of-funnel product experience, focusing on scaling merchant onboarding, enhancing sales enablement, and driving acquisition integrations"; uses journey maps to ensure "a frictionless, zero-drop-off onboarding experience"; designs "A/B and multi-variate (MVT) tests"; drives "third-party and API integrations that unlock new referral channels" and onboards "lead generation partners".Source
• Your websitePartner page: Sales Partners ("Trusted by hundreds of ISOs and brokers", commissions, renewal commissions, a partner portal), Referral Partners, and Equipment Provider Partners for manufacturers and dealers; the footer links a "Kapitus Partner API".Source
• HiringRenewals and lending: six Account Executive, Renewal Sales posts ("active account management, cross selling, and retaining merchant relations") and a Manager, Customer Retention Solutions; a VP, Product Management - Core Lending who owns the term loan and line of credit P&L, positioning "reflected consistently across the application flow, marketing materials, and partner communications", and a quarterly review of competitors' pricing, features and GTM; a Partner Support Associate for ISO and referral partners.Source

Noindex the vendor pages and give each dealer a co-branded link with a payment estimate, a short "how financing works" section and dealer-level reporting in the partner portal. Report applications and funded deals per dealer monthly.

Dealers send more customers when they can see results, and the main equipment financing page stops competing with 208 copies.

• Estimates read as offers

  Label clearly as illustrative; compliance review.

• Your websiteSitemap (608 URLs, checked October 22, 2026): the page sitemap lists about 130 pages including header and footer template pages (such as "custom-header-2" and "footer-tofu"), thank-you pages (such as "fast-application-thank-you" and "ppc-thankyou") and paid-campaign landing pages, all set to "index, follow"; 208 equipment-vendor application pages, also indexable; landing pages show a third sales number, (646) 630-7618. Four industry pages in the sitemap (construction, dentists, doctor, government contractors) show a plain list of site page names instead of industry content.Source
• Your websitePartner page: Sales Partners ("Trusted by hundreds of ISOs and brokers", commissions, renewal commissions, a partner portal), Referral Partners, and Equipment Provider Partners for manufacturers and dealers; the footer links a "Kapitus Partner API".Source
• News coveragePress release, July 28, 2026: Kapitus was acquired by an affiliate of InterVest capital partners; "Since 2006, Kapitus has provided $10 billion in growth capital to over 65,000 small businesses"; Kapitus "will continue operating independently". Earlier: acquisition of Ten Oaks Commercial Capital to launch equipment financing (2024) and Inc.'s 2025 Best Workplaces list.Source

Build proper pages for the top industries by funded volume: typical uses of funds, the products that fit, documents to prepare, a story from that industry and an application link that records the industry. Remove the archive pages from the sitemap.

Industry pages match how owners search, give the organic team topics to own, and help AI answers cite Kapitus for industry questions.

• Thin content

  Only publish industries with real stories and data.

• Your websiteSitemap (608 URLs, checked October 22, 2026): the page sitemap lists about 130 pages including header and footer template pages (such as "custom-header-2" and "footer-tofu"), thank-you pages (such as "fast-application-thank-you" and "ppc-thankyou") and paid-campaign landing pages, all set to "index, follow"; 208 equipment-vendor application pages, also indexable; landing pages show a third sales number, (646) 630-7618. Four industry pages in the sitemap (construction, dentists, doctor, government contractors) show a plain list of site page names instead of industry content.Source
• HiringOrganic Search Manager (remote US): SEO and "AI Search Optimization (AISO/GEO)"; monitors "Kapitus' visibility across AI-powered search and answer platforms, including ChatGPT, Gemini, Perplexity, Claude"; content gap analyses, "topic ecosystems, thought leadership content, research reports, digital PR".Source
• Your websiteContent: 230 blog posts (recent: "How to Prepare for a Business Loan", "Cash Flow vs Revenue vs Income", "Small Business Loan Application Checklist"); a partnership with Experian on business credit; the SBA Loans page lists requirements such as a personal credit score of at least 680 and having "fully exhausted all non-SBA financing options". The YouTube channel has 6 videos and 106 subscribers but 4.6 million views.Source

Run 40 buyer questions monthly, record whether Kapitus is cited and which sources assistants use, and fix gaps with clear answer pages (requirements, documents, timelines) and consistent facts across the site.

Assistants quote clear, consistent, sourced pages; being cited correctly brings applicants already informed.

• Answers vary

  Run each question several times.

• HiringOrganic Search Manager (remote US): SEO and "AI Search Optimization (AISO/GEO)"; monitors "Kapitus' visibility across AI-powered search and answer platforms, including ChatGPT, Gemini, Perplexity, Claude"; content gap analyses, "topic ecosystems, thought leadership content, research reports, digital PR".Source
• Your websiteContent: 230 blog posts (recent: "How to Prepare for a Business Loan", "Cash Flow vs Revenue vs Income", "Small Business Loan Application Checklist"); a partnership with Experian on business credit; the SBA Loans page lists requirements such as a personal credit score of at least 680 and having "fully exhausted all non-SBA financing options". The YouTube channel has 6 videos and 106 subscribers but 4.6 million views.Source
• Your websiteBusiness Loans page: up to $5,000,000, 6 to 24 month terms, daily, weekly or monthly payments, "Compare Up to Six Offers at Once"; minimums "Time in Business 2+ Years", "Annual Revenue $250K", "Credit Score 650". A partner landing page lists a "Fico Score 625" minimum for the same type of offer.Source

Keep one approved table of minimums and terms per product, pull every page and partner kit from it, and label requirements by source (SBA program, lender, Kapitus). Review it with compliance each quarter.

Consistent requirements stop applicants who don't qualify from starting, reduce complaints and help AI answers repeat the right numbers.

• Different partners need different terms

  Show partner-specific terms only behind the partner login.

• Your websiteBusiness Loans page: up to $5,000,000, 6 to 24 month terms, daily, weekly or monthly payments, "Compare Up to Six Offers at Once"; minimums "Time in Business 2+ Years", "Annual Revenue $250K", "Credit Score 650". A partner landing page lists a "Fico Score 625" minimum for the same type of offer.Source
• HiringRenewals and lending: six Account Executive, Renewal Sales posts ("active account management, cross selling, and retaining merchant relations") and a Manager, Customer Retention Solutions; a VP, Product Management - Core Lending who owns the term loan and line of credit P&L, positioning "reflected consistently across the application flow, marketing materials, and partner communications", and a quarterly review of competitors' pricing, features and GTM; a Partner Support Associate for ISO and referral partners.Source
• Your websiteContent: 230 blog posts (recent: "How to Prepare for a Business Loan", "Cash Flow vs Revenue vs Income", "Small Business Loan Application Checklist"); a partnership with Experian on business credit; the SBA Loans page lists requirements such as a personal credit score of at least 680 and having "fully exhausted all non-SBA financing options". The YouTube channel has 6 videos and 106 subscribers but 4.6 million views.Source

Publish a partner asset kit in the portal: approved product one-pagers, the minimums table, logos, email templates and short videos, with version dates. Ask partners to use only current versions and retire old ones.

Partners sell more and more accurately with good materials, and compliance risk drops.

• Partners keep old materials

  Date every asset and announce retirements.

• HiringLead Brand Marketing Coordinator (Arlington, VA): "Monitor and respond to reviews across Trustpilot, Google Business Profile, BBB"; "Coordinate review-generation initiatives designed to increase review volume and improve customer ratings"; support "testimonials, case studies, and customer spotlights"; build "a centralized brand asset library" for employees, partners and vendors.Source
• Your websitePartner page: Sales Partners ("Trusted by hundreds of ISOs and brokers", commissions, renewal commissions, a partner portal), Referral Partners, and Equipment Provider Partners for manufacturers and dealers; the footer links a "Kapitus Partner API".Source
• HiringRenewals and lending: six Account Executive, Renewal Sales posts ("active account management, cross selling, and retaining merchant relations") and a Manager, Customer Retention Solutions; a VP, Product Management - Core Lending who owns the term loan and line of credit P&L, positioning "reflected consistently across the application flow, marketing materials, and partner communications", and a quarterly review of competitors' pricing, features and GTM; a Partner Support Associate for ISO and referral partners.Source

For applicants below the minimums, offer a clear next step: options in the financing network where suitable, business credit education with the Experian partnership, a document checklist and a reminder when they reach two years in business. Track how many return and qualify later.

Owners remember who helped when they were turned down, and a returning applicant costs far less than a new one.

• Regulatory notice rules

  Build it with compliance from the start.

• Your websiteHomepage: KapitusPLUS, "receive up to six competing offers with one simple application"; the "In Their Own Words" testimonials load from a third-party review widget only when the section scrolls into view, so the page HTML contains no review text. The header phone number is (800) 780-7133 and the footer call-to-action says (646) 257-5406; the footer "Leadership Team" link returns 410 Gone (checked twice on October 22, 2026).Source
• Your websiteContent: 230 blog posts (recent: "How to Prepare for a Business Loan", "Cash Flow vs Revenue vs Income", "Small Business Loan Application Checklist"); a partnership with Experian on business credit; the SBA Loans page lists requirements such as a personal credit score of at least 680 and having "fully exhausted all non-SBA financing options". The YouTube channel has 6 videos and 106 subscribers but 4.6 million views.Source
• Your websiteBusiness Loans page: up to $5,000,000, 6 to 24 month terms, daily, weekly or monthly payments, "Compare Up to Six Offers at Once"; minimums "Time in Business 2+ Years", "Annual Revenue $250K", "Credit Score 650". A partner landing page lists a "Fico Score 625" minimum for the same type of offer.Source

Choose two or three software platforms with many established small business customers, embed a pre-filled application (with the owner's consent) and offer a revenue share. Start with one industry where Kapitus already funds many businesses.

Embedded offers reach owners at the moment of need with data already filled in, lowering acquisition cost.

• Data privacy

  Explicit consent and minimal data.

• HiringDirector, Product Management - Merchant Acquisition & Growth (first posted September 30, 2026): leads "the sales and acquisition strategy for our core term product line" and owns "the top-of-funnel product experience, focusing on scaling merchant onboarding, enhancing sales enablement, and driving acquisition integrations"; uses journey maps to ensure "a frictionless, zero-drop-off onboarding experience"; designs "A/B and multi-variate (MVT) tests"; drives "third-party and API integrations that unlock new referral channels" and onboards "lead generation partners".Source
• Your websitePartner page: Sales Partners ("Trusted by hundreds of ISOs and brokers", commissions, renewal commissions, a partner portal), Referral Partners, and Equipment Provider Partners for manufacturers and dealers; the footer links a "Kapitus Partner API".Source
• News coveragePress release, July 28, 2026: Kapitus was acquired by an affiliate of InterVest capital partners; "Since 2006, Kapitus has provided $10 billion in growth capital to over 65,000 small businesses"; Kapitus "will continue operating independently". Earlier: acquisition of Ten Oaks Commercial Capital to launch equipment financing (2024) and Inc.'s 2025 Best Workplaces list.Source

Publish a yearly report on uses of funds by industry, seasonality and business age, with privacy safeguards, and pitch it to small business media. Use findings in industry pages and partner kits.

Original data earns press and links and makes Kapitus a source for AI answers, which the organic search role is hired to build.

• Data sensitivity

  Aggregate only; no individual businesses.

• News coveragePress release, July 28, 2026: Kapitus was acquired by an affiliate of InterVest capital partners; "Since 2006, Kapitus has provided $10 billion in growth capital to over 65,000 small businesses"; Kapitus "will continue operating independently". Earlier: acquisition of Ten Oaks Commercial Capital to launch equipment financing (2024) and Inc.'s 2025 Best Workplaces list.Source
• HiringOrganic Search Manager (remote US): SEO and "AI Search Optimization (AISO/GEO)"; monitors "Kapitus' visibility across AI-powered search and answer platforms, including ChatGPT, Gemini, Perplexity, Claude"; content gap analyses, "topic ecosystems, thought leadership content, research reports, digital PR".Source
• Your websiteThe "fast application" opens with "Step 1 of 28 - Business Information" and a 3% progress bar. It asks the amount, use of funds, business start date, revenue, industry, legal entity and business names before asking for a name on step 9 and a phone number and email on step 10; SSN, document upload and "Referral Source" come near the end (step 27 of 28). Some steps apply only to co-borrowers, but the counter shows 28.Source

Identify the top videos and where their views came from, turn the best into a short series (owner stories, how financing works, application tips), and add them to product and application pages.

Video already proved it can reach owners; a series turns one-time reach into an audience.

• Paid views don't build subscribers

  Add a clear subscribe and next-step ask.

• Your websiteContent: 230 blog posts (recent: "How to Prepare for a Business Loan", "Cash Flow vs Revenue vs Income", "Small Business Loan Application Checklist"); a partnership with Experian on business credit; the SBA Loans page lists requirements such as a personal credit score of at least 680 and having "fully exhausted all non-SBA financing options". The YouTube channel has 6 videos and 106 subscribers but 4.6 million views.Source
• HiringLead Brand Marketing Coordinator (Arlington, VA): "Monitor and respond to reviews across Trustpilot, Google Business Profile, BBB"; "Coordinate review-generation initiatives designed to increase review volume and improve customer ratings"; support "testimonials, case studies, and customer spotlights"; build "a centralized brand asset library" for employees, partners and vendors.Source
• Your websiteSuccess Stories page: three stories identified by first name only (a Houston construction company after Hurricane Harvey, a pub and grill, a law firm), and a "Share Your Small Business Journey" invitation.Source

Store campaign and partner tags when the form loads and carry them to the CRM, keep the self-reported question as an optional extra, and report completion and funding by source.

Knowing which sources bring funded deals (not just form starts) is the basis for every budget decision.

• Duplicate attribution

  One source of truth in the CRM.

• Your websiteThe "fast application" opens with "Step 1 of 28 - Business Information" and a 3% progress bar. It asks the amount, use of funds, business start date, revenue, industry, legal entity and business names before asking for a name on step 9 and a phone number and email on step 10; SSN, document upload and "Referral Source" come near the end (step 27 of 28). Some steps apply only to co-borrowers, but the counter shows 28.Source
• HiringUX/UI Conversion Specialist (posted October 13, 2026): owns "Kapitus' conversion rate optimization (CRO) program across all digital touchpoints, including landing pages, lead capture forms, and application entry points"; builds landing pages in WordPress; tests "form length, field types, CTAs, progressive pro[filing]"; reports "conversion rate by page, form completion rate, cost-per-lead, and A/B test performance".Source
• HiringDirector, Product Management - Merchant Acquisition & Growth (first posted September 30, 2026): leads "the sales and acquisition strategy for our core term product line" and owns "the top-of-funnel product experience, focusing on scaling merchant onboarding, enhancing sales enablement, and driving acquisition integrations"; uses journey maps to ensure "a frictionless, zero-drop-off onboarding experience"; designs "A/B and multi-variate (MVT) tests"; drives "third-party and API integrations that unlock new referral channels" and onboards "lead generation partners".Source

Publish a short page and email for customers and partners: 20 years, $10 billion to 65,000+ businesses, what stays the same, what new capital adds. Share it through partner channels and the renewal team.

Clear communication after an ownership change keeps partners and customers confident.

• Over-promising on the future

  Stick to facts already announced.

• News coveragePress release, July 28, 2026: Kapitus was acquired by an affiliate of InterVest capital partners; "Since 2006, Kapitus has provided $10 billion in growth capital to over 65,000 small businesses"; Kapitus "will continue operating independently". Earlier: acquisition of Ten Oaks Commercial Capital to launch equipment financing (2024) and Inc.'s 2025 Best Workplaces list.Source
• Your websiteHomepage: KapitusPLUS, "receive up to six competing offers with one simple application"; the "In Their Own Words" testimonials load from a third-party review widget only when the section scrolls into view, so the page HTML contains no review text. The header phone number is (800) 780-7133 and the footer call-to-action says (646) 257-5406; the footer "Leadership Team" link returns 410 Gone (checked twice on October 22, 2026).Source
• Your websitePartner page: Sales Partners ("Trusted by hundreds of ISOs and brokers", commissions, renewal commissions, a partner portal), Referral Partners, and Equipment Provider Partners for manufacturers and dealers; the footer links a "Kapitus Partner API".Source