SHADOWFAX FOR ACCOUNTANTS

Practical funding support for your clients

Your clients already look to you when cash flow tightens, investment opportunities arise or borrowing becomes difficult. Shadowfax gives your practice a trusted commercial finance resource without asking you to become a finance broker.

ADD VALUE WITHOUT ADDING WORKLOAD

A specialist funding partner alongside your practice

We work collaboratively with accountants to understand the commercial objective, identify realistic funding routes and keep the introducer appropriately informed.

Support the client

Give clients a route to specialist funding expertise when a bank cannot help or when the requirement needs a more tailored approach.

Protect the relationship

Roles and communications are agreed upfront, helping you stay connected to the client without being drawn into day-to-day packaging.

Make stronger introductions

Share management information, forecasts and relevant context through an agreed method so the funding proposal reflects the real business story.

WHERE WE CAN HELP

Funding solutions across the business lifecycle

Working capital

  • Invoice finance
  • Selective invoice finance
  • Revolving credit and business loans
  • Trade finance

Assets and growth

  • Asset finance
  • Vehicle and equipment funding
  • Acquisition finance
  • Management buy-outs and buy-ins

Property finance

  • Commercial mortgages
  • Non-regulated bridging
  • Development finance
  • Specialist buy-to-let

Complex situations

Refinancing and consolidation · Time-critical liabilities · Turnaround funding · Cases declined by mainstream banks

ACCOUNTANT RESOURCE HUB

Practical funding guides for accountants

Funding questions rarely begin with a product. These guides start with the client situation, explain the funding considerations and help identify the information that may matter before a lender is approached.

ACCOUNTANT FUNDING GUIDE

What Information Will a Lender Need From My Client?

The accounts, forecasts and supporting information to prepare without creating an unnecessary data room.

Read the guide →
ACCOUNTANT FUNDING GUIDE

How Much Could My Client Borrow?

How cash flow, receivables, assets and property influence borrowing capacity.

Read the guide →
ACCOUNTANT FUNDING GUIDE

Invoice Finance: When Does It Make Sense?

When receivables-based funding may support growth, working capital or refinancing.

Read the guide →
ACCOUNTANT FUNDING GUIDE

Overdraft vs Invoice Finance vs Business Loan

Compare three common funding structures by purpose, flexibility and repayment profile.

Read the guide →
ACCOUNTANT FUNDING GUIDE

Funding an MBO or Business Acquisition

How buyer equity, cash-flow lending, assets and deferred consideration can work together.

Read the guide →
ACCOUNTANT FUNDING GUIDE

Funding Growth When Cash Is Tight

A worked example showing how profitable growth can create a working-capital requirement.

Read the guide →

Funding calculators and comparison tools

Sometimes it is easier to start with the numbers. Use the Shadowfax tools as an initial indication before discussing the wider funding requirement.

Loan Comparison Tool

Compare quoted borrowing costs on a more consistent basis, including flat-rate and factor-rate facilities.

Compare loan costs →
USEFUL STARTING INFORMATION

Help us understand the requirement quickly

  • Latest filed accounts
  • Current management accounts
  • Recent bank statements
  • Cash-flow forecast where available
  • Existing borrowing schedule
  • Purpose, amount and required timing
  • Relevant property or asset details

We will confirm the actual requirements for each case. Please do not send personal or confidential information by ordinary email unless an appropriate method has been agreed.

HOW THE RELATIONSHIP WORKS

Collaborative, transparent and straightforward

01

Introduce the requirement

Provide the headline facts, the client's objective and any obvious constraints.

02

Agree roles and approach

We confirm how the client will be contacted, what information is required and how progress will be reported.

03

Structure and progress

Shadowfax assesses the options, packages the proposal and manages lender engagement through to completion.

COMMERCIAL ARRANGEMENTS

Flexible introducer relationships

Some accountancy practices simply want a reliable home for occasional client enquiries. Others want a closer working relationship with agreed service standards and regular funding support.

Any referral or commission-sharing arrangement is agreed separately, documented transparently and disclosed where required. The commercial arrangement never changes our commitment to presenting the client's circumstances accurately and pursuing an appropriate customer outcome.

Why accountants work with Shadowfax

  • A broad view across commercial finance markets
  • Commercially focused case assessment
  • Clear communication and realistic expectations
  • Support with lender presentations and information gaps
  • A relationship-led approach from enquiry to completion
Questions accountants ask us

Practical answers before you make an introduction

These are the questions that tend to matter when an accountant is deciding whether and how to bring Shadowfax into a client conversation.

Does Shadowfax charge the client a fee?

Fees depend on the nature and complexity of the funding requirement. Where a client fee applies, the amount and basis will be agreed transparently with the client before work proceeds. Any lender or introducer remuneration will be disclosed.

At what point will Shadowfax contact the client?

We agree the approach with you first. Client contact, responsibilities and how progress will be reported are discussed before we move the case forward.

Can an accountant discuss an anonymised case initially?

Yes. We are happy to discuss the outline of a funding situation initially without identifying the client, where appropriate. This can help establish whether there is a realistic funding route before a formal introduction is made.

Can Shadowfax help identify what forecasts or management information a lender will require?

Yes. The information required varies by funding route and lender. We can help identify the accounts, management information, forecasts, debtor information, asset details or transaction documents likely to be relevant before a lender approach is made.

What happens if no suitable funding route is found?

We will explain that clearly. The objective is to identify an appropriate commercial funding solution, not to place borrowing simply because finance may be available.

Does Shadowfax work with the client's existing bank?

Yes, where that is appropriate. A specialist or additional facility can sometimes sit alongside an existing banking relationship rather than replacing it.

Prefer to talk it through? An initial conversation can focus on the circumstances and likely funding routes before you decide whether to make a client introduction.
Make an introduction

Tell us about your client's funding requirement

Use this short form to introduce a client opportunity or ask Shadowfax to contact you about a potential case.

You do not need to package the proposal at this stage. Provide the headline requirement and we will contact you to agree the next steps, client communication and any further information required.

Before submitting
  • Please make sure you have the client's authority before sharing personal or confidential information.
  • Avoid entering sensitive information unless the form specifically requests it.
  • If you are unsure whether the opportunity fits, submit the outline and we can discuss it first.
Accountant funding enquiry

Important information: Shadowfax Funding Solutions Limited is authorised and regulated by the Financial Conduct Authority, FRN 937211, and acts as a credit broker, not a lender. We do not provide tax, legal or accountancy advice and do not provide or offer advice or recommendations. Finance is subject to status, lender criteria and underwriting. Accountants and other introducers remain responsible for their own professional, regulatory, disclosure and data-protection obligations. Customer information should only be shared with an appropriate lawful basis and authority. Any remuneration arrangement will be agreed and disclosed where required.