< HOME / news

Credit Data Research and Inventya launch 360° Financial Plan powered by Credit Passport Plan in the UK

February 20, 2024

No items found.
No items found.

Credit Data Research and Inventya launch 360° Financial Plan powered by Credit Passport Plan in the UK

Empowering SMEs for financial prosperity, the strategic partnership between Credit Data Research (CDR) and Inventya plugs a significant gap in financial tools for SMEs. Combining Inventya's extensive network and operational expertise with Credit Data Research's innovative technology, particularly in Open Banking applications, this collaboration is a definitive game-changer.

Accessing finance can be a hurdle for SMEs which tend to have limited resources and time. Maximising their business credit limit requires expert advice as well as a strong financial plan with accurate projections. How to streamline data access and decision making is a key question for SMEs exploring financing options.

360° Financial Plan addresses this by combining structured consultancy and connected data via Open Banking. This results in the Credit Passport Plan, a comprehensive document that will encompass the company profile, historical progress and detailed three-year projections in exactly the format required for applications ranging from £200,000 - £10m. Accessing the same technology that banks do and being guided by finance experts, will empower businesses with the right tools to work towards maximising their debt and equity investment.

Alessio Balduini, CEO of Credit Data Research, states, “Together, we are on a mission to enhance economic resilience, providing SMEs with the tools they need to thrive and secure vital financial resources. The future of SME empowerment begins here." Echoing this sentiment, Aldo De Leonibus, CEO at Inventya, adds, “We are excited to be able to offer SMEs the new 360° Financial Plan. This will serve as a key resource in SMEs' financial journey, ensuring they are well-prepared and positioned for success with their investment decisions, providing a catalyst for growth and stability".

February 20, 2024
← back to news
Thank you! We will be in touch shortly.
Oops! Something went wrong while submitting the form.

More of our news

How SMEs Can Leverage the UK Government’s Sustainability Agenda for Growth
The UK government’s renewed focus on sustainability presents SMEs with an unprecedented opportunity to grow and thrive. From access to capital and job creation to simplified regulations and consumer demand for eco-friendly products, there are numerous ways SMEs can benefit from the government’s sustainability agenda.
September 11, 2024
Inspiring Innovation here in Wigan Borough
Start-up businesses, entrepreneurs and innovators of Wigan Borough - it’s time to get inspired. A support service tailored to your needs and circumstances is on offer through a Wigan Council scheme and could take your enterprise to the next level.The Inspiring Innovation programme launched earlier this year, funded by the UK Shared Prosperity Fund (UKSPF), and dozens of businesses – from start-ups through to established firms - are already signed up.
August 30, 2024
Maxine Adam Joins Inventya Board as Non-Executive Director
We are delighted to welcome Maxine to our board," stated Aldo De Leonibus, CEO of Inventya. "Her expertise in business growth and innovation will be a tremendous asset as we continue to support our clients in navigating the complexities of scaling and achieving sustainable growth. Maxine's proven track record and deep understanding of the innovation ecosystem will enhance our strategic direction and client offerings.
August 27, 2024
Choosing the Right European Funding Instrument: EIC Accelerator vs. EIC Pathfinder
Both the EIC Accelerator and EIC Pathfinder are great opportunities for companies and researchers, with the ultimate goal of fostering innovation within the European Union. By understanding the unique features and purposes of each funding instrument, you can strategically choose the one that aligns best with your project's stage, goals, and funding requirements. Leveraging these instruments effectively can accelerate your journey from groundbreaking research to market leadership. Shape
August 14, 2024
3 Top Tips When Scaling Your Business
As your business grows, maintaining efficiency becomes critical. Streamline processes, automate where possible, and ensure your operations can handle increased volume without compromising quality. Key actions include
June 13, 2024
Simplify CRM with Bigin by Zoho: The Ultimate CRM Solution for R&D-Focused Small Businesses
At Inventya, we can be your partners in implementing Bigin into your operations, setting your team up with a system tailored to your bespoke business needs while ensuring scalability with your business growth. In essence, our Zoho and digital growth experts will guide you through effective implementation, leaving your team to concentrate on what it does best.
May 23, 2024