GETTING STARTEDPLATFORM ACCOUNT

Create your account.
Then onboarding runs.

Getting started creates your account on the platform. It is the same onboarding every engagement runs, and it is where the profile gets assembled: the one the plan to make you bankable is written against.

Create your account →
PLATFORM ACCOUNT  ·  ONE FORM  ·  NO APPLICATIONS SENT YET
The account

One account,
one onboarding.

Account creationOpen

One account runs the whole engagement. It is the same onboarding whether this is your first contact with the firm or you are already working with an advisor, and anything already on file arrives filled in rather than asked for twice.

What this is
A platform account
What it is not
A newsletter or a mailing list
Existing clients
Same form, prefilled
Applications
None sent at this stage
Create your account →

Onboarding opens at onboarding.stacking.capital. If you are already working with an advisor, your link carries your details through, so the fields arrive filled rather than asked for again.

What onboarding covers

Four steps,
in that order.

Existing clients see the same four steps with the answers already held on file filled in.

01 · Account and identity

Account and identity

Name, business, and the contact details the file is keyed to. If the firm already holds these, they arrive filled.

02 · The business

The business

Entity, time operating, revenue and what the capital is for. This is what decides whether the engagement fits before anyone looks at credit.

03 · Credit position

Credit position

Where the personal and business profiles stand today, so the scan starts from a real position rather than an estimate.

04 · Authorisation to review

Authorisation to review

Permission to pull and review the file. Nothing is submitted to a bank at this stage and no application goes out.

To be clear

What this is,
and is not.

  • A user account on the Stacking Capital platform
  • The same onboarding an existing client runs, with held information already filled
  • Where the credit profile and the business position get recorded before any sequencing
  • Not a newsletter, a mailing list, or an email capture
  • Not a second form. There is one onboarding and everyone runs it
  • Not an application. Nothing goes to a bank at this stage
Said once

Opening the account
is not the plan.

We are not a bank, lender, or broker.

Onboarding gets your documents, your entity and your reporting into one place so an advisor can read the file properly. It does not decide what to apply for or when. That is written on the call, against what the file actually shows, before anything is submitted.

Book a Bankable Blueprint Call →
1:1 Advisory  ·  $100K Minimum, in Writing  ·  Flat Fee
The advisory →Questions answered