Kapitalise
Kapitalise is a UK R&D tax credit advisory and software firm that prepares and submits HMRC R&D tax relief claims for innovative SMBs and accountants, charging a 15% success-based fee and offering pre-funding, with cumulative client savings of ~£40 million since 2017.
- Company typePrivate
- Founded2017
- HeadquartersLondon, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Kapitalise does
Kapitalise is a London-based, privately held R&D tax credit advisory and software firm operating in the United Kingdom. Founded in 2017, the company specialises in preparing and submitting Research & Development tax credit claims to HMRC on behalf of innovative UK businesses, handling the full administrative burden including technical and financial reports, Pre-Notification and Additional Information forms, and Tax Return Amendments, and representing clients in HMRC compliance checks. Beyond its core advisory service, Kapitalise offers Made.Simplr, a cloud-based R&D tax claims software platform targeted at accountants and finance officers that won Innovate UK Fast Start Competition funding in 2020 and was formally launched in 2021, as well as a free online R&D Tax Relief Calculator and a specialised service for blockchain and cryptocurrency companies that includes a 48-hour pre-funding option.
The company operates a success-based fee model, charging 15% of the savings generated for clients with no upfront costs, and supports an optional pre-funding product that delivers R&D cash within 48 hours. Distribution is primarily direct-to-SMB through the company's website and phone enquiries, augmented by a partner channel through UK accountants and accounting practices who refer clients or outsource claim handling. Since founding, Kapitalise reports having helped 100+ companies claim approximately £40 million in cumulative R&D tax relief, with an average claim size of £60,000, and currently employs 1–10 staff. Leadership is anchored by Managing Director Sarah Malter, and the firm holds a seat on the HMRC-sponsored Research & Development Communication Forum.
Kapitalise firmographics
Firmographics- Name
- Kapitalise
- Legal name
- Kapitalise Ltd
- Website
- https://kapitalise.co.uk
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Kapitalise is a UK R&D tax credit advisory and software firm that prepares and submits HMRC R&D tax relief claims for innovative SMBs and accountants, charging a 15% success-based fee and offering pre-funding, with cumulative client savings of ~£40 million since 2017.
- Ownership category
- akta.pro rank
Kapitalise industry classification
Industry- Product category
- R&D Tax Credit Advisory Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211), Other Accounting Services (541219)
- akta.pro primary industry
- Transfer Pricing & International Tax Services (BPAHABAI)
Keywords
Where Kapitalise is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Kapitalise business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations, Others
Revenue model
- R&D Tax Credit Claims Services: The company charges a 15% success-based fee on the savings generated for clients. They handle the complete R&D claims process including technical and financial reports, form completion, and HMRC representation. Payment is received only upon successful claim outcomes.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Outcome Based/ Performance | Pay-as-you-go | Success-based fee structure |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
Kapitalise product offering
Product offeringCore offering
Kapitalise is a specialist UK R&D tax credit advisory firm that prepares and submits R&D tax relief claims to HMRC on behalf of innovative UK businesses. The service covers the full claims lifecycle including technical and financial report drafting, completion of Pre-Notification Forms, Additional Information Forms, and Tax Return Amendments, plus HMRC compliance check defense. The firm also offers Made.Simplr, a proprietary cloud-based R&D tax claims software for accountants, a free online eligibility calculator, and specialized R&D services for blockchain and cryptocurrency sector clients.
Product overview
Kapitalise is a specialist R&D tax relief service provider that helps innovative companies navigate the complex process of claiming R&D tax credits from HMRC. The core offering is the Kapitalise platform which handles the complete claims process including technical documentation, financial reports, and all required HMRC forms. Kapitalise also offers Made.Simplr, a cloud-based R&D tax claims software tool designed for accountants and finance officers to prepare claims remotely. A free R&D Tax Relief Calculator is available for businesses to estimate their eligibility. The company also provides specialized services for the blockchain and cryptocurrency sector, and offers an accountant partnership program for accounting practices to outsource R&D claims.
Differentiator
Problem solved
Functional benefit
Brands
- Made.Simplr: Cloud-based online accountancy software designed specifically to assist accountants and finance officers with R&D tax credit claims
Products and services
- Kapitalise R&D Tax Relief Service Core R&D tax relief claim preparation and submission service for UK companies that handles the full filing and admin burden including technical reports, financial reports, and all required forms such as Pre-Notification Forms, Additional Information Forms, and Tax Return Amendments. The service includes HMRC compliance check representation and is sold on a 15% success-based fee.
- Made.Simplr Cloud-based R&D tax claims software application designed to assist accountants and finance officers with preparing R&D tax credit claims remotely. It allows access to information needed to make a claim from any location and is positioned as an innovation in automation for the accountancy profession.
- Blockchain & Cryptocurrency R&D Services Specialized R&D tax credit advisory service for UK blockchain and cryptocurrency companies working on distributed ledger technologies and crypto-related innovations. Includes a pre-funding option that delivers R&D cash within 48 hours of claim acceptance.
Quantifiable outcome
- Companies helped: 100+
- +2 more outcomes
Companies that use Kapitalise
Customer profileNamed customers12 records
Segments3 records
Ideal customer profiles3 records
Kapitalise technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Kapitalise partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Supermoney LtdminorBlockchain company using distributed ledger technologies to improve business process efficiency. Kapitalise helped them access £110,000 in R&D tax credits.
Scale indicators6 records
Recent moves5 records
Expansion highlights5 records
Kapitalise competitors and assessment
Company assessmentBroad incumbents
- RSM UK: Mid-market-focused accounting and advisory firm offering R&D tax credit advisory alongside audit and consulting; comparable to Kapitalise on R&D advisory capability but operating at much greater scale and as part of a broader service portfolio.
- BDO UK: Top-tier UK accounting and advisory firm with R&D tax credit claims embedded in broader tax services; comparable to Kapitalise as an R&D claims provider but with much broader portfolio and ability to cross-sell to existing audit/tax clients.
- Ayming UK: Global innovation, R&D, and tax credit consultancy serving larger mid-market and enterprise clients; broader incumbent competing in the same R&D advisory space with deeper resources but less specialist focus on UK SMB R&D claims than Kapitalise.
Direct peers
- ForrestBrown: UK-based R&D tax credit and innovation claims specialist supporting companies through HMRC compliance; comparable to Kapitalise on R&D advisory focus, claims technology, and mid-market client base.
- Catax: UK R&D tax credit and capital allowances specialist with a technology platform for claims processing; directly comparable to Kapitalise in using software to scale R&D advisory and target innovation-active SMBs.
- GovGrant: UK R&D tax credits and government grant advisory supporting innovative businesses with claims and funding; comparable to Kapitalise on R&D claims expertise, grant positioning, and SMB customer focus.
- RIFT Research: UK specialist R&D tax credit consultancy serving innovative UK businesses with end-to-end claims handling and HMRC representation — directly comparable to Kapitalise in service scope, success-based pricing, and SMB customer segment.
- EmpowerRD: Specialist R&D tax credit claims firm focused on UK SMEs and startups with success-based fees; closely mirrors Kapitalise's pricing model, customer profile, and claims-led service offering.
- Kene Partners: R&D tax credits and innovation funding consultancy operating across the UK with end-to-end claims and grant support; comparable to Kapitalise on core offering, accountant-partner channel, and target customers.
- RandDTax: UK R&D tax credit consultancy handling SME and startup R&D claims with end-to-end HMRC engagement; directly comparable to Kapitalise on service scope, target customers, and claims-driven model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Kapitalise social profiles
Digital presenceKapitalise financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kapitalise leadership team
Management profileNumber of profiles
Profiles1 record
Kapitalise funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kapitalise M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Kapitalise
What does Kapitalise do?
Kapitalise is a specialist UK R&D tax credit advisory firm that prepares and submits R&D tax relief claims to HMRC on behalf of innovative UK businesses. The service covers the full claims lifecycle including technical and financial report drafting, completion of Pre-Notification Forms, Additional Information Forms, and Tax Return Amendments, plus HMRC compliance check defense. The firm also offers Made.Simplr, a proprietary cloud-based R&D tax claims software for accountants, a free online eligibility calculator, and specialized R&D services for blockchain and cryptocurrency sector clients.
Is Kapitalise a public or private company?
Kapitalise is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Kapitalise founded?
Kapitalise was founded in 2017. It employs 1 to 10 people.
Where is Kapitalise based?
Kapitalise is headquartered in London, United Kingdom, in the Europe region.
How does Kapitalise make money?
One revenue line is on record: R&D Tax Credit Claims Services.
Who are Kapitalise's main competitors?
Broad incumbents on record are RSM UK, BDO UK and Ayming UK. Direct peers are ForrestBrown, Catax, GovGrant, RIFT Research, EmpowerRD, Kene Partners and RandDTax.
Does Kapitalise have an API?
No public API is recorded for Kapitalise.
What industry is Kapitalise in?
Kapitalise's product category is R&D Tax Credit Advisory Services. Its primary akta.pro industry code is BPAHABAI, Transfer Pricing & International Tax Services. Its NAICS code is 5412.