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How a Broker Closed 37 Invoice Finance Deals with Lending Intelligence
Client Overview
A UK-based independent invoice finance broker specialising in short-term funding needed a competitive edge to identify high-intent invoice finance opportunities before their competitors. Their team wanted a faster way to identify businesses showing early signs of cash flow pressure — the ideal fit for invoice financing.
This case study is relevant for:
SaaS founders, sales leaders, and B2B marketing teams looking to scale demos, improve targeting, and strengthen SaaS lead generation using accurate, real-time data.
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The Challenge
The broker faced two major obstacles that limited their ability to scale:
Slow prospecting
- Traditional methods of identifying companies suitable for invoice finance were slow and inconsistent. Manual research often led to dead ends and missed opportunities.
Weak lead signals
- Without real-time visibility into company charge activity, the broker struggled to identify businesses most likely to require invoice financing, such as those with active or upcoming charges.
The Solution
To solve this, the broker implemented DataGardener’s Lending Intelligence platform, giving them instant access to company-level financial insights and verified decision-maker contacts.
With this, they were able to:
- Identify companies with active or upcoming charges — strong indicators of invoice finance demand.
- Access verified contact details (email, phone, LinkedIn) for immediate outreach.
- Filter and prioritise prospects based on charge type, charge status, and financial activity.
- Replace manual research with fast, data-driven prospecting, uncovering warm invoice finance leads in minutes.
The Results
Within 12 months, the broker used these insights to:
Close 37 invoice finance deals
This significantly increased their deal pipeline and strengthened their market positioning.
This significantly increased their deal pipeline and strengthened their market positioning.
Reach high-intent prospects before competitors
Early signals created a first-mover advantage that translated into higher conversions.
Early signals created a first-mover advantage that translated into higher conversions.
Build a predictable invoice finance lead flow
The broker turned precise financial indicators into consistent deal opportunities.
The broker turned precise financial indicators into consistent deal opportunities.
Client Feedback
“Thanks to DataGardener’s Lending Intelligence, we find companies with genuine financing needs earlier than ever. The real-time charge signals and direct contacts helped us close 37 deals in a year. It’s a game changer.”
— Invoice Finance Broker (UK)
— Invoice Finance Broker (UK)
Takeaway
DataGardener’s Lending Intelligence gives invoice finance brokers the ability to:
- Spot high-intent invoice finance prospects early.
- Act on real-time financial signals.
- Build a stronger, faster pipeline.
- Increase conversions with targeted outreach.
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