Opscale Exchange helps SMBs recover money they're already owed — through R&D tax credits, tariff refunds, hiring incentives, energy credits, and more — and get funded on those claims before the government pays.
About Opscale Exchange
Opscale Exchange is an intake, eligibility-matching, and advance-financing platform built for small and mid-size businesses sitting on unclaimed government credits and incentive programs. Most SMBs are unaware they qualify for federal and state programs worth $50K–$500K+ — Opscale closes that gap by running a quick eligibility review, matching businesses to vetted specialist advisors, and facilitating a receivables advance so founders don't wait 6–18 months for government disbursement.
The model is a true sale, not a loan. Once a claim is validated, a financing partner purchases the receivable and wires cash directly to the business — no personal guarantee, no monthly payments, nothing to pay back.
Key Products: R&D Tax Credits, Tariff Refund Claims, Hiring Credits, Energy Incentives, Cost Segregation, COVID Refunds, Refund Advance Financing, Tax Strategy
Key Features: No upfront cost eligibility review, single intake process, CPA-coordinated claims, advance funding in days, vetted specialist advisor network
Use Cases: SMB lenders looking to add non-debt capital access for borrowers, embedded lending platforms seeking alternative funding touchpoints, fintech advisors serving commercial clients
Key Benefit: Unlocks pre-qualified receivable capital for SMBs without adding debt to their balance sheet — complementary to any lending product
For more information, please visit: www.opscaleexchange.com
Contact @ Opscale Exchange
Ron James, Founder & CEO at Opscale Exchange | Email: ron@opscaleexchange.net
