Foretrust Funding, a fast-growing alternative lender, has increased funding volume by 5X and tripled revenue after implementing Cloudsquare’s lending platform. By replacing fragmented systems and manual processes with a unified solution built on Salesforce, Foretrust has scaled operations while maintaining efficiency and control.
Scaling Lending Operations Without Sacrificing Control
Foretrust Funding launched with a clear objective: build a lending operation capable of rapid growth without operational chaos. However, early reliance on spreadsheets and third-party syndication platforms created significant limitations.
Disconnected systems made it difficult to track deals in real time, while manual workflows slowed down application processing and repayment tracking. As submission volume increased, operational complexity grew, forcing the team to consider adding headcount just to keep up.
“We were syndicating other funders’ books and working in spreadsheets. It was impossible to see what was happening in real time,” said Aloni Matzon, CEO of Foretrust Funding.
A Salesforce-Native Lending Platform Built for Scale
After evaluating multiple solutions, Foretrust selected Cloudsquare for its purpose-built lending platform designed specifically for alternative finance companies.
“Cloudsquare had a product nobody else offered, built on Salesforce. After evaluating other options, we saw the most value in their approach,” Matzon added.
With Cloudsquare, Foretrust deployed a fully integrated, end-to-end lending system that unified every stage of the lending lifecycle, including:
- Automated workflows replacing manual spreadsheet processes
- Real-time underwriting with integrated financial data
- Streamlined applications, approvals, and agreements
- Automated servicing, payment tracking, and reconciliation
- Centralized reporting for complete operational visibility
The platform also integrates with leading data providers such as Plaid and Thomson Reuters CLEAR, enabling faster underwriting and improved risk assessment.
“Now we can do everything in one system. I can open the platform and immediately see what’s happening with every merchant,” said Aloni Matzon.
Rapid Implementation and Immediate Impact
Cloudsquare delivered a fast and seamless implementation, supported by hands-on guidance and responsive customer support. Foretrust transitioned to the new system without disruption and began seeing operational improvements quickly.
Within months of going live, the company achieved measurable results:
- 3X increase in total revenue
- 5X growth in funding volume
- Significant operational efficiency gains without increasing headcount
Driving Sustainable Growth Through Operational Efficiency
By consolidating its lending operations into a single, Salesforce-powered platform, Foretrust eliminated manual bottlenecks and gained real-time visibility across its entire portfolio.
The result is a scalable, efficient infrastructure that enables continued growth without proportional increases in cost or complexity.
With Cloudsquare, Foretrust has transformed its lending operations into a fully connected system, empowering the team to scale faster, improve decision-making, and maintain control at every stage of the funding lifecycle.
About Foretrust Funding
Foretrust Funding is an alternative lending company founded by a team of seasoned entrepreneurs and financial experts with a passion for helping small businesses thrive. With a focus on transparency, speed, and flexibility, the company bridges the gap between business owners and the capital they need to grow without the friction of traditional financing.
About Cloudsquare
Cloudsquare is the leading end-to-end lending platform, uniquely powered by Salesforce, delivering unparalleled flexibility and innovation for lenders and brokers. With a commitment to optimizing lending processes through cutting-edge technology, Cloudsquare provides scalable solutions that empower clients to achieve greater efficiency and growth. Recognized on the Inc. 5000 list and consistently rated a top provider on Salesforce AppExchange, G2, Clutch, and Manifest, Cloudsquare continues to set the standard for modern lending platforms.
