Big Think Capital Achieved 3X Deal Growth and Streamlined Operations with Cloudsquare

Big Think Capital set out to strengthen its operations and scale its growing marketplace without losing efficiency. After years on a legacy CRM that limited visibility and slowed deal progression, the team sought a more flexible and scalable system.

By partnering with Cloudsquare, Big Think Capital transitioned to a Salesforce-powered platform built for speed, automation, and long-term scalability. Within a year, the company funded 3x more deals, improved operational efficiency, and achieved new levels of flexibility, all with the same team size.

Before Cloudsquare, Big Think Capital’s previous CRM system was creating barriers to growth. Operational workflows were limited, deal progression was slow, and the company needed a smoother way to manage its growing portfolio. 

The team wanted a platform that could handle high-volume deal flow without causing disruption or requiring a major staffing increase. 

Key barriers to scaling included:

• A previous CRM that limited workflow flexibility and scalability.
• Slow deal progression and manual operational processes.
• Ensuring a seamless migration without disruption.
• Difficulty managing high deal volume in a fast-paced marketplace.

“In this business, you really want that landing to be as smooth as possible when switching systems. A lot can go wrong, but we heard Cloudsquare could make that transition smooth and set us up for long-term success,” said Mike DiRienzo, Director of Communications at Big Think Capital.

Big Think Capital partnered with Cloudsquare to implement a unified, Salesforce-native lending platform that automated workflows, streamlined deal progression, and allowed their team to do more with less.

The transition was handled smoothly, with Cloudsquare’s team providing ongoing support, open communication, and rapid response to feedback.

Key operational optimizations included:

• Streamlined deal flow and faster operational processing.
• Configurable workflows that improved flexibility and visibility.
• Automated processes that eliminate manual delays.
• Seamless collaboration between departments.
• Continuous support from Cloudsquare’s customer success team.

Since implementing Cloudsquare, Big Think Capital has seen measurable growth across its operations. Deal flow accelerated, staff efficiency improved, and the company was able to handle higher volume without expanding its workforce. 

The platform delivered immediate results:

• A 3X increase in deals funded compared to their previous CRM.
• Improved operational speed and deal progression.
• No increase in staff size while the same team accomplishes more.
• Greater flexibility to explore and fund new deal types.