Foretrust Funding Achieved 5X Funding Volume and 3X Revenue with Cloudsquare

Foretrust began with a clear goal: to build a lending operation that could scale quickly without losing control. After moving from spreadsheets and syndicating others’ platforms to Cloudsquare’s Salesforce-powered lending software, the team unified every part of their workflow from intake to funding under one system. Today, Foretrust manages up to 200 submissions per day, funds 5X the number of deals per month and has grown revenue by 3X while keeping operations lean and efficient.

Prior to Cloudsquare, Foretrust was running its MCA operations through spreadsheets and third-party platforms. But the team quickly ran into familiar obstacles:

• Disconnected systems made it difficult to track deals and monitor real-time performance.
• Manual work across scattered tools slowed down everything from application reviews to repayment updates.
• Rising submission volume caused operational strain, complicating batch management, transactions, and merchant visibility.
• Without automation or centralized reporting, scaling required hiring more staff just to keep pace.

“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.

After evaluating multiple options, Foretrust Funding chose Cloudsquare, the Salesforce-native platform purpose-built for alternative lenders.

“People told me Cloudsquare had a product nobody else offered, built on Salesforce. After interviewing others, we liked what Cloudsquare had most,” said Aloni Matzon, CEO of Foretrust Funding.

With Cloudsquare, Foretrust gained a fully integrated, end-to-end lending system that connected every part of their workflow from intake to repayment inside one unified platform.

Here’s what transformed their operations:

• Automated workflows replaced manual spreadsheets, eliminating time-consuming updates and errors.
• Plaid integration instantly connected borrower bank data for faster, accurate underwriting.
• Thomson Reuters CLEAR provided quick access to background checks and verification data.
• Cloudsquare Lend streamlined applications, approvals, and agreements into a single unified view.
• Cloudsquare Servicing automated payment tracking and reconciliations for full control over active deals.
• Centralized reporting allowed leadership to monitor performance, fundings, and revenue in real time.

“Now we can do everything here. I can open the system and see exactly what is going on with every merchant,” Aloni Matzon explained.

The implementation was fast and seamless. Cloudsquare’s support team provided hands-on guidance, quick response times, and clear communication that helped Foretrust get up and running without disruption.

Since launching Cloudsquare, Foretrust Funding has experienced exponential growth and a complete transformation in how it manages lending operations.

Within months of going live, the team gained real-time visibility across every deal, automated critical workflows, and dramatically increased throughput all without sacrificing control or adding unnecessary headcount.

The platform delivered immediate results:

• A 3X increase in total revenue by unifying the lending process on a single automated platform.
• A 5X boost in operational efficiency by eliminating manual bottlenecks and cutting turnaround times.
• A 5X growth in funding volume, handling up to 200 daily submissions.
• Scaled overall processing capacity without expanding overhead or increasing staff.

With Cloudsquare, Foretrust turned fragmented systems into a fully connected operation. Every process, from submissions to repayments, now runs on one centralized platform, empowering the team to scale faster, work smarter, and grow without limits.