How Fundr Tripled Application Volume and Doubled Monthly Fundings with Cloudsquare
3X
2X
Overview
Fundr had been growing rapidly since launch but faced major obstacles with data visibility and reporting. Their previous platform couldn’t meet the reporting standards required by institutional partners or handle the manual workload of processing hundreds of applications.
With Cloudsquare, Fundr automated data capture, eliminated manual entry, and gained full visibility into operations, paving the way for scalable, compliant growth.
The Challenge
By 2022, Fundr’s lending volume was growing fast, but their existing platform couldn’t keep up. The team was facing several operational challenges:
- Limited visibility into core data and portfolio performance.
- Difficulty meeting reporting requirements for their new credit facility.
- Heavy reliance on manual data entry that consumed hundreds of hours each week.
As CEO Gerbian King explained,
“We were growing quickly, but our previous platform just couldn’t give us the visibility or reporting we needed for our institutional credit partner.”
Without a centralized and automated system, Fundr risked falling behind on compliance and losing efficiency just as deal volume was accelerating.
The Solution
When Fundr discovered Cloudsquare, they immediately saw a solution to their biggest data and operational challenges, gaining a Salesforce-native lending platform that automates data capture, enhances reporting, and connects the entire funding process from start to finish.
“We immediately knew Cloudsquare could meet our data and reporting needs,” said Gerbian. “It was clear your team understood exactly what we needed to scale.”
Key improvements included:
- Email Capture Automation that pulls deal data from emails directly into the CRM and removes manual entry.
- Reporting and Compliance Clarity that delivers the transparency required by Fundr’s credit facility.
- Scalable Infrastructure that supports rapid growth while preserving full operational control.
“We had full-time staff just entering application data. Now that data is automatically captured in our CRM. We eliminated that function thanks to Cloudsquare.”
“If you want to scale your business, work with institutional partners, and operate at a higher level, you have to be on Salesforce, and you have to work with Cloudsquare.”
Gerbian King
The Results
In just two years on the Cloudsquare platform, Fundr achieved significant operational and growth milestones:
- 3X increase in daily application processing capacity
- 2X increase in monthly fundings
- Hundreds of hours saved each week through automation
- 2.5X team growth to support rising volume and servicing needs
“Cloudsquare really took us to the next level. We’ve tripled the number of applications we can process and doubled our funding volume month over month.”
Cloudsquare helped Fundr accelerate growth, strengthen operations, and build a foundation for long-term scalability. Fundr’s story shows how fast-moving lenders can unlock major gains with the right technology partner. Cloudsquare delivered a Salesforce-native lending platform and a strategic partnership that empowers Fundr to grow responsibly with clarity, control, and efficiency.
