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CapFront

How CapFront Achieved 40X Revenue Growth and Scaled Operations Seamlessly with Cloudsquare

Overview

CapFront had built a strong foundation by 2020 but struggled to scale their broker and funder operations without sacrificing flexibility or security. Competing platforms were either too rigid or lacked the enterprise-grade safeguards they needed to protect sensitive borrower and financial data. After choosing Cloudsquare, the Salesforce-native lending platform built for alternative lending scalability, CapFront transformed their operations from limited and manual to streamlined and growth-ready.

CapFront now uses Cloudsquare to power their entire lending lifecycle, from lead intake to underwriting, submissions, servicing, and reporting. With automation reducing manual work, Zack Fiddle and his team scaled revenue and funding volume 40X while keeping operations lean, and built a secure, future-proof platform to support continuous innovation.

The Challenge

CapFront had built a solid foundation but faced several critical challenges in scaling their operations efficiently while maintaining security and flexibility across a diverse product portfolio.

Finding a lending platform that combined robust security with scalability , since many alternatives were either too rigid or lacked enterprise-grade protections.

Managing complex, multi-product workflows requiring high levels of customization to fit their broker and funder business needs.

Ensuring operational flexibility to adapt to evolving lending requirements without being confined by out-of-the-box limitations.

Maintaining trust and confidence in both the platform and the team supporting sensitive borrower and financial data .

The Solution

CapFront faced a crucial decision: how to scale their lending operations as both a broker and a direct funder while maintaining flexibility and security. After evaluating multiple solutions, they chose to partner with Cloudsquare , the Salesforce-native lending platform built specifically for alternative lenders .

Zack Fiddle, CEO of CapFront, explained: "The level of customization and flexibility Cloudsquare offered was unmatched, allowing us to tailor the platform to our unique needs and rapidly evolve as we grew."

With Cloudsquare, CapFront gained a comprehensive lending system to streamline their lifecycle and improve efficiency:

Centralized lead intake and workflows through the Sales Module , improving conversions and reducing manual work.

Faster underwriting and submissions giving teams accurate data and reducing delays.

Smarter lender submissions powered by the Brokering Module , enabling leaner operations and quicker approvals.

The Results

Today, CapFront leverages Cloudsquare to fuel growth across all facets of their alternative lending operations , realizing impressive business outcomes.

Since partnering with Cloudsquare, CapFront has achieved:

40X increase in funding volume and funded deals

25X growth in employee headcount , from 4 to nearly 50 team members

Enhanced speed and accuracy in lending workflows

A scalable, future-proof system with continuous enhancements

Cloudsquare

See what lending looks like when it runs itself.

Their results came from workflows you can see for yourself. Book a demo and we will walk you through the same intake, underwriting, and submission setup they run, live in the product.

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