What Cloudsquare does

Cloudsquare is a privately held vertical SaaS company headquartered in Woodland Hills, Los Angeles, California, founded in 2018. It builds an AI-powered lending platform natively on Salesforce, targeting alternative lenders, SMB/MCA lenders, loan brokers (ISOs), equipment finance companies, and syndicators. The platform unifies the full lending lifecycle — origination, underwriting, brokering, sales, servicing, equipment finance, and syndication — within a single Salesforce environment.

The core products are CS Lend (a Salesforce-native loan origination system) and CS Broker (a broker/lender CRM with 20+ live lender API integrations including Revenued, BriteCap, Pearl Capital, and Credibly). These are extended by purpose-built modules (Origination, Brokering, Sales, Servicing, Equipment, Syndication, Integrations) and supporting products including IntelliParse AI for automated data parsing and underwriting, and Cloudsquare Submit. In March 2026, Cloudsquare launched CS Lend Fuji 4.0, which added a direct credit reseller capability providing native access to Trimerge credit reports and individual Equifax, TransUnion, and Experian bureau pulls within the platform.

The business operates primarily on subscription SaaS revenue with auto-renewing terms and quote-based pricing, supplemented by professional services (Implementation, Managed Services, Consulting On-Demand) billed on time-and-materials or fixed-fee, and a transactional credit bureau reseller margin stream. The company employs 11–50 staff, serves mid-market customers (CapFront, Foretrust Funding, Upfunding Capital, Fundr, Credibly), and is distributed through direct enterprise sales, Salesforce AppExchange, and content-led demand generation. Cloudsquare is recognized on the Inc. 5000 list and holds top-rated status across Salesforce AppExchange, G2, Clutch, and Manifest.

Name

Cloudsquare

Legal name

Cloudsquare, Inc.

Website

https://cloudsquare.io

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Cloudsquare is a Salesforce-native AI-powered SaaS lending platform serving alternative lenders, SMB/MCA lenders, brokers, and equipment finance companies with origination, brokering, servicing, and credit reseller capabilities across 20+ lender API integrations.

Ownership category

akta.pro rank

Product category

Cloud Lending Software

NAICS

Mortgage and Nonmortgage Loan Brokers (522310), Mortgage and Nonmortgage Loan Brokers (52231), Activities Related to Credit Intermediation (5223)

SIC

Loan Brokers (6163)

akta.pro primary industry

Marketplace & Loan Aggregation Platforms (Borrower-Lender Matching) (FSAGAHAL)

Keywords

• AI lending platform
• Salesforce-native loan origination
• Broker CRM software
• Alternative lending software
• Merchant cash advance software

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Subscription SaaS Licenses: Access to and use of Hosted Services is purchased on a subscription basis. The primary revenue stream comes from subscription fees for CS Lend, CS Broker, and other platform modules, billed per subscription period (monthly or annual). Auto-renews for additional periods equal in length to the Initial Term unless 30 days written notice is given.
2. Professional Services: Implementation Services, Managed Services, Business Process Review Services, and Consulting On-Demand provided on time-and-materials or fixed-fee basis. Invoiced bi-monthly (1st and 15th) for T&M engagements or in advance for fixed-fee. Includes onboarding, configuration, and project delivery.
3. Credit Bureau Reseller Revenue: Through Fuji 4.0, Cloudsquare acts as a credit reseller, enabling CS Lend customers to purchase and run credit reports (Trimerge, individual bureau pulls) directly through the platform at negotiated rates, generating reseller margins on credit transactions.

Pricing tiers

Distribution channels3 records

Marketing channels5 records

Core offering

Cloudsquare builds and sells a Salesforce-native AI-powered lending platform (CS Lend and CS Broker) that unifies the entire lending lifecycle — from lead intake, broker submission, and automated underwriting through funding, servicing, collections, and syndication. The platform serves alternative lenders, brokers, and equipment finance companies with modular offerings (Origination, Brokering, Sales, Servicing, Equipment, Syndication) plus professional implementation and managed services.

Product overview

Cloudsquare is a unified AI-powered lending platform built natively on Salesforce, offering a platform-plus-modules architecture. The core products include CS Lend (loan origination system) and CS Broker (broker/lender CRM). These are complemented by modular components including Origination, Brokering, Sales, Servicing, Equipment, Syndication, and Integrations. Additional products include Cloudsquare Submit and IntelliParse AI. The platform also includes professional services (Implementation, Managed Services, Consulting On-Demand). All components share a common Salesforce foundation enabling data visibility, workflow automation, and scalability across the entire lending lifecycle from application through servicing.

Differentiator

Problem solved

Functional benefit

Brands

• CS Lend: Loan origination system with native credit reseller capabilities (Trimerge reports, Equifax, TransUnion, Experian bureau pulls), smart notifications, and multiple payment schedules at funding.
• CS Broker
• Cloudsquare Broker
• Cloudsquare Submit
• Cloudsquare Lend

Products and services

• CS Lend Salesforce-native loan origination system (LOS) that enables lenders to manage the complete lending process from application intake through funding, featuring automated workflows, credit pulling, and compliance capabilities.
• CS Broker Salesforce-powered CRM for alternative lenders and brokers enabling lender matching, submission management, status tracking, and commission management across a network of 20+ lender API integrations.
• Cloudsquare Origination AI-driven origination module enabling automated workflows, instant verifications, and faster credit decisions from intake to approval.
• Cloudsquare Brokering Lender matching and broker submission module with intelligent matching across 20+ lender API integrations to submit faster, get more approvals, and close deals.
• Cloudsquare Sales Sales automation module that converts more leads into fundings with smart automation, seamless workflows, and real-time engagement.
• Cloudsquare Servicing Servicing engine that automates payments, tracks balances, and manages collections with scalability features including split payments and tiered repayment structures.
• Cloudsquare Equipment Platform built for equipment financing and leasing, automating contracts, vendor fundings, payment scheduling, tax, and invoicing.
• Cloudsquare Syndication Syndication management module automating participation, payouts, and investor return tracking for syndicators.
• Cloudsquare Submit Product enabling streamlined lender submission workflows across the lender API network.
• IntelliParse AI-powered lending platform for automated data parsing and intelligent underwriting decision-making on application data.
• Implementation Services Professional services for platform implementation enabling customers to launch right, launch fast, and scale sooner.
• Managed Services Ongoing support services that scale with the customer, providing continuous operational assistance.
• Consulting On-Demand Ad-hoc consulting services without the red tape, providing flexible Salesforce and lending expertise on demand.

Quantifiable outcome

• 5X increase in funding volume and 3X revenue growth
• +7 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability4 records

Feature11 records

Partnerships

Five partnerships are on record, tiered core.

• Heron DatacoreTechnology or IntegrationHeron Data's automated underwriting technology is integrated within the Cloudsquare platform, enabling lenders like Upfunding Capital to process 3–4 times more loan applications without additional hiring. Approximately 40% of submissions are automatically declined in under a minute through Heron Data's risk assessment engine. The integration enables faster onboarding for new underwriters and funding decisions in under two hours. The partnership is positioned to expand Heron Data's adoption in small business lending and merchant cash advance segments.
• RevenuedcoreTechnology or IntegrationRevenued lender API integration in Cloudsquare Broker enables brokers to submit deals, track submission status, receive offers, and manage files — all within the CS Broker workflow. The integration supports bulk polling for high-volume operations and secure credential storage with auto token refresh. Revenued is a U.S.-based alternative financing company providing working capital through the Revenued Business Card and Revenued Flex Line, funding based on business revenue and cash flow.
• BriteCap FinancialcoreTechnology or IntegrationBriteCap API integration in CS Broker helps brokers manage submission status, decline details, offer generation, file management, and stipulations directly within the platform. BriteCap is a technology-enabled direct lender under the North Mill Equipment Finance (NMEF) organization with over $1 billion in capital delivered and 20,000+ businesses funded. The integration supports webhook-based status tracking, discrete industry data submission via structured picklist, and stipulation management through the Broker UI.
• Pearl CapitalcoreTechnology or IntegrationPearl Capital lender API integration in CS Broker provides real-time submission status polling, declined detail retrieval, offer visibility, and file management through a dedicated endpoint. Pearl Capital is a direct alternative lender for underbanked and credit-challenged small businesses across the U.S., founded in 2010 and acquired by Capital Z Partners in 2015. The company has provided over 23,000 financings and operates exclusively through ISOs and brokers.
• CrediblycoreTechnology or IntegrationCloudsquare Broker integration with Credibly enables streamlined merchant application processing and automated broker submissions with real-time status updates. Credibly is a fintech working capital company serving SMBs, launching a 3-step streamlined Online Checkout platform and Credibly API V2. The integration aims to shorten funding timelines for SMBs and improve documentation visibility and operational efficiency for broker partners.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• nCino: nCino is a publicly traded cloud-based bank operating system / loan origination platform built on Salesforce. It is the most direct large-scale competitor in the Salesforce-native lending platform space, serving commercial and SMB lenders with end-to-end loan origination, account opening, and portfolio management.
• Funding Circle: Funding Circle is a publicly traded SMB lending platform operating a marketplace model connecting SMB borrowers with lenders/investors. Its multi-lender matching and broker network architecture mirrors Cloudsquare's platform dynamics at significantly larger scale.
• Cloud Lending Solutions (now nCino): Cloud Lending Solutions was a Salesforce-native lending platform acquired by nCino. It established the Salesforce-native lending ISV category that Cloudsquare now occupies, and its acquisition by nCino represents both a competitive threat and a validation of the category.
• Temenos: Temenos is a global banking software platform offering loan origination, servicing, and account opening solutions to banks and lenders. While broader than Cloudsquare's niche, it competes for the same lender IT budgets and represents an enterprise incumbent alternative.
• Salesforce Financial Services Cloud: Salesforce's Financial Services Cloud is the underlying CRM platform on which Cloudsquare is built, and it competes directly in the financial services workflow automation space. Its lending-specific capabilities encroach on Cloudsquare's niche, making it both the foundational infrastructure and a potential competitor.

Direct peers

• Lendio: Lendio operates a small business loan marketplace connecting borrowers with multiple lenders, with broker submission and matchmaking workflows. It directly parallels Cloudsquare's CS Broker offering in the SMB lending brokerage vertical, though Lendio is more consumer-facing.
• Lendstream: Lendstream provides loan origination and decisioning software for alternative lenders and brokers, with a focus on automation and broker networks. It competes directly with Cloudsquare's CS Lend and CS Broker products in the alternative lending SMB vertical.

Emerging players

• Heron Data: Heron Data is an AI-powered data extraction and underwriting automation provider for SMB lenders. Cloudsquare's integration with Heron Data enables automated underwriting within its platform, making it a complementary technology partner and partial competitor in the lending automation space.
• Credibly: Credibly is a fintech working capital company serving SMBs and a Cloudsquare customer/integration partner. It operates as both an alternative lender on the CS Broker network and a comparable SMB lending platform with its own underwriting and broker partner ecosystem.
• OnDeck Capital (now part of Enova): OnDeck is an SMB online lender that is also a lender API integration partner within Cloudsquare's CS Broker network. It functions as both a comparable alternative lender (customer profile) and a channel partner distributing deals through the Cloudsquare platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/CloudsquareCRM

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cloudsquare