What Cascade365 does

Cascade365 is a private, for-profit financial consulting firm headquartered in Petaluma, California, founded in 2008. The company specializes in accounts receivable liquidity solutions and serves clients in the finance and healthcare industries. Accounts receivable liquidity solutions generally encompass advisory and structuring services that help organizations convert outstanding receivables into working capital, whether through factoring arrangements, receivables-backed lending, or related capital-recovery advisory mandates.

The firm operates with a workforce of 11 to 50 employees, consistent with a boutique advisory model rather than a scaled technology platform. The available source material does not describe a proprietary technology stack, software product, or specific platform architecture; the firm's own website appears to have been behind a verification interstitial during research, preventing direct content extraction. As a result, the precise mechanics by which Cascade365 delivers its liquidity solutions—whether purely through advisory mandates, intermediation between clients and capital providers, or direct structuring—cannot be confirmed from public evidence.

The firm's revenue mechanics are likewise not publicly disclosed. A financial consulting business model of this type typically generates revenue through advisory retainers, success-based transaction fees on liquidity arranged, or a hybrid of both. Cascade365's sustained operation since 2008 implies a viable, if modest, niche presence in healthcare and finance receivables. The data set contains no customer logos, contract values, pricing schedules, funding history, partnership records, or strategic transaction documentation, which materially constrains any further inference about scale, growth trajectory, or competitive positioning.

Name

Cascade365

Website

https://cascade365.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Cascade365 is a Petaluma, California-based financial consulting firm founded in 2008 that provides accounts receivable liquidity solutions to clients in the finance and healthcare industries, operating with a team of 11 to 50 employees.

Ownership category

akta.pro rank

Headquarters

HQ city

Petaluma

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Core offering

Cascade365 is a financial consulting firm that provides accounts receivable liquidity solutions. Its services are directed at organizations in the finance and healthcare industries, helping them convert outstanding receivables into working capital. The firm operates as a consulting intermediary rather than a direct lender or software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounts Receivable Liquidity Solutions

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Bill.com: Bill.com operates a broader SMB financial-operations platform that includes AR automation, bill pay, and spend management. While not a pure receivables-liquidity provider, it competes for the same finance-team budget and increasingly bundles working-capital offerings adjacent to Cascade365's core.

Direct peers

• TCI Business Capital: TCI Business Capital provides factoring, AR financing, and business credit to small and mid-sized companies. Comparable to Cascade365 in core product (invoice purchasing), customer profile, and asset-based lending orientation.
• Riviera Finance: Riviera Finance is a longstanding commercial factoring and AR-financing company. It is highly comparable to Cascade365 in operating model (relationship-driven receivables purchasing), customer base (SMB to mid-market), and longevity in the factoring industry.
• Apex Commercial Capital: Apex Commercial Capital provides factoring, purchase-order financing, and AR-based lending to SMBs. Directly comparable to Cascade365 as a receivables-purchasing intermediary serving similar mid-market customers.
• WhiteRock Capital Partners: WhiteRock provides factoring and asset-based lending solutions to small and mid-market businesses. Comparable to Cascade365 in product (invoice/AR financing), target customer, and relationship-led origination model.
• Triumph Business Capital: Triumph provides factoring, AR financing, and asset-based lending to transportation and broader commercial clients. Comparable to Cascade365 as a receivables-liquidity intermediary serving niche verticals through a relationship-driven model.
• eCapital: eCapital offers factoring, invoice discounting, and asset-based lending to SMB and mid-market clients across multiple verticals including healthcare. Its healthcare receivables practice is directly comparable to Cascade365's stated healthcare focus.
• Fundbox: Fundbox offers invoice-based working capital and revolving credit to small businesses. It directly competes with Cascade365 in AR-backed liquidity, though Fundbox typically serves smaller-ticket, SaaS- and services-oriented borrowers.
• BlueVine: BlueVine provides invoice factoring and working-capital lines to small and mid-market businesses. It is a direct competitor to Cascade365 in the receivables-liquidity space, differentiated by a fully digital, tech-enabled platform rather than a relationship-led model.

Emerging players

• Breakout Capital Finance: Breakout Capital provides revenue-based financing, factoring, and working-capital solutions to SMBs. It is an emerging player in the same receivables-liquidity category as Cascade365, focused on underserved verticals.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat1 record

Key risks4 records

Key highlights4 records

Customer concentration

• Xx.com/Cascade_RM

Revenue estimate

Valuation estimate

Number of profiles

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 Cascade365