CloudMyBiz
CloudMyBiz is a certified Salesforce Partner since 2012 that delivers CRM implementation, custom development, and its proprietary FUNDINGO loan management platform to Alternative Lending, MCA, and adjacent mid-market and enterprise clients across the United States.
- Company typePrivate
- Founded2012
- HeadquartersSherman Oaks, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What CloudMyBiz does
CloudMyBiz, Inc. is a privately held, certified Salesforce Partner founded in 2012 and headquartered at 15303 Ventura Boulevard, Sherman Oaks, California. The company delivers Salesforce CRM implementation, migration, integration, and custom development services to enterprise and mid-market clients across the United States, with a primary vertical specialization in Alternative Lending and Merchant Cash Advance. Its flagship product, FUNDINGO, is a loan management solution built natively on Salesforce, comprising three modules — Origination, Underwriting, and Servicing — that automate the full lending lifecycle from lead capture through funding and repayment. The company also offers a Quickstart Program for economical initial CRM deployments and a Custom Integration Buildout service connecting Salesforce with third-party systems such as DocuSign, Experian, Conga, QuickBooks, LexisNexis, QuikTrak, and Decision Logic.
CloudMyBiz monetizes through two primary streams: time-and-materials Professional Services billed semi-monthly under per-project Statements of Work, and fixed-price FUNDINGO managed packages sold under multi-year contracts with configurable options. The customer base of 100+ clients spans Alternative Lending (Rewards Network, Express Capital Funding, Billd, Dominion Financial Services, Triumph Business Capital, Imperial Advance, Platinum Rapid Funding), Insurance (AgileCap), Aerospace (Jaco Aerospace), Construction (Billd), Real Estate Lending (Dominion Financial), Trucking (Triumph Business Capital), and Entertainment (Lucky Strike). The firm is rated 5/5 stars on the Salesforce AppExchange and sustains a content-marketing presence including 1,040+ blog articles, white papers, and case studies.
The company operates as a single-location business with no disclosed headcount, no funding rounds, no M&A activity, and no parent company. Distribution runs through direct enterprise sales, Salesforce referral channels, and the AppExchange marketplace. Documented client outcomes include reductions in underwriting time from 5-7 days to 1 day or less, a 900% increase in disbursement funds for one client, and originations nearly doubling from $100M to $180M year-over-year for another. No AI/ML capabilities, patents, or SOC certifications are disclosed; the company's intellectual property and moat centers on domain specialization, proprietary Salesforce-native product assets, and accumulated consulting bench depth in the Alternative Lending vertical.
CloudMyBiz firmographics
Firmographics- Name
- CloudMyBiz
- Legal name
- CloudMyBiz, Inc.
- Website
- https://cloudmybiz.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CloudMyBiz is a certified Salesforce Partner since 2012 that delivers CRM implementation, custom development, and its proprietary FUNDINGO loan management platform to Alternative Lending, MCA, and adjacent mid-market and enterprise clients across the United States.
- Ownership category
- akta.pro rank
CloudMyBiz industry classification
Industry- Product category
- Salesforce Consulting & Loan Management Software
- NAICS
- Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151), Activities Related to Credit Intermediation (5223)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- SME Credit Risk, Underwriting & Financial Data (B2B Fintech Data/Decisioning) (FSAGAJAM)
- akta.pro secondary industry
- Invoicing, Billing & Accounts Receivable Automation (FSAGAJAC)
Keywords
Where CloudMyBiz is headquartered
LocationHeadquarters
- HQ city
- Sherman Oaks
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CloudMyBiz business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Professional Services: Time and materials-based consulting and implementation services billed at a Professional Services Rate. Includes Salesforce implementation, customization, integration, development, and managed package installation and training. Invoices sent semi-monthly with 15-day payment terms.
- Managed Package: Fixed-price FUNDINGO software packages including Origination, Underwriting, and Servicing applications. Sold as managed packages with configurable options tailored to client needs.
- Custom Solution Development: Custom application development services for businesses requiring tailored Salesforce solutions. Development of custom modules, features, and integrations specific to client industry requirements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Professional Services - Time and Materials |
| Subscription | Multi-year contract | Managed Package - Fixed Price |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
CloudMyBiz product offering
Product offeringCore offering
CloudMyBiz is a certified Salesforce Partner that delivers Salesforce CRM implementation, customization, integration, and data migration services, and sells a proprietary loan management and origination product called FUNDINGO built natively on the Salesforce platform for the alternative lending industry. Beyond its own software, the company offers a Quickstart onboarding program, custom solution development, and custom integration buildouts for mid-market and enterprise clients. Revenue is generated through professional services projects and a subscription-based managed package of FUNDINGO.
Product overview
CloudMyBiz is a certified Salesforce Partner offering a portfolio of services centered around Salesforce implementation and a proprietary loan management product called FUNDINGO. The core offering consists of FUNDINGO (a loan management solution built natively on Salesforce for Alternative Lending companies) with three integrated modules: FUNDINGO Origination, FUNDINGO Underwriting, and FUNDINGO Servicing. These products work together to streamline the entire loan lifecycle from lead through funding and repayment. Complementing the FUNDINGO product line are professional services including Salesforce CRM Services (implementation, migration, integration, development), the Quickstart Program (economical initial CRM setup), Custom Solutions (custom app development), Loan Management Solutions (funding automation), and Custom Integration Buildout services. The company specializes in serving the Alternative Lending industry, helping lenders automate their lending processes on the Salesforce platform.
Differentiator
Problem solved
Functional benefit
Brands
- FUNDINGO: A loan management solution built on the Salesforce platform, designed specifically for the Alternative Lending industry. Includes FUNDINGO Origination, FUNDINGO Underwriting, and FUNDINGO Servicing applications.
Products and services
- FUNDINGO Loan Management Solution FUNDINGO is a proprietary loan management and origination solution built natively on the Salesforce platform, designed for alternative lending and merchant cash advance (MCA) companies. It bundles origination, underwriting, servicing, and custom amortization schedule functionality into a single integrated system, with installation via the Salesforce AppExchange as a managed package.
- Salesforce CRM Services Salesforce CRM Services is a professional services offering covering Salesforce implementation, customization, data migration, and consulting for organizations adopting or extending Salesforce. It is targeted at enterprises and mid-market clients needing certified Salesforce partner expertise to deploy and optimize their CRM.
- Quickstart Program Quickstart Program is a packaged onboarding service designed to accelerate the initial deployment of Salesforce CRM environments and FUNDINGO for new clients. It is targeted at organizations that want a faster, standardized path to go-live with a configured Salesforce environment.
- Custom Solutions Custom Solutions is a bespoke development service in which CloudMyBiz builds custom Salesforce applications, custom objects, and tailored workflows for clients whose business requirements go beyond standard Salesforce configurations. It is targeted at clients with unique or complex processes that need purpose-built tooling inside Salesforce.
- Custom Integration Buildout Custom Integration Buildout is a service designed to connect Salesforce (and FUNDINGO) with third-party systems such as credit bureaus, payment processors, underwriting engines, and banking/ACH platforms. It is targeted at organizations that need to eliminate manual data entry and unify their Salesforce environment with back-office and external services.
Quantifiable outcome
- Reduced application underwriting time from 5-7 days to 1 day or less
- +7 more outcomes
Companies that use CloudMyBiz
Customer profileNamed customers11 records
Segments3 records
Ideal customer profiles2 records
CloudMyBiz technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability1 record
Feature4 records
CloudMyBiz partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- SalesforcecoreCloudMyBiz is a certified Salesforce Partner specializing in implementation, customization, integration, and development on the Salesforce platform. The partnership involves developing and delivering custom solutions, managed packages, and implementation services built on Salesforce technology.
- FUNDINGOcoreFUNDINGO is a loan management solution created by CloudMyBiz, built natively on Salesforce. It is designed specifically for Alternative Lending companies and streamlines origination, underwriting, and servicing processes. FUNDINGO is marketed alongside CloudMyBiz services.
Scale indicators4 records
Recent moves5 records
Expansion highlights4 records
CloudMyBiz competitors and assessment
Company assessmentDirect peers
- nCino: nCino is a leading cloud-based banking and lending platform built natively on Salesforce, offering loan origination, underwriting, and account opening workflows for financial institutions. It directly competes with CloudMyBiz's FUNDINGO in the Salesforce-native lending space, though nCino targets larger banks and is publicly traded.
- Built Technologies: Built is a construction lending platform built on Salesforce that streamlines draw management, loan administration, and payments for construction lenders. Like CloudMyBiz's FUNDINGO, it is a vertical SaaS product built natively on Salesforce for a specific lending segment, targeting similar mid-market lenders.
- LoanPro: LoanPro is a modern loan servicing and origination platform used by alternative lenders, fintechs, and small banks. It competes with FUNDINGO's servicing and origination modules and serves a similar customer profile of non-bank and alternative lenders.
- Abrigo: Abrigo provides lending, credit risk, and compliance software to community banks and credit unions, including loan origination and portfolio management. It overlaps with CloudMyBiz in serving small and mid-sized lenders with technology that automates loan workflows, though Abrigo is not Salesforce-native.
- LendingPad: LendingPad is a cloud-based loan origination system (LOS) for mortgage lenders with CRM, pricing, and workflow automation. It competes with CloudMyBiz in the lending CRM/origination space, particularly for non-bank lenders seeking purpose-built loan management technology.
Emerging players
- Lendio: Lendio is a small business lending marketplace that connects SMB borrowers with multiple lenders and provides loan management technology. It overlaps with CloudMyBiz's target customer base of small business and alternative lenders, and represents an emerging alternative lending platform.
Broad incumbents
- Slalom: Slalom is a large global consulting firm with a major Salesforce practice that delivers implementation, strategy, and custom development for enterprise clients. It is a broad incumbent that competes with CloudMyBiz for general Salesforce consulting work, though it lacks FUNDINGO's vertical lending specialization.
- Simplus (Infosys): Simplus is a Salesforce Summit Consulting Partner (acquired by Infosys) specializing in implementation, managed services, and quote-to-cash solutions. It competes with CloudMyBiz for Salesforce implementation engagements across industries, including financial services.
- Persistent Systems: Persistent Systems is a large global IT services firm with a dedicated Salesforce practice delivering cloud transformation, integration, and custom development. It is a broad incumbent Salesforce partner that competes with CloudMyBiz for enterprise implementation and custom development work.
- ICE Mortgage Technology (Ellie Mae): ICE Mortgage Technology (formerly Ellie Mae) is the dominant mortgage origination platform (Encompass) used by a large share of US mortgage lenders. It is a broad incumbent in lending technology with overlapping capabilities, though it focuses on mortgage rather than alternative lending.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
CloudMyBiz social profiles
Digital presenceCloudMyBiz compliance and trust
Trust signalCompliance3 records
CloudMyBiz financial estimates
Financial estimateRevenue estimate
Valuation estimate
CloudMyBiz leadership team
Management profileNumber of profiles
CloudMyBiz funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CloudMyBiz M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CloudMyBiz
What does CloudMyBiz do?
CloudMyBiz is a certified Salesforce Partner that delivers Salesforce CRM implementation, customization, integration, and data migration services, and sells a proprietary loan management and origination product called FUNDINGO built natively on the Salesforce platform for the alternative lending industry. Beyond its own software, the company offers a Quickstart onboarding program, custom solution development, and custom integration buildouts for mid-market and enterprise clients. Revenue is generated through professional services projects and a subscription-based managed package of FUNDINGO.
Is CloudMyBiz a public or private company?
CloudMyBiz is a private company. It is classified as unknown and is currently operating.
When was CloudMyBiz founded?
CloudMyBiz was founded in 2012. It employs 11 to 50 people.
Where is CloudMyBiz based?
CloudMyBiz is headquartered in Sherman Oaks, United States, in the North America region.
How does CloudMyBiz make money?
Three revenue lines are on record. Professional Services are the primary driver. The others are managed Package and custom Solution Development.
Who are CloudMyBiz's main competitors?
Direct peers on record are nCino, Built Technologies, LoanPro, Abrigo and LendingPad. Lendio is listed as an emerging player. Broad incumbents are Slalom, Simplus (Infosys), Persistent Systems and ICE Mortgage Technology (Ellie Mae).
Does CloudMyBiz have an API?
No public API is recorded for CloudMyBiz.
What industry is CloudMyBiz in?
CloudMyBiz's product category is Salesforce Consulting & Loan Management Software. Its primary akta.pro industry code is FSAGAJAM, SME Credit Risk, Underwriting & Financial Data (B2B Fintech Data/Decisioning), with a secondary code of FSAGAJAC, Invoicing, Billing & Accounts Receivable Automation. Its NAICS code is 541511 and its SIC code is 7372.