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Fundr Partners With Cloudsquare

The migration to the Salesforce-native lending platform help Fundr eliminate hundreds of hours of manual entry.

byBrianna Wilson
December 16, 2025
in Companies, EF News
Reading Time: 1 min read
Share on LinkedInShare on X


Cloudsquare, a provider of Salesforce-native lending solutions, completed the digital transformation of Fundr, a growing financing provider. By migrating to Cloudsquare’s automated platform, Fundr has achieved a 3x increase in daily application processing capacity and a 2x increase in monthly fundings.

“We were growing quickly, but our previous platform just couldn’t give us the visibility or reporting we needed for our institutional credit partner,” Gerbian King, founder and CEO of Fundr, said. “We immediately knew Cloudsquare could meet our data and reporting needs. It was clear their team understood exactly what we needed to scale.”

The implementation of Cloudsquare’s technology provided Fundr with a centralized system that automated the lending lifecycle from start to finish. Key features such as email capture automation pulled deal data directly into the CRM.

“Fundr’s results show what happens when you stop relying on outdated systems. Too many brokers and lenders are stuck on platforms that slow them down,” Jeffrey Morgenstein, co-founder and CEO of Cloudsquare, said. “Fundr made the switch and immediately unlocked true automation, real visibility and the scale their old CRM could never support.”

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