Cloudsquare, a provider of Salesforce-native lending solutions, announced the successful operational transformation of Big Think Capital, a growing business financing marketplace. By migrating from a legacy CRM to Cloudsquare’s automated platform, Big Think Capital increased funded deal volume by 300% within one year while removing the operational constraints that previously limited scale.
As Big Think Capital’s marketplace grew, its previous CRM began to limit visibility, slow deal progression and restrict workflow flexibility. The company needed a scalable platform capable of supporting high-volume deal flow without operational disruption or added staffing.
“In this business, you really want that landing to be as smooth as possible when switching systems,” said Mike DiRienzo, Director of Communications at Big Think Capital. “A lot can go wrong, but we heard Cloudsquare could make that transition smooth and set us up for long-term success.”
After selecting Cloudsquare, Big Think Capital transitioned to a unified, Salesforce-powered lending platform designed to automate workflows, streamline deal progression, and provide full operational visibility across teams. The migration was executed without disruption, supported by ongoing collaboration and rapid response from Cloudsquare’s customer success team.
“The biggest positive has been the speed of our operational processes and deal flow,” added DiRienzo. “Cloudsquare allows us to operate much more effectively in a fast-moving marketplace.”
Since implementing Cloudsquare, Big Think Capital has realized significant operational gains, including:
- A 3x increase in deals funded compared to its previous CRM
- Faster deal progression and improved operational efficiency
- No increase in staff size while handling significantly higher volume
- Greater flexibility to expand into new deal types and funding opportunities
“Big Think Capital is a great example of what happens when strong marketplace expertise is paired with the right technology foundation,” said Jeffrey Morgenstein, Co-Founder and CEO of Cloudsquare. “Their results show how lenders can scale volume, speed, and flexibility without adding operational complexity.”
The partnership underscores a broader shift among alternative lenders toward Salesforce-native platforms that combine automation, configurability, and scalability to support long-term growth.
