Welcome to Cloudsquare
We’re redefining how lenders scale with technology
At Cloudsquare, we’re leading a new era of lending, where lending organizations leverage automation, artificial intelligence, and streamlined workflows to grow faster, serve smarter, and operate at peak efficiency. From deal intake to servicing and beyond, our platforms are built to remove bottlenecks, reduce risk, and help you scale without limits.
Built to unlock the true power of Salesforce
Founded by industry experts, Cloudsquare is the #1 rated end-to-end lending platform for Salesforce customers.
The platform lenders trust.
Built for performance. Backed by enterprise-grade security.
Lenders can’t afford data leaks, downtime, or second-rate security. That’s why Cloudsquare is built on the same enterprise infrastructure with all major security certifications and trusted by Fortune 100s and global banks. With full encryption, uptime guarantees, and customizable access controls, your most critical data stays protected, without slowing you down.
Join the Dream Team
At Cloudsquare, people join for the mission and stay for the culture. We’re builders, thinkers, and collaborators who support each other, celebrate wins, and grow together. Every voice matters, and that’s what makes this team one of a kind.
Meet the Leadership Team
Our leadership is made up of bold thinkers, proven builders, and industry veterans who know what it takes to scale. They’re not just driving Cloudsquare’s vision - they’re shaping a culture where collaboration, trust, and innovation thrive every day.
Jeffrey Morgenstein
Chief Executive Officer
As Co-Founder & CEO, Jeffrey leads Cloudsquare’s growth, culture, and vision. A Salesforce expert and strategist, he’s helped build systems of the industry’s top lenders and still finds time to DJ, produce music, play hockey, and be a proud father of three.
Dennis Mikhailov
Chief Revenue Officer
Dennis is Cloudsquare’s Co-Founder & CRO, leading sales strategy and helping some of the industry’s top lenders scale. Born in Ukraine and raised in Los Angeles, he’s a proud father, lifelong learner, and hockey enthusiast who dreams of retiring to travel the world with his family and explore new cultures together.
Christelle Asmar
Director of Delivery
Salesforce expert, instructor, and all-around project powerhouse, Christelle has led teams across industries and continents. With a talent for structure and a love for people, she’s the calm, capable force behind our agile delivery engine. Outside of work, she’s a proud mom, travel lover, and master organizer.
Joanna Tello
Director of Finance
Joanna brings over 7 years of global finance and audit experience across many industries to Cloudsquare. She’s a cat lover, gamer, manga reader, and language learner who values honesty, trust, and late-night karaoke just as much as clean financials.
Paul Albuquerque
Director of Product
Paul leads Cloudsquare’s product vision—owning the roadmap, managing releases, and driving innovation across teams. Outside of work, you’ll find him hiking with his dogs, playing video games, or watching European soccer—especially when Portugal’s on the field.
Our motto: “Until It's Right”
That's why our customers love us.
Cloudsquare Delivers Excellence
We highly recommend Cloudsquare to any organization looking for a reliable and responsive partner. Their commitment to excellence and customer care truly sets them apart.
Brian Weiss
VP of Technology
One of the Best Decisions We Made
Their hands-on approach, responsiveness, and commitment to delivering results have elevated our operational capabilities and positioned us for long-term success.
Gerbian King
Chief Executive Officer
Cloudsquare - #1 SMB Finance CRM
Cloudsquare has been essential to CapFront’s growth and success for over 4 years. The app is the centerpiece of our operations and all of our processes are efficiently streamlined through it.
Zack Fiddle
President
A Game-Changer: Cloudsquare
Cloudsquare is not just software, it's a game-changer, a remarkable investment for any brokerage business seeking a powerful and effective solution. Highly recommended!
Bruno Santos
Co-Founder
Great Process from Start to Finish
Cloudsquare has been a game-changer for our alternative lending business. Its intuitive interface, automated workflows, and powerful pipeline management have streamlined our operations and increased our deal closure rate.
Frankie DiAntonio
Chief Executive Officer
Scaling as Fast as Possible
The platform's flexibility and automation have allowed us to scale as fast as possible. The equipment finance industry needed a new solution, and this is it.
Tyler Stump
Chief Operating Officer
Great Experience
After months of building out Salesforce and running into walls when it came to development, we decided to shop for an alternative. Great customer support and a reasonable subscription cost.
Dov Kauderer
President
Very Helpful in Streamlining our Operation
The team has been very responsive to anything that may have come up during roll-out. I've used various MCA platforms over the years, and this one is my favorite.
Fred Granik
Managing Director
Essential in our Operations
Cloudsquare is intuitive, highly customizable, and has streamlined our operations. The seamless integration and the robust reporting features have saved us time and improved decision making.
Aloni Matzon
Managing Member
Everything We Needed and More
Not often do products deliver on all the promises they make. This out of the box solution has all the bells and whistles built in and allowed us to hit the ground running.
John Celifarco
Managing Partner
Cloudsquare is the Perfect Solution for the Working Capital Loan Broker
This is a great product that is plug and play for the small business financing industry. I highly recommend taking a demo.
William Shaw
President
Best System for Alternative Lending!
Maxwell Milford
Chief Operating Officer
Cloudsquare is Awesome
Cloudsquare is a great package that makes this business a lot more seamless and automated. The team was amazing and very quick with helping me set up the whole thing.
Marc Hazan
Chief Executive Officer
Start scaling your lending operations today
The Cloudsquare Guarantee
Built with Confidence. Backed by Commitment.
We stand behind the quality and reliability of the Cloudsquare platform.
15-Day Risk-Free Evaluation
Experience Cloudsquare. If it’s not the right fit, you’re protected.
100% Money-Back Guarantee
Cancel within 15 days from signing for a full refund. No friction. No fine print.