Welcome to
innovationscalabilityefficiencyCloudsquare

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.

Trusted

Platform

Certified

Partner

#1 Rated

AppExchange

# 1 Rated

registered ISV

appexchange

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.
See open positions

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

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 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

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 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 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 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 plug for the small business financing industry. I highly recommend taking a demo.
William Shaw
President

Best System for Alternative Lending!

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.
Maxwell Milford
Chief Operating Officer

Cloudsqaure 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 for a full refund. No friction. No fine print.