B2B Finance Expo: Las Vegas, September 23-24

June 18, 2024
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Wynn Las VegasThe inaugural B2B Finance Expo will debut in Las Vegas this Fall from September 23-24 at The Wynn. Powered by deBanked in collaboration with the Small Business Finance Association (SBFA), the conference will bring together the leading lenders, funders, and brokers from across the spectrum of commercial finance, leasing, mortgage, and revenue-based capital products.

“The goal is to bring together leaders in commercial finance at an upscale event focused on delivering value to participants,” said Steve Denis, Executive Director of the SBFA. “Our content will gather industry leaders’ perspectives on partnerships, capital markets, diversifying income streams, and compliance in an environment that balances education, growth, and relationship building.”

“We’ve produced nearly 20 commercial finance related conferences since 2018,” said deBanked founder Sean Murray. “Brokers from all segments of commercial finance looking for a valuable conference to expand their network, learn, and grow their business should attend B2B Finance Expo in Las Vegas this year. It’ll be the biggest one of its kind this Fall.”

B2B Finance ExpThe SBFA is a non-profit advocacy organization dedicated to ensuring Main Street small businesses have access to the capital they need to grow and strengthen the economy. The SBFA’s mission is to educate policymakers and regulators about the technology-driven platforms emerging in the small business lending market and how their member companies bridge the small business capital gap using innovative financing solutions. Attendees of the conference will have the opportunity to support this initiative.

To register, visit To inquire about sponsorship, complete this form here.

Kapitus Closes $45 Million Investment-Grade Corporate Note Financing

June 18, 2024
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Proceeds to be used to expand Kapitus’ financing options for small businesses as demand for alternative funding products increases

NEW YORK, NY JUNE, 18, 2024Kapitus, a leading provider of financing for small and medium sized businesses, today announced the closing of a $45 Million investment-grade corporate note financing. The closing of this most recent financing increases the Company’s total debt facilities to $585 Million. Proceeds from the transaction will be used to further expand the Company’s portfolio of financing products and making further technology investments in its funding platform, making it easier for more small businesses to acquire critical growth capital more quickly.

“With this most recent round of financing, Kapitus reaffirms its commitment to stand ready to support small businesses with fast and efficient funding alternatives. Recent research continues to show that businesses are finding it more and more difficult to access capital as both bank and non-bank lenders pull back,” said Andrew Reiser, Chief Executive Officer of Kapitus. “By expanding the products we are able to provide and enhancing the speed in which small businesses can receive financing, we will be able to address the unmet needs of thousands of small businesses across the U.S.”

To date, over $6 Billion in growth capital has been provided to almost 55,000 small businesses through Kapitus.

“This capital raise also shows a vote of confidence from our investors in our business model, diversifies our capital structure, and gives us flexibility as to how and when we deploy capital to support small businesses,” adds Anthony Rose, Chief Financial Officer of Kapitus. “Despite a tight credit environment, we continue to see opportunity to provide capital to small businesses and this raise further enables us to execute our strategic plan more effectively while maintaining our focus on delivering enhanced value to small businesses”

Brean Capital, LLC served as the company’s exclusive financial advisor and sole placement agent in connection with the transaction.

About Kapitus
Founded in 2006, Kapitus is one of the most experienced and trusted names in small business financing. As both a direct lender and a marketplace with an expansive network of financing partners offering a variety of products, Kapitus has provided over $6 billion in growth capital to almost 55,000 small businesses. Kapitus, either directly or through trusted partners, offers products tailored to the need of every small business including term loans, sales-based financing, SBA loans, equipment leases, and revolving lines of credit. For additional information about the company, visit:

Media Contact:
Jackie Quintana
Pitch PR

Cloudsquare Unveils Cloudsquare Lend: The Most Secure and Robust End-to-End Lending Platform, powered by Salesforce

June 17, 2024
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A Highly Flexible, Scalable, and Secure Loan Management System Now Generally Available to Streamline Lending for Small Business Lenders

Los Angeles, CA – June 17, 2024 – Cloudsquare, a leader in the LOS/LMS platform arena and a renowned Salesforce consulting partner specializing in alternative lending solutions, proudly announces the general availability of Cloudsquare Lend. This revolutionary end-to-end loan management system is meticulously crafted to empower small business lenders with unparalleled efficiency and scalability.

Cloudsquare Lend stands as a beacon of innovation, offering a highly flexible, scalable, and customizable loan management platform built on the robust Salesforce ecosystem. This groundbreaking solution seamlessly integrates all lending processes, providing deep business insights and automating the entire funding journey, all without the need for coding expertise.

“Cloudsquare Lend was developed in response to a pressing industry need for a comprehensive platform capable of managing all facets of the lending process,” stated Jeffrey Morgenstein, CEO of Cloudsquare. “Our solution scales effortlessly, empowering users with the ability to configure the platform independently, thus eliminating the dependency on service providers and development costs. Our mission is to deliver the most robust end-to-end lending platform, ensuring our clients can thrive and adapt as their business evolves.”

Gerbian King, CEO of Fundr shared, “Partnering with Cloudsquare was one of the best decisions we made for our business. Their hands-on approach, responsiveness, and commitment, to delivering results have elevated our operational capabilities and positioned us for long-term success.”

Cloudsquare Lend highlighted features include:

  • Loan Origination: Automated workflows; KYC; underwriting automation; credit, Thomson Reuters CLEAR, and Plaid integrations; email submissions, duplicate submission management, referral source management, pricing, stipulation management, e-sign contract integrations
  • Loan Servicing: ACH integrations, same day and next day processing, payment auto-scheduling, concurrent payment schedules, fees and collections automation, streamlined funding and disbursements, white-labeling, merchant statements
  • Syndication: Syndicator onboarding, flexible fee settings, remittance automation and reporting, participation portal
  • Secure and Compliant: Built on the Salesforce platform, Cloudsquare Lend leverages Salesforce’s robust security infrastructure, which includes encryption, advanced threat detection, and compliance with global standards like GDPR, HIPAA, and ISO 27001. Salesforce’s dedication to security ensures that sensitive financial data is protected against unauthorized access and breaches, offering a more secure alternative compared to other platforms.

Dennis Mikhailov, COO of Cloudsquare, added, “Our extensive experience in providing technology solutions to leading players in the alternative lending industry has underscored the need for a reliable, robust, scalable, and affordable platform. We have not only met these needs but continue to listen to and collaborate with our customers to prioritize our development roadmap, consistently delivering updates that enable them to fund smarter, faster, and more efficiently.”

Discover how Cloudsquare Lend can revolutionize your lending operations by visiting

About Cloudsquare

Cloudsquare, is a robust LOS/LMS platform and premier Salesforce consulting partner specializing in solutions tailored for alternative lending. We pride ourselves on being the provider of choice for ambitious, forward-thinking organizations aiming to elevate their operations to the next level. Cloudsquare’s excellence has been recognized by industry leaders, is listed on the Inc. 5000 as one of America’s fastest-growing companies and is consistently rated as a top service provider on platforms like Salesforce AppExchange, G2, Clutch and Manifest. For more information, please visit

Cloudsquare Unveils Game-Changing Lender APIs for Streamlined Submissions

June 6, 2024
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New out-of-the-box integrations promises to revolutionize the deal submission process, boosting efficiency and cutting costs for alternative lending companies.

cloudsquare logoLos Angeles, CA – June 6, 2024 – Cloudsquare, a leading LOS/LMS platform and Salesforce consulting partner specializing in alternative lending solutions, announces the launch of 14 new Lender APIs integrated into Cloudsquare Broker, an alternative lending CRM powered by Salesforce. This significant advancement enhances the speed and efficiency submitting deals to lenders who accept portal submissions

The Lender APIs address common challenges in submissions, reducing delays and costs with a streamlined, automated solution. They integrate with the CRM’s Submission Channel, an AI-powered module that matches the right lenders for each deal, increasing approval rates by avoiding unnecessary declines.

Depending on the lender’s API capabilities, brokers gain access to features like real-time status updates, document retrieval, instant offers and decline reasons, further enhancing processing efficiency.

“With our new Lender APIs, users can experience a tenfold increase in submission speed,” said Jeffrey Morgenstein, CEO at Cloudsquare. “This not only saves our clients tens of thousands of dollars in processing payroll but also ensures they stay ahead of their competitors by operating at peak efficiency.”

Supported lenders include Bitty Advance, CAN Capital, Credibly, Expansion Capital Group, Fora Financial, Forward Financing, Headway, Idea Financial, Kapitus, Lendini, Mulligan Funding, OnDeck, PIRS Capital, and Rapid Finance.

“For customers who work with lenders not currently on the list, Cloudsquare offers the flexibility to add any lender to the submission framework, provided they have an API available,” said Paul Albuquerque, Director of Product at Cloudsquare. “It is our mission to elevate the entire industry and drive synergy through technology.”

This development underscores Cloudsquare’s commitment to innovative solutions that meet the evolving needs of the financial services industry, helping businesses operate more efficiently.

To learn more about how Cloudsquare’s Lender APIs can transform your submission process, visit

About Cloudsquare

Cloudsquare, is a robust LOS/LMS platform and premier Salesforce consulting partner specializing in solutions tailored for alternative lending. We pride ourselves on being the provider of choice for ambitious, forward-thinking organizations aiming to elevate their operations to the next level. Cloudsquare’s excellence has been recognized by industry leaders, is listed on the Inc. 5000 as one of America’s fastest-growing companies and is consistently rated as a top service provider on platforms like Salesforce AppExchange, G2, Clutch and Manifest. For more information, please visit

CFG Merchant Solutions Closes Credit Facility of up to $145 Million to Support Small Business Growth

May 29, 2024
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NEW YORK, NY. May 29, 2024 – CFG Merchant Solutions, LLC (“CFGMS” or the “Company”), a technology-enabled specialty finance and alternative funding provider, announced the successful completion of a $100.0 million senior credit facility. The credit facility is expandable up to an additional $45.0 million, representing a total capital raise of up to $145.0 million. Proceeds from the funding, secured from a prominent, U.S.-based institutional investor focused on private structured credit, will serve to further fuel the Company’s mission to empower and support the growth of small and medium-sized businesses (SMBs).

Since its founding in 2015, CFGMS has a proven track record of asset performance and profitability, and has funded more than $1.4 billion to over 33,000 SMBs across diverse industries throughout the U.S. With the infusion of additional capital, CFGMS will continue to focus on delivering flexible and accessible financing solutions that empower small businesses to seize growth opportunities, create jobs, and contribute to the overall economic prosperity of the communities they serve.

“We are thrilled to have secured this substantial capital raise, as it reaffirms our commitment to empowering small businesses,” said Andrew Coon, Chief Executive Officer of CFGMS. “We extend our heartfelt gratitude to our investors for their continued trust and support. With this new credit facility, we will be able to reach a wider range of small businesses and provide them with the financial resources they need to thrive.”

Bill Gallagher, President of CFGMS, expressed enthusiasm for the future impact of the capital raise, stating, “This new facility will strengthen our position to ensure our small business clients have access to fast and efficient financing solutions tailored to their unique needs. We are excited to leverage this capital to expand our operations and deepen our commitment to empower U.S. small businesses to succeed.”

Brean Capital, LLC served as the Company’s exclusive financial advisor and sole placement agent in connection with the transaction.

About CFG Merchant Solutions

CFG Merchant Solutions (“CFGMS”) is an independent, technology-enabled alternative funding platform focused on providing capital access to small and mid-sized businesses that have historically been undeserved by traditional financial institutions and may have experienced challenges obtaining timely financing. The Company uses its historical transactional data, proprietary underwriting, predictive analytics, and electronic payment technologies and platforms to assess risk, and provide access to flexible and timely capital.

For additional information about the Company, visit:

Name: Richard Polgar
Title: Chief Financial Officer

Dragin Technologies and Ocrolus Announce Strategic Partnership: Enabling the Next Generation of Application Process Automation for Small Business Financing

May 20, 2024
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ocrolus dragin

New York, NY – 05/20/24 –, a machine learning process automation tech firm, is thrilled to announce a product integration and strategic partnership with Ocrolus, a leader in AI-driven financial document analysis. This collaboration aims to combine Dragin’s cutting-edge process automation technology with the industry-leading bank statement automation and cash flow analytics products offered by Ocrolus. Together, the new solution offers clients in small business financing unmatched speed, accuracy, compliance, and a robust fraud detection system, providing them with confidence and security in their financial operations.

Mark Ross, CEO of Dragin, expressed his enthusiasm for the partnership: “This is incredibly exciting for the future of the small business financing industry. Dragin specializes in automation solutions that help our clients deliver their offers faster than anyone else in the industry. Partnering with Ocrolus enables us to achieve technological advancements in business financing sooner than expected.”

Dragin’s AI and machine learning (ML) algorithms enable sophisticated data processing, providing actionable insights for offer creation and customization in the business funding deal cycle. This technology empowers underwriters to make informed decisions smarter and more quickly.

This partnership will enable powerful solutions for providers of small business financing, offering:

  • Speed and Efficiency: Clients can rapidly analyze bank statement data, accelerating decision-making and reducing the time required for underwriting approvals.
  • Compliance and Fraud Detection: Ocrolus’ technology performs comprehensive, AI-driven fraud detection, safeguarding clients against potential risks.
  • Accuracy and Reliability: The partnership guarantees high levels of accuracy in data extraction and analysis, minimizing errors and enhancing the reliability of financial assessments.
  • A.I. & Machine Learning: Dragin has developed advanced AI and ML models that can parse and classify nearly all document types and fill in missing fields such as industry, leading to a more robust auto-decline system. Integrating Ocrolus’ AI-driven document automation and analytics will bolster Dragin’s overall capabilities in lead prequalification.

“We are incredibly optimistic about this partnership with Dragin,” remarked Sam Bobley, CEO of Ocrolus. “Their focus on improving the efficiency of small business funding processes and commitment to client satisfaction makes them an ideal partner for Ocrolus. We look forward to a successful collaboration that will provide customers with the trusted and accurate data, fraud detection, and analytics they need to confidently make important financial decisions.”

About Dragin
Dragin is a leading fintech solutions provider dedicated to delivering innovative and efficient services to its clients. Founded with a mission to simplify and streamline financial processes, Dragin has developed cutting-edge technology, including A.I. and machine learning, to streamline processing automation which creates actionable insights for offer creation and customization. For more information about Dragin and its automation solutions, please visit

About Ocrolus
Ocrolus is a document AI platform that enables faster and more accurate financial decision-making. The company analyzes documents with over 99% accuracy, regardless of format or quality, supporting hundreds of document types including bank statements, pay stubs, and tax forms. Ocrolus provides a trusted solution to detect fraud, analyze cash flows and income, and streamline decisions for 500+ clients across a number of use cases. Customers such as Enova, PayPal, Rapid Finance, Bluevine, National Funding, and Kapitus leverage Ocrolus automation to build delightful user experiences. To learn more, visit

Broker Fair 2024 Surpasses deBanked CONNECT MIAMI 2024 in Registrations

May 19, 2024
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New York, NY Broker Fair 2024 in New York City, scheduled for Monday, May 20 at the Metropolitan Pavilion, is gearing up to be a major event. The conference surpassed registrations recorded at the recent deBanked CONNECT MIAMI event this past January, which generated a massive turnout. The Preshow Party tonight from 7-9pm (May 19) is sold out but for info on any possible chance to get in last minute, please email

This is the 6th Broker Fair to take place in New York City since 2018. Hundreds of brokers, funders, lenders, vendors, collectors, lead generators, syndicators, bankers, and tech partners will be there. The headline sessions include Peter Ribeiro (working capital & equipment finance brokering), Bob Coleman & Adam Seery (SBA loan brokering), and the New York Legal and Regulatory Update.


Register for The 6th Annual Alternative Finance Bar Association Conference

May 16, 2024
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AFBATHE ABFA’s Annual Conference is almost here – JUNE 3RD and 4th!

The Agenda includes:

June 2nd: Sunday evening Cocktail Reception from 5:30pm-7:30pm at Gallow Green (NYC’s hidden treasure)

June 3rd: Monday 8:30am-4:30pm: Legal panel discussions, including Litigation in Bankruptcy; Multistate Collections; Updates in Case Law; Regulatory Considerations; Participations in Alternative Finance. Our keynote speaker will be BOB ZADEK, an industry pioneer and an all-things-UCC expert, who will spend an hour with us. You won’t want to miss this! CLE Credits to be earned.

June 3rd Evening Cocktail Reception: Castell Rooftop 5:30pm-7:30pm

June 4th: Legal and Business Panels: Hot Topics in Alternative Finance; Securitization 101; The Reach of ECOA; New York State of Mind, to be followed by a Networking Hour

Both days of the conference include breakfast and lunch. June 3rd is open to attorneys only while June 4th is open to both attorneys and business people.

Tickets are limited and going fast! If you are a member there’s a significant discount so be sure to inquire about membership status with Lindsey Rohan at and

You can find more information by clicking this link: AFBA Conference 😊