Small Businesses Empowered.
NEXT GENERATION LENDING PLATFORM

NEXT GENERATION LENDING PLATFORM
CXM PLATFORM® is a revolutionary cloud-based data-and technology-enabled marketplace providing qualified small business borrowers and lenders optimized loan origination.
We are focused on helping small businesses grow through better access to education, community, and the right capital solutions.
Mike Giarla - Chairman
Tim Clorite - Chief Executive Officer
Andrew Shepard - Head of Lending
Jeff Hudson - Chief of Partner Relations
James Duncan - Chief Operating Officer
Rick Appel - Director of Lending
Zach Minot - Senior Engineer
Calexus Solutions - Data & A.I.
Instantaneous feedback and transparency on the company’s borrowing ability
Access to targeted lenders in their local geography as well as nationwide
Education and resources detailing borrowing needs and options available
Access targeted, pre-vetted quality deal origination
Borrower qualification and due-diligence
Highly efficient underwriting process with higher close rates
Data-driven lending decisions
Provides an efficient platform for assisting clients and constituents increase their growth and funding goals
Education, resources, data transparency
Tom Joyce – Former CEO of Knight Securities | Numerous executive roles at Merrill Lynch | Nasdaq Board of Directors
Jean-Marcel Nicolai - Chief Operating Officer of Atari Games | Previous Head of Disney’s global game development
Tereza Nemessanyi - Senior executive at Microsoft globally overseeing the company’s late-stage venture and private equity portfolio | Named “Top 40 over 40” (Forbes, 2015)
Sara Hanks - Founder and Chief Executive Officer of CrowdCheck, Inc. | Managing Partner of CrowdCheck Law LLP | Former division head at the Securities and Exchange Commission
Brian Lew - Founding team member and Managing Partner of Oceans Ventures
Charles Friedberg – Managing Partner at Remma Ventures | Founder/CEO of Jijo | Co-Founder, Former President and CEO of Argentem Creek Partners
W. Todd Coffin - Head of Structured Finance at TerraNova Capital | Co-Founder, Source Renewables | Former Founder, Head of Structured Credit at Zanbato
Stephen Ferrando – Former CTO at E-trade | Former CIO of CrowdClear
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