Levo Funding, a fast-growing Merchant Cash Advance Originator, faced increasing demands for institutional-grade reporting and data accuracy as it secured its first credit facility. With a lean finance team and limited time to spare, they needed a way to streamline operations without adding overhead. That’s when they turned to Cascade. What started as a referral quickly became a critical part of how Levo Funding tracks performance, reports to stakeholders, and stays ahead in a competitive market.
Levo Funding was referred to Cascade by its credit facility partner, who had previously used the platform and recommended it for its ease of use and real-time reporting capabilities. The integration provided a seamless way to connect deal-level activity with investor-facing reporting, allowing Levo Funding to scale its operations without needing to expand its team.
Key components of the solution included:
Faster issue detection and response
Granular, real-time data prompted more frequent internal reviews and even led to the early detection of fraud patterns resulting in vendor changes and training updates.
Tighter investor and team communication
Cascade’s shared dashboards enabled better collaboration with investors and helped the internal team identify performance trends earlier.
Reduced overhead without sacrificing output
Cascade eliminated the need to hire a full-time finance employee helping Levo Funding redirect capital toward growth instead of overhead.
Streamlined internal and external reporting
With every deal processed in Cascade, Levo Funding could align internal reports with credit facility dashboards automatically, reducing back-and-forth and errors.
“What’s really unique with Cascade is the kind of service that you get. It’s a true partnership. We brainstorm together. That collaboration is foundational to how we grow.”
Levo Funding, a fast-growing Merchant Cash Advance Originator, faced increasing demands for institutional-grade reporting and data accuracy as it secured its first credit facility. With a lean finance team and limited time to spare, they needed a way to streamline operations without adding overhead. That’s when they turned to Cascade. What started as a referral quickly became a critical part of how Levo Funding tracks performance, reports to stakeholders, and stays ahead in a competitive market.
Levo Funding was referred to Cascade by its credit facility partner, who had previously used the platform and recommended it for its ease of use and real-time reporting capabilities. The integration provided a seamless way to connect deal-level activity with investor-facing reporting, allowing Levo Funding to scale its operations without needing to expand its team.
Key components of the solution included:
Faster issue detection and response
Granular, real-time data prompted more frequent internal reviews and even led to the early detection of fraud patterns resulting in vendor changes and training updates.
Tighter investor and team communication
Cascade’s shared dashboards enabled better collaboration with investors and helped the internal team identify performance trends earlier.
Reduced overhead without sacrificing output
Cascade eliminated the need to hire a full-time finance employee helping Levo Funding redirect capital toward growth instead of overhead.
Streamlined internal and external reporting
With every deal processed in Cascade, Levo Funding could align internal reports with credit facility dashboards automatically, reducing back-and-forth and errors.
“What’s really unique with Cascade is the kind of service that you get. It’s a true partnership. We brainstorm together. That collaboration is foundational to how we grow.”