About Us
Building the future of merchant funding
Empowering brokers to close more deals, faster
The merchant cash advance industry moves fast. But for too long, brokers have relied on disconnected tools — spreadsheets, email chains, manual submissions — that slow them down and cost them deals.
SwitchBox was built from the ground up to solve this. We combine deal management, lender submissions, communication, and analytics into a single platform designed specifically for how funding teams actually work.
Our Values
What drives us every day
Speed Matters
In funding, speed is everything. We obsess over making SwitchBox the fastest way to manage deals and submit to lenders.
Trust & Security
Financial data demands the highest standards. We protect every byte with enterprise-grade security and compliance.
Customer-First
Every feature we build starts with broker feedback. Our roadmap is shaped by the people who use SwitchBox every day.
Simplicity
Powerful doesn't mean complicated. We design clean, intuitive interfaces that your team can learn in minutes, not weeks.
Transparency
Clear pricing, honest communication, and full visibility into your data. No hidden fees, no lock-in contracts.
Continuous Improvement
We ship updates weekly. Our platform evolves constantly based on industry trends and customer feedback.
Our Journey
How we got here
The Idea
Recognized the massive gap in CRM tools for MCA brokers. Started building the first prototype.
Launch
Released SwitchBox v1.0 with deal pipeline and lender management. First 50 brokers signed up within the first month.
Rapid Growth
Added phone system, analytics dashboards, and multi-lender submissions. Reached 200+ active teams.
Scale
Launched mobile app, QuickBooks integration, and enterprise features. Processed over $50M in deals.
AI & Beyond
Introduced AI-powered deal matching, automated underwriting, and advanced analytics to transform broker workflows.
Join us in building the future of funding
Whether you're a solo broker or a growing team, SwitchBox is here to help you succeed.