Customer Stories
Case studies from teams building cleaner funding workflows.
These are the operators using Big Tuna to reduce manual work across intake, analysis, submissions, and custom automation.
Better Business Funding
Business funding brokerage
How Better Business Funding Scaled Funding Volume 3x Over 12 Months
BBF needed more than a form and a CRM. They needed their front-end intake, underwriting prep, and lender submission workflow to move together without creating more admin work for the team.
3x
funding volume growth over 12 months
1
connected intake-to-submission workflow
24/7
applications and submissions moving after hours
Fundmerica
Business funding
How Fundmerica Scaled 2x and Cut Operational Overhead by 80%+
Fundmerica needed more than a standard CRM setup. They needed one system to handle submission intake, reduce manual data entry, route the right deals to the right lenders, and give leadership better visibility into backdoor risk before it became a bigger problem.
2x
business growth using Big Tuna workflows
80%+
reduction in operational overhead
50%+
reduction in annual backdoor deals
Formula Funding
Funding operations
How Formula Funding Modernized Submission and Bank Parser Workflows
The team wanted submission and bank parser applications that were built for the way funding teams actually review files, not another generic portal.
2
core workflows improved: parsing and submissions
Less
manual review before partner submission
More
consistent package handling across deals
Crestmont Capital
Commercial finance
How Crestmont Capital Saved Time With Automated Submissions
Crestmont needed a practical automation layer for submissions, without adding unnecessary complexity to the team’s process.
2+
years working with Big Tuna
Automated
submission workflow
Fewer
manual handoffs across the process
Liberty Debt Resolve
Debt resolution
How Liberty Debt Resolve Built a More Practical Operations Workflow
Liberty Debt Resolve needed a team that could understand the business, build thoroughly, and stay responsive during implementation.
10+
years of industry context from the client side
Custom
workflow built around the business
Direct
support from the builders
Express Commercial Capital
Commercial capital
How Express Commercial Capital Made Client Intake More Efficient
The goal was simple: make the process easier for clients and more efficient for the team handling the work behind the scenes.
Cleaner
client-side intake process
Faster
movement from request to review
Better
experience for clients and internal teams