Customer Stories

    Real Results
    from Real Businesses

    Discover how leading financial institutions and businesses transformed their operations with Simplyfile's automated document intelligence platform. From startup efficiency to enterprise scale.

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    Private Credit
    Family Office

    Chestnut & Oak Capital Management

    Launching a Private Credit Arm: A Modern Blueprint for Lean Teams

    How a forward-looking family office achieved operational excellence and rapid market entry with minimal staffing through Simplyfile's automated document intelligence platform.

    Family OfficePrivate CreditBoutique Investment FirmDirect Lending
    75%
    Reduction in due diligence time
    100%
    Consistency and auditability
    30+
    Active deals simultaneously
    Chestnut & Oak Capital Management logo
    Success Story
    Transforming private credit operations
    Faster Processing
    Higher Efficiency
    Team Empowerment
    Proven Results
    Merchant Cash Advance
    Chicago, IL

    Lakeside Funding

    Transforming MCA Operations: From Excel Spreadsheets to Native Automation

    How a prominent Chicago-based MCA funder achieved 95% reduction in processing time and 350% productivity increase through Simplyfile's automated document intelligence platform.

    Merchant Cash AdvanceSmall Business LendingDirect LenderRapid Funding
    95%
    Reduction in processing time
    350%
    Productivity increase
    200%
    Increase in monthly funding capacity
    Lakeside Funding logo
    Success Story
    Transforming merchant cash advance operations
    Faster Processing
    Higher Efficiency
    Team Empowerment
    Proven Results

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    These success stories represent just a fraction of the businesses we've helped transform. Ready to write your own success story?

    85%
    Average time savings
    24/7
    Automated processing
    100%
    Customer satisfaction

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