SBG Funding Tech Stack

Commercial lending platform for small business working capital and equipment financing

Financial Services New York, NY 51–200 employees Founded 2017 Privately Held

SBG Funding finances small businesses through working capital loans, equipment financing, and a proprietary hybrid term loan product. The tech stack reveals a sales-operations-heavy organization: Salesforce + Marketo + HubSpot for demand generation, Five9 for call routing, and Drata for compliance workflows. Hiring is accelerating and concentrated in sales (10 roles), signaling aggressive market expansion; pain points around scaling operational workflows and sales-marketing misalignment suggest the company is outpacing its internal process maturity.

Tech Stack 32 technologies

Core StackSalesforce Marketo HubSpot Jira Asana Optimizely Google Analytics Active Directory Azure AD Slack Outlook Salesforce Marketing Cloud Microsoft Project Excel Windows 11 Microsoft 365 Azure Entra ID Teams OneDrive SharePoint HP Polycom Commvault SonicWall Cisco Meraki Adtran Huntress Drata Five9 Darktrace+2 more

What SBG Funding Is Building

◆Challenges

Surge in demand for services
Scaling efficiently
High-volume operational workflows
Improving reporting
Changing market conditions
Smooth process execution
Misalignment across sales and marketing tech
Data privacy compliance
Strengthening compliance workflows
Expanding team to meet demand

▲Active Projects

Lead underwriting strategies

Hiring Activity

Accelerating15 roles · 8 in 30d

Department

Sales

Finance

Marketing

Support

Seniority

Mid

Junior

Senior

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About SBG Funding

SBG Funding, founded in 2017 and based in New York, provides working capital loans, equipment financing, and hybrid term loans to small and mid-market businesses. The hybrid term loan bridges traditional bank offerings and merchant cash advances, designed to offer faster approval and lower rates than typical merchant cash products while maintaining longer repayment terms and no prepayment penalties. The company operates across the United States with a 51–200-person team, supported by 24/7 customer service. Current growth priorities center on underwriting strategy and operational scaling to meet rising demand.

HeadquartersNew York, NY

Company Size51–200 employees

Founded2017

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does SBG Funding use?

SBG uses Salesforce for CRM, Marketo and HubSpot for marketing automation, Five9 for contact center operations, Drata for compliance, and standard Microsoft enterprise tools (365, Teams, Azure AD). Darktrace and Huntress provide security monitoring.