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Cloud Theory

  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 39
  • Number of Salesforce-certified experts employed by the consultant Certified Experts 12
  • Year this company was founded Founded 2012
Highly-Configurable Salesforce Solutions for Alternative Asset Management

Cloud Theory is a technology firm that transforms Salesforce instances into actionable, more profitable CRMs. FundEngine, a turn-key technology platform, unlocks the full potential of the Salesforce platform for financial services firms.


  • Preconfigured Technology ##- FundEngine, built on the Salesforce platform, is a turn-key CRM for companies raising capital and putting capital to work. Users unlock a purpose-built platform for all fundraising, investor services and deal team workflows.
  • Implementation Services##- We offer implementation services across the entire spectrum of the Salesforce platform. Our Salesforce development team delivers a configuration-driven code that focuses on business agility and time-to-market.
  • Advisory & Managed Services ##- Cloud Theory provides customers with advisory services to aid them in their digital journeys. Industry experts work to create strategic roadmaps, optimize business practices, and engineer custom Salesforce-based solutions.


Cloud Theory delivers highly-configurable Salesforce solutions for the financial services industry. We enable alternative asset managers to tap into the full potential of the Salesforce platform through technology, implementation, and advisory services. Visit us at ####FundEngine, Our subscription-based managed solution runs on the Salesforce platform and provides a highly customized turn-key CRM solution with proprietary user interfaces, workflows, business logic, specifically designed to support and enhance the front, middle, and back office business processes of alternative asset management firms.####With industry experts guiding you through implementation, we ensure you aren't just provided a database, but a value-add to your fundraising, investor services, and deal teams. ####Implementation Services Include:##- Salesforce Platform##- Data Migration##- Lightning Transition##- Salesforce Communities##- Financial Services Cloud##- Sales Cloud##- Service Cloud##- Pardot/Marketing Cloud##- Einstein Analytics

Geographic Focus



About Cloud Theory Cloud Theory is a NYC-based technology firm specializing in cloud-based client-facing solutions. Although we work across all industries, our expertise is financial services. We provide firms with the knowledge and tools needed to compete in the 21st century economy. Our consulting practice provides teams that create strategic roadmaps, optimize business processes, engineer custom Salesforce-based solutions and provide ongoing managed services to support the full lifecycle of a firm’s interaction with its clients. Our solution practice provides a turn-key front-office CRM system for alternative asset management firms built on the Salesforce platform, supporting business development, fundraising and client relations, as well as fund management, due diligence and research management. It also features integration with leading industry data vendors, back office systems, and fund administrators.

New York, NY, United States