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.
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.