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. Many of the leading firms in the alternative asset management industry leverage Cloud Theory's FundEngine front-office solution, built on the Salesforce platform, to enable core CRM functionality, including tracking the various entities the firm interacts with including potential investors, investors, and various types of third parties, contacts who work for these entities, the interactions themselves (seamlessly integrated from MS Outlook email folders, calendar invitations and contact folders. However, FundEngine begins to differentiate with its legacy competitors with the functionality it provides to manage the full lifecycle of a fund manager's, or capital allocator's, marketing, fundraising, and business development pipelines; investor relations requests, compliance information capture & reporting, fund management & reporting, deal sourcing, deal review & due diligence management, research management, and bespoke reporting & dashboards across the entire aforementioned data set. FundEngine also features integration with leading MS Outlook/Exchange and various third-party data vendors, back office systems, and fund administrators.