• IMPROVE CLIENT ENGAGEMENT

  • INCREASE TOP LINE PERFORMANCE

  • REDUCE OPERATIONAL INEFFICIENCIES

about us

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.

MANAGEMENT TEAM

BRIAN MARCHAND

Co-Founder, CEO

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BRIAN MARCHAND

MINSEOK KANG

Co-Founder, CTO

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MINSEOK KANG

TOM GOODING

Head of Sales

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TOM GOODING

offering

CONSULTING SERVICES

 

Private firms of all sizes and global public enterprises engage Cloud Theory to transform their client-facing business processes and Salesforce-based systems by providing a team of talented consultants to deliver the following types of engagements.

 

What we offer
  • Assessment & Strategic Roadmap
  • Solution Design
  • Salesforce Implementation
  • Salesforce Enhancement & Customization
  • Ongoing Managed Services

DEVELOPMENT SERVICES

 

Software solution providers who are looking to build or enhance an offering on salesforce.com’s AppExchange engage Cloud Theory to deliver the following types of projects.

 

What we offer
  • Product Roadmap
  • Design
  • Development
  • Enhancement and Customization
  • Packaging & Security Review
  • Ongoing Managed Services

SOLUTIONS

 

Firms in the alternative asset management industry (private equity, real estate, hedge fund, fund of funds, venture capital, placement agents, third party marketers) leverage Cloud Theory’s FundEngine CRM solution, built on the Salesforce platform, to support the full lifecycle of business development, fundraising and client relations, as well as fund management, due diligence and research management. FundEngine also features integration with leading industry data vendors, back office systems, and fund administrators.

 

What we offer
  • FundEngine

 

CONTACT US

IF YOU HAVE ANY QUESTIONS OR WOULD LIKE TO
LEARN MORE ABOUT CLOUD THEORY, PLEASE CONTACT US AT
SALES@CLOUDTHEORYINC.COM OR FILL OUT THE FORM BELOW

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