Impactful Salesforce Solutions.
More Profitable Relationship Management.
Cloud Theory delivers highly configurable Salesforce-based client relationship management (CRM) tools for financial services firms, specializing in alternative asset management and investment banking.
A managed solution with the functionality built specifically for the alternative asset industry.
We specialize in developing rich and Lightning experiences consistent with Salesforce & Salesforce Communities.
About Cloud Theory
Founded in 2012, and located in the heart of New York City, our technology firm specializes in highly customized Salesforce-based client relationship management solutions for the financial services industry, with a specific focus on alternative asset management firms.
Our highly specialized team engages with business and technology stakeholders to create strategic roadmaps, define and optimize business processes, design and implement custom Salesforce-based solutions, and provide ongoing managed services to support the full lifecycle of a firm’s interaction with its clients.
FundEngine, built on the Salesforce platform, is a robust financial services platform. Collectively, our users raise more money and find the diamond in the rough faster.
FundEngine supports the end-to-end lifecycle of a deal from sourcing, origination, pipeline management, and business development. Identify the right deals and contacts faster.
Determining where you invest your capital is important, however once invested, tracking those investments and ensuring their success is as integral.
Your Fundraising teams need the information at their fingertips to ensure they focus their efforts on the potential Investors and Consultants that will ensure they meet their targets.
The Lightning Experience
We deliver configuration-driven code that focuses on business agility and the time-to-market including Apex Classes, Triggers, Batch Apex and Lightning Components.
Salesforce & Mobile Development
Between our long history of Salesforce consulting and the sheer number of our product customers, we believe we’ve seen it all. We can talk through all the technical options that are common between our clients and the market as a whole.
We focus on finding the right platform for our clients, while keeping an eye to new techniques and patterns. From Core Integrations, to Heroku, to Microsoft Add-ins we have done the leg of the work.
The Leadership Team
With 45 employees and counting, our team has significant Salesforce implementation, advisory, and consulting experience across the top alternative investment firms.
Brian & Min started Cloud Theory with the principle of partnership at the foundation of everything we do. With this client-first mentality and a growing suite of products tailored to deal management, fundraising, and investor services, we help facilitate more successful outcomes for our clients.
With over 20 years of experience in CRM, Brian has paramount expertise in delivering on-demand CRM solutions and products to enterprise clients and partners. He is passionate about helping our clients reach their business objectives and technology goals.
Min has more than 20 years of delivery experience leading technical teams on complex Salesforce implementations. Beyond his groundbreaking work with Salesforce, he is passionate about cloud enablement, integration architecture, technology strategy and more.