Design & Optimize
By implementing highly specialized & customized Salesforce solutions
We guide our clients through their cloud and digital transformation journey with key business objectives in mind.
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.
A fully managed solution with functionality built specifically for alternative asset managers.
Portfolio Management & Operations
FundEngine will give you the capabilities to use your data to better understand what deals and people should be focused on.
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.
Our team consists of more than 30 talented individuals...
With over 18 years of experience in CRM, Brian has paramount expertise in delivering on-demand CRM solutions and products to enterprise clients and partners.
Min has over 18 years of Salesforce delivery experience leading technical teams on some of the largest and complex Salesforce implementations. Beyond his groundbreaking work with Salesforce, he is passionate about cloud enablement, integration architecture and technology strategy, advising market leaders in the financial services, insurance and consumer goods industries.