We build powerful Salesforce products for alternative investment firms
Cloud Theory designs highly configurable Salesforce-based customer relationship management (CRM) products for financial services firms, focusing on the alternative asset management, private equity, & investment banking community.
FundEngine expands standard Salesforce CRM functionality for alternative asset managers. It streamlines the essential workflows within fundraising, investor services, deal sourcing, & portfolio management.
Seamlessly access institutional and third party data sources. Make more informed business decisions and act on insights faster across fundraising and deal management.
Products Powered by Alternative Asset Management Experts
Founded in 2014, Cloud Theory is a product solutions company that partners with investment firms to meet the challenges associated with relationship management and technology today.
After years of successful implementations at enterprise investment firms, we leveraged our learned and industry-specific knowledge to create fully packaged solutions for the alternative asset management community.
FundEngine, built on Salesforce, is a robust financial services product that enables users to 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.
11 of the Top 25 Alternative Asset Management Clients
Our implementation experience with Cloud Theory enabled us to tap into our collective institutional knowledge and unlock the power of the Salesforce platform. They are experts in the alternative asset management field and understand the unique workflow requirements of our firm. We trust their team of experts implicitly to offer best practices to scale our business and tech stack. The relationship is truly unique, and we value their partnership immensely.
I love working with the Cloud Theory team. Their depth of knowledge in the alternatives space is unmatched, and they helped transform our Salesforce org into a results-oriented machine. Cloud Theory provided our deal teams with far more than we ever anticipated to do their jobs more effectively. They always anticipate our needs and work hard to proactively offer necessary solutions.
Each year, Cloud Theory looks ahead at our strategic business objectives and never approaches projects as a list to be checked off. After working side by side for so many years, our relationship goes beyond just troubleshooting product-related issues. We trust their expertise in the alternative asset management space, view them as true partners, and have seen a return on our investment.
- leading alternative investment firm focused on credit and real estate investing
- leading global private equity firm with more than $60 billion in private equity assets under management
- global private equity firm with with $75 billion in assets under management
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 a core and foundational principle of partnership. With a client-first mentality and growing suite of products tailored to deal management, fundraising, and investor services, Cloud Theory facilitates more successful client outcomes.
The Leadership Team
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.