Cloud Theory

Cloud Theory is a product solution company founded in 2013, with its headquarters based in the United States. The company's flagship offering, FundEngine, is a highly configurable Salesforce-based client relationship management (CRM) tool tailored for the financial services industry, particularly focused on alternative asset management and investment banking. FundEngine, supported by Salesforce, stands out as the leading CRM solution in its space, providing an array of functionalities that cater to the unique needs of alternative asset managers.

Through FundEngine, Cloud Theory enables firms to enhance efficiency and productivity across various areas, including fundraising, investor services, deal sourcing, and portfolio management teams. This turn-key CRM solution offers extended capabilities beyond standard Salesforce CRM functionalities, allowing for smarter and streamlined processes within alternative asset management. As the company operates within the realms of Computing, Financial Services, Fintech, CRM, and Sales, it is positioned at the intersection of technology and finance, addressing critical needs within the investment landscape.

Currently, details regarding the latest investment and the involved investors are not available. However, with its specialized focus and the backing of Salesforce, Cloud Theory holds a compelling position within the market, with potential for further growth and innovation in the ever-evolving landscape of financial technology.