SaaS - New York, NY, US
Cloud Theory is a product solution company that delivers highly configurable Salesforce-based client relationship management (CRM) tools to financial services, with a focus on alternative asset management and investment banking. FundEngine, a turn-key CRM, extends standard Salesforce CRM functionality for alternative asset managers. It enables firms to work smarter and streamline processes within fundraising, investor services, deal sourcing, and portfolio management teams.
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