Who Uses This Software?

Alternative asset management industry


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Cloud Theory
  • www.cloudtheoryinc.com
  • Founded 2013
  • United States

About FundEngine

Leading firms in the alternative asset management industry leverage Cloud Theory's FundEngine solution, built on the Salesforce platform, to enable the full lifecycle of business development, fundraising, business development, and investor relations, as well as fund management & reporting, deal sourcing, deal review & due diligence processes and research management. FundEngine also features integration with leading industry data vendors, back office systems, and fund administrators.


50007

FundEngine Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

FundEngine Reviews

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