Who Uses This Software?

Alternative asset management industry

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Live Online
    In Person
  • Support
    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.


FundEngine Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

FundEngine Reviews

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