Cloud Theory Solutions Inc is a leading provider of intelligent digital engagement platforms for investment banks, alternative asset managers, fund administrators, and wealth managers. Their cloud-native platform, InvestorFlow, integrates deal flow management, fundraising, reporting, and investor services into one comprehensive solution, helping clients create personalized and efficient digital experiences that drive productivity and engagement. With over 150 clients, including top alternative asset managers, InvestorFlow manages over $5.7 trillion of assets, 750 funds, and 90,000 LPs.
Based in Menlo Park, California, Cloud Theory Solutions Inc is dedicated to simplifying investor services and increasing distribution for global asset managers, real estate investors, and alternative fund managers. Their highly configurable software-as-a-service (SaaS) applications provide branded and personalized investor experiences, making them a trusted partner for firms of all sizes and budgets. With their innovative CRM and investor portal solutions, Cloud Theory Solutions Inc is revolutionizing the way the financial industry manages contacts, investors, prospects, commitments, and deals.
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