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About Us

Breakline Consulting provides technology implementation, enhancement, and management services for private capital markets, designing and delivering solutions that help unlock the value in their CRM, Portfolio Monitoring, and other digital platforms to help them get AI ready. We sit at the intersection of data and business to create real measurable wins, and create scalable implementations and enhancements of business critical applications that are truly fit for purpose.

Our Services

Our Services

We provide a range of technology services designed to meet the specific needs of clients in private capital markets. Our expertise includes DealCloud, Salesforce, iLevel, Chronograph, Meridian, eFront, Investran, Snowflake, DataBricks, and more.

CRM and Portfolio Monitoring Solutions

Our CRM and Portfolio Monitoring solutions are tailored to optimize the management of private capital market data, helping to harness the power of their information & make better decisions.

AI Integration

We specialize in integrating AI capabilities into existing digital platforms, enabling private capital market participants to leverage advanced technologies for improved insights and decision-making.

Data Platform Optimization

Our expertise in systems like Snowflake and DataBricks allows us to help clients derive meaningful insights from disparate data sources, creating value and driving business growth.

Business Application Enhancements

We work closely with clients to enhance and optimize their business-critical applications, ensuring they are fully aligned with the specific needs of private capital market operations.

Technology Strategy Consulting

We offer strategic guidance and consulting services to help private capital market entities develop and implement technology strategies that drive operational efficiency and growth.

Platform Integration

Our expertise in platforms such as DealCloud, Salesforce, iLevel, Chronograph, Meridian, and eFront allows us to seamlessly integrate and optimize these systems for maximum efficiency and value creation.

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