Technology Solutions for Private Capital Markets

Breakline Consulting provides technology services for private capital markets, designing and delivering solutions that help unlock the value in their CRM, Portfolio Monitoring platform, and other digital platforms to help them get AI ready. We specialize in DealCloud, Salesforce, iLevel, Chronograph, Meridian, eFront, Investran, Snowflake, DataBricks, and more making sense out of all those disparate systems to create real value for clients in Private Equity, Private Credit, Real Estate Investing, Family Offices, and more. 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.