Born on hedge fund desks, Pinnakl’s cloud-native CRM mirrors real front-office workflows. World-class engineering delivers a 10× cleaner UX, AI woven into every click, and analytics that cut through noise to tell you exactly whom to contact, when, and why—turning insight into capital-raising momentum.
Pinnakl CRM is a new vision altogether. We reimagine CRM as a sales and IR workflow automation engine, not just a data vault. We are relentless in our R&D and come up with features that take the grind away from marketing and investor relationship workflows and you have software that is a joy to use.
Your team lives in Pinnakl ten hours a day, five days a week. That constant flow lets our analytics engine learn faster. AI powered analytics engine provides ranking of LPs by clicks/downloads of tear sheet, summarization of investor communications by key points and objections, and to-do item suggestions based on Outlook threads.
Legacy CRMs feel like desktop apps from 2010, slow, cluttered, hard to navigate. Pinnakl delivers an iPhone-grade experience: lightning search, one-click drilldowns, Outlook-style email tools, and dashboards that surface what matters, so adoption rises and data stays fresh.
All the features you need
Send tear sheets and quarterly letters to distribution groups.
Use Pinnakl Outlook plugin to save contacts, emails and create tasks.
Compare the performance of your fund to various benchmarks including statics like alpha, beta, correlation. See return distribution and aggregate returns.
See all your prospective and investor LPs in a geographic maps and book meetings and make travel plans.
Track your close interactions, deal size, expected close dates, probabilities using our Deal Management.
Centralize your watermarking settings for email campaigns, data room, and other investor communications under a single roof.
Ingest capital activity and balances data from your fund admin.
Leverage AI for automatic note-taking, deal sentiment analysis, summarize all activity prior to an investor meeting.
Build reports on any data points from the CRM, export to excel, or create scheduled exports via email.
400 S 4th Street, Suite 401-236, Minneapolis, MN, 55415, US.
400 S 4th Street, Suite 401-236, Minneapolis, MN, 55415, US.
info@pinnakl.com
+1-203-675-1373