Pinnakl - Hedge Fund Software Ecosystem for Trading and Portfolio Management

Meet Pinnakl’s Unparalleled Virtual Data Room Experience

Most data rooms frustrate investors with clunky portals. Pinnakl built its VDR for LPs first, pairing intuitive UX, two-way uploads, rich analytics and iron-clad security in one platform.

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One stop shop

Skip the swivel chair; Pinnakl unifies CRM and VDR in one cloud platform. Manage contacts, share documents, and track engagement under a single platform. Every data point, from outreach through diligence, lives in one place so errors drop and insights rise.

Action-ready
analytics

Know exactly which documents, folders, and investors are lighting up. Real-time dashboards reveal engagement inside the app, and a concise weekly email keeps the team aligned and ready to follow up.

Two-way document flow

Investors can upload subscription agreements, DDQs, and other files directly into the room. Sensitive paperwork stays off email and inside Pinnakl’s secure audit trail that compliance officers appreciate.

Centralized watermarking

One settings panel controls watermark rules across VDR downloads, one-to-one emails, and bulk campaigns, ensuring every document leaves the house with consistent brand protection.

Enterprise-grade security