Pinnakl - Innovative Solutions for Business Growth. Hedge Fund Software Ecosystem for Trading and Portfolio Management

We build next-generation technology that investment professionals can rely on, not just today but for years to come

Grounded in world-class engineering and real buy-side experience, our platform simplifies complex workflows across portfolio management, sales, marketing, and investor relations. We prioritize sustainable innovation and lasting client partnerships over short-term profits.

Engineering at the core

Engineering is our heartbeat. We recruit world-class engineers through a rigorous selection process, ensuring every line of code is built on a durable architectural bedrock. Rather than chasing features, we empower investment professionals with enduring solutions that stand the test of time.

Workflows Built from Experience

Rooted in buy-side experience, we create tools that mirror the natural flow of buy-side teams. From portfolio management to sales, marketing, and investor relations, our product reflects deep domain expertise, reducing friction and enabling managers to work smarter and faster.

Mission Over Margin

We acknowledge private equity’s role in fueling growth, but reject the revolving-door cycle of quick exits we have seen in recent years. Our focus is sustainable innovation, rigorous engineering, and engaged support—not cost-cutting for short-term gain. By committing to longevity, we deliver technology that truly benefits our clients.

Product Offerings

Pinnakl offers an integrated suite built for modern hedge funds: POEMS for trading and portfolio management, a CRM purpose-built for capital raising and investor relations, and a secure data room for document sharing. One platform, multiple tools—seamlessly connected.

POEMS

Unify trading, portfolio oversight, and risk controls in one intuitive, scalable platform.

Base Features

Pre/Post Trade Compliance
Trade Blotter, Automatic Allocation
Multi-Asset class support

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CRM

The Smarter Way for Ambitious Hedge Funds to Build Effective Relationships.

Base Features

Performance, holdings, cash activity, P&L risk, commision and accounting reports.
Track all of your contacts and related interactions.
Sync e-mails and calenders using Outlook add-in.

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VDR

Seamless prospect experience plus deep analytics for data-driven decisions.

Base Features

Smarter Data Organization
Advanced Analytics
Enhanced Security

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Locations

Pinnakl is trusted by hedge funds across the U.S., with growing adoption in Europe and APAC. Our expanding global footprint reflects the industry's shift toward modern, reliable solutions built for today’s investment teams.

Customers who chose Pinnakl

The best validation comes from those who use Pinnakl every day. Hear directly from investment professionals who made the switch—and how Pinnakl transformed their workflows, improved responsiveness, and helped them operate at a higher level.

Bringing Pinnakl’s software to our organization has brought a lot of efficiency to our back office and front office.

Relying on spreadsheets for our growing business was costing us time and effort. After researching a handful of software providers, we selected Pinnakl. Overall, we have had a very positive experience with Pinnakl - they have shown expertise, customer support is outstanding and they are always adding new features to their platform. Bringing Pinnakl’s software to our organization has brought a lot of efficiency to our back office and front office.

Tom Krasner

CEO @ Concise Capital Management

WCM

Instrumental in streamlining complex workflows and processes of our business.

We use Pinnakl’s software for all functional areas of our fund. Their software has been instrumental in streamlining complex workflows and processes of our business, allowing my team to focus on other aspects of growing the business. I have worked with them for many years and they have the best customer service I ever encountered.

Karl Kittelson

CFO @ Waterstone Capital Management

Next-Generation Technology, Engineered for Hedge Funds

We build next-generation technology that investment professionals can rely on, not just today but for years to come

Engineering at the core

Workflows Built from Experience

Mission Over Margin

Product Offerings

POEMS

CRM

VDR

Locations

Customers who chose Pinnakl

See Why Funds Are Switching!