Pinnakl

Pinnakl is a comprehensive, cloud-native platform designed to streamline operations for hedge funds, asset managers, and investment firms by integrating front-, middle-, and back-office workflows into a single ecosystem. Its core trading and portfolio management module, POEMS, supports multi-asset trading across equities, fixed income, options, and derivatives, offering real-time monitoring of P&L, exposures, cash balances, and risk metrics, which helps firms maintain operational oversight and compliance. Orders can be executed directly through the platform, with automatic allocations and pre- and post-trade compliance checks ensuring alignment with regulatory requirements and internal policies. Beyond trading, Pinnakl provides robust investor relationship management tools, including CRM capabilities for tracking contacts, managing pipelines, syncing emails and calendars, and generating performance reports for limited partners, enabling investment teams to handle both operational and client-facing responsibilities efficiently. The platform also features a secure virtual data room for document sharing and due diligence workflows, facilitating fundraising and transparency.