Pinnakl CRM

Pinnakl CRM

Pinnakl
+
+

Related Products

  • Dynamo Software
    68 Ratings
    Visit Website
  • Sharesight
    546 Ratings
    Visit Website
  • R3 Contract Management for GovCon
    1 Rating
    Visit Website
  • Athena Security
    5 Ratings
    Visit Website
  • Interfacing Integrated Management System (IMS)
    66 Ratings
    Visit Website
  • QUODD
    1 Rating
    Visit Website
  • MeridianLink Opening
    24 Ratings
    Visit Website
  • BetterWorld
    75 Ratings
    Visit Website
  • Skillcast
    1,105 Ratings
    Visit Website
  • Arlo Training Management Software
    238 Ratings
    Visit Website

About

AI Apollo is the AI workspace for modern fund management, purpose-built for private market fund managers to help teams centralize workflows, strengthen governance, and operate with more confidence through intelligent automation. It brings AI-powered operating infrastructure to private market fund management by unifying portfolio, governance, reporting, and compliance workflows in one operating environment. It helps reduce fragmented processes with a more structured, auditable workflow layer and supports a more disciplined, professional operating model for internal and external stakeholders. AI Apollo is designed to modernize how private market fund managers run core operations, from investment and portfolio mandates to governance, reporting, and compliance, creating a more connected operating layer across the fund lifecycle.

About

As the one and only CRM system specializing in hedge fund workflows, our software capabilities are laser focused on the needs of modern-day sales, marketing and investor relations. Our customers include new launches, family offices, and multi-billion multi-prime institutional hedge funds. A new CRM using modern tech for modern needs.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Private market fund managers who need centralized AI-powered workflows for portfolio oversight, governance, reporting, and compliance

Audience

Hedge funds looking for a CRM to manage sales, marketing and investor relations.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$250/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AI Apollo
Founded: 2025
United States
www.aiapollo.ai/

Company Information

Pinnakl
Founded: 2015
United States
pinnakl.com/hedge-fund-crm

Alternatives

Alternatives

Anduin Fund Subscription

Anduin Fund Subscription

Anduin Transactions
FolioSure

FolioSure

Acuity Analytics
Allvue

Allvue

Allvue Systems
Backstop

Backstop

Backstop Solutions Group

Categories

Categories

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Microsoft Excel
Microsoft Outlook
Preqin

Integrations

Microsoft Excel
Microsoft Outlook
Preqin
Claim AI Apollo and update features and information
Claim AI Apollo and update features and information
Claim Pinnakl CRM and update features and information
Claim Pinnakl CRM and update features and information