Trust
Security & compliance
The vendor hasn’t added security or compliance details yet.
Investment reporting and RFP automation for asset managers.
Pricing
Custom quote
Founded
2014
Team size
11-50 employees
Headquarters
Boston, MA
At a glance
Pricing model
Custom quote
Try before you buy
Free trial · Free plan
About Fundpeak
Fundpeak provides software for investment fund managers, including TopSheets for one-click fund factsheet production with customizable templates, charts, and multilingual output, plus Tailor, a secure investor portal that embeds into websites. It also runs a managed-futures platform connecting fund managers with investors. It targets fund managers producing marketing materials and client communications.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: Yes
Free plan: Yes
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Fundpeak
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