Fund Manager Solutions
We help fund managers capture non-institutional capital at scale, without operational complexity.
Partnering with leading
private market managers
What We Offer
-
Scalable access to non-institutional capital
We enable fund managers to pool smaller tickets into a single vehicle, unlocking private wealth investors without increasing cap table complexity.
-
A single integrated operating layer
One platform covering onboarding, KYC/AML, capital calls, reporting, and investor communications, removing fragmented workflows and duplicated effort.
-
Fast deployment with minimal internal resource
Go live in weeks, not months, with no need for additional headcount or operational overhaul.
Key Features
Digital onboarding & KYC/AML
Streamlined investor onboarding with integrated verification and approvals.
Feeder vehicles
Pool smaller tickets into a single line on the cap table without added complexity.
Automated capital calls & distributions
Calls and distributions executed at speed and designed for scale.
Real-time reporting & data integration
Live access to investor data, documents, and reporting across the lifecycle.
Multi-user portal
Role-based access for fund managers, IR teams, and investors in one secure environment.
End-to-end fund lifecycle management
From pre-marketing to final distribution, managed on a single platform.
Custodian & administrator integration
Designed to work alongside existing service providers without disruption.
Institutional-grade security & controls
Built to meet institutional standards while serving non-institutional investors.
-
![Digital onboarding & KYC/AML]()
Digital onboarding & KYC/AML
Streamlined investor onboarding with integrated verification and approvals.
-
![Feeder vehicles]()
Feeder vehicles
Pool smaller tickets into a single line on the cap table without added complexity.
-
![Automated capital calls & distributions]()
Automated capital calls & distributions
Calls and distributions executed at speed and designed for scale.
-
![Real-time reporting & data integration]()
Real-time reporting & data integration
Live access to investor data, documents, and reporting across the lifecycle.
-
![Multi-user portal]()
Multi-user portal
Role-based access for fund managers, IR teams, and investors in one secure environment.
-
![End-to-end fund lifecycle management]()
End-to-end fund lifecycle management
From pre-marketing to final distribution, managed on a single platform.
-
![Custodian & administrator integration]()
Custodian & administrator integration
Designed to work alongside existing service providers without disruption.
-
![Institutional-grade security & controls]()
Institutional-grade security & controls
Built to meet institutional standards while serving non-institutional investors.
-
Treble Peak has enabled us to raise capital in a more efficient way. They have seamlessly onboarded investors from our network and introduced us to new investors from theirs. We have found the team professional and efficient and have confidence in them handling the reporting and capital management of over 100 underlying investors.
Speak to a member of our team
Let Treble Peak handle the complexities of private market workflows for you. Get in touch with a member of our team and learn how we can support your needs.
FAQs
Frequently asked questions from fund managers, answered.
-
What types of investors does Treble Peak support?
Treble Peak supports professional investors only, whether individuals or corporate entities.
-
What regulatory permissions does Treble Peak hold?
Treble Peak is authorised and regulated by the FCA, with permissions to arrange deals in investments and receive and transmit orders.
-
How does investor onboarding and KYC/AML work?
Treble Peak manages investor onboarding, including all required KYC and AML checks, in line with regulatory requirements.
-
How are capital calls and investor reporting handled?
Treble Peak administers capital calls and investor reporting for underlying investors in line with the fund's schedule, using technology to support accuracy and scale.
-
What fees does Treble Peak charge?
Treble Peak typically charges a small basis-point fee for onboarding and an ongoing fee for data management, reporting, and capital call administration.
Proud members of the BVCA