About TriPeak
Who We Are
TriPeak brings decades of experience in finance, fund strategy, and fractional CFO services. We partner with developers, investors, and owners to navigate complex financial and operational challenges — offering hands-on expertise in investment management, capital structuring, and financial operations to drive successful ventures.
From early-stage ventures to complex real estate projects, we provide the leadership, systems, and support to turn ideas into outcomes.
What We Do
Fractional CFO Services
Senior financial leadership without the full-time commitment. We bring clarity to cash flow, forecasting, reporting, and board/investor communications — embedded within your team when it matters most.
Strategic Finance & Advisory
From capital planning to day-to-day operations, we guide founders, owners, and operators through financial decisions that shape outcomes. Modeling, budgeting, and scenario analysis are built into every engagement.
Private Fund Strategy & Operations
Specialized support for launching and managing investment funds. We provide structuring, LP onboarding, reporting tools, and operational systems to help funds scale with control and confidence.
What Makes Us Different
Your project is led by senior professionals who stay involved from start to finish — accessible, accountable, and hands-on. Behind them is a deep bench of talent, providing the scale, speed, and specialized skills to execute across every detail.
Boutique By Design
Senior-Led, Team-Powered
Relationships First
We work with a small number of clients so we can go deep — offering white-glove attention and senior engagement throughout.
Each engagement is led by seasoned professionals — supported by a deep, multidisciplinary team that ensures speed, breadth, and execution.
We’ve always prioritized client partnership over rapid growth. We choose to build our platform gradually so we can stay close to our clients. Long-term trust, not volume, has been the foundation of our model from day one.
We bring a tested set of tools and policies — then tailor them to match your reality. Structured where it counts, flexible where it matters.
Structured, Then Tailored
TriPeak By The Numbers
Behind every fund we help operate is a system we’ve shaped: tailored workflows, investor processes, and controls that scale. Our work keeps the capital moving and the compliance tight.
Investment Vehicles
Finance, Operations, Investor Relations, Compliance
Total Fund Assets
Total Fund Entities
Investor Relationships
$597,986,000
15
973
TriPeak's Software Tools
We’re not a software company — but we invest in software like we are. We’ve built the tools we couldn’t find anywhere else. Off-the-shelf platforms didn’t give us the flexibility or customization our clients needed, so we leaned in and built our own.
Designed on a secure, cloud-hosted infrastructure, our proprietary software powers fund operations, financial workflows, payments, and construction finance. All tools are included at no extra cost for our clients and continuously improved as their needs evolve.
We're embedding AI across our platforms in secure, targeted ways, staying close to emerging agent-based technologies that will reshape how capital markets operate.
TriCloud is TriPeak’s fund operations platform, built to manage investor onboarding, capital calls, legal entities, and deal-level cashflows in one place. It tracks fund structures, investment schedules, and pro forma vs. actual returns. Key features include AI-driven compliance, a weekly dry powder report, and capital stack modeling. Clients access all of this through a secure, real-time portal.
TriPay is TriPeak’s internal payment platform, built to manage hundreds of monthly transactions across ACH, wires, checks, and more. It gives clients real-time visibility into approvals, payment status, and funding queues. Daily summaries and full transaction logs ensure transparency and audit readiness. Unlike external tools, TriPay is cost-free, streamlined, and purpose-built for our workflow.
TriBuild is TriPeak’s construction finance tool, built to handle project budgeting, invoice processing, and change order tracking in one streamlined platform. Its core strength is cash flow management — aligning real-time payables with future obligations to help developers avoid liquidity gaps. TriBuild gives project teams the tools to control costs and maintain financial clarity. It’s practical, focused.
Contact Us
Questions? Ideas? Just want to say hello? We’re always happy to connect.