Advisory Services
Pro Forma Modeling & Financial Analysis
We develop complex pro forma models for multi-use, phased projects, using proprietary tools to assess feasibility, forecast returns, and support data-driven decision-making.
Strategic Fund Structuring
We assist in creating and optimizing fund structures with an emphasis on investor alignment, capital raising, and operational efficiency.
Scenario Planning & Cash Flow Forecasting
We conduct detailed scenario modeling and cash flow forecasting, helping clients understand risk, plan proactively, and maintain liquidity throughout the project lifecycle.
Capital Stack Structuring
TriPeak advises on optimal combinations of equity and debt financing. We tailor capital stack strategies to the project's size, risk profile, and return targets to maximize capital efficiency.
Deal Structuring & Execution
Our team supports clients through the structuring and closing of complex transactions, ensuring efficient execution and favorable financial outcomes across asset classes.
Investor Relations & Capital Raising
From crafting investor presentations to sourcing institutional and alternative capital, we help position your project or fund to attract aligned, long-term capital partners.
Fund Services
Initial Fund Structuring
We support fund launches from day one, reviewing term sheets, PPMs, and presentations to ensure optimal structure and investor competitiveness. We advise on anchor investor terms and help navigate side letter nuances.
Capital Calls & Liquidity
From capital calls to distributions, we handle the flow of funds with precision. Our “dry powder” reports provide weekly insights on callable capital, liquidity risk, and fund readiness.
Fund Admin & Audit Support
We coordinate closely with fund admins and third-party partners to maintain accurate books, deliver audit-ready materials, and ensure all reporting reflects real-time fund activity.
Closings
We manage fund closings end-to-end, from document collection and review to final filing. Integration with TriCloud and third-party portals ensures everything is accurate, timely, and audit-ready.
Investor Relations
We maintain investor portals, handle inquiries, and manage updates and documentation to strengthen LP confidence. Our behind-the-scenes support ensures seamless communication and reporting.
Compliance & Oversight
We cover the full range of operational needs from insurance and KYC checks to compliance filings and entity maintenance. You stay focused on investing — we keep everything running seamlessly behind the scenes.
Fractional CFO Services
End-to-End Financial Management
TriPeak offers complete oversight of financial operations, including bookkeeping, cash flow forecasting, and controller services. Our approach aims to improve accuracy, turnaround time, and effectiveness of financial planning.
Payroll, HR, and Benefits Administration
We handle payroll processing, benefits coordination, and HR support. Our services help maintain smooth internal operations for growing teams.
Reporting and Transparency
Our team produces clear management reports, handles employee expense tracking, and facilitates timely, accurate reporting for lenders and investors.
Cash Flow and Liquidity Solutions
We manage accounts payable and receivables, optimize working capital, and maintain liquidity through our in house cash management strategies and planning tools.
Institutional Banking and Insurance Management
We support and maintain commercial banking relationships and manage business insurance policies. We also coordinate audit readiness and tax compliance processes.
Tailored Support for Dynamic Businesses
We work with developers, investment firms, startups, and funds seeking efficient operations, automation, and expert financial oversight—including capital structuring and growth support.
For Developers
Fractional CFO Services
Access senior-level financial expertise without hiring full-time. We handle budgeting, forecasting, and reporting. We align financial systems with your project goals and guide strategic planning while optimizing for tax credits and compliance.
Deal Analysis & Quantitative Support
Support for complex deals through detailed pro formas, capital stack modeling, and scenario analysis. We provide real-time tracking across single-asset and multi-phase developments to drive confident decision-making.
Special Projects & Advisory
Expert support for high-value, one-time initiatives like feasibility studies, PPP structuring, M&A, and tech integration. We bring tailored insights to strategic decisions across the development lifecycle.
Fund Structuring & Management
We launch and operate private equity and real estate funds tailored to your development strategy. From investor relations to fund design and tax-advantaged structures, our proprietary tools like TriCloud ensure full visibility.
Liquidity & Cash Management
Maintain control over cash with accurate forecasting and vendor payment strategies. We manage draw schedules, working capital, and ensure financial alignment through integrated systems.
Tax Credit & Incentive Optimization
Unlock the full value of LIHTC, OZ, and energy tax credits. We guide compliance, maximize structuring benefits, and align incentives with your financial strategy for long-term return enhancement.
Construction Financial Management & Accounting
Cash & Draw Management
TriPeak uses its proprietary TriBuild platform to manage construction cash flows and draw schedules with real-time visibility, ensuring disciplined financial execution across projects.
Forecasting & Reconciliation
Our tools and expertise support ongoing reconciliation of financials and strategic forecasting, enabling accurate balance sheet management and future cash flow planning.
Vendor & Contract Oversight
TriPeak tracks vendor performance and contract terms to avoid overpayments and manage vendor payables efficiently—mitigating risk and improving cash control.
Project-Level Financial Oversight
We consolidate data across multiple job sites to deliver a unified, high-resolution view of financial performance, helping stakeholders monitor progress and control costs effectively.
Proactive Cash Planning
We align funding and expenditures with construction schedules, helping developers optimize resource deployment and reduce delays due to funding gaps.
Balance Sheet & Payables Optimization
We provide comprehensive financial oversight enhancing balance sheet health and offering clear insight into payables to improve budgeting and capital efficiency.
Sectors We Work With
Real Estate
TriPeak provides financial and strategic services across the real estate lifecycle, from development to asset management. We work with developers, operators, and fund managers on everything from pro forma modeling and capital stack structuring to construction draw management and fund formation. Our expertise spans asset classes including multifamily, industrial, mixed-use, and alternative sectors like manufactured housing.
Venture Capital
TriPeak provides financial and strategic support to early-stage and growth-stage companies raising venture capital. We assist with pro forma modeling, capital strategy, and investor materials to help founders align with VC expectations. Our services also include cap table structuring, scenario analysis, and financial operations planning to support scalable growth.
Nonprofit and Mission-Focused
TriPeak supports nonprofits with financial planning, budgeting, and operational structuring. We help organizations improve cash flow management, build grant-ready financial models, and align funding strategies with mission goals. Our work includes setting up reporting systems and supporting compliance to meet donor and board expectations.
Biotechnology
TriPeak supports biotech companies with financial modeling, cash flow planning, and fundraising strategy tailored to the sector’s unique R&D and regulatory timelines. We help early-stage and growth-stage firms prepare for venture capital, structure grants and non-dilutive funding, and manage burn rate and runway projections to align with development milestones.
Current and Recent Advisory Engagements
Optimizing Investment in Manufactured Housing & Parking
We structured a new real estate fund focused on manufactured housing and parking assets. Our work included fund modeling, sensitivity analysis of promote structures, and IRR projections. We optimized the structure for tax efficiency and supported investor outreach with clear, data-driven marketing materials, aligning returns with investor expectations.