In the dynamic worlds of investment funds and small businesses, software and process efficiency are not just important—they're essential for scaling and operational success. When we launched TriPeak, we faced a common challenge: the search for CRM and workflow tools that fit our unique business needs. Our quest for software that felt tailored to our specific requirements, was user-friendly, and cost-effective, left us wanting a better solution than what was in the market. This realization led us down a path of innovation and customization, resulting in the development of a suite of tools designed to meet the distinct needs of our clients.
Our bespoke software solutions are built on the cutting-edge tadabase.io platform. This web-based, AWS cloud-hosted, and SOC2 compliant platform empowers us to rapidly construct and modify relational databases tailored for the specific needs of our clients and our team. It features robust data permissioning, efficient on-screen workflows, seamless integration with our Slack environment for automatic updates, and nightly emails summarizing recent activities.
While TriPeak isn't a software company, we embrace technology to maximize operational efficiency and leverage. Our suite of tools, born from direct customer needs, is tailored to enhance your operations. Let's explore how we can meet your specific requirements and perhaps even collaborate on developing the next innovative tool in our collection.
TriCloud emerged as our inaugural platform, purposefully designed to revolutionize the onboarding, tracking, and operational management of fund-related information and workflows. This comprehensive tool caters to the intricate demands of running a fund, encapsulating everything from investor management to deal cashflows within a unified, user-friendly interface.
Key Functionalities of TriCloud:
While primarily an internal tool, TriCloud boasts a robust client portal, allowing clients to view and track their information seamlessly. This dual functionality ensures that both TriPeak and its clients have real-time access to critical data, empowering them with the information needed to make informed decisions and drive success.
Client login: tricloud.cloud
TriPay is our payment management platform, engineered to optimize the processing of payables across a broad spectrum of payment methods, including ACH, Fed Wire, SWIFT, paper check, credit card, Venmo, etc. Processing approximately 200-250 payments monthly, TriPay allows us to maintain detailed records of all transactions, ensuring transparency and up-to-date information on payables for all parties involved.
Key Functionalities:
Cost-Effective and Straightforward:
TriPay offers a practical alternative to more expensive payment platforms by providing a straightforward, user-friendly system without unnecessary payment delays or fees. This approach not only ensures efficiency but also enhances client satisfaction by offering a solution that is free for clients.
Client login: tripay.cloud
TriBuild represents the most recent addition to TriPeak's suite of financial management tools, specifically designed to meet the demands of developers and builders for an accessible, cost-effective project cost accounting solution. Recognizing the challenges posed by more complex and costly platforms like Yardi, TriBuild offers a streamlined approach to managing the financial aspects of construction projects.
Core Features of TriBuild:
TriBuild provides developers with direct access to essential project accounting tools and, more importantly, a comprehensive cash management system. This feature addresses one of the most challenging aspects of construction development: tracking and managing cash flow effectively. By equipping developers with these key functionalities, TriBuild not only facilitates easier access to project financials but also enhances developers' ability to maintain robust cash flow management. This straightforward, no-frills tool is designed to meet the real-world demands of construction finance, making TriBuild an indispensable resource for developers seeking to streamline their financial operations.
Client login: tribuild.cloud
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