Treble Peak technology offers a robust solution to many of the common challenges in the private markets capital management process, by providing scalable and efficient tools to automate the full process. Capital calls are widely agreed to be one of the key private equity operational burdens. And a major deterrent to accepting smaller investors. We’ve leveraged our technology to simplify and automate the process to enable capital management at scale.
Simplified Capital Management
Capital management at scale involves many labour-intensive tasks, including solving complex calculations, setting up and distributing drawdown notices and managing the capital being sent in – all on a tight deadline. Treble Peak technology automates many of these processes, which reduces risk and allows us to handle thousands of investors effortlessly.
Our commitment to maintaining strong cyber security is demonstrated by our Cyber Essential Plus status, with all investor documentation held securely on the platform and controls in place to mitigate cybersecurity risk.
Streamlined Drawdown Process
The drawdown process on Treble Peak is straightforward:
1.Document Upload: When a capital call is requested, fund administrators upload a document that contains the relevant information about the drawdown. This information is then inputted into our bespoke drawdown management tool.
2.Automated Calculations: The tool calculates the required drawdown amounts for each investor, taking into consideration factors such as equalisation, interest, and fees.
3.Internal Review: An internal administrator reviews and verifies the generated drawdown request.
4.Investor Notification: The platform automatically emails each investor with a notice of the capital call and instructions to proceed.
5.Payment Confirmation: When cash is received from an investor, an automated payment confirmation email is sent to the investor.
Advanced Tracking and Customisation
Treble Peak provides a detailed tracking mechanism to individually monitor and manage each request. Beyond automated emails, administrators can engage with each investor at every stage of the process. Additionally, our platform allows for bespoke messaging for each drawdown notice, enabling significant customisation for each capital call.
Treble Peak technology offers a robust solution to many of the common challenges in the private markets capital management process, by providing scalable and efficient tools to automate the full process.
Proven Success
Our automated solution has enabled us to generate and send personalised drawdown notices to hundreds of investors/wealth managers within minutes and helped us to track the full capital management process. This streamlined process ensures a seamless investor experience, and has been very popular with investors, fund managers and wealth managers alike.
To learn more about how we help fund managers hand their smaller investors, please get in touch
