Fundpeak
Fundpeak, operated by Czech-based Futures s.r.o., provides cloud-based SaaS tools—including TopSheets for automated fund factsheet production and Tailor for secure client portals—targeting hedge fund managers, asset managers, and financial institutions globally with tiered subscription pricing.
- Company typePrivate
- Founded2005
- HeadquartersMiddletown, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Fundpeak does
Fundpeak, operated by the Czech limited liability company Futures s.r.o. and led by founder Pavel Topol, provides cloud-based SaaS tools for the investment management industry. Its core product, TopSheets, automates the production of professional fund factsheets—generating charts, tables, and 80+ investment statistics (Sharpe, Sortino, Alpha, Beta, drawdown, capture ratios) from imported performance data. The platform supports 20 languages, embeds into customer websites via widgets, and is complemented by Tailor (secure password-protected fund portals), ready-made fund manager websites, and a separate Managed Futures Database (CTA Database) for connecting CTAs with investors. The technology stack is built on .NET and is delivered as a multi-tier SaaS with public API access (limited in Plus, full in Enterprise).
The company targets hedge fund managers, alternative investment firms (CTAs, managed futures, commodity trading advisors), traditional and alternative asset managers, and larger financial institutions including banks and fund administrators. Distribution blends a product-led growth motion—free trial with no credit card, tiered online pricing (Basic $49/month annual, Premium $89/month annual, Plus $129/month annual)—with a founder-led consultative sales motion for Enterprise and Custom deals at firms managing 1,000+ funds. Marketing is driven by SEO, content marketing via the company blog, social sharing, and free 60-minute consultation sessions with the founder.
Fundpeak is privately held, founder-owned, and bootstrapped, with no disclosed external funding rounds. The team is small—approximately five named individuals spanning client support and development—and the company reports 100+ completed projects and 21 publicly displayed client logos including a mix of small investment managers and a few institutional names (Swissquote, Sasfin, HedgeNordic). Operating geographies are presented as global, anchored by a Turnov (Czech Republic) legal headquarters and a US sales/support phone number (Chicago area code).
Fundpeak firmographics
Firmographics- Name
- Fundpeak
- Legal name
- Futures s.r.o.
- Website
- https://fundpeak.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Fundpeak, operated by Czech-based Futures s.r.o., provides cloud-based SaaS tools—including TopSheets for automated fund factsheet production and Tailor for secure client portals—targeting hedge fund managers, asset managers, and financial institutions globally with tiered subscription pricing.
- Ownership category
- akta.pro rank
Fundpeak industry classification
Industry- Product category
- Fund Marketing & Reporting Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Fund Document & Data Management (Prospectus/KIID, Data Quality, Master Data) (FSAAAMAL)
- akta.pro secondary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
Keywords
Where Fundpeak is headquartered
LocationHeadquarters
- HQ city
- Middletown
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Fundpeak business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- TopSheets Subscription (SaaS): Subscription-based SaaS providing fund factsheet production tools. Four tiers (Basic, Premium, Plus, Enterprise) with increasing fund limits and features. Billed monthly or annually with annual discounts. Includes free trial, 30-day money-back guarantee for first-time purchases.
- Custom Template Development: Custom template creation services for fund managers who cannot find a suitable ready-made template. Implementation fees apply for Premium tier custom templates ($490 one-time for Enterprise client portal).
- Website Development Services: Ready-made fund manager website templates and data-driven .NET websites with interactive charts, tables, and statistics. Fully responsive design services.
- Enterprise Custom Pricing: Custom pricing negotiated for firms managing more than 1000 funds. Individual approach and pricing for banks, large asset management firms, and fund administrators.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Basic - Manage up to 3 funds, $49/month annually |
| Subscription | Annual | Premium - Manage up to 20 funds, $89/month annually |
| Subscription | Annual | Plus - Manage up to 100 funds, $129/month annually |
| Subscription | Annual | Enterprise - Unlimited funds, 4 hr/mo admin work |
| Subscription | Multi-year contract | Custom - For firms managing 1000+ funds |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Fundpeak product offering
Product offeringCore offering
Fundpeak develops and sells cloud-based SaaS tools that help investment fund managers automate the production of professional fund factsheets, build secure branded client portals, and launch fund manager websites with interactive performance charts. Its flagship product TopSheets generates multilingual factsheets with automated statistics and ratings, while Tailor provides password-protected fund portals that integrate into a manager's own website.
Product overview
Fundpeak is a provider of secure fund portals and fund marketing tools, offering a portfolio of integrated products. The core product is TopSheets, a fund factsheet production platform that enables automated creation of professional fund performance reports with templates, charts, statistics, and multilingual support. This integrates with Tailor, a secure fund portal solution that becomes part of clients' websites. Additional offerings include ready-made fund manager websites with interactive data widgets, and a Managed Futures Database platform connecting fund managers with investors.
Differentiator
Problem solved
Functional benefit
Brands
- TopSheets: Fund factsheet production tool that allows fund managers to create professional factsheets with automated charts, tables, and comprehensive statistics. Supports multiple languages, PDF export, web widgets, and various subscription tiers (Basic, Premium, Plus, Enterprise).
- Tailor
- CTA Database
- Fund Manager Websites
Products and services
- TopSheets Cloud-based fund factsheet production tool that enables fund managers to create professional fund performance reports using ready-made templates, automated charts, comprehensive statistics (80+ metrics), and ratings. Supports PDF export, web widgets, and 20 languages, and is sold on tiered subscriptions (Basic, Premium, Plus, Enterprise).
- Tailor Secure fund portal software that integrates into fund managers' existing websites as a fully customized, password-protected internal component with individual client report linking and management capabilities.
- Fund Manager Websites Ready-made website templates and data-driven .NET websites for fund managers featuring interactive charts, tables, and statistics connected to the TopSheets system, with fully responsive design and SEO optimization.
- Managed Futures Database A platform that connects managed futures fund managers with investors and provides underlying data for informed investment decisions and ongoing performance monitoring, including CTA rankings and fund performance comparisons.
Quantifiable outcome
- Create professional fund factsheets in minutes instead of hours of manual Excel work
Companies that use Fundpeak
Customer profileNamed customers13 records
Segments3 records
Ideal customer profiles3 records
Fundpeak technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability4 records
Feature9 records
Fundpeak partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights5 records
Fundpeak competitors and assessment
Company assessmentBroad incumbents
- Addepar: Portfolio analytics and reporting platform widely adopted by RIAs and family offices to produce client-facing performance reports. Overlaps with Fundpeak on the secure client portal and report-distribution experience.
- SS&C (Advent / Eze Software): Large enterprise software suite for asset managers, including order management, accounting, and reporting. Competes at the Enterprise tier where Fundpeak's Custom offering targets 1000+ fund firms, banks, and large asset managers.
- eVestment (Nasdaq): Institutional investment data and analytics platform, including performance analytics and reporting for asset managers. Overlaps with Fundpeak's positioning to institutional and intermediary fund buyers.
- FactSet: Enterprise financial data and analytics platform used by asset managers and asset owners with reporting/presentation modules. A broader incumbent alternative to Fundpeak for performance reporting and client deliverables.
- Visible Alpha (OneStream): Investor data and research platform for asset managers, with modules for performance reporting and client deliverables. Adjacent competitor for institutional buyers comparing factsheet-grade investor communication solutions.
- Morningstar: Global investment data, analytics, and research powerhouse whose Direct and Advisor Workstation suites include factsheet-style performance reporting. Competes with Fundpeak at the upper end of fund managers seeking integrated analytics plus reporting.
Direct peers
- FundCount: Accounting and investor reporting software for hedge funds and fund administrators, including automated investor statements and fund-level performance reporting. Overlaps with Fundpeak on portfolio/investor reporting automation for alternative investment managers.
- Backstop Solutions: Investor relations and reporting platform for fund managers, providing portfolio analytics, investor reporting, and CRM workflows. Compares closely to Fundpeak on secure investor portals and automated performance reporting for alternative asset managers.
- ProFundCom: A fund marketing and reporting platform purpose-built for investment managers, offering fund factsheets, marketing materials, and automated investor reporting. Direct overlap with Fundpeak's TopSheets and Tailor products serving the same hedge fund and CTA buyer.
Emerging players
- Canoe Intelligence: AI-driven document and data extraction/management platform for alternative investment managers, with overlap to Fundpeak's investor portal and document-management workflows. Comparable on automation of operational data flows for fund managers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Fundpeak social profiles
Digital presenceFundpeak financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fundpeak leadership team
Management profileNumber of profiles
Profiles5 records
Fundpeak funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fundpeak M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fundpeak
What does Fundpeak do?
Fundpeak develops and sells cloud-based SaaS tools that help investment fund managers automate the production of professional fund factsheets, build secure branded client portals, and launch fund manager websites with interactive performance charts. Its flagship product TopSheets generates multilingual factsheets with automated statistics and ratings, while Tailor provides password-protected fund portals that integrate into a manager's own website.
Is Fundpeak a public or private company?
Fundpeak is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Fundpeak founded?
Fundpeak was founded in 2005. It employs 1 to 10 people.
Where is Fundpeak based?
Fundpeak is headquartered in Middletown, United States, in the North America region.
How does Fundpeak make money?
Four revenue lines are on record. TopSheets Subscription (SaaS) is the primary driver. The others are custom Template Development, website Development Services and enterprise Custom Pricing.
Who are Fundpeak's main competitors?
Broad incumbents on record are Addepar, SS&C (Advent / Eze Software), eVestment (Nasdaq), FactSet, Visible Alpha (OneStream) and Morningstar. Direct peers are FundCount, Backstop Solutions and ProFundCom. Canoe Intelligence is listed as an emerging player.
Does Fundpeak have an API?
Yes. Fundpeak offers a public API with tiered access levels. The Plus subscription plan includes Limited API access, providing basic data access from accounts. The Enterprise plan includes Unlimited API access, offering full access to all data, calculations, statistics, and charts. The API allows developers to programmatically retrieve and manage fund performance data, generate reports, and integrate with external systems. Developer documentation is at www.fundpeak.com/factsheet-production-help/integrate-the-fundpeak-api.
What industry is Fundpeak in?
Fundpeak's product category is Fund Marketing & Reporting Software. Its primary akta.pro industry code is FSAAAMAL, Fund Document & Data Management (Prospectus/KIID, Data Quality, Master Data), with a secondary code of FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech). Its NAICS code is 513210 and its SIC code is 7372.