Peekhi

Peekhi is the Largest and Cleanest Database of Hedge Funds and Institutional Investors with Easy-To-Use CRM Functionality. The job it does: building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. They also list Financial Services, so expect those to show up in the feature set. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Peekhi is based in New York, New York and founded in 2016. More on peekhi.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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