Private credit · $2.1B AUM
A direct channel to shareholders
HubSpot rebuild with investor qualification and intake.
Visit siteDigital for alternative investment managers
Websites, HubSpot and investor journeys, built to pass compliance review.
We design and build the digital side of private credit, hedge, quant and real assets managers, from the public site to gated investor intake and the CRM behind it.
US and UK managers · $500M–$20B AUM · Senior lead on every account
DemoWhat your investors would see
Investment firms need more than a good-looking site.
Compliance shapes every page
Performance data, disclaimers and who may see what are designed in from the start, so review is a check, not a rewrite.
HubSpot built for investors
Audiences, qualification status and gated content live in your CRM, so IR knows who they are talking to.
Senior attention, real capacity
A senior lead runs strategy, design and every meeting; a dedicated engineering team handles the build.
Services
Start small, build what matters, then keep it running.
2 weeks · fixed fee
Digital audit
A review of your site, SEO, HubSpot and compliance risk, ending in a ranked roadmap you can act on.
- Report and prioritised roadmap
- Readout with marketing and compliance
- Fee credited against a rebuild or Intake Kit
3–4 weeks · fixed fee
Investor Intake Kit
A qualification flow that lets you market openly and show restricted material only to eligible investors.
- US and UK versions
- Gated downloads and CRM routing
- Audit trail and re-certification
10–16 weeks
Site rebuild
Design system, HubSpot build and migration, with modules your team can update without a developer.
- Portfolio and strategy pages
- Factsheets and performance reports
- Co-branding and multi-entity sites
Monthly retainer
Digital partner
Ongoing site operations, content, SEO and HubSpot administration, with the same senior lead.
- 40, 60 or 80 hours a month
- Campaign and launch support
- Quarterly roadmap review
Investor Intake Kit
Market openly. Qualify every investor.
One HubSpot flow for each market you raise in, with the questions, statements and records your compliance team expects. Your counsel approves the wording; we build it, test it and hand it over.
Ask about the Intake KitUnited States
- Accredited investor and qualified purchaser questions
- Rule 506(b) self-certification or 506(c) representations
- Entity, family office and adviser paths
United Kingdom
- High net worth and sophisticated investor statements
- Prescribed wording, signed and dated
- 12-month re-certification built in
Selected work
Built for firms where every word is reviewed.
Quantitative manager · $13B+ AUM
One site, seven factsheets
Website redesign, a print and digital factsheet suite, and gated downloads by capability.
Visit site
National-security direct lending
Co-branded investor journeys
Website management and investor routing across two affiliated brands.
Visit site
Quantitative manager · RMB 5B AUM
A new brand in two languages
Brand identity and a bilingual Chinese and English website for a Shanghai managed-futures firm.
Visit site
Multi-strategy hedge fund · New York
A rebrand, online
Website redesign launched alongside a firm-wide brand refresh, plus a daily market commentary feature on the homepage.
Wealth advisory · Global
A global advisory, online
Website redesign for an independent wealth advisory boutique with advisers around the world.
Visit siteApproach
One senior lead. A dedicated team. Compliance in charge.
Pingala Partners is led by founder Mike Perrone, with around two decades of product design and development behind it. Engineering is a dedicated nearshore team on US Central time, working from written specs.
01
Audit
Two weeks to understand your site, CRM and risks, and agree what matters.
02
Plan
A fixed scope, a timeline and the compliance checkpoints, in writing.
03
Build
Design and build on staging; your compliance team reviews before anything goes live.
04
Partner
A monthly retainer keeps the site, content and CRM moving.
London
In person for UK managers, and on the same day as Europe.
United States
Engineering on Central time, with mornings shared across both sides of the Atlantic.
Start with a two-week digital audit.
A fixed fee, a clear roadmap, and full credit if you go ahead with a rebuild or Intake Kit.