Digitising fund marketing, investor relations and capital introduction
Whether raising for your firm or supporting others with their fundraise, modern investors now expect more.
Solutions
For hedge funds
Your complete fund marketing tool kit
- Delight investors with a secure and modern investor portal with interactive performance analysis and push button reporting
- Stand out from the crowd with engaging and interactive content
- Stay compliant by controlling access to your fund information with jurisdiction based permissioning
- Know who to target with 360° views on your prospect and investor activity
For prime brokers
Take your cap intro service to the next level
- Maximise efficiency by capturing all contacts, conversations, activities, and tasks across your fund distribution in one global platform
- Provide a navigable catalogue of funds for internal and external use
- Drive engagement with a content and events hub, complete with built-in distribution and tracking
Testimonials
“Our niche focus, uncovering asymmetric opportunities in less-crowded strategies, represents an excellent opportunity for investors, and we want our investor journey to reflect that excellence. With FundPortal, we have expanded our marketing breadth while delivering a better experience for our clients and prospects.”
Stephen Martus, Altana Wealth
“One of the reasons that we chose Edgefolio is to accelerate the marketing aspect of attracting new investors. We want to have the best digital tools in all aspects of our operation.”
Cyril Bériot, Trajectoire Capital
“Edgefolio is one of those tools where you go: Why hasn’t anyone thought of doing this before? It is an elegant and light application that has helped us move away from a clunky desktop based workflow.”
Stephen Martus, Altana Wealth
“With investors located in many jurisdictions, FundPortal handles the necessary compliance and we have total control over the information each visitor sees. With FundPortal, we can run email campaigns, host content, and securely share performance data and documentation. The engagement analytics ensure we follow up with the right people, using the right message at the right time.”
Aviv Merci, Stouff Capital
