4 Tips and Tools that can help you raise capital in a smoother way

For young and smaller firms, raising capital can seem like a never-ending job. It requires hard work, patience, and a willingness to continually knock on doors that show no signs of opening. Thankfully, you don’t have to do it alone. With the right software solutions, tools, website, and partners, your next round of funding won’t be nearly as stressful, awkward, or energy-depleting. Here are some ideas that will help you succeed.

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Navigating through new features of FundPortal 3.12

After months of an ongoing dialog with our customers, furious coding and indefinite testing we are proud to introduce the newest version of FundPortal 3.12.

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AIMA Next Generation Manager Forum 2018: Our Experiences

Friday 8th of June: World’s best class Hedge Fund Managers, International Allocators, and expert service providers met in Amba Hotel in London, to share the preliminary results on AIMA’s next survey: ‘Making it big’. The idea is to track and replicate the evolution of a Hedge Fund from start-up to a billion dollars in assets under management and beyond.

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Fundportal Changes coming soon

During the past few months, we worked hard on the new release of FundPortal. (In the same time we made sure that GDPR is not an issue, as well as shared insights on world’s class Marketing Practices and on how to build a Fundraising machine).

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Fund Marketing: The Hidden Costs of Fundraising & The Role of Technology

When the landscape for assets is shifting in favour of cheaper, more liquid ‘smart’ products (ARP, ETFs, UCITS etc.) the industry will inevitably need to embrace the scale that technology offers in order to remain competitive.

As part of a subsequent series of posts I will aim to map out a technology utility belt that would make Batman envious (if he was a fund marketer). I’ll be diving into how fund marketers have been leveraging various technologies to growth hack their way to a happy place, and share some key learnings along the way.

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Fund Marketing: How to build a capital raising machine.

Sales professionals are the face of the organization, the conduit of information, and the buffer zone to the PMs’ headspace. They have the ability to make or break the fund. So it’s important that salespeople are set up for success from the get-go.

In today’s piece we’re going to show you how to make a capital raising machine, and for the real connaisseurs, we will explore the potential pitfalls of the approach, and how you can leverage technology to do some of the heavy liftings and add some spice into the mix in our next piece.

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Hedge Funds – The 20m EURO Question: Is your marketing in breach of GDPR?

It’s long been said that the Hedge Fund industry is a conservative one, in which old habits die-hard. Stop me if you’ve heard this one before:

Fund Marketer: “Thank you for your time, very nice meeting you.”

Investor: “You too, put me on your distribution list and we’ll follow up”

The marketer will oblige the request and add yet another email address to a growing and unwieldy distribution list.

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Edgefolio powers the Thales digital capital introduction platform

Thalēs, the New York-based derivatives broker and placement firm, has announced the official launch of its digital capital introduction platform Agora.

The Agora platform, launched in early 2017 in beta, provides institutional investors with analytical tools to discover, analyse, compare, monitor, and connect with hedge fund managers interactively.

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Edgefolio’s technology to power Nomura, Asia’s Global Investment Bank

Edgefolio is proud to have been selected as a technology provider to Nomura. This partnership marks the entry for Edgefolio into the Asian markets and brings Nomura’s Hedge Fund clients to the forefront of the industry’s movement towards greater transparency and stronger compliance – all in a powerful digital environment.

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