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.
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.
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.
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.
Hugo Fund Services using Edgefolio to enhance capital introductions
Hugo Fund Services, a Swiss representative specialised in alternative investment funds looking to market to qualified investors has announced its partnership with Edgefolio.
Edgefolio’s founder talks to Business Reporter on the future of asset management
“Asset management 2.0 will be characterised by AI (robo-advisers) and data-driven decision-making, necessitating the need for a centralised data-aggregating product where key stakeholders in the space can interact. At Edgefolio, this is exactly what we are building – a marketplace connecting allocators with fund managers in a compliant, secure and beautiful way.
Edgefolio awarded “Most Disruptive Technology Solution” at European Hedge Fund Technology Awards 2017
Edgefolio’s fund data management & analysis solution has been voted “Most Disruptive Technology Solution” by the European Hedge Fund Technology Awards 2017.
The ceremony, which took place on Tuesday 12th September at Plaisterers’ Hall in London, recognises technology providers across 30 different categories that serve the hedge fund sector and have demonstrated excellent customer service and innovative product development over the past 12 months.
Global Prime Partners announces joint venture with Edgefolio
Global Prime Partners enhances client offering through Edgefolio’s Cap Intro services
Global Prime Partners, a multi-award winning financial services firm that provides prime brokerage, execution, structured products, custody and clearing services to hedge funds, has today announced a joint venture with Edgefolio to provide Cap Intro services to its prime brokerage clients.
Top Goldman banker, Marc Gilly, joins Edgefolio’s Advisory Panel
Marc Gilly, one of Goldman Sachs’ top hedge fund bankers in Europe, has left the company, sources told Reuters.
In his role as head of client-facing activities for European Prime Brokerage and global co-head of capital introductions, Gilly helped hedge funds with a range of services including sales and introductions to potential investors, product development and technology.