Digitising fund marketing

Edgefolio is connecting the hedge fund industry.


Learn more
<div style="font-size:0.95em">Digitising fund marketing
Technology

Launch your own marketing and investor relations platform


A flexible solution tailored to fund managers

Digital fund information

Fund Profile, Analysis Suite, Peer Review, Newsfeed, Data Room.

CRM

Contact management, relationship tracking, notes, engagement scoring, tasks, introductions.

Usage analytics

Tracking usage and behavioural data across all implementations.

Data management

Aggregating and structuring multi-sourced data. Privacy and permission-based access.

Reporting

Fund factsheets, Peer Analysis, Industry Reports.

Compliance and regulation

Jurisdiction matrix, relevant disclaimers, audit trails, representations and KYC.

Solutions

Our customers


Fund Managers

All your information in one place, accurate and up to date. FundPortal is a scalable investor relations portal designed to digitise, and track the success of your fund marketing and investor engagement.

Institutional Investors

A centralised source of fund intelligence for your organisation. Fund screening, research and analysis platform. All your data sources fully integrated. Private, customisable, and secure.

Prime Brokers

White label platforms for onboarding investors and managers. Allow Cap Intro and consulting teams to offer engaging client experiences. Digital Cap Intro at scale.

Partners


Join thousands of satisfied customers using our template globally.

image
image
image
image
Testimonials

What our customers have to say


Newsletter

The Fund Marketing Quarterly


Subscribe to receive fund marketing insights and thoughtleadership directly to your inbox