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Connecting Fund Managers and Investors Through Data

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Raise Assets: 500+ Top Institutional Investors

Edgefolio has built a user base with over 500 of the world’s top institutional investors. These include include family offices, endowments, sovereign wealth funds, fund of funds, and hedge fund consultants. Regardless of your size or track record our investor base has someone for you. All of this, and it’s entirely free!

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Raise Assets: 500+ Top Institutional Investors
Compliance and Regulation made easy

Compliance and Regulation Made Easy

Use your Edgefolio profile as the basis for replacing manually updated PDFs. Easily distribute fund information to your investors in a digital and entirely compliant way. Automatically archive all your documentation.

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Retain Assets: Private Investor Portal

Turn your Edgefolio profile into a branded private experience on your website with the Edgefolio Investor Relations Portal plugin. Verified institutional investors can login using credentials you set. Enable digital tracking of all interactions with auditable trails for compliance purposes.

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Retain Assets: Private Investor Portal
Get an in-depth Peer Analysis

Secure Document Handling

To expedite the conversation with investors, your profile includes a secure data room (bank level security) which enables you to upload fund documents and handle inbound requests to access them. All investor interactions are tracked, and downloads are watermarked.

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How Does Your Fund Rank?

When you update your monthly NAV data, you will be able to access an up to date peer analysis showing you how your fund stacks up versus your closest peers. Alpha, Beta, Sharpe, CAGR, Correlation, Drawdown and other stats, all instantly computed and ranked. Interact with your peer analysis in new ways through our suite of data visualisations.

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How does your fund rank?

Plans

Feature Basic Premium $497 a month per fund
Edgefolio Marketplace - Unlimited Investor leads
Customisable Profile
Shareable Profile
Unlimited Document Storage
Customised Peer Analysis
Branded Factsheets
Private Investor Relations Portal
Get started Free 30 day trial
  • Basic
  • Shareable Profile
Get started
  • Premium $497 a month per fund
  • Customisable Profile
  • Shareable Profile
  • Unlimited Document Storage
  • Customised Peer Analysis
  • Branded Factsheets
  • Private Investor Relations Portal
Free 30 day trial