The Hedge Fund Platform

Connecting Fund Managers and Investors Through Data

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Data Control

We’ve developed sophisticated privacy and permission settings so you can determine what type of investors can access your profile, and have complete discretion over who can access your documents.

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Distribute your Data

At the click of a button, your fund’s data is piped directly to institutional investors’ workflows. Our API ensures accuracy and efficiency in conversion rates, as your clients step away from manual data entry.

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Manage Investor Relations

When an investor discovers your profile and wants to develop a relationship, you will receive a notification that they wish to connect with you and access your documents. As a courtesy to the manager, we watermark all your documents with the user ID, and we provide a log of every request to serve as a digital trail of reverse inquiry.

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Get an in-depth Peer Analysis

When you update your monthly data, you will be able to access an up to date peer analysis showing you how your fund stacks up versus your closest peers.

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Generate Branded Monthly Factsheets

We’re well aware that making your own factsheets can be tedious, which is why we’ve included it in our offering. As soon as you’ve updated your NAVs, your downloadable factsheets will update to reflect those changes.

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Website Plugin

If you want to brand your profile and give investors access to it via the convenience of your own website, we’ve got you covered. Simply choose a colour palette and upload a logo, we’ll do the rest.

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Plans

Feature Basic Premium $197 /mo Pro $497* /mo
Edgefolio Marketplace (500+ investors) Basic profile Rich profile
Investor Access Management
Encrypted Data Room Limited Unlimited
Peer Analysis Tool Fixed Peer Group Customisable Peer Group
Data Distribution
Factsheets Edgefolio Branding Customised Branding
Investor Search
Platform Analytics
Website plugin (IR Portal)
Per fund pricing Get started Free 30 day trial Request Demo *Partnership pricing only
  • Basic
  • Edgefolio Marketplace
    Basic Profile
  • Investor Access Management
  • Encrypted Data Room
    Limited
  • Peer Analysis Tool
    Fixed Peer Group
  • Factsheets
    Edgefolio Branding
Get started
  • Premium $197 /mo
  • Edgefolio Marketplace
    Rich Profile
  • Investor Access Management
  • Encrypted Data Room
    Unlimited
  • Peer Analysis Tool
    Customisable Peer Group
  • Data Distribution
  • Factsheets
    Customised Branding
Free 30 day trial
  • Pro $497* /mo
  • Edgefolio Marketplace
    Rich Profile
  • Investor Access Management
  • Encrypted Data Room
    Unlimited
  • Peer Analysis Tool
    Customisable Peer Group
  • Data Distribution
  • Factsheets
    Customised Branding
  • Investor Search
  • Platform Analytics
  • Website plugin (IR Portal)
Request Demo *Partnership pricing only