Digital Fund Information
Fund Profile, Analysis Suite, Peer Review, Exposures, Newsfeed, Data Room
Contact management, relationship tracking, notes, engagement scoring, tasks, introductions, logging, tracking, search and retrieval.
Tracking usage and behavioural data across all implementations
Aggregating and structuring multi-sourced data. Privacy and permissioning layers. Automated updates and seamless integration.
Fund factsheets, Peer Analysis, Industry Report
Compliance and regulation
Jurisdiction matrix, relevant disclaimers, audit trails, representations and KYC.
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.
White label platforms for onboarding investors and managers. Allow Cap Intro and consulting teams to offer engaging client experiences. Digital Cap Intro at scale.
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.
Showcase your sustainability strategy and performance. Analytics and reporting tailored for sustainability, impact and ESG data. Reporting to regulatory frameworks (SFDR, PRI, TCFD).
Top Performing Funds (track record >1 year, AUM> $100m) in November 2020
November’s strong rally caught many investors by surprise after a weak October, turning many of the funds that were at the bottom of the pile into winners, and pushing former high performers into the list of laggards.Read more
Chinese Commodities Arbitrage discussion with Steve Reece
This week we introduce Steve Reece, founder and COO of Windrose to the spotlight! Read about the operations at Windrose and Steeve’s thoughts of opportunities in a post-covid world.Read more
Top Performing Funds (track record >1 year, AUM> $100m) in October 2020
As the northern hemisphere headed firmly into autumn, the October news flow was dominated by two topics: the resurgence of Covid-19 in Europe, and the upcoming US elections. Markets spent much of the month in wait-and-see mode, before the announcement of widespread restrictions across Europe.Read more