See why the world’s largest investment banks trust Edgefolio
A compliant, scalable, and fully digital fund distribution platform
With more hedge funds than ever before, prime brokers need to scale their cap intro offering in a way that is effective and efficient.
CRM
Centralise all your prospect and client interactions in one intuitive platform. Manage tasks, track communications, and access the latest information instantly ensuring that every conversation is timely and relevant.
Match engine
Use intelligent algorithms to match managers and investors based on performance data, investment criteria, and behavioural indicators.
Fund discovery
Search and filter across all connected data sources to find relevant funds and institutional investors quickly and accurately.
Introductions
Track pending and completed introductions, manage follow-ups, and monitor the progress of each relationship through a dedicated workflow.
Analytics
Analyse engagement patterns, client activity, and introduction outcomes to identify high-value prospects and industry trends.
Compliance
Maintain full transparency and accountability across all interactions with built-in compliance controls, secure data handling, and audit trails.
Insights
The modern fund marketing tech stack
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How to build a fund marketing strategy
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Selecting a hedge fund CRM
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