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).
So-called ‘Say on Climate’ votes are quickly becoming an important element of company AGMs across the world.Read more
ESTea #11 12/07/21: Is ESG investing driving inflation?
It seems that 2021 will be dominated by two key themes: green investing and the fear of runaway inflation. The two themes may be linked, with a two-year surge in investment being partly to blame for the simultaneous increase in both prices and wages.Read more
ESTea #10 05/07/21: The hard things about green things
One day I’d like to spin this article out into a much longer discussion of the difficult ethical and technical problems when it comes to the environment – in particular climate change caused by carbon emissions. The following is just a starting point.Read more