Think of the following scenario:
You start planning your trip long in advance before the actual event. You arrange the flights, the hotel, the material you need and you try to plan ahead your sales strategy. ” Who else is going there? What it the best elevator pitch I can use? How can I convince the Investors that I am the manager they should be speaking with?”
Since the beginning of Funportal 2 years ago, Edgefolio has always allowed you to share rich, interactive information on your fund in an instant.
This includes your information on the fund, on the fly analysis and comparison with your peers, rich newsfeed, and a smart way to share all your documents with your prospects and Investors. You can create an automated Factsheet with a click of a button, and carefully set permissions to control who sees what. And all these, in a compliant way.
Many investors today focus the bulk of their attention on gathering information and data when it comes to manager assessment. From reading through documentation (DDQs, supplement, financial statements, presentations etc) to the analysis of performance series, investors certainly have their work cut out. But is this approach solid, or is it just scratching the surface?
Edgefolio has started a new initiative and want to feature some of you in a series of interviews. It will be known as: “Edgefolio Spotlight”. This week we introduce Angus Cameron from PCS Capital.
We understand marketing your fund is hard, so we’ve been steadily improving FundPortal to make things easier. For this batch of updates, we’ve been paying particular attention to streamline how FundPortal integrates with your existing workflows.
The research examines big managers’ path to growth, providing a roadmap for all emerging and start-up managers as they make their way to $1bn AUM.
Read about what’s been going on behind the scenes at Edgefolio during September. From awards to feature updates – we give you a short overview of what we have been getting on with during this month’s newsletter.
We are very excited to announce that The Guardian Multi-Family Office is Edgefolio’s newest client, opening a new market in New Zealand.
The Auckland-based boutique, independently-owned wealth management and financial advisory firm, will be utilizing Edgefolio’s flagship product, FundPortal to administer market its SICAV Sub-Funds.