Thalēs Agora
How Thalēs and Edgefolio reinvented the cap intro space with Agora.
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Thalēs is a global technology-driven capital raising and derivatives brokerage firm servicing institutional market participants. They help hedge funds shape their stories, refine their strategic plans, and develop the processes required to efficiently raise capital, with technology at the core of everything they do.
Thalēs deploy innovative technologies which, combined with Edgefolio’s platform and expertise, help its clients enhance their trading infrastructures and grow assets under management (AUM).
Private assets are their core business. The global private capital industry is expected to triple over the next five years: up from $10tn to $18-30t*. Alternatives have stopped being “alternative”.
In 2017 they spotted an opportunity that others had not yet identified – the digitization of their capital raising services – with clear objectives:
- Offer a cap intro service to (hedge fund) prospects and clients
- Engage and develop relationships with Institutional Investors
- Allow automated cap intros between investors and managers (self service, scalable)
- Track behavioral data and digital footprints of investor activity
- Enable hybrid high touch approach to fundraising
- Reinforce the Thalēs brand as a technology innovator
The solution
Enter, Agora. Agora is an on-brand powerful fund research and virtual events platform hosting the Thalēs investor & fund manager community. A scalable, fully-compliant, technology solution which allows capital introduction teams worldwide to raise assets through a better client experience and a more intelligent sales process. Thalēs and Edgefolio Enterprise agreed on a technology partnership. After a period of User research analyzing needs and core workflows, the Agora platform for capital introductions was built and launched within a matter of months.
The client
“We are thrilled to have partnered with Edgefolio whose approach and product stand out in their market segment.”
The value of Thalēs Agora
Thalēs Agora delivers value to their team and the managers and investors they serve.
Insights
Managers now have the ability to track usage and behavioral data across all implementations and use that insight to prioritize tasks and make better-informed decisions. For example monthly factsheets, investor engagement, email marketing analytics, and best performing content.
Virtual events
The Agora platform has built-in webinar capabilities allowing Thalēs the ability to get in front of the investor community and market their services by providing expert content.
Increased investor engagement
With a best-in-market digital product, combined with a pre-existing commitment to technology, trust and transparency from investors are a natural by-product.
Less tech, more alpha
As part of an established workflow, Thales managers log in to Agora daily to use Edgefolio’s proprietary engagement scoring system to understand their daily priorities, have all of their contextual conversations in one place and maximise their time so they can spend it on their true focus: Generating alpha.
It’s time to digitize
If you share similar challenges to the companies above, talk to us about turbocharging your AUM through intelligent marketing & investor relations.