Capital Raising & Automation
After spending the past few days reading about WeWork and whether or not we are going to have an office to work from next month, we realised that the chances are 50-50. So we rushed in and made some more updates to the FundPortal – Now that we still have some time..
Creating the new Generation Portal
Last week was a very busy and productive week here at Edgefolio, and we’re excited to share some things we’ve improved on your FundPortal.
Document Portal for Fund Managers – Do I need one?
Managed security and branded document portals are growing in popularity as hedge funds become cautious of cybersecurity threats to their business.
FundPortal Document Room Update
Allocators really value secure and immediate access to your documents. In the next few days, we’re going to be offering you a free upgrade to make sharing your documents even easier.
Introducing: Exposures & Holdings
Since the beginning of Funportal 2 years ago, Edgefolio has always allowed you to share rich, interactive information on your fund in an instant. We now introduce our newest feature – Exposures and Holdings
Information Vs Wisdom
Many investors today focus the bulk of their attention on gathering information and data when it comes to manager assessment. From reading through documentation to the analysis of performance, investors certainly have their work cut out. But is this approach solid, or is it just scratching the surface?
Fundportal Updated – Streamlining user flow
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.
Which of your Prospects is most likely to invest in your fund? Now you can find out in a glance.
Presenting: Engagement level of your prospects!
– We have all the data, how can we use it in the most efficient way?
– Is there a way to know who is a ‘hot’ prospect?
– I have more than 2000 Investors in my database, how can I prioritize?
– If I had time to focus only on 2 prospects, who should they be?
Investor’s Vaults: How to Use Your Fundportal to Share User-specific Documents
In FundPortal, you already had a very feature rich Fund Documents Room, in which each file is assigned a privilege level.
Starting today, FundPortal comes with investor-specific document vaults. You can now securely share Investor Balance Statements, signed NDAs, and more.