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.

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.

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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 (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?

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Fundportal Updated – Streamlining your Use flows

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.

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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?

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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.

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Navigating through new features of FundPortal 3.12

After months of an ongoing dialog with our customers, furious coding and indefinite testing we are proud to introduce the newest version of FundPortal 3.12.

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Fundportal Changes coming soon

During the past few months, we worked hard on the new release of FundPortal. (In the same time we made sure that GDPR is not an issue, as well as shared insights on world’s class Marketing Practices and on how to build a Fundraising machine).

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