FundPortal is your all-in-one fund marketing platform

Client portal, Data room, Mail campaigns and CRM for fully compliant marketing and investor relations

FundPortal is the only software product that combines all of the tools necessary for marketing alternatives in 2022.

Laser-focused hedge fund marketing


Send out your monthly fund performance, source fresh investment and manage outbound email campaigns. Delight and retain investors with full-suite analytics showcasing how you outperform industry-specific benchmarks and peers.


Laser-focused hedge fund marketing
<h1> Secure & efficient investor relations

Secure & efficient investor relations

Quickly respond to multiple requests using your branded, fully compliant client portal, CRM, data room & mailing tool. Streamline your tech stack with the all-in-one client communications platform.



Actionable marketing insight


Understand your clients on a deeper level, thanks to Edgefolio’s proprietary engagement scoring system. Send timely & relevant communications at the exact moment your investors are thinking about you.


Actionable marketing insight

Experience the power of FundPortal


See how fund managers worldwide raise & retain capital faster, through an optimised investor experience.

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Raise & Retain. Faster & Smarter.


Client portal, email campaigns, data room, investor engagement scoring, peer analysis and now CRM, all in one hedge fund marketing platform.

Raise & Retain. Faster & Smarter.
Fund Performance Center

Contextualise your performance with peer analysis, custom benchmarks & more.

CRM

Harness the power of a CRM with every single feature built for asset managers.

Behavioural Analytics

Audit trails, document tracking and investor engagement scoring.

Marketing Platform

Monthly factsheet distribution & automated email campaigns at scale.

You’re in good company


Join the list of leading hedge funds using our software daily to optimise performance.

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Testimonials

Client reviews


Join hundreds of fund managers using our platform globally.

FundPortal has greatly expanded the online service we offer to investors, it has allowed us to supply them with information, customised to their stage within the sales process.

Zoe Russel
Zoe Russel
Tolomeo Capital AG

I could not be more satisfied with FundPortal and am convinced it will ultimately drive much better conversion of investor prospects into fund investors.

Theron De Ris
Theron De Ris
Eschler Asset Management

FundPortal is intuitive and simple to use with a level of fund and peer analytics unparalleled in the industry. The software has aided Coleman Group in both the presentation of our fund to clients as well as alerting potential investors to us as an investment.

Matt McClean
Matt McClean
Coleman Group

I really like the new upgrade, and as you might see by my increased activity, it has transformed my engagement. Many thanks to the team at Edgefolio for incorporating our suggestions into the latest version of FundPortal.

Matthieu Gervis
Matthieu Gervis
Poincare Capital

It’s time to digitise


Get started with a better fund marketing experience.

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Before getting started

Frequently Asked Questions


Why do I need a client portal?

When an investor is considering your fund, every interaction counts – including the digital ones. A client portal means investors get the organised, professional experience they expect and you understand exactly what they’re thinking.

How does Edgefolio help me raise capital?

Using our analytics and insights tools, FundPortal lets you securely share all of your fund marketing materials, then understand who’s most engaged, who’s read your commentaries and thus where to focus your time.

How long does it take to implement?

Our 1-week implementation process requires just two short calls together, to collect the necessary information about your funds. Once we have that, your fully white-labeled FundPortal will be set up within 5 working days.

Is it easy to migrate onto FundPortal from my current CRM?

FundPortal has integrations and tools to let you import your current list of investors and prospects from your existing CRM tools

On average, people replace 3 or more tools they’re already paying for when they switch to FundPortal. With full integration, no headaches and fewer mistakes you’ll move faster than ever before.


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News & Blog

Latest Blog Posts


Read more from us on the latest industry news, product updates and tips on how to be a better fund marketer.

Why Does A Hedge Fund Need A Client Portal?

Why does a hedge fund need a client portal in 2022? Transparency? Yep. Marketing? Absolutely. We delve into all the reasons why it is crucial in 2022.

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How to write a great prospecting email for fund managers

Emerging fund managers need to master the art of a great prospect email due to less contacts and experience – Edgefolio has tips.

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Why do hedge fund managers need an integrated CRM?

Why should hedge fund managers adopt a CRM? Edgefolio explores some of the principal reasons and benefits for asset managers below.

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