Edgefolio for Managers
Launch your own marketing and investor relations platform. Client portal, CRM, data room, and marketing campaigns – with holistic analytics.
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You’re in good company
Join the list of leading hedge funds using our software daily to optimise performance.
Unlock your fund marketing potential
Check out our product features.
Investor portal
Performance, custom benchmarks, content and reports in a beautiful client portal.
CRM
A single home for your client data, built specifically for hedge funds.
Data room
Control the distribution of sensitive information with robust access management.
Mail campaigns
Distribute your content and track engagement – all in one place.
Behavioural analytics
Understand your audience better with holistic engagement analytics.
Security
Investment bank security throughout your investor journey, from start to finish.
Investor accreditation
Jurisdiction-based requirements are represented and available for audit.
Compliance controls
Ensure compliance with audit trails, individual access rights, and document watermarking.
Client reviews
Join hundreds of fund managers using our platform globally.
Edgefolio helps boost our market visibility and let us channel our resources into delivering superior returns. The CRM feature is essential as it enables us to monitor deals, securely manage our contacts, and assess the pipeline value.
Mikael Nastamo
Kenno GroupI could not be more satisfied with Edgefolio and am convinced it will ultimately drive much better conversion of investor prospects into fund investors.
Theron De Ris
Eschler Asset ManagementI really like the new upgrade, and as you might see by my increased activity, it has transformed my engagement. Many thanks to the team for incorporating our suggestions into the latest version of Edgefolio for Managers.
Matthieu Gervis
Poincare CapitalEdgefolio 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
Coleman GroupFrequently asked questions
Check out out FAQs to learn more about getting set up on Edgefolio.
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, Edgefolio for Managers 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?
Is it easy to migrate onto Edgefolio from my current CRM?
Latest blog posts
Read more from us on the latest Edgefolio news, updates, and fund marketing tips.
Five signs your hedge fund brand needs a refresh
Many hedge funds do not actively invest in their own brand. This mindset can be costly. Alongside investing in a comprehensive fund marketing solution to maximise your operational capabilities, hedge funds should maintain a consistent and up-to-date brand.
Read moreEvery digital touchpoint is a brand moment
Put yourself in the shoes of an investor who has heard about your fund through word-of-mouth. One of their natural next steps would be researching your firm online. This first digital encounter becomes a pivotal brand moment. What would they see, and what story does their initial experience tell about your fund?
Read moreAcer Tree Investment Management selects Edgefolio to support client base
Acer Tree Investment Management, a London-based alternative credit manager, is now live on Edgefolio’s all-in-one fund marketing solution for hedge funds. The firm will now benefit from a CRM, data room, mailing tool, and fund reporting – all within a single, customisable platform.
Read more