FundPortal for Fund Managers

You’re in good company

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

Laser focused fund marketing;
next level investor service.

Digital 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 with holistic engagement analytics.

Security

Ensure investment bank security throughout your investor journey, from start to finish.

Investor accreditation

Jurisdiction-based requirements are represented and available for audit.

Compliance

Ensure compliance with audit trails, individual access rights, and document watermarking.

Testimonials

Client reviews

Join hundreds of fund managers using our platform globally.

FundPortal 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 Group

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

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

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

Poincare Capital

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

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.

Edgefolio4Good: Conserving London’s green spaces with The Royal Parks

Edgefolio’s marketing associate shares their experience volunteering with The Royal Parks, reflecting on the work behind conserving London’s green spaces.

MPP&E Capital selects Edgefolio to power hedge fund investor portal

MPP&E Capital, a London-based hedge fund, is now live on Edgefolio’s all-in-one investor relations platform for hedge funds. The firm will benefit from a dedicated hedge fund investor portal, with transparent performance reporting, comprehensive communication tools, CRM, and virtual data room – all within a single platform.

Edgefolio4Good: Professional skills volunteering for GOSH

Edgefolio’s head of marketing shares their experience volunteering at Great Ormond Street Hospital, discussing the benefits of professional skills volunteering.

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