FundPortal is your all-in-one fund marketing platform
Client portal, CRM, data room and marketing campaigns – with holistic analytics.
Book a demo
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.
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 GroupI 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 ManagementFundPortal 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 GroupI 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 CapitalFrequently 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
Latest blog posts
Read more from us on the latest industry news, product updates and tips on how to be a better fund marketer.
Edgefolio achieves SOC2 Type 2 accreditation
After achieving SOC2 Type 1 compliance last year, we further vetted our security systems via the significantly more granular external SOC2 Type 2 audit process. Today, we’re proud to announce that Edgefolio has achieved SOC2 Type 2 accreditation.
Read moreThe power of an integrated fund marketing solution for emerging managers
Let’s start by stating the obvious; emerging managers almost always need to drive investment into their fund. However, they often do this with minimal marketing budget, no dedicated marketing professionals, an unknown brand, and little to no track record. No easy task.
Read moreEdgefolio4Good: Kicking off our first group volunteering day with TCV
Recently, we held our first-ever group volunteering day with The Conservation Volunteers (TCV). In total nine Edgefolio team members took part, spanning a range of roles and teams.
Read more