Join the list of leading hedge funds using our software daily
Launch your own marketing and investor relations platform
Share, discover, and collaborate with ease – all in one compliant platform.
Investor portal
Deliver your investors the latest fund information through a secure, digital experience with access fully controlled by a jurisdiction and compliance rules engine. Keep your investors informed, engaged, and confident.
CRM
Centralise all your prospect and client interactions in one intuitive platform. Manage tasks, track communications, and access the latest information instantly ensuring that every investor conversation is timely and relevant.
Analytics
Gain real insight into investor behaviour. Track engagement and usage data to identify which prospects are genuinely interested and focus your time where it counts most.
Reporting
Create and share compelling factsheets, peer analyses, and industry reports with ease. Present your performance clearly, internally, to investors, or to prime brokers all from one place
Compliance
Purpose-built for the hedge fund industry, Edgefolio embeds compliance and regulation into every layer of the platform. Maintain transparency and security effortlessly while staying fully compliant.
Answers to your most common questions
Why do I need a client portal?
With more competition than ever to get investor attention, every interaction counts – including the digital ones. A client portal means investors get the organised, professional experience they expect and you can 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, to understand who’s most engaged and who’s read your commentaries, and thus where to focus your time.
Is it easy to migrate onto Edgefolio from my current CRM?
Edgefolio for Managers has integrations and tools to let you import your current list of investors and prospects from your existing CRM tools.
Press releases
Acer 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 moreMPP&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.
Read moreStouff Capital selects Edgefolio to support growth trajectory
Stouff Capital, a Swiss hedge fund, is now live on FundPortal, Edgefolio’s all-in-one fund marketing and investor relations platform for hedge funds. The firm will now benefit from an investor portal and CRM, with mailing tools, fund reporting, and data room – all within a single platform.
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