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Connecting Investors and Fund Managers Through Data

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Intelligent Manager Sourcing

Explore thousands of fund profiles, and refine your search on qualitative, quantitative, and geographical filters. Save searches, and create alerts when funds enter or leave your filtered universe. Favourite interesting funds, and create custom peer groups.

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Intelligent Manager Sourcing
Data Concierge Service

Data Concierge Service

On the off-chance you can’t find a fund, just let us know and we’ll get it for you. Whether it’s a new launch, or a hidden gem, we are dedicated to making sure you find what you are looking for.

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Digital Interactive Factsheets

Every profile allows you to analyse the data, crunch the numbers, access the data room, and connect with the manager, all in one place.

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Digital Interactive Factsheets
Instant Document Access

Instant Document Access

If a fund profile looks interesting, you might want to take an informed decision to go one step further and kick start your due diligence. You can request access to their data room, containing key fund and firm documentation.

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Monitor and Compare Funds

Edgefolio’s ground-breaking technology lets investors perform powerful and in-depth peer analysis on lists of funds they monitor. Discover any fund’s edge over its peers on an absolute, relative and correlative basis.

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Monitor and Compare Funds
Export Data

Export Data

Edgefolio is committed to complementing your existing workflow. So whether it’s printing factsheets, exporting data to Excel, or accessing it via our API, we’re confident Edgefolio can work for you.

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Plans

Feature Basic Premium $197 /mo Pro $497* /mo
Funds 500+ Unlimited
Concierge Service
Keyword Search
HF Profiles
Document Access
Peer Analysis
Map Search
Export Data
Generate PDF Factsheets
Custom Instance
Get started Request *Partnership pricing only Request
  • Basic
  • ~500 Funds
  • Concierge Service
  • Keyword Search
  • HF Profiles
  • Document Access
  • Peer Analysis
  • Map Search
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  • Pro $POA
  • Unlimited
  • Concierge Service
  • Keyword Search
  • HF Profiles
  • Document Access
  • Peer Analysis
  • Map Search
  • Export Data
  • Generate PDF Factsheets
  • Custom Instance with Data consolidation
Request