Marketing data insights: painting a picture of your investors

What types of information can you get on your investors? Piecing together your marketing data paints a holistic picture of your investor audience, illustrating which investors you are getting most traction with.

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Maximising value through CRM connectivity

Why is CRM connectivity important? Creating an automated flow of information between systems saves you the time and effort required to manually input data from various formats.

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Starting as you mean to go on: why hedge funds should use a CRM from the outset

Most emerging hedge funds operate on a restricted budget, and implementing a CRM to support their sales and investor relations process is often not a priority. The result? The loss of valuable early-stage data.

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Edgefolio makes it official with SOC2 compliance

At Edgefolio, we have exceeded the high security standards of our global investment bank clients for years. But don’t just take our word for it… we’ve made it official with SOC2 compliance.

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Embracing digital channels: capital introductions in 2024 and beyond

The amount of prospect engagement hedge funds do online is increasing. What will this look like for 2024/2025?

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Adapt or fall behind: the imperative shift in hedge fund fundraising tactics

There are many more routes to market for hedge funds looking to attract investors in 2024/2025. Are you set to take advantage of them?

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Post-event follow-up: realising the full potential of your investment

As fund managers prepare for a busy week of events in Miami, we consider how they can maximise their success.

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How to get the most from your events

Strategies to optimise your experience at upcoming events

As fund managers prepare for a busy week of events in Miami, we consider how they can maximise their success.

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