Edgefolio

Hedge fund managers, prime brokers, and capital introduction teams use Edgefolio to manage investor relationships and make fund marketing and fundraising easier to coordinate. Fund managers can share fund information, performance reports, and documents through an investor portal and virtual data room, while using CRM tools and email campaigns to organize outreach. Access controls help teams tailor what investors can see, and engagement analytics show how recipients interact with shared content. Prime brokers and third-party marketers can use the platform to organize fund information, distribute content, and manage investor introduction requests. Investors can use Edgefolio’s tools to screen, research, and analyze funds.

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