Frictionless Fund Marketing

Client portal, email campaigns, data room, investor engagement scoring (behavioural data), peer analysis and now CRM, all in one platform.

Raise & Retain. Faster & Smarter.


Tasks: Set priorities, create due dates and assign items across your team to never miss a follow up.

Deals: Track your sales opportunities through a custom pipeline.

Notes: Log meeting notes and create follow ups to increase your conversion rates. 

Gif highlighting new functionality within FundPortal

Request a demo

Efficiently organise your prospects and investors, in the platform built for fund managers