Frictionless Fund Marketing

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

Request a demo

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.

Request a demo

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

Edgefolio group, 2022