Edgefolio
wealthtech (retail) . investment platforms
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About
Edgefolio provides industry leading technology solutions for the Asset Management industry. Our clients include some of the world's largest institutional investors, prime brokerage teams, top hedge funds, UCITS platforms, managed accounts platforms, introducing brokers, and family offices (fintech). Our tech solves for 3 main parts: 1 - The Hidden Cost of Fundraising 2 - Compliance & Regulation 3 - Investor Relations at Scale We are leading the digital wave that is transforming the way the industry works, towards greater efficiency, transparency, and an overall higher standard of excellence.
Edgefolio takes hedge fund data and creates social profiles for these funds that are both visible and searchable to investors.
Focus
PRODUCTS & SERVICES
FundPortal: FundPortal is a modern investor portal. It’s a bespoke CRM. It’s a powerful campaign manager. It’s everything fund managers and marketers need to engage their clients, convert new prospects, and keep everyone happy! ResearchEdge: ResearchEdge is a powerful analysis and due diligence platform for traditional and alternative investments. Enterprise: Want to grow your client list, raise assets, and stand out in a highly competitive landscape? Our technology and expertise in the industry can help.
REVENUE MODEL
We charge a software licensing fee for all products.
MAIN CLIENTS
Retail investors
PRIMARY PROBLEM SOLVED
Digital sharing of alternative performance and investor relations at scale.
Traction
VALUATION / MARKET CAP:
$4 M in 2015
People
FOUNDERS
Rowen Pillay
Bastien Bourdon
Léopold Gasteen
Harish Narayanan
BOARD MEMBERS AND ADVISORS
Marc Gilly
Davide De Picciotto
NUMBER OF EMPLOYEES
11-50
INVESTORS:
COMMENT:
We are a team of engineers, hustlers,,misfits who have the backing of industry titans. We have all the right ingredients to pull this off,create the industry standard for how fund data is shared,analysed.
Momentum
FUNDED
YES
TOTAL FUNDING
$680 K
SEED & PRIOR FUNDING
$680 K
LISTED
NO
For Investors
FUNDING NEEDED:
$1 M
USES OF FUNDS RAISED:
1. land first 7 figure customer on Enterprise (90% there)
2. expand into long only and closed ended products for FundPortal
3. Make ResearchEdge scalable at $10k price point
EXIT STRATEGY
Trade sale to one of the existing incumbents - Morningstar, Bloomberg, Nikkei.
MONTHS LEFT WITH CURRENT CASH BURN RATE:
12 months from 8 Oct, 2018
COMPETITORS:
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FOUNDING YEAR:
LOCATION:
Views:
$680 K
About
Edgefolio provides industry leading technology solutions for the Asset Management industry. Our clients include some of the world's largest institutional investors, prime brokerage teams, top hedge funds, UCITS platforms, managed accounts platforms, introducing brokers, and family offices (fintech). Our tech solves for 3 main parts: 1 - The Hidden Cost of Fundraising 2 - Compliance & Regulation 3 - Investor Relations at Scale We are leading the digital wave that is transforming the way the industry works, towards greater efficiency, transparency, and an overall higher standard of excellence.
Edgefolio
About
Edgefolio provides industry leading technology solutions for the Asset Management industry. Our clients include some of the world's largest institutional investors, prime brokerage teams, top hedge funds, UCITS platforms, managed accounts platforms, introducing brokers, and family offices (fintech). Our tech solves for 3 main parts: 1 - The Hidden Cost of Fundraising 2 - Compliance & Regulation 3 - Investor Relations at Scale We are leading the digital wave that is transforming the way the industry works, towards greater efficiency, transparency, and an overall higher standard of excellence.
Focus
PRODUCTS & SERVICES
FundPortal: FundPortal is a modern investor portal. It’s a bespoke CRM. It’s a powerful campaign manager. It’s everything fund managers and marketers need to engage their clients, convert new prospects, and keep everyone happy! ResearchEdge: ResearchEdge is a powerful analysis and due diligence platform for traditional and alternative investments. Enterprise: Want to grow your client list, raise assets, and stand out in a highly competitive landscape? Our technology and expertise in the industry can help.
REVENUE MODEL
We charge a software licensing fee for all products.
TOP PROBLEM SOLVED
Digital sharing of alternative performance and investor relations at scale.
PRODUCT DEVELOPMENT STAGE
V2.0 or BEYOND
KEY DIFFERENTIATORS
We are a fully integrated solution replacing multiple platforms in each product instance.
PRIMARY CUSTOMER TYPE
Enterprise - Banks or Financial Institutions
PRODUCT ATTRIBUTES
SaaS
White label
Customer facing
People
FOUNDERS
Rowen Pillay
Bastien Bourdon
Léopold Gasteen
Harish Narayanan
NUMBER OF EMPLOYEES
11-50
KEY EMPLOYEES:
CEO, FOUNDER: Rowen Pillay
CTO, FOUNDER: Bastien Bourdon
FOUNDER: Léopold Gasteen
FOUNDER: Harish Narayanan
TEAM COMMENT:
We are a team of engineers, hustlers,,misfits who have the backing of industry titans. We have all the right ingredients to pull this off,create the industry standard for how fund data is shared,analysed.
BOARD MEMBERS AND ADVISORS:
Marc Gilly, Davide De Picciotto
INVESTORS:
Momentum
FUNDED
YES
TOTAL FUNDING:
$3 M
LISTED
NO
FUNDING SERIES
Seed --- May 2017 --- USD3 M at a USD15 Mvaluation Comment on Seed In this round we brought in some industry heavyweights - former head of capital introductions at GS. MD of OakTree opportunity fund in London, and a handful of other industry insiders. The aim was to build a book of angels who had the ability to knock down large doors, and lend their credibility.Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!
Edgefolio takes hedge fund data and creates social profiles for these funds that are both visible and searchable to investors.
Focus+Momentum+Traction+People+For Investors+
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Edgefolio
About
Edgefolio provides industry leading technology solutions for the Asset Management industry. Our clients include some of the world's largest institutional investors, prime brokerage teams, top hedge funds, UCITS platforms, managed accounts platforms, introducing brokers, and family offices (fintech). Our tech solves for 3 main parts: 1 - The Hidden Cost of Fundraising 2 - Compliance & Regulation 3 - Investor Relations at Scale We are leading the digital wave that is transforming the way the industry works, towards greater efficiency, transparency, and an overall higher standard of excellence.
Focus
PRODUCTS & SERVICES
FundPortal: FundPortal is a modern investor portal. It’s a bespoke CRM. It’s a powerful campaign manager. It’s everything fund managers and marketers need to engage their clients, convert new prospects, and keep everyone happy! ResearchEdge: ResearchEdge is a powerful analysis and due diligence platform for traditional and alternative investments. Enterprise: Want to grow your client list, raise assets, and stand out in a highly competitive landscape? Our technology and expertise in the industry can help.
REVENUE MODEL
We charge a software licensing fee for all products.
TOP PROBLEM SOLVED
Digital sharing of alternative performance and investor relations at scale.
PRODUCT DEVELOPMENT STAGE
V2.0 or BEYOND
KEY DIFFERENTIATORS
We are a fully integrated solution replacing multiple platforms in each product instance.
PRIMARY CUSTOMER TYPE
Enterprise - Banks or Financial Institutions
PRODUCT ATTRIBUTES
SaaS
White label
Customer facing
People
FOUNDERS
Rowen Pillay
Bastien Bourdon
Léopold Gasteen
Harish Narayanan
NUMBER OF EMPLOYEES
11-50
KEY EMPLOYEES:
CEO, FOUNDER: Rowen Pillay
CTO, FOUNDER: Bastien Bourdon
FOUNDER: Léopold Gasteen
FOUNDER: Harish Narayanan
TEAM COMMENT:
We are a team of engineers, hustlers,,misfits who have the backing of industry titans. We have all the right ingredients to pull this off,create the industry standard for how fund data is shared,analysed.
BOARD MEMBERS AND ADVISORS:
Marc Gilly, Davide De Picciotto
INVESTORS:
Momentum
FUNDED
YES
TOTAL FUNDING:
$3 M
LISTED
NO