Edgefolio

wealthtech-retailinvestment platforms

FOUNDING YEAR: 2013
LOCATION: United Kingdom
Last Update: 17/07/2020

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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.

MEDICI Analysis

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:

Beta factory

Simula innovation

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:

CapTec

Intralinks

BASICS

FOUNDING YEAR:

2013

LOCATION:

United Kingdom

Views:

210 VISITORS | 847 VIEWS
LATEST FUNDING ROUND

$680 K

TOTAL EMPLOYEES
11-50

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.

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!

MEDICI Analysis

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+
Other+

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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:

Beta factory

Simula innovation

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.