EdgeFolio

EdgeFolio

Wealthtech (Retail) | Investment Platforms
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  • FOUNDING YEAR: 2013
    LOCATION:
    Hong Kong
    REGION:
    Last Update:
    27 Jun, 2019
    Global presence:
    Hong Kong, United Kingdom
    Company priority:
    We're on to something big this year!

Description

Edgefolio takes hedge fund data and creates social profiles for these funds that are both visible and searchable to investors.
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


MAIN CLIENTS:
Retail investors
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:
Viewable by subscribers only
TOP PROBLEM SOLVED:
Digital sharing of alternative performance and investor relations at scale.
PRODUCT DEVELOPMENT STAGE
V2.0 or BEYOND
KEY DIFFERENTIATORS
Viewable by subscribers only
PRIMARY CUSTOMER TYPE
Viewable by subscribers only
PRODUCT ATTRIBUTES
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PEOPLE


FOUNDERS:
Leo Gasteen, Rowen Pillay
NUMBER OF EMPLOYEES:
1-10
INVESTORS:
Beta factory, Simula innovation
FOUNDERS:
Rowen Pillay, Leopold Gasteen, Bastien Bourdon, Harish Narayanan
NUMBER OF EMPLOYEES:
11-50
KEY EMPLOYEES:
CEO: Rowen Pillay
CTO: Bastien Bourdon
TEAM COMMENT:
Viewable by subscribers only
BOARD MEMBERS:
Marc Gilly, Davide De Picciotto
ADVISORS:
Marc Gilly, Davide De Picciotto

TRACTION


VALUATION / MARKET CAP:
$4 MM in 2015
LIVE USERS/TRANSACTIONS:
Viewable by subscribers only

MOMENTUM


FUNDED:
YES
TOTAL FUNDING:
$680 K
SEED & PRIOR FUNDING:
$680 K
FUNDING COMPLETED:
Viewable by subscribers only
FUNDED:
YES
TOTAL FUNDING:
$3 Millions
LISTED:
Viewable by subscribers only
FUNDING SERIES:
Seed
May 2017
$3 Millions
at a $15 Million valuation
Comment on Seed
Viewable by subscribers only

FOR INVESTORS

FUNDING NEEDED
$1 Million
USES OF FUNDS RAISED
Viewable by subscribers only
Viewable by subscribers only
Viewable by subscribers only
EXIT STRATEGY
Viewable by subscribers only
MONTHS LEFT WITH CURRENT CASH BURN RATE
Viewable by subscribers only
COMPETITORS
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LATEST RESEARCH


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