The FolioMetrics solution provides an integrated platform for hedge fund investor relations and marketing  teams.

Solutions

CRM

At its heart FolioMetrics contains a fully featured CRM solution providing:

  • Contact management
  • Email, meeting and task logging with full integration to Microsoft Outlook
  • Document management – store key investor documents in a central linked repository

Opportunity Tracking

Furthermore it encompasses a powerful opportunity tracking module tailored to the alternative investment market including:

  • Pipeline tracking – view potential investments by stage, size or fund
  • Campaign management – track all activity and outcome from investor events or road shows

Fund Administrator Integration

The solution is also able to integrate with fund administrators to provide at a glance access to:

  • Investor balances
  • Historical and future transactions
  • Analysis of the fund’s AUM by investor type, region and currency class

Investor Liquidity

Cash flow data is paired with the ability to enter fund, class and investor level liquidity terms to provide detailed liquidity analysis such as:

  • Investor liquidity by lockup, frequency, notice period
  • Liquidity breakdown by investor type and region
  • Upcoming notice dates

Fund Analytics

In addition the platform provides full fund performance analytics and reporting enabling:

  • Creation and distribution of professional fund reports for investor relations and marketing
  • On the fly access to fund performance and statistics information
  • Instant access to index data and competitor performance (via a subscription to a third party data vendor).