The Investor Engagement Platform

Built for IR and Sales Teams to Raise Capital Alongside Your CRM

Identify the right investors, understand their intent, and convert engagement into allocations - all in one platform.

Our integration with ProFundCom and Dynamo give us the ability to get true engagement information from our emails, website and investor portal in a single view in Dynamo - Equinox Partners

ProFundCom Integrates with Satuit

Integrating Satuit and ProFundCom has improved our marketing processes and gives our sales team the ability with ProFundCom's LeadDeckAI to target the right allocators - Global Strategic

ProFundCom Integrates with Salesforce

ProFundCom has replaced Marketing Cloud and for once we are not worried about bot traffic, emails being seen as SPAM and if or not support will ever get back to us - Third Avenue

Identify the right investors, understand their intent, and convert engagement into allocations - all in one platform.

ProFundCom Integrates with FolioMetrics

Integration with FolioMetrics and ProFundCom brings together portfolio analytics and investor engagement in one place, helping our team make data-driven decisions and build stronger allocator relationships.

ProFundCom Integrates with Microsoft Dynamics 365

Microsoft Dynamics 365 with ProFundCom gives our team a seamless flow of investor engagement data, enabling smarter outreach and more meaningful conversations with the right allocators - Connection Captial

ProFundCom is specifically designed to help raise AuM with:

Learn more about the benefits ProFundCom can bring to your fund marketing.

20+ Years working with funds, and proven to be a game changer.

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Fund-specific marketing automation software with best-in-class features

Full automation of your marketing channels

ProFundCom specialises in marketing automation dedicated to funds. We provide a flexible approach that integrates with multiple systems and APIs to deliver a holistic view of your digital marketing efforts, while fulfilling the strict requirements of financial services regulation.

Engage with prospects from one central source

With our market-leading platform, get unparalleled analysis into funds, prospects and investors and proactively seek opportunities to increase outreach for raising and preserving AuM.

Powerful Tools to help raise and retain AuM

Track engagement across all your digital channels and deliver leads to the sales team so they can connect the minute a prospect starts to engage.

Get real-time alerts of website & investor portal visitors, social media engagement, new prospect activity as well as a list of prospects that our AI algorithm has identified need a call. Customise the scoring of your contacts based on your preferences.

Applications that work seamlessly together

You can easily integrate ProFundCom with your CRM, Investor Portal, and any other systems that you might be using. We have an open API that ensures seamless integration, and what’s more, our specialist product team will work with you on your specific requirements.

Learn more about the ProFundCom Apps that work together to target investment opportunities.

Ready to accelerate AuM and become a fund marketing superhero?

The ProFundCom platform gives unparalleled insights into a companies' funds, prospects and investors and proactively helps to identify opportunities to both raise and preserve AuM.

Read reviews from funds who have transformed their digital marketing using ProFundCom

Companies that already raise AuM with ProFundCom

Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide…

Founded in 1986, Third Avenue Management is a New York City-based asset manager that utilizes a disciplined, value-oriented, and asset-based approach to investing in publicly traded securities. The firm’s core investment strategies…