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Straight answers about the platform, integrations, pricing, security, and who it's built for - for IR and sales teams at hedge funds, asset managers, private equity firms, and wealth managers.
YEARS IN FUND MARKETING
EMAILS DELIVERED
CORPORATE USERS
CLIENT AUM SUPPORTED
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ProFundCom specialises in marketing automation dedicated to alternative 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 – all with the goal to help you raise and preserve AuM.
Investor engagement software tracks how prospective and existing investors interact with a fund’s digital channels – emails, websites, investor portals, and social media ProFundcom then turns that activity into a score or alert that tells a sales or IR team who is ready for a conversation. ProFundCom applies this specifically to the fund management industry, factoring in the regulatory and compliance requirements unique to financial services.
ProFundCom has worked exclusively with fund managers for over 20 years, with offices in London, New York, and Geneva. In that time the platform has delivered over 300 million emails for clients collectively managing more than £950 billion in AuM and soon expect to top £1.4 trillion.
ProFundCom is a software platform, not a marketing agency. Fund marketing and IR teams use it directly to run email campaigns, automations, and reporting in-house, though a specialist product team is available to support onboarding and configuration – which is all included in your monthly subscription.
ProFundCom integrates natively with the CRM and investor-portal systems most commonly used by fund managers, including Salesforce, Dynamo, Satuit, Microsoft Dynamics 365, and FolioMetrics. An open API is also available for custom or additional integrations.
ProFundCom includes email marketing built for financial services compliance requirements, marketing automation for nurturing investor prospects, sales intelligence (including LeadDeckAI) to flag which allocators are ready for outreach, an events/webinar manager, and ROI reporting and analytics through the AuM Catalyst reporting suite.
The product is split into individual apps which can be added and removed from your package as and when needed.
AuM Catalyst is ProFundCom’s investor engagement analytics suite, designed specifically for asset managers, hedge funds, private equity firms, and wealth managers to report on and demonstrate marketing’s impact on raising and retaining AuM.
LeadDeckAI is ProFundCom’s AI-driven scoring tool that analyzes engagement across email, website, investor portal, and social activity to identify which allocators and prospects are most likely ready for a sales call, so teams can prioritize outreach.
Yes. ProFundCom provides design testing, blacklist testing, SPAM testing, and compliance testing to help fund marketing teams confirm emails render correctly, avoid spam filters, and meet financial services communication requirements before sending.
Yes. ProFundCom’s benchmarking tool compares a fund’s email open rates, click rates, and engagement against industry data specific to asset management, so marketing teams can see how their campaigns perform relative to peers.
ProFundCom is used by IR, sales, and marketing teams at hedge funds, asset managers, private equity firms, and wealth managers. Current and past clients include PIMCO, JP Morgan, Mirabaud, Waystone, Third Avenue Management, Equinox Partners, Global Strategic, Connection Capital, and Abner Herrman & Brock.
ProFundCom supports both boutique advisors and large institutional asset managers. The platform is configurable to the scale of the marketing and IR team using it, from a single marketer running email campaigns to larger teams coordinating multi-channel investor outreach.
Yes. ProFundCom has a dedicated solution for private equity firms, covering LP communications, fundraising campaign automation, and reporting tailored to private equity’s longer, relationship-driven capital raising cycles.
ProFundCom’s pricing is based on factors such as contact volume, the number of users, and which modules (email marketing, automation, sales intelligence, reporting) a fund manager needs. Because requirements vary significantly by firm size and strategy, exact pricing is provided after a free consultation you can build your package or request a demo for a tailored quote.
Yes. ProFundCom offers a free demonstration of the platform, which can be booked directly through the website. A free Starter Kit is also available for teams beginning to formalize their digital marketing approach.
The ProFundCom App Store lists additional applications and integrations that extend the core platform, allowing fund managers to add specific capabilities or connect further systems as their marketing and IR needs evolve.
ProFundCom is built specifically to meet the strict requirements of financial services regulation, including compliance testing for outbound email communications. The platform also provides sample website and portal Terms of Use guidance for clients operating in regulated markets.
Yes. ProFundCom maintains SOC 2 compliance, verified independently and viewable via its trust report, reflecting its controls around data security relevant to handling sensitive investor and fund data.
ProFundCom applies security controls aligned with SOC 2 standards and works exclusively within the financial services sector, where data handling requirements are especially strict. Specific technical and organizational safeguards can be reviewed directly with the ProFundCom team or via the published trust report.
ProFundCom has been recognized as a Niche Leader in G2’s Top-Rated Marketing Automation Platforms, reflecting verified customer reviews within the marketing automation category.
Still have a question? Talk to the ProFundCom team directly or see the platform live.