Profilir
Exclusive solutions for the investment community
Marketing Solutions that strengthen relationships & establish new networks
At Apex Group, with circa USD 3 trillion assets serviced across Asset Managers, financial institutions, family offices and multinational corporate clients, we understand the importance of communication of information and insight between a company and the investment community.
Enabling connections, interactions, and relationships to grow
Our Client Segments
Asset Managers



We specialise in emerging managers in any asset class and any strategy who have a compelling proposition


Register



Companies



We focus on private companies and small cap public companies across any industry sector that have a differentiating business proposition with market leading products & services.


Register



Investors



We provide investors a confidential and controlled environment to review propositions shared by Asset Managers and Companies.


Register

Asset Managers

We specialise in emerging managers in any asset class and any strategy who have a compelling proposition

Register

Companies

We focus on private companies and small cap public companies across any industry sector that have a differentiating business proposition with market leading products & services.

Register

Investors

We provide investors a confidential and controlled environment to review propositions shared by Asset Managers and Companies.

Register



Registration for basic account is free
 
Tell your story
Marketing Solutions Overview
Client marketing solutions are based on modules that are dependent upon a clients key drivers & requirements. The modules can be integrated within a complete process or utilised selectively depending on need. The 3 main categories of solutions are:


Review & Recommendations
  • Understanding of clients’ key drivers and requirements – what does success look like?
  • Review of clients current marketing & communication activities.
  • Enhancement recommendations based on collaborative client discussions and best in class industry practices.
  • Establishment of goals.


Content Creation Modules
  • Recorded Interviews – The story of a client's firm, people and investment strategy.
  • Thought Leadership Podcasts & Videos – A focus on current industry and market events.
  • Recorded Presentations – Covering performance updates and analysis.


Communication Modules
  • Digital Communication utilising our Profilir platform.
  • Providing virtual webinar presentations.
  • In-person Investor and Influencer presentations hosted with a dining experience.
  • Hosting selective sessions where client experts on specific topics meet with a small group of journalists.
A reusable asset
Recorded Interviews & Presentations
Video/Podcast interviews and presentations are recorded by our professional studio. Topics and associated questions are agreed in advance. For an Asset Manager, areas typically covered include:

  • About your company, people, history
  • Your strategies and investment process
  • Portfolio construction
  • Performance updates
  • Market commentary, shareable research, thought leadership
  • A newsworthy event
Our professional studio manages the recording, edits and post production. Typically, we will produce one full length video/podcast (30-45 minutes) which is also converted into 4-6 shorter individual pieces focusing on a specific topic.


Talk To Us
SaaS Platform – User Generated Content
Profilir Platform Overview
Asset Managers
Marketing & Communications - publish multi-media content to support:
  • Compliant dissemination of information.
  • Brand awareness through the sharing of thought leadership.
  • Investor engagement and the growth of new connections.
Private Rooms - complete control and confidentiality for:
  • Specifically selected people on an invite-only or a request for access basis.
  • The sharing of information and interacting with chosen data room members.


Register as an Asset Manager
Companies
Marketing & Communications- publish multi-media content to support:
  • Brand awareness of your company and products & services.
  • Investor Relations activities including new investor networks.
  • Insights on investor activity and engagement.
Private Rooms - complete control and confidentiality for:
  • Specifically selected people on an invite-only or a request for access basis.
  • The sharing of information and interacting with chosen data room members.


Register as a Company
Investors
Search and review Asset Manager & Company propositions confidentially
  • You cannot be searched for – you choose if you want to engage with others.
  • Watch videos, listen to podcasts and read documents on diverse sectors and people.
  • Provide commentary on company and asset managers profiles.
Your own Private Data Room - complete control and confidentiality for:
  • Specifically selected people on an invite-only or a request for access basis.
  • The sharing of information and interacting with chosen data room members.


Register as an Investor
Profilir Platform Features
Share Insights




Create your own profile and tell your story


Publish videos, podcasts, documents and articles


Write comments and hold Q&A sessions


Allow others to post content in Private Rooms
Engage With Others




Detailed search filters to find areas of interest


Be followed and follow others


See who has viewed your profile


Invite people to follow you


Personal newsfeed of new posts on who you are following


Make comments, like posts, share posts


Private messaging
 
Controls & Security




Multiple user accounts with specific access permissions


Archive of all activity on your account


Investor verification area to support regulatory compliance


AWS hosted with Wireless Application Firewall (WAF)


See who has downloaded documents in Private Rooms


Moderation team to approve uploaded files on marketing profiles
 
 
Choice
Option to Use Private Rooms Only
You can easily switch back and forth between using the full Profilir platform for exposure and visibility to the entire Profilir network as well as the private rooms function- OR - only use the private rooms function for your own closed private network.

This enables you to alter your experience at a push of a button to suit your need for an expanded network of relationships or to solely focus on improving engagement with your existing private relationships.

You will see the menu bar and access change when you switch between the two.

Register for private rooms only account
An extension of your team
Outsource To Us
Client’s can outsource the management of the platform to the Profilir team whilst maintaining full access and control of their client account.

hello@profilir.com
Search and Engage
Client Spotlight

Over $1bn of client funds under management across a range of long only and long-short strategies whose investment focus is either Japan or Asia including Japan.

Register now to learn more about them.


50 Years of Excellence Established in 1965, Migdal Capital Markets, a wholly-owned subsidiary of Migdal Holdings Group, has in the five decades since its inception gained a leading position in Israel’s financial services market, earning a top-notch reputation in the domestic capital market for its professionalism and achievements.

MCM currently manages assets valued at NIS 54 billion for thousands of clients in the private, business and public sectors.

Register now to learn more about them.


The group is publically listed and an investment grade institution. In 2021, Monex managed US$277billion deliverable FX trades and US$8.9bn worth of assets.

Register now to learn more about them.


Greater Share is a newly founded fund-of-funds piloting an innovative philanthropic investment model that harnesses the expertise of the world’s top performing private equity funds and highest impact non-governmental organisations (NGOs) to solve complex global challenges.

Register now to learn more about them.


Commerce Street Holdings, LLC is the holding company for Commerce Street Capital, LLC (“CSC”), a FINRA/SIPC member broker dealer and Commerce Street Investment Advisor, LLC dba Commerce Street Investment Management (“CSIM”). CSC focuses on mergers and acquisitions; equity and debt placements in banks, real estate, oil & gas, middle market companies and other select industries; real estate investment banking; valuation and fairness opinions. CSIM provides asset management services in private equity, hedge funds, fund of funds and credit opportunities funds.

Register now to learn more about them.


Mintus is an FCA-regulated alternative investment asset manager, currently focused on blue-chip contemporary art. Mintus' experienced investment committee selects artworks by some of the world's most influential artists, based on factors such as sustainable auction track record and recent price velocity.

Register now to learn more about them.


Dynamically traded, unconstrained and opportunistic fixed income fund, which invests in a globally diversified, high conviction portfolio of corporate bonds and, at times, short-duration US Treasuries

Register now to learn more about them.


ByteTree Asset Management is a research-driven investment adviser, ready for the opportunities and challenges that a world of digital assets presents.

Register now to learn more about them.

A Profilir Podcast
Interview with Oliver Shah, Associate Editor and Leader Writer at The Sunday Times
How Global Events are Shaping up Investment Trends
Register on Profilir to hear more