FundRM is a private, self-hostable CRM for hedge funds — a full investor-relations platform with a built-in mailings engine, encrypted at rest with a key you hold. One database per fund, your data always portable. Even the operator can't read the fields you encrypt.
Three things a hedge-fund IR desk actually needs from a CRM: control of its own data, the full breadth of investor-relations tooling, and the freedom to move data in and out.
Sensitive fields are encrypted with a per-fund key that only your passphrase unlocks. Unlock in the browser to work; lock when you're done. The host holds ciphertext and backups — never your key.
Companies and contacts, investors and nominees, meetings, calls, notes and documents, capital activity and AUM tracking — plus a complete mailings stack: newsletters, weekly-return sends, contact lists, templates, a send queue and a per-recipient delivery log.
Bring your book in from spreadsheets, SFTP or an administrator feed, reconciled into your investor records. Because you self-host on your own MySQL database, a complete standard export is always one dump away. Your data is never trapped in someone else's cloud.
A key derived from a passphrase only you know unlocks your data. It is never stored on the server, so the operator hosting FundRM cannot read the fields FundRM encrypts.
Typed in your browser, known only to you — never sent to storage.
It unlocks your per-fund data key — only in your browser, only while you work.
At rest and when locked, the fields FundRM encrypts are ciphertext — nothing more.
From first contact to capital call to the monthly letter — managed in one place, on infrastructure you control.
Investors, nominees and the people behind them.
Calls, meetings, notes and events, tracked over time.
Cash flows, market value and AUM tracking.
Pitchbooks, DDQs and letters, attached to your records.
Templates, contact lists, a send queue and delivery log.
Blind-index lookups without exposing plaintext.
Written for diligence-heavy buyers. This is the security model FundRM is built on.
For encrypted fields, an operator with root or a stolen backup sees only ciphertext. Today that covers email content, contact and investor notes, and phone numbers; names, amounts and documents are plaintext for now, with wider coverage on the roadmap.
One honest caveat: while you're unlocked, the key is in server memory, so a live compromise during a session can still reach plaintext. Encryption at rest narrows that window; it doesn't remove live-server risk.
We don't claim certifications we don't hold. Read the security model →
No licence fee. No per-seat charge. No upsells, no lock-in. Two ways to run FundRM — let us host it, or host it yourself — and either way, doing good is baked in.
Free to sign up and start using — no strings — for your first month. After that it becomes payable, but on the honour system: we suggest a total of at least £5,000 a year (and, with a smile, we’d love £10,000). Pay it if FundRM earns its keep.
It splits two ways. Your fund donates at least half directly to charity — Sea Shepherd and/or the RSPCA, straight to the charity, so it never passes through us — and pays FundRM only what it costs to run the service. The lower our running costs, the more of your contribution goes to the charities, and we publish the donations.
Prefer to run it yourself? FundRM is open source — self-host it on your own infrastructure. All we ask is a one-time donation to charity (Sea Shepherd or the RSPCA), paid directly to the charity.
To get the open-source version, email donation@fundrm.com, or tick “Request the open-source version” in Settings.
It’s genuinely optional — nothing in the software is held hostage to it. We’re simply trusting fund managers who value FundRM to support it, and do a little good at the same time. That’s the whole deal.
Sign up your fund to get started, or read the security model and FAQ first — we're happy for diligence teams to go deep before you commit.