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Christopher L.

Director, Business Development and Head of Digital Strategy

Small-Business (50 or fewer emp.)

5/30/2025

"PFC: More Than a Vendor, A True Partner That Delivers"

5/5

What do you like best about ProFundCom?

Beyond the impressive features like smooth integrations with Outlook, your website, Salesforce, and social platforms. Onboarding was surprisingly quick and painless (abnormal for most vendors). The customer service truly sets this team apart. It’s clear that Paul and his team genuinely care and are always working to make the product better. You’re never just a number here, the firm has grown since we moved onto the product a few years back and I can honestly say I receive the same customer service that I did from day one. I stay in regular contact with Paul, and he’s always open to feedback (which is mostly positive! 😉). Best of all, that feedback actually helps shape product improvements for everyone.

After struggling with a competitor’s product that required hiring a consultant just to get support, finding this level of service has been a game-changer. Paul and his team have exceeded my expectations. If you are on the fence, make the change, you will likely not be disappointed. Review collected by and hosted on G2.com.

What do you dislike about ProFundCom?

Honestly, I don’t have any major complaints about the product. If I had to point out one thing, it might be that the design could use a bit of a refresh—but that’s purely aesthetic and doesn’t affect how well it works at all. Review collected by and hosted on G2.com.

What problems is ProFundCom solving and how is that benefiting you?

PFC has enabled us to see all engagement data in one place and simply report on this. It has also enabled us to be able to consolidate two vendors into one which is very helpful. The system has allowed us to determine how impactful our campaigns & content creation has been. There are many uses cases here, almost too many to list. Review collected by and hosted on G2.com.

Response from Paul Das of ProFundCom

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Thank you so much Christopher for the detailed review.

It is fantastic to hear how ProFundCom has helped consolidate your multiplayer digital data sources and bring your engagement data into one clear, reportable view. That kind of operational clarity and marketing impact is exactly what we aim to deliver.

Glad to hear your onboarding experience stood out and that our integrations with Outlook, Salesforce, and your website have been smooth and valuable.

Delivering consistently strong customer service (to now over 400 users) has always been at the core of what we do, so it’s incredibly rewarding to hear that this continues to come through—even as we’ve grown. And yes, we are always happy to receive feedback (especially the positive bits! 😉), and we take every suggestion seriously when it comes to shaping the product - as they say feedback is a gift!!!

Thanks for your honest comment about design—aesthetic refinements are always on our radar, and you’ve given us a nudge to keep pushing that forward.

Thanks again for the trust and partnership—it's a pleasure working with you sir.

Ben C.

Head Of Marketing

Small-Business (50 or fewer emp.)

5/9/2025

"Next level customer service supports high performing marketing platform"

5/5

What do you like best about ProFundCom?

We enjoy an exceptional level of customer service from ProFund. This relationship-based approach means we are able to get the most out of the software and generate serious levels of ROI. Review collected by and hosted on G2.com.

What do you dislike about ProFundCom?

Overall we are very happy. I think every platform could be improved but there isn't anything that I actively 'dislike' about it. Review collected by and hosted on G2.com.

What problems is ProFundCom solving and how is that benefiting you?

We use ProFund to support our fundraising activities and client engagement. This means delivery of most of our digital communication with clients and prospects (both ad hoc and automated/triggered communications); monitoring engagement with our digital assets; reporting on individual client activity; identifying prospective investors based by activity; organise our events and more. It is integrated with our MS Dynamics CRM and Zoom. Review collected by and hosted on G2.com.

Response from Paul Das of ProFundCom

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Thank you so much for your review, Ben, and as always for your continued support! We are pleased that ProFundCom is helping you deliver high-impact communications and demonstrate real ROI. At ProFundCom, I have always hoped that a great product should be matched by equally great support, underpinned by a great culture, and I am glad that it is recognised by you.

Your integration with MS Dynamics and Zoom is a great example of how ProFundCom fits seamlessly into existing tech stacks to drive real marketing performance as well as integration.

Needless to say, we are always looking to improve the platform, so if you ever have suggestions or ideas—no matter how small—we’d love to hear them.

Adam T.

Director, Head of Marketing & Client Relations

Small-Business (50 or fewer emp.)

5/14/2025

"Excellence at all levels."

5/5

What do you like best about ProFundCom?

Throughout my career I have all too often be faced with service providers that over promise through the sales process, and under deliver in reality. Paul and the team flip this on the head. The service experience and the quality of the product exceed expectations.

We valued the relationship with ProFundCom, who provided us with support and guidance, helping us leverage their platform and services to fully align to our individual needs, helping us to achieve corporate level objectives.

The product integrated with relative ease with a number of our marketing touch points and alternative systems, acting a linchpin, that pulled together actionable insights that could be supplied to our business development teams. Review collected by and hosted on G2.com.

What do you dislike about ProFundCom?

As noted, we are very positive regarding ProFundCom, the product and the team, which combined provide a bespoke solution to clients. Therefore there is little that we dislike. Review collected by and hosted on G2.com.

Response from Paul Das of ProFundCom

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Thank you so much for this thoughtful review Adam! I know we have served you well but seeing it in print makes me genuinely proud.

Helping clients move from promise to performance is exactly what we aim for, and it's great to know the integration and support have made a real impact. As my old boss used to say - Some talk - Some listen - but not necessarily in the right order (with apologies to Eric Morecambe and Andrew Preview!!!)

We really value the partnership and look forward to continuing to support your success.

Tyler M.

Analyst

Small-Business (50 or fewer emp.)

4/15/2025

"ProFundCom and seamless email integration"

5/5

What do you like best about ProFundCom?

Industry-specific expertise and valuable content (ie. webinars) provided by Paul and the ProFundCom team. Also exceptional customer service and response times to any queries. Back end integration to outlook as our email environment and Salesforce as our CRM, utilizing lists from CRM as email lists in the platform, and back end archiving via outlook to ensure compliance requirements are met (had to shift away from another provider due to their inability to fulfill this requirement). PFC undertook a thorough onboarding program to get us up and running quickly. Review collected by and hosted on G2.com.

What do you dislike about ProFundCom?

No complaints at this time. Switched to ProFundCom from another service and would consider ProFundCom the superior product. Review collected by and hosted on G2.com.

Response from Paul Das of ProFundCom

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Thank you so much for your thoughtful and detailed review, Tyler.

We're delighted to hear that you've had a positive experience with ProFundCom — especially around our industry-specific focus, onboarding process, and the integration capabilities with Outlook and Salesforce. It's great that these features are helping your team meet compliance requirements while streamlining your marketing efforts.

We take pride in providing responsive, knowledgeable support and are pleased that you have been experiencing this.

Thanks again for choosing ProFundCom.

Alison M.

COO and Founder

Enterprise (> 1000 emp.)

4/8/2025

"Outstanding service and support with ProFund"

5/5

What do you like best about ProFundCom?

The ability to connect with their team when something requires discussion or assistance. Always available and their team are always most than helpful and go over and above. Their range of products. The ease of their events platform. Their team that always listen and taken into account the feedback given. I have been using ProFund on a daily basis for the last 5 years and it has gone from strength to strength. The first time using them, I was please in how easy the implementation process was and I was up and running the same day. Review collected by and hosted on G2.com.

What do you dislike about ProFundCom?

Noting. Always satisfied and have no pain points. Review collected by and hosted on G2.com.

Response from Paul Das of ProFundCom

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Thank you so much Alison for taking the time to share your experience and for your continued trust over the past five years! We're thrilled to hear that you've found value in both our platform and our team's support. Knowing that our events platform and product range have made a meaningful difference in your day-to-day work is especially rewarding.

Your kind words about our team's responsiveness and commitment mean a lot to us — going above and beyond is exactly what we aim for. Feedback like yours fuels our dedication to keep improving and evolving. We're so glad the implementation was seamless and that ProFundCom has continued to grow with you over the years.

Looking forward to many more years of partnership!

Theodora V.

Head of Marketing and Research

Small-Business (50 or fewer emp.)

4/10/2025

"PROFUNDCOM’s mailer templates excel in customization and offer seamless CRM integration"

4.5/5

What do you like best about ProFundCom?

PROFUNDCOM offers exceptional ease in customizing mailer templates, which significantly enhances user experience and brand consistency. Its intuitive interface allows for quick design adjustments, enabling tailored communications that reflect the firm's identity. Seamless CRM integration further streamlines client targeting and campaign management. This flexibility supports efficient and effective outreach. ClearView Financial Media values PROFUNDCOM's adaptability, ensuring high-quality, professional presentations in every campaign. Review collected by and hosted on G2.com.

What do you dislike about ProFundCom?

The look-up function in the CRM could be improved, as it occasionally lacks responsiveness and requires more precise input to yield accurate results. Enhancing its search flexibility and speed would greatly improve user efficiency, particularly when managing large client databases. Review collected by and hosted on G2.com.

What problems is ProFundCom solving and how is that benefiting you?

We use ProFundCom primarily as a communication tool to engage effectively with our clients and prospects. It helps us deliver tailored, compliant email campaigns with ease, ensuring our messages reach the right audience at the right time. The platform's analytics and CRM integration provide valuable insights into engagement, allowing us to refine our strategy and strengthen client relationships through more informed, timely communication. Review collected by and hosted on G2.com.

Response from Paul Das of ProFundCom

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Thank you, Theodora, for such a comprehensive and insightful review. We’re thrilled to hear that our mailer templates and template designer' customisation capabilities and seamless CRM integration have added real value to your campaigns and client engagement strategy. Knowing that ClearView Financial Media benefits from the platform’s adaptability and intuitive design is especially rewarding as we have spent a lot of time on the UX and making it easy to navigate and use.

We also really appreciate your constructive feedback on the CRM look-up function. We’re constantly working to refine the user experience, and your note is incredibly helpful as we continue to improve speed and flexibility in that area—especially for users managing large datasets - and in your case rather complex data sets.

Thank you again for your continued trust in ProFundCom. We’re proud to support your communication efforts and look forward to helping you drive even more meaningful client relationships.

Carcie R.

Founder

Small-Business (50 or fewer emp.)

4/10/2025

"A vital tool for all marketers trying to raise assets"

5/5

What do you like best about ProFundCom?

ProFundCom provides me with invaluable information about how engaged my clients are with my firm, who I should be concentrating on (be it investors who are engaged or equally important, those that aren't) so we are more efficient with our fundraising efforts. The platform is intuitive to use, templates are easy to customise and having the ability to test your emails (as well as see how they'll look in the Delivery Studio) is super helpful. The other feature I love is the Event Manager, making running any event painless.

However, the most impressive thing about ProFundCom is the support you receive - a support ticket is dealt with immediately but a team of lovely professionals, who understand your business and have the attitude that no ask is too much - an unbelievably rare combination in email marketing / CRM platforms. I couldn't recommend ProFundCom more. Review collected by and hosted on G2.com.

What do you dislike about ProFundCom?

None that I can think of - if there is something you don't like about the system and you tell the team, they fix it! Review collected by and hosted on G2.com.

What problems is ProFundCom solving and how is that benefiting you?

Creating professional looking email templates

Providing valuable insights into engagement of my clients (prospective and existing)

Managing events

I run a small team, but having ProFundCom is like a having few extra team members, simplifying processes and making us so much more efficient Review collected by and hosted on G2.com.

Response from Paul Das of ProFundCom

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Thank you so much for such a detailed and generous review Carcie! We're thrilled to hear how ProFundCom is helping you identify key engagement trends and streamline your fundraising efforts — that’s exactly what we designed the platform to do. It’s also great to know you’re finding value in the intuitive design, customisable templates, Delivery Studio, and Event Manager.

What means the most to us, though, is your feedback on our support team. We genuinely care about our clients and their success, so hearing that our team feels like an extension of yours is incredibly rewarding. We're proud to offer that rare combination of deep industry knowledge and hands-on service.

Thanks again for your trust and recommendation — it truly means a lot!

Verified User in Consulting

Small-Business (50 or fewer emp.)

6/23/2025

"Purpose-Built Platform That Transforms our Fund Marketing into AUM"

5/5

What do you like best about ProFundCom?

ProFundCom isn’t just another marketing platform with financial services on top—it’s built for us fund marketers, by people who clearly understand our world – which is clear from the name!!! From our very first demo, we’ve been impressed with how well it handles the nuances of investor engagement: long sales cycles, compliance constraints, and the constant need to demonstrate ROI to the C-level.

The standout features for us:

Granular engagement analytics that let us see which prospects are actively engaging, not just passively receiving content with the LeadDeckAI

Integration with our CRM (Investor Dynamo) is seamless—data flows both ways, and sales teams can finally act on insights in real time

Automated workflows that reflect the actual investor journey rather than a generic sales funnel

High deliverability and compliance-aware email tools, especially important for regulated jurisdictions

Client service that feels more like a partnership—quick responses, real support, and they actually listen to feedback Review collected by and hosted on G2.com.

What do you dislike about ProFundCom?

There’s not much to criticize. If anything, the UI could be more modern—but in a good way, it's built for function over form. We’d also love to see a broader selection of templates and dashboards without needing custom builds, though this is improving with each release – especially in the new Reporting Tool which is rather impressive. Review collected by and hosted on G2.com.

What problems is ProFundCom solving and how is that benefiting you?

Before ProFundCom, we were flying blind—sending emails and hoping they landed somewhere useful. Now, we know who is engaging, what they’re interested in, and when to act. It’s helped our marketing team generate better leads and our sales team prioritize outreach. The platform has also enabled us to spot “invisible investors” early—people who were flying under the radar but clearly engaging with content. That has directly led to new conversations and, in some cases, new assets raised. Review collected by and hosted on G2.com.

Response from Paul Das of ProFundCom

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Thanks so much for your kind review. You’ve absolutely captured what we set out to do with ProFundCom all those 23 years ago — something purpose-built for fund marketers, not retrofitted for them (as was and probably still is the case). It’s great to hear that LeadDeckAI, the CRM integration, and our approach to compliance and deliverability are making a difference. Your comments on the UI and templates are well documented, and we’re continuing to push improvements there to minimise clicks to access functionality — glad the new Reporting Tool is already hitting the mark with that approach. Thanks again for being such an engaged and collaborative client.

Joshua S.

Investor Relations Manager

Small-Business (50 or fewer emp.)

5/29/2025

"The only Financial Marketing software one needs"

5/5

What do you like best about ProFundCom?

ProFundCom is the backbone of our marketing business. We use it on a daily basis without fail. The team has always supported our development, with an ever increasing list of features and an incredible level of integration, I would recommend and have recommended this service to anyone who will listen! Review collected by and hosted on G2.com.

What do you dislike about ProFundCom?

Nothing, we are very pleased with the service. Review collected by and hosted on G2.com.

Response from Paul Das of ProFundCom

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Thank you so much for taking the time for the review Joshua.

As time has gone on I am really pleased to hear that ProFundCom (PFC) has become such an integral part of your daily marketing operations. Helping you make sense of complex data and better understand client and invest interests is what it is all about - look out for the new AI and Reporting upgrades coming soon.

Needless to say you will have seen all the monthly product updates on our emails, in the platform and at our user groups and as always we are committed to continuing this journey of development with with our clients - adding meaningful (and sometimes meaningless) features and refining integrations that make your marketing easier and more effective.

Thanks again for the support — we're always here when you need us!

Verified User in Consulting

Small-Business (50 or fewer emp.)

6/3/2025

"Marketing Technology Designed for Fundraising"

5/5

What do you like best about ProFundCom?

ProFundCom isn’t another generic marketing tool adapted to financial services. It’s built—intentionally and intelligently—for asset managers, hedge funds, private equity, and wealth firms navigating long sales cycles, strict compliance, and complex CRM ecosystems.

Where most MarTech platforms bypass the nuance of investor engagement, ProFundCom delivers a system that not only respects the regulatory environment but actively supports capital raising. From targeted, behavior-driven email campaigns to effective CRM integrations (Satuit, Salesforce, Dynamo, and others), the platform understands how fundraising happens in the real world.

What I appreciate most:

• Clean automation workflows that match real investor journeys

• Engagement analytics designed to drive action—not just observation

• Comprehensive CRM interoperability and compliance-friendly controls

• A user experience designed for function over visual flourish

• Transforms marketing from a cost center to a growth engine—by finding and nurturing the “invisible investors” old-fashioned sales teams miss

• Designed for day-to-day results—not just a pretty interface, but a platform that gets real work done for real fund marketers and sales teams

I've worked across digital, distribution, and strategy in this industry—and it's unusual to find a platform that combines marketing muscle with industry fluency. ProFundCom does both. It’s not trying to be everything to everyone. It’s just trying to help you raise and retain AUM. And it performs well.

Behind the Platform: A Team That Leads by Example

ProFundCom isn’t just a smart platform—it’s led by a smart team. CEO Paul Das is a visionary in digital distribution. If you’re in asset management and haven’t read his book "The Invisible Investor," you’re missing one of the clearest frameworks for raising capital in the digital era.

What sets this firm apart is not just the technology, but the thought leadership behind it. The team shares insights regularly—through well-crafted written commentary, practical webinars, and in-person sessions that actually teach, not pitch.

And their service team? Dedicated partners. They roll up their sleeves to ensure your team is trained, equipped, and positioned to succeed.

Importantly, ProFundCom operates globally, with leadership anchored in both North America and Europe—bringing perspective and execution strength across markets, teams, and continents.

For firms serious about digital fundraising in a regulated environment, ProFundCom merits close consideration. Review collected by and hosted on G2.com.

What do you dislike about ProFundCom?

There’s a lot of features, so there’s a lot to learn. Focus on the elements critical to your business and master them first. The interface prioritizes function over flash—it’s built for practical use, not visual entertainment. Review collected by and hosted on G2.com.

What problems is ProFundCom solving and how is that benefiting you?

ProFundCom helps solve a core challenge in fund marketing: identifying, tracking, and engaging prospective investors in a digital environment. It enables our team to move beyond generic outreach by providing data and insights on actual engagement—who’s interacting, what they’re interested in, and when to follow up. It also supports compliance and CRM integration, aligning digital activity with real capital-raising needs. Review collected by and hosted on G2.com.

Response from Paul Das of ProFundCom

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Thank you for your thoughtful and detailed review. You've captured exactly what we aim to do: build something genuinely useful for fundraisers, not just another platform with bells and whistles that don’t help when it comes to actually raising capital.

We really appreciate you highlighting how ProFundCom fits into the real, everyday work of fund marketers and sales teams. That’s what drives us—helping you spot the right investors, act at the right time, and make the most of the tools you already use (or don't use), like your CRM and Investor Portal to name a few!!

Also, a big thanks for the shoutout to the team. We do our best to be as hands-on and helpful as possible, and it's great to hear that it is being seen and also being recognised.

There’s a lot in the platform—but as you say, start with what matters most to you. that is why we have built out the ProFundCom AppStore. Using the AppStore, you can start where you want and build your additional functionality from there. We are always here to guide you through your journey with our Client Success Programme.