Transactions across your investment lifecycle, simplified.
Phundex templates provide best practice guidance
Phundex Introduction
Incubators, Innovation Hubs & Start-ups
Supporting the flow of data from ideation to innovative offerings
Professional Services
Coordinating transaction management and due diligence across all of your clients/stakeholders
Fund Management & Administrators
Trusts & Funds
Streamlining coordination with all of your stakeholders across the investment ecosystem
VC’s & Family Offices
Coordinating transactions, streamlining due diligence and centralising your portfolio information
Other Business Users
Streamlining business administration and transaction management processes in a central data hub
Transaction & Process Management, re-imagined
Clear processes with specific task and document requirements defined make it easy for users to follow and reduces bottlenecks.
Data and documents captured at each step of the process, reducing operational risk and ensuring data and documents are available when required.
Real-time collaboration across all stakeholders in a central hub eliminates missed or crossed emails and provides a central tracking area to monitor progress.
All leading to reduced costs and increased efficiency
Main Features
Fully customisable pathways
Select from one of our template pathways or build one of your own. You can add or remove tasks, attach document and data requirements, and assign tasks and due dates to team members. Templates and documents can be stored in related data rooms for easier coordination. You define user access and permissions to ensure access is granted to the right information required when needed.
User-specific, interactive dashboards
Each user sees their own status dashboards giving increased visibility and more meaningful status reporting. See at a glance your overall task completion status, including outstanding tasks and due dates as well information about related data rooms, or on the progress on specific tasks assigned to your team.
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