FundyExquance Software
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Related Products
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About
A powerful, web-based platform for property and private equity fund managers, Fundy simplifies complex fund operations in a secure, audited environment.
Key Features:
Automated Workflows: Capital calls, distributions, and fund fee calculations
Investor & Portfolio Tracking: Manage transactions and monitor performance
Real-Time Payment Status: Integrated with banking and accounting systems
Seamless Reporting: Export Excel reports with embedded formulas
Enterprise-Grade Security: SSO, audit trails, and multi-user confirmations
Trusted by investment professionals to reduce risk, save time, and improve fund oversight.
Request a free demo to see Fundy in action.
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About
Fundraise more effectively with a complete picture on your progress. Prioritize your strongest prospective investors with InvestNext’s purpose-built CRM. Automate and digitally execute subscription agreements, investor accreditation, and other legal documents. Leverage InvestNext’s online publishing platform to create professional and modern offering pages. Turn your investment data into powerful insights, all in one view. Manage investment ownership, transactions, capital accounts, and display automatically calculated investment KPIs. Consolidate disparate investment data and rely on InvestNext as your investment system of record. Consolidate and automate the calculation of your investment waterfall. Eliminate the need for error-prone Excel and easily mirror your operating agreement’s waterfall rules in InvestNext. Easily model your waterfalls with predefined templates such as preferred return, pro-rata, IRR, splits, etc.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Fund Manager, Investment Analyst, Chief Financial Officer, Finance Manager, Operations Manager, Investor Relations Manager, Auditor, Compliance Officer, Fund Analyst, and Fund Accountant
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Audience
Investors and companies interested in a solution to grow their business, streamline back-office, and deliver best-in-class service
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$55 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationExquance Software
Founded: 2012
Finland
www.exquance.com/products/fundy
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Company InformationInvestNext
United States
www.investnext.com/features/
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