Fundy

Fundy

Exquance Software
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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Fund Manager, Investment Analyst, Chief Financial Officer, Finance Manager, Operations Manager, Investor Relations Manager, Auditor, Compliance Officer, Fund Analyst, and Fund Accountant

Audience

Investors and companies interested in a solution to grow their business, streamline back-office, and deliver best-in-class service

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$55 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Exquance Software
Founded: 2012
Finland
www.exquance.com/products/fundy

Company Information

InvestNext
United States
www.investnext.com/features/

Alternatives

IMS

IMS

RealPage

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Fundy

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ARGUS Taliance

Altus Group
Backstop

Backstop

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IMS

IMS

RealPage

Categories

Categories

Integrations

Finago Procountor
ModelTree
Vyzer

Integrations

Finago Procountor
ModelTree
Vyzer
Claim Fundy and update features and information
Claim Fundy and update features and information
Claim InvestNext and update features and information
Claim InvestNext and update features and information