InvestNext

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.

STRATAFOLIO is a web-based software solution designed specifically for people managing their real estate assets through QuickBooks and looking for a way to streamline operations, save time, improve profits, and reduce manual work. Financial Management: - Real-Time Data with QuickBooks sync - Consolidated view of your entire portfolio’s financials -NOI -Cash Flow -Operating Expenses - Identify spending trends and patterns at a glance Asset Management: - Unify your properties under one umbrella - Consolidated view of asset value - Track purchase dates and prices Operations Management: - Automated Alerts for Lease Management (Lease escalations & Expiring Leases) - Rent roll export - Manage work orders and maintenance requests - Easiest CAM Reconciliations you’ll ever do! Investor Management: - Dashboard specific to Investor - Read-only investor login to eliminate the need for mailed reports - Track cash on cash return - Create confidence with investors