Transactions across your investment lifecycle, simplified.

Phundex templates provide best practice guidance

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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

Simplifying administration and transaction management in a centralised location

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.

A single source of data and documents for all of your stakeholders. User permissions ensure each stakeholder has access to only the information they need, when they need it leading to improved due diligence at every step of the way.

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.

Our Partners

Stay in the loop

Want to know more? Book a demo with one of our experts.