Process excellence, transaction brilliance: Powered by Phundex
Streamlining processes and transactions for increased productivity and reduced operational risk.
Phundex Introduction
Incubators, Innovation Hubs & Start-ups
Supporting the flow of data from ideation to innovative offerings
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Professional Services
Coordinating transaction management and due diligence across all of your clients/stakeholders
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Trusts, Funds, Management & Administration
Simplifying administration and processes in a globally accessible centralised location
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Wealth & Asset Management
Streamlining coordination with all of your stakeholders across the investment ecosystem
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VC’s & Family Offices
Coordinating transactions, streamlining due diligence and centralising your portfolio information
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Other Business Users
Streamlining business administration and transaction management processes in a central data hub
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Transaction & Process Management, re-imagined
Clear processes with specific task and document requirements defined make it easy for users to follow and reduces bottlenecks.
Standardised procedures are easily replicable and increase efficiency.
Data and documents captured at each step of the process, reducing operational risk and ensuring information is available when you need it.
Real-time collaboration across all stakeholders in a central hub eliminates missed or crossed emails and provides a central tracking area to monitor progress.
The most current document versions and data are instantly accessible, eliminating the chance of using the wrong documents
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 improvedefficiency and due diligence at every step of the way.
User and document permissions, audit trails and version control is standard for all documents and data.
Phundex: reduced costs and enhanced productivity
Main Features
Fully customisable pathways
Select from one of our Phundex Pathway Templates 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. Data forms and documents are 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 your recent Pathways, or on the progress of specific tasks assigned to your team.
Our Partners
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