Manage deals efficiently with streamlined processes for VC’s & Family Offices
Coordinating transaction management and due diligence across all of your clients and stakeholders.
Coordinating transaction management and due diligence across all of your clients and stakeholders.
Real-time collaboration across all stakeholders in a central hub eliminates missed or crossed emails and provides a central tracking area to monitor progress.
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.
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.
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Your transactions…
simplified
Streamline business processes, reduce operational risk and increase efficiency.
Copyright Phundex 2024
PHUNDEX LIMITED
Registered & Trading Office :
43, Le Vier Mont, St Helier, Jersey, JE2 4NG
Phone: +44 2045710374
Email: hello@phundex.com
Office Hours: Monday-Friday 9:00-17:00
PHUNDEX UK LIMITED
Registered Office :
128 City Road, London, UK, EC1V 2NX
Trading Office :
68 Summers Road, Godalming, Surrey, UK, GU7 3BE
Phundex Limited is registered in Jersey, Channel Islands, No 131447, Registered with the Information Commissioner’s Office in the UK in compliance with the Data Protection (Charges and Information) Regulations 2018 under registration ZA839762 and in Jersey in compliance with Regulation 4(1) of the Data Protection (Registration and Charges) (Jersey) Regulations 2018 under registration 68186
Phundex UK Ltd is registered in England & Wales No. 12207772, Registered with the Information Commissioner’s Office in the UK in compliance with the Data Protection (Charges and Information) Regulations 2018 under registration ZB285669
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