Investment transaction and process management, reimagined

At Phundex we believe in making it easier to manage and administer processes and transactions across the investment lifecycle.

Phundex is a centralised collaboration, transaction, process and data management hub, accessible by all of your stakeholders across the investment lifecycle but permissioned just the way you want. Think of Phundex as a combination of Trello, document management and Data room and a document signing facility, all on one platform.  Completely configurable to your processes, Phundex improves efficiency and real-time collaboration across all internal and external stakeholders thereby enabling you to close deals sooner and manage processes more efficiently

Phundex Pathway templates provide industry best practice starting points for the transactions and processes you work on – and we add to them regularly.

Our latest introduction is available to download on the button below.