Audience
Fund Manager, Investment Analyst, Chief Financial Officer, Finance Manager, Operations Manager, Investor Relations Manager, Auditor, Compliance Officer, Fund Analyst, and Fund Accountant
About Fundy
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.
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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
Learn more
Pricing
Pricing Details:
Fundy provides flexible pricing plans that are customised to meet the needs of both small businesses and large enterprises. A free trial period is offered, enabling potential customers to evaluate the features and functionality of the service prior to committing to a subscription.
Free Trial:
Free Trial available.
Company Information
Exquance Software
Founded: 2012
Finland
www.exquance.com/products/fundy
Videos and Screen Captures
Manage investors and track performance of real estate and private equity funds
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Online
