Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Dynamo Software Reviews & Ratings
    68 Ratings
    Company Website
  • Order.co Reviews & Ratings
    224 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website
  • DoorLoop Reviews & Ratings
    985 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    546 Ratings
    Company Website
  • AlsoThere Reviews & Ratings
    1 Rating
    Company Website
  • Zil Money Reviews & Ratings
    605 Ratings
    Company Website
  • Mortgage Automator Reviews & Ratings
    189 Ratings
    Company Website
  • Capitalcore Reviews & Ratings
    81 Ratings
    Company Website

What is PoliBit?

PoliBit operates as an all-encompassing investment management platform designed to simplify the entire lifecycle of funds for managers across the real estate, private equity, and private debt industries. It adeptly oversees fundraising initiatives through digital subscriptions and e-signatures, supports investor onboarding by executing KYC/AML verifications against more than 300 global watchlists, and manages capital calls while enabling collections in multiple currencies. The platform further features strong fund administration tools, such as automated waterfall calculations tailored for both American and European fund structures, the computation of net asset values, and the upkeep of capital accounts for different fund vehicles. Its customizable investor portal allows limited partners to access real-time performance metrics, distribution records, K-1 tax documents, and crucial fund communications seamlessly. By automating quarterly reporting in line with ILPA standards and offering real-time dashboards, PoliBit greatly minimizes the necessity for manual report generation. In addition, the incorporation of cross-border payment solutions, including the use of stablecoins, can drastically reduce the expenses related to international transfers by up to 90%, thereby improving overall operational effectiveness. Consequently, PoliBit emerges as an essential resource for fund managers who aspire to enhance their investment workflows. The platform's features not only facilitate compliance and efficiency but also empower managers to focus on strategic decision-making and growth.

What is Fundy?

Fundy is a web-based platform designed to streamline property and private equity fund management. Developed by Exquance Software, Fundy offers an all-in-one solution for fund managers seeking to optimize operations, reduce errors, and ensure compliance—all in a secure, transparent environment. Whether managing a single fund or a complex portfolio, Fundy automates financial operations, including tracking investor transactions, calculating capital calls, distributions, and fees. This allows managers to focus on data-driven decisions while Fundy handles routine tasks. Key Features of Fundy: Automated Financial Calculations Automate capital calls, distributions, and fee calculations, reducing manual errors and saving time. Real-Time Payment Tracking Integrate with banking and accounting systems for real-time payment status and transaction monitoring. Comprehensive Reporting Export customizable Excel reports with embedded formulas for audits and investor updates. Robust Security Features Includes single sign-on (SSO), multi-user transaction confirmations, and audit trails for full accountability. Portfolio Insights and Analytics Monitor fund performance and track investor activities to maximize returns and improve decision-making. Fundy’s intuitive interface and seamless integration make it an ideal choice for managers looking for a secure, efficient solution. It reduces operational risks, improves productivity, and provides valuable insights into fund performance. Why Choose Fundy? Fundy is trusted by investment professionals worldwide to streamline workflows, reduce overhead, and boost efficiency. With advanced features and scalable architecture, Fundy is the tool you need to elevate your fund management operations. Request a free demo and discover how Fundy can transform your fund management experience.

Media

No images available

Media

Integrations Supported

Finago Procountor
ModelTree

Integrations Supported

Finago Procountor
ModelTree

API Availability

Has API

API Availability

Has API

Pricing Information

$1250/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PoliBit

Date Founded

2023

Company Location

Mexico

Company Website

polibit.io

Company Facts

Organization Name

Exquance Software

Date Founded

2012

Company Location

Finland

Company Website

www.exquance.com/products/fundy

Categories and Features

Categories and Features

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Popular Alternatives

Fundy Reviews & Ratings

Fundy

Exquance Software

Popular Alternatives

IMS Reviews & Ratings

IMS

RealPage
TNR Solution Reviews & Ratings

TNR Solution

SS&C Technologies
Allvue Reviews & Ratings

Allvue

Allvue Systems
TNR Solution Reviews & Ratings

TNR Solution

SS&C Technologies
Backstop Reviews & Ratings

Backstop

Backstop Solutions Group
Backstop Reviews & Ratings

Backstop

Backstop Solutions Group