Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is IMS?
For private equity real estate firms, the precise calculation of distributions for equity investors is vital; however, the management of intricate waterfalls within fragile Excel spreadsheets consumes significant time and resources that could otherwise be allocated to more strategic endeavors. As your firm continues to grow through acquisitions, the challenge of calculating distributions for each project will become increasingly burdensome for your team. Additionally, as investor expectations evolve regarding the manner in which they receive and comprehend their investment information, it is crucial to adapt accordingly. Investors today not only seek the established trust of their relationships but also require ongoing access and clarity in communications. In the current environment, modern wealth management and investment platforms provide sophisticated web and mobile portals, establishing a new benchmark that now applies to commercial real estate investments as well. To address these changing expectations, it will be essential to implement an investor dashboard that consolidates all pertinent data—such as distributions and investment specifics—thus enhancing the overall investor experience and facilitating smoother communications. This strategy will ultimately empower your team to concentrate on more significant tasks, ensuring that investors are kept informed, engaged, and satisfied with their investments while also streamlining overall operations. By prioritizing these developments, your firm can better position itself for future growth and success.
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.
Integrations Supported
Finago Procountor
Gmail
Google Analytics
Microsoft Outlook
ModelTree
SuiteSpot
VuSpex
Vyzer
Integrations Supported
Finago Procountor
Gmail
Google Analytics
Microsoft Outlook
ModelTree
SuiteSpot
VuSpex
Vyzer
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
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
RealPage
Date Founded
2015
Company Location
United States
Company Website
www.investormanagementservices.com
Company Facts
Organization Name
Exquance Software
Date Founded
2012
Company Location
Finland
Company Website
www.exquance.com/products/fundy
Categories and Features
Commercial Real Estate
Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
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
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