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.

Pricing

Price Overview:
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 Offered?:
Yes

Integrations

Offers API?:
Yes, Fundy provides an API
All Fundy Integrations
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Screenshots and Video

Manage investors and track performance of real estate and private equity funds

Manage investors and track performance of real estate and private equity funds

Manage investors and track performance of real estate and private equity funds Calculate and track capital calls, distributions, fees and more with industry standard calculation techniques Generate and send notice letters and invoices to investors as PDFs or Excel Export reports like IRR, transactions, or portfolios to Excel or transfer data electronically to target systems

Company Facts

Company Name:
Exquance Software
Date Founded:
2012
Company Location:
Finland
Company Website:
www.exquance.com/products/fundy
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
On-Site Training
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Fundy Categories and Features

Real Estate Transaction Management Software

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

Real Estate Investment Management Software