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Description
Offering a unified application that integrates workflow management with the capability to handle and simulate property and loan cash flows. This tool allows users to oversee the entire transaction process, encompassing pipeline management, workflow tasks, approvals, documentation, and contact information, accessible from any device with internet connectivity. It facilitates the assessment of commercial, multifamily, and hotel properties through methods such as direct capitalization and discounted cash flow analysis. Additionally, it supports the modeling of complex debt structures, accommodating factors like supplemental funding, variable interest rates, leverage options, modifications, and extensions. The application also simplifies the calculation and reporting of essential metrics, including Loan to Value, Debt Service Coverage Ratio, and Debt Yield. Furthermore, it generates detailed and thorough deal reports in both PDF format and Industry Standard XML, ensuring all involved parties have access to the necessary information. This comprehensive approach enhances collaboration and decision-making throughout the entire real estate transaction process.
Description
Enter Fundy, a powerful web-based platform from Exquance Software, designed to streamline and secure every stage of fund administration. Built with input from finance professionals and engineered for performance, Fundy brings automation, transparency, and control to the forefront of fund management.
What Fundy Delivers:
Automated Financial Operations
Say goodbye to manual calculations. Fundy handles capital calls, distributions, and fee structures with precision—saving time and reducing human error.
Real-Time Payment Tracking
Direct integration with banking and accounting systems allows for instant visibility into payment statuses and transaction flows.
Robust Reporting Tools
Generate detailed Excel reports with embedded formulas that adapt to your workflow—ideal for audits, investor updates, or performance reviews.
Secure and Compliant Infrastructure
Built for today’s regulatory environment, Fundy includes single sign-on (SSO), multi-user transaction confirmations, and full audit trails to ensure accountability and security.
Portfolio Intelligence
Analyze fund performance, monitor investor activity, and gain actionable insights—all from a clean, intuitive interface.
Whether you're managing a single fund or a multi-asset portfolio, Fundy replaces spreadsheets and siloed systems with a centralized, scalable platform that grows with your operation. Trusted by investment professionals to reduce operational risk and streamline fund workflows, Fundy delivers the tools you need—without the tech debt.
Ready to see what modern fund management looks like?
Request a free demo and experience Fundy in action.
API Access
Has API
API Access
Has API
Integrations
Finago Procountor
ModelTree
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CMBS.com
Country
United States
Website
www.backshop.com
Vendor Details
Company Name
Exquance Software
Founded
2012
Country
Finland
Website
www.exquance.com/products/fundy
Product 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
Product 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