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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.
Description
Maybern is an innovative cloud-based platform designed specifically for fund management, catering to private capital managers and their financial teams. It effectively models various aspects such as fund structures, investor commitments, capital calls, distributions, allocations, fees, waterfalls, credit facilities, and performance metrics through the use of governed logic and traceable calculations. Teams utilize this tool to oversee fund economics, assess actual performance against projections, conduct both scenario and hypothetical liquidation analyses, generate investor reports, and reconcile files provided by administrators. Additionally, AI agents within the platform can reconstruct fees and waterfalls, detect discrepancies in reconciliations, compile quarter-end reports, and draft responses to limited partners in accordance with the established rules of each fund. Maybern accommodates a diverse array of fund types, including private equity, real estate, private credit, and growth equity funds, and supports structures such as master-feeder, parallel, AIV, blocker, and SPV. Furthermore, its MCP server facilitates the connection of compatible AI clients to fund data and calculations, all while adhering to the permissions set by the customer within Maybern. This comprehensive approach ensures that fund managers can operate with enhanced efficiency and accuracy in their financial operations.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Anthropic
No
ChatGPT
No
Claude
No
Finago Procountor
Yes
Microsoft Copilot
No
Model Context Protocol (MCP)
No
ModelTree
Yes
Integrations
Anthropic
Yes
ChatGPT
Yes
Claude
Yes
Finago Procountor
No
Microsoft Copilot
Yes
Model Context Protocol (MCP)
Yes
ModelTree
No
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
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Exquance Software
Founded
2012
Country
Finland
Website
www.exquance.com/products/fundy
Vendor Details
Company Name
Maybern Solutions
Founded
2021
Country
United States
Website
www.maybern.com
Product Features
Real Estate Transaction Management
Accounting
No
Appointment Scheduling
No
CRM
No
Commission Management
No
Contract Management
No
Critical Date Alerts
No
Document Templates
No
Electronic Signature
No
File Sharing
No
Task Management
No
Transaction Review
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
