Audience
Individuals in need for a Real Estate Transaction Management platform
About Fundy
When you need to manage property fund’s investors and transactions efficiently in a secure environment, Fundy is your place to go. Fundy is a platform where you calculate, track and report about property fund’s daily operations, like capital calls from investors, distribution payments, net asset value and the fund’s investment portfolio. Fundy calculates capital calls, distributions and NAVs for open-end or closed-end funds so you are free of any Excel calculation formula errors. Tracking how fund’s real estate or indirect property fund investments are performing, is easy in Fundy. Monitoring market values, other KPI’s and maintaining business plans over time is simple. We take security seriously with Fundy and at Exquance. Fundy is built with deep audit trail logging, distribution payment confirmation procedure, various user access rights and permission, SSO login and GDPR features.
Integrations
No integrations listed.
Company Information
EXQUANCE
Founded: 2012
Finland
fundy.co
Videos and Screen Captures
Juniper Square
Raise more and close faster with integrated data rooms, lead management, online subscriptions, and a CRM designed specifically for private fundraising. Say goodbye to spreadsheets for good with powerful yet easy-to-use tools to calculate returns, manage waterfalls, and automate investor workflows. Provide your clients best-in-class reporting and on-demand access to their investments via the industry’s leading investor portal. Streamline your fundraising efforts and close faster with online subscriptions and customizable data rooms. Effortlessly produce and securely deliver personalized notices, statements, and industry standard reports. Easily manage partnership accounting, automate distribution calculations and payments tracking status in one central dashboard.
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Agora
Agora is a designated software solution for real estate investment firms to build trust with investors, accelerate every aspect of their business and grow faster with optimal operational efficiency. We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements. Automate your portfolio management, generate reports, distribute waterfalls, and streamline performance data.
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STRATAFOLIO
STRATAFOLIO is a web-based software solution designed specifically for people managing their real estate assets through QuickBooks and looking for a way to streamline operations, save time, improve profits, and reduce manual work.
Financial Management:
- Real-Time Data with QuickBooks sync
- Consolidated view of your entire portfolio’s financials
-NOI
-Cash Flow
-Operating Expenses
- Identify spending trends and patterns at a glance
Asset Management:
- Unify your properties under one umbrella
- Consolidated view of asset value
- Track purchase dates and prices
Operations Management:
- Automated Alerts for Lease Management (Lease escalations & Expiring Leases)
- Rent roll export
- Manage work orders and maintenance requests
- Easiest CAM Reconciliations you’ll ever do!
Investor Management:
- Dashboard specific to Investor
- Read-only investor login to eliminate the need for mailed reports
- Track cash on cash return
- Create confidence with investors
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AppFolio Investment Management
AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. The on-demand, one-login platform provides flexible and powerful tools to streamline fund and syndication management. Provide investors with a self-service Investor Portal for easy 24/7 access, view at-a-glance dashboards, and access a robust CRM system to streamline fundraising processes and better communicate with investors. Created by the award-winning team behind AppFolio Property. The AppFolio Investor Portal gives investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital. Provide investors with real-time, 24/7 access to a summary of their investment positions, and their invested and distributed capital. Investors can visit the AppFolio Investor Portal to easily find reports, tax forms, and other shared documents and securely sign agreements.
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Product Details
Platforms Supported
SaaS
Training
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