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Knowledge base
General
Getting Started
12
Phundex Terms and Conditions
1-Minute Video introduction to Phundex
Phundex User Guide Editable/Fillable PDF's
Phundex User Guide - Manager
Where can I find a user guide?
View all 12
Document Templates
10
Pitch Deck Template
Sample Cap Table
Directors Action Tracker Template
Directors Meeting Agenda Template
Director's Meeting Minutes Template
View all 10
Articles
111
Phundex - Our Story
Phundex - Our Story Part 2
Phundex and Cygnetise Strategic Alliance
Phundex Pathway Templates – Board Meeting Preparation
Phundex Users and Use Cases - Family Offices
View all 111
Getting started with us
Your account
1
Changing Profile Details
Key User/Role Functionality
5
Admininstrators - Complete User Guide
Manager - Complete User Guide
Guest - Complete User Guide
Team Member - Complete User Guide
All Types of Users - Complete Guide
FAQs
FAQs
133
How long does it take for a Plan to be activated?
What Can an Administrator Do?
Where can I find a list of Stages
OneNDA
How do I get a copy of my Invoice for my Order?
View all 133
Security and Data Privacy
Privacy policy
1
Phundex Privacy Policy
Opt-out policy
0
Security Information and certificates
6
ISO - 27001 - Information Security Management System Certificate
ISO 27017 - ISMS Cloud Security Certificate
ISO 9001 - Quality Management System Certificate
ISO 22301 - Business Continuity Management System Certificate
ISO 27018 - Management System for Protection of PII in Public Cloud Acting as PII Processors Certificate
View all 6
Pathways
Innovation Management Template Pathway
2
Setting up a new Phundex Innovation Management Pathway
Innovation Management Process details
Business Risk Management Process Pathway
1
Business Risk Managment Process Pathway
OneNDA Process Pathway
2
OneNDA process Pathway
Creating an NDA folder
VC and Family Office Onboarding Process Pathway
1
VC and Family Office Onboarding Process Pathway
Start-up Initial Business to Funding Raise Pathway
1
Start-up Initial Business to Funding Pathway
Phundex Pathways - List of Pathways available
1
Where can I find a list of all the Phundex Pathway Templates?
Financial Processes Pathway
1
Financial Processes Pathway
SOC Audit Checklist Pathway
1
SOC Audit Checklist Pathway
Capital Raise Transaction
1
Capital Raise Transaction
Business Acquisition Transaction Pathway
1
Business Acquisition Transaction Pathway
Asset Based Lending Transaction Pathway
1
Asset Based Lending Transaction Pathway
SME Venture Client Assessment to Funding Pathway
1
SME Venture Client Assessment to Funding Pathway
Board Meeting Preparation Pathway
1
Board Meeting Preparation Pathway
Start-up New Equity Raise
1
Start-up New Equity Raise Pathway
Environs Capital Analysis Process Pathway
1
Environs Capital Analysis Process Pathway
Regulatory Meeting Preparation Process Pathway
1
Regulatory Liaison Meeting Preparation Process Pathway
Investment Committee Preparation Process Pathway
1
Investment Committee Preparation Process Pathway
Month-End Financial Process Pathway
1
Month-End Financial Process Pathway
Property Development Funding Application to Completion
1
Property Development Funding Application to Completion
HR Department Pathway
1
HR Department Pathway
HR Onboarding Process Pathway
1
HR Onboarding Process Pathway
Asset Funding Application to Completion Pathway
1
Asset Funding Application to Completion Pathway
Commercial Funding Application to Completion
1
Commercial Funding Application to Completion
Data Sharing & Subject Access Checklist
1
Data Sharing & Subject Access Checklist
Data Protection Checklist
1
Data Protection Checklist Pathway
Disaster Recovery Plan
1
Disaster Recovery Plan Pathway
HR Offboarding Process Pathway
1
HR Offboarding Process Pathway
Client Onboarding Pathway
1
Client Onboarding Pathway
Jersey Private Fund Set-Up Pathway Template
1
Jersey Private Fund Set-Up Pathway
OneDPA Process Pathway
1
OneDPA Process Pathway
Due Diligence Pathway
1
Due Diligence Pathway Template
Business Risk Assessment Process Pathway
1
Business Risk Assessment Process Pathway
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