Phundex

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?

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Document Templates 10

• Pitch Deck Template
• Sample Cap Table
• Directors Action Tracker Template
• Directors Meeting Agenda Template
• Director's Meeting Minutes Template

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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

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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 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

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

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