Which Pathway Template Should I Use? : Phundex

We've been asked a few times how you choose the right Pathway Template to use as a starting point. We've listed all of the available templates in our Template Document, which we update as we build new templates for you to use. you can find it here: List of Pathway Templates

We've broken down the Pathway Templates into Transactions and Processes and included some Governance processes as a separate list. You can see all the Pathway Templates currently available as well as the ones currently under development. Helpfully, we're updating the slides to include hypertext links to the various Pathway Templates to make it easier to find them.

Each Pathway Template includes a brief description at the beginning telling you when you might want to use it. You can also search for information based on your industry. The six industry groups we use are:

Funds and Trusts
VC and Family Office
Fund & Trust Administration
Professional Services
Business Users
Incubators, Innovation Hubs and Start-ups.

In addition to the description of each Pathway Template and when to use it, we include screenshots of the Stages and Tasks included in the Pathway Template and a document with the list of Stages, Tasks, Task Forms any any template documents, which can be downloaded for your reference

You can find links to each main Pathway article here:

Transaction Pathway Templates

•Asset Based Lending

•Asset Funding Application to Completion

•Business Acquisition

•Capital Raise

•Commercial Funding Application to Completion

• Jersey Private Fund Set-Up Pathway(NEW)

•Property Development Funding Application to Completion

•SME Venture Client Assessment to Funding

•Start-up New Equity Raise

Transaction Pathway Templates- Governance