We are often asked how people know which Pathway they should be using as a starting point. Sometimes just looking at the list of Phundex Pathways available to select from can be a bit overwhelming. Fortunately, there are a number of starting points to find the right Pathway Template. .
Our Pathway Template List List of Pathway Templates
Search for this list and select a Pathway by name from the document. You can download the document for future reference too. The list includes hypertex links to each of the Pathway Templates so if you click on a link it will take you directly to an article on that Pathway Template. There you will find a brief introduction to the Pathway and the circumstances you might use it for, along with screenshots of the various Stages and Tasks and a copy of the Pathway Template document which you can download and print for reference. We're currently updating each Pathway Template document to include the brief description in the Helpdeck Articles.
Topic Search
Use our search function on the Phundex Platform to type in a word or a phrase that matches what you are trying to do. The search function will bring up any articles relating to those search words that we've tagged (and we've tagged all articles with multiple tag options to bring the most focused selections up for you first). Then, as above, you can select the article that looks most relevant and see more about the particular Pathway Template. Examples of topics might include:
- board and investment committee processes
- asset based lending
- capital raise
- business risk assessment
- business acquisition
Industry Search
You might just want to see what Pathway Templates we have that would be useful for your industry. You'll be happy to know that we've also tagged all of the article by industry, so if you just want to browse that way, all article related to that industry will come up. Some will be Pathway Templates, and others will be articles and e-books that we think you might find useful. Industry choices include:
- Accelerators
- Incubation Hubs
- Start-ups
- Trusts
- Trust Administration
- Funds
- Fund Administration
- VCs
- Family Offices
- Business Users
- Professional Services