Simple and Secure Transaction Management

Bringing Harmony to Dealmaking.
Fundology is where investment professionals collaborate effectively to close deals faster.

Fundology is:

Quickly customize private rooms for secure data sharing and collaboration.
Organize and manage multiple syndications to optimize deal flow and execution.
Maintain client and data security with industry leading software architecture.
Manage regulatory requirements with our built-in compliance tools.

Who uses Fundology?

DEALMAKERS (I-Bankers, Advisors, Attorneys...)
  • Expand your client base into familiar or new markets
  • Engage with clients and counterparties for efficient due diligence
  • Exchange vital financial data on a secure platform
EXECUTIVES (CEO’s, CFO’s, Board Members...)
  • Manage internal collaboration company-wide or within teams
  • Distribute company updates to shareholders completely securely
  • Secure financial reports and prevent unauthorized distribution
INVESTORS (Private Equity, Venture Capital, Family Offices...)
  • Manage transactions throughout the full deal cycle
  • Track detailed audit logs for your investments
  • Centralize communication with all major parties
Rooms are for secure collaboration and compliant data management. With fully customizable permissions, Rooms ensure accountability, transparency and productivity. Rooms accelerate due diligence and deal closure.

Essential for sensitive company information and confidential documents, Firm Rooms ensure streamlined workflow by archiving communication and enabling team collaboration.

Board Rooms

Your boardroom demands accountability and action. When it comes to the highest level of company management, nothing is faster, easier, or more secure than Fundology's Board Rooms. Hold silent votes and virtual meetings for better collaboration and efficient execution. With Fundology's Board Rooms, your board is always on the same page.


With Deal Rooms, you can allocate document viewing permissions to individuals, firms, and counterparties to ensure an efficient due diligence process. Receive real time analytics on all activity in your Room.


Keep your investors and shareholders informed of all relevant developments and sensitive financial data. By keeping all investors anonymous to each other, Investor Rooms protect identities of shareholders while ensuring two-way communication between yourself and individual shareholders.

Notifications and Activity Feed

Stay up to speed on changes and updates as they occur.

File Sharing and Document Management

Customizable access levels, version control and watermarking.


Create syndicates to execute large deals fast

Synchronized Contacts

Google, Outlook, and Salesforce integration.

Communication Tools

Individual and group communication simplified.

Mobile Compatibility

Access from tablet and smartphone.

Analytics and Audit Trails

View all user and file activity details in real-time. Identify more serious investors.


Versioning, exportability, auto-archiving, backups easily taken care of.

Fundology is a transaction management and syndication platform. We support M&A transactions, capital raises, and shareholder communication. We make managing deals easy with tools to facilitate, manage and track all data and communication needed to complete a transaction. Users can also organize groups for making investments. Most importantly, our features meet the most stringent regulatory requirements.