FUNDEX
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Private Lending Infrastructure

The Operating
system for
Private Credit

Institutional infrastructure for investor management, deal operations, capital workflows, and reporting.

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$42M+

Capital Deployed

200+

Investors

98%

Retention

SOC 2 Certified
Bank-Grade Encryption
Multi-Tenant Isolation
Real-Time Reporting
01Create Deal
02Add Investors
03Allocate Capital
04Track Returns
Our Values

Built for disciplined
fund operations

Fundex centralizes investor management, deal operations, reporting, allocations, and capital workflows into one institutional platform.

01
0
Visibility

Centralized Investor Operations

Track investors, commitments, allocations, documents, and communications through one structured platform.

02
0
Faster Ops

Deal & Allocation Tracking

Monitor capital deployment, investor participation, distributions, and portfolio activity with full operational visibility

03
0
Errors

Structured Payment Workflows

Manage payment schedules, distributions, reporting, and transaction records through centralized operational workflows.

Trusted by fund managers worldwide

Who it's for

Built for every
player.

From fund origination to investor distributions, Fundex adapts to your unique workflow — so you can focus on deploying capital, not managing spreadsheets.

01

Private Lenders

Manage your entire loan lifecycle from origination through servicing. Automate underwriting, document collection, and investor reporting.

Loan origination workflows
Automated document collection
Portfolio analytics
Learn more
02

Real Estate Syndicators

03

Capital Allocators

04

Investment Firms

Don't see your use case?

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Private CreditFund ManagementInvestor RelationsDeal TrackingCapital DeploymentPortfolio AnalyticsPrivate CreditFund ManagementInvestor RelationsDeal TrackingCapital DeploymentPortfolio AnalyticsPrivate CreditFund ManagementInvestor RelationsDeal TrackingCapital DeploymentPortfolio Analytics
The OS Layers

Three layers.
One complete platform.

Scroll to explore each layer of the operating system that powers modern private lending.

01
FUNDEX CORE

Platform Layer

Auth & Permissions

SSO, role-based access, and team management across your organization.

Analytics Engine

Real-time data pipelines powering dashboards, reports, and alerts.

Cloud Infrastructure

99.9% uptime, automatic scaling, and enterprise-grade security.

02
INTERNAL WORKSPACE

Firm Layer

Deals & Contracts

End-to-end deal pipeline, term sheets, and contract lifecycle.

Team Collaboration

Shared workspaces, task assignments, and internal comms.

Loan Servicing

Payment processing, escrow management, and borrower comms.

03
INVESTOR-FACING

Investor Layer

Investor Dashboards

White-labeled portals with real-time visibility into positions.

Portfolio & Positions

NAV calculations, position tracking, and distribution waterfalls.

Reporting & Statements

Automated K-1s, monthly statements, and custom LP reporting.

FUNDEX CORE
INTERNAL WORKSPACE
INVESTOR-FACING
Security & Control

Your data is sacred.
We treat it that way.

Enterprise-grade infrastructure protecting every transaction, every investor, every byte — around the clock.

0%
UPTIME
0bit
ENCRYPTION
0+
FIRMS
0
BREACHES
AES-256

Bank-Grade Encryption

SOC 2 Type II compliant with end-to-end 256-bit AES encryption across all data channels.

EXPLORE
RBAC

Role-Based Access

Granular permissions per team member. Full control from deal pipeline to investor data.

EXPLORE
LOGGING

Complete Audit Trail

Every action logged, timestamped, and attributable. Compliance-ready from day one.

EXPLORE
REG-TECH

Regulatory Compliance

Built-in workflows for 50+ state and federal lending regulations. Always current.

EXPLORE
KYC/AML

Investor Verification

Automated accredited investor verification, KYC/AML integrated into onboarding.

EXPLORE
24/7

Real-Time Monitoring

Live portfolio health, risk scoring, and anomaly detection across all positions.

EXPLORE
SOC 2 Type II
GDPR Compliant
256-bit AES
KYC/AML Ready
99.9% SLA

Ready to protect your fund?

Book a Demo
Why Fundex

The modern OS for private lending.

01Speed to Close
02Scale Without Limits
03Miami-Native
04Full-Stack OS
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01 \u2014 SPEED TO CLOSE

Days, not months.

Our infrastructure eliminates every bottleneck in the origination pipeline. Go from application to funded faster than any competitor.

10xFASTER CLOSING
02 \u2014 SCALE WITHOUT LIMITS

10 loans or 10,000.

The platform scales horizontally with your firm. No performance degradation, no feature gates, no ceiling on your growth.

∞SCALABILITY
03 \u2014 MIAMI-NATIVE

Built for South Florida.

Designed by and for the unique dynamics of South Florida’s real estate lending ecosystem. We understand your market intimately.

50+STATES COVERED
04 \u2014 FULL-STACK OS

Not a tool. An OS.

A complete operating system for your lending business — origination, servicing, investor management, compliance — unified in one platform.

1PLATFORM
01

Originate

Submit and process applications in minutes.

02

Analyze

Real-time portfolio performance and risk.

03

Manage

Track every deal from application to funding.

04

Scale

Automate servicing, distributions, compliance.

Leadership

The people behind
the platform.

A founding team with decades of combined experience in fintech, capital markets, and real estate lending.

NJ
NJ
01

Nigel Jaimes

Co-Founder & CEO

Visionary leader driving innovation in private lending infrastructure with deep expertise in fintech and capital markets.

Connect
SP
SP
02

Sara Pedron

Co-Founder

Operations strategist streamlining the lending lifecycle, from origination to servicing, with precision and scale.

Connect

Want to join our mission?

Get in Touch

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See Fundex in action.

Pick a date and time that works for you. Our team will walk you through the platform.

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2026
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