Highlights : About Dynamo
Multi-Asset Class Portfolio Management
Fundraising & Marketing
Portfolio Monitoring & Valuations
Data Collection & Normalization
Product Details
Features
Deal Management
Source deals and track team-wide pipeline performance with automated workflows. Improve collaboration and streamline deal management efforts.
Research Management
Optimize research and investment processes across multiple asset classes. Decrease data & document redundancy and simplify reporting.
Manager Tracking & Due Diligence
Capture past and current investment performance, exposures, attribution, strategy shifts, investment idea generation, team dynamics, and more.
Multi-Asset Class Portfolio Management
Integrate with data providers like Bloomberg, PitchBook, HFR & more. Consolidate your portfolio analysis. Bundle data from all these integrations into one easy report.
Fundraising & Marketing
Improve speed, quality, and compliance of global capital raising efforts. Track individual investors' relationships, activity history, and preferences.
Investor Relationship Management
Consolidate investor relationships, transactions, and activity notes. Automate document submissions, reporting, and investor self-service via the Investor Portal.
Investor Portal – Investor Relations
Provide your investors with secure access to their individual investment data and fund performance. Reduce ad hoc requests and streamline investment performance reports.
Investor Portal – Fundraising
Create targeted fundraising campaigns and deliver personalized communications to prospective and committed investors. Share secure access to documents and reports.
Portfolio Monitoring & Valuations
Consolidate and normalize portfolio company data. Benchmark against public and private market equivalents. Visualize portfolio and fund track records.
Partnership Accounting
Access over 70 reports out-of-the-box, including IRR analyses, ILPA reports, audit work papers, and budget vs. actual management company reporting.
Data Collection & Normalization
Look deeper into your transactions, valuations, liquidity, and exposures for more informed investment analysis and compliance with allocation and risk policies.
Reporting
Create and share configurable data visualizations with SQL, Power BI, and High Charts. Choose from Dynamo's Report Libraries or customize your own scheduled and ad hoc reports.
Workflow Automation
Automate data changes, task assignments, approvals, alerts, reporting, internal policies, and compliance related tasks.
Compliance
Track regulations data including Reg D, Blue Sky, FATCA, CRS, AIFMD, Form PF, KYC / AML, GDPR, MAS.
Dynamo Mobile
Access your full database from your iPhone or tablet so you can share notes and view reports and activities from the road.
Benifits
Easy to implement
Dynamo Software is more of a configurable solution than a customizable product. The application is built to be easy to implement and doesn’t require the help of professional IT staff to deploy. Its administrative dashboards allow users to tweak the look and feel of this solution. Its configurability shortens the implementation times while the adjustable dashboards offer seamless user experience.
Reliable CRM
In addition, Dynamo Software features a CRM module built to simplify and empower strong relationship management in the private investment industry. The CRM functionality allows users to handle the diverse operational needs of the alternative investment industry with unique workflows and data management strategies. Besides, the module enables businesses to address increasing compliance requirements.
Powerful investment research
Better still, Dynamo Software has a robust investment research functionality. This feature enables managers to automatically collect future investment research and store data logically. This, coupled with workflow automation, helps centralize information and steers organizations to become data-driven through automated task assignments, data changes, reporting, notifications, and authenticated approvals. Workflow automation capabilities enable companies to accurately drive processes to achieve business goals.
Recommended Product
Social Media Premium Package
Features: 30 High Quality Postings 3 Social Media Platform
Website Design Standard Package
Features: Linking 30 to 50 static pages. Call to Action feature.
Diginyze Standard Cloud
Features: Upto 500 products Listing 24/7 Chat BOT support.
ECommerce SEO Gold Package
Features: 1- 100 products optimized Easy way to position your ecommerce store in Google, Yahoo, and Bing results
SEO Advance Package
Features: Upto 200 Keyword Optimization ROI-Driven SEO
