EDITION

Dynamo™ is the venture capital CRM solution uniquely designed for active VC fund managers. Serving venture capital partners since 1998, the Dynamo™ CRM software’s versatile and comprehensive deal management, fundraising, portfolio management and investor relations features empower venture capital partners to efficiently identify lucrative investment opportunities amidst the flood of prospective deals, and centralize their operations on a single Cloud platform.

Dynamo™ is deployed quickly across single or multiple office environments, and is maintained with ease. The platform directly integrates with all Microsoft Office® programs for an intuitive user experience through highly configurable dashboards to help you attract the best investors, and stay organized while sourcing the best deals.

Compliance

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Stay on Top of Compliance Requirements

Populate fields based on contact types for completion of compliance preparation.

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Identify All Compliance Gaps

Run included reports to determine contacts and records that are missing crucial data points.

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Ensure Tasks are Completed

Assign and track task completion for gathering compliance-mandated information.

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Be Your Firm's Compliance Leader

Include anticipated compliance-specific fields for completion by your IR team.

dynamo compliance screenshot

Dynamo™ is an ideal tool for maintaining compliance best practices for all current and upcoming compliance regulations. The Cloud platform’s configurability, complex relationship tracking, and regular updates provide the most current management best practices for FATCA, KYC, and Form PF.

Data Integration and Analysis

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Automate Data Collection

Access both subscription-based and public data feeds in Dynamo™.

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Translate Currency

Calculate currency exchange rates for international investments.

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Import Instantly

Map and Upload Excel® data sheets through Dynamo™.

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Understand Performance

Compare your performance vs. industry standards in a single dashboard.

dynamo data integration and analysis

Dynamo™ offers venture capital investors automated integration with industry-leading third party data providers. Users can take further advantage of this single-system data consolidation by utilizing the platform’s OLAP reporting capabilities, intuitive ad hoc reporting, or instant export to Microsoft Excel®. Dynamo® also facilitates greater insight into portfolio performance through the DynamoAnalytics™ data analysis module, which provides concise analysis of complex data sets.

Deal Management

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Source
the Best Deals

Grow valuable external deal referrals with configurable broker relations tools.

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Make
Informed Decisions

Capture key records with an intuitive upload process, and easily export external datasets.

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Create Reports on Demand

Schedule with one click and automate your reporting processes.

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Control
Your Task Pipeline

Use flags and follow-up reminders to manage internal tasks and responsibilities.

deal management software

Dynamo™ provides venture capital investors powerful tools for capturing the best deal opportunities in emerging markets. The venture capital CRM provides critical context for your deal pipeline through tight integration with both Outlook® and the Microsoft Office® suite to allow you to quickly capture contacts, e-mails, and documents. The ContentDynamo™ service also integrates leading third party data directly to Dynamo™ to ensure you are growing the strongest companies for consideration across desired verticals.

Fundraising and Marketing

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Refine Your Fundraising Priorities

Target prospects based on their investment preferences, history, and correspondence.

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Create Persuasive Content Instantly

Update investors on your firm’s performance with regular collateral and emails.

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Build Your Marketplace Reach

Integrate Dynamo™ with leading data sources to improve marketing, and expand your target audience.

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Monitor Your Fundraising Process

Find new strategic insights by evaluating fundraising successes and weaknesses.

private equity marketing fundraising software

Dynamo™ has been trusted by over 100 venture capital and private equity firms to improve the efficiency of their marketing and fundraising efforts. The CRM’s full text search and relational capabilities both simplify and expedite finding the ideal partners for investment opportunities. Venture capital firms can expand their understanding of the venture capital funding universe by importing third party contact data sets in addition to your existing investor database. Versatile event management features also empower users to create strong fundraising materials that align with a firm’s branding. Dynamo’s™ open architecture further assists managers with targeting strong investor opportunities by displaying data and reports in a familiar format.

Investor Relations

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Easy Data Import through Excel®

Import account balances, and consolidate accounting and reporting data in a single system.

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Plan Dynamic Investment Events

Organize your event’s attendance and specific requirements in the Dynamo™ platform.

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Optimize Reporting to Clients

Quickly generate comprehensive mailings, including quarterly reports and K-1s.

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Consolidate Crucial Investor Data

Understand your investors, their investment history, and current performance.

real estate online investor reporting portal

Dynamo’s™ investor relations features have been tirelessly improved as a result of close collaboration with venture capital clients since 1998. The venture capital CRM’s powerful Microsoft Office® add-ins and intuitive reporting creation enable users to easily create key repeatable investor documents. VC firms can further centralize and improve their investor relationship management with the Dynamo™ Investor Portal’s that can be configured to a firm’s branding and investor-facing priorities.

Mobility

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24/7
Connectivity

Ensure continuous access to your business-critical data.

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Maximize
Context

Receive alerts and notes uploaded by peers immediately.

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Get the
Latest Updates

Maintain access to live reporting through your mobile device.

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Adjust to Schedule Changes

GPS integration enables you to change priorities as quickly as your schedule shifts.

alternative investment management mobile application

Dynamo Software provides a full suite of mobile apps across all popular devices to address the unique reporting and management needs of venture capital funds.. The DynaMobile™ app provides access to all of your critical contact, fundraising, account, and deal information in addition to reports saved within Dynamo™. Location data integration also enables Dynamo™ users to react to scheduling changes to capitalize on all time spent outside the office.

Partnership Accounting

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Assess Balances and Transactions

Determine capital calls, run distributions, and assign variable-dependent expenses.

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Fast and Accurate Distributions

Allocate distributions via waterfall calculations according to investor preferences.

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Provide Security and Transparency

Create and deliver distribution letters and capital calls automatically, or upload them to the Investor Portal.

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Use Add-Ins to Send Key Data

Quickly and easily export financial data to Excel or external systems.

real estate partnership accounting software

Dynamo’s™ offers a complete partnership accounting solution for venture capital investment firms. The industry-specific calculation engine drives the entire partnership accounting process, and efficiently determines commitments, statement generation, capital calls, and waterfall calculated distributions based on user-defined parameters.

Portfolio Management

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Gain Insight on Your Investments

View a single dashboard that summarizes all of your company portfolio holdings.

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Automate Your Reporting Processes

Build portfolio reports, and automate generation and distribution to investors.

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Centralize Your Important Records

Consolidate board packages and meeting notes, critical correspondence, and third party security, index, and exchange systems.

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Ensure Compliance with Fair Value Standards

Utilize portfolio data to prepare quarterly valuations that comply with FAS 157.

portfolio tracking software

Dynamo™ provides robust portfolio management features specific to venture capital investing. Managers can monitor portfolio transactions, prepare valuations, optimize reporting processes, and centralize all relevant data within a single platform. Dynamo’s™ task management capabilities also help fund managers track important dates such as warrant expirations.

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