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1,000+ Global Clients |
$4 Trillion AUM

Global Clients
Global Clients

Our Markets

Fund Managers / GPs

Funds Managers / GPs

Private equity, venture capital, hedge funds, real estate, investment banking, M&A

Deal Professionals

Deal Professionals

Investment banking, M&A, Corporate development

Asset Owners / LPs

Asset Owners / LPs

Endowments, foundations, pensions, fund-of-funds, family offices, insurance, wealth management

Solutions

Front Office

Deal Management

Deal Management

Source deals and track team-wide pipeline performance with automated workflows. Improve collaboration and streamline deal management efforts.

Research Management

Research Management

Optimize research and investment processes across multiple asset classes. Decrease data & document redundancy and simplify reporting.

Manager Tracking & Due Diligence

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 Software

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

Fundraising & Marketing

Improve speed, quality, and compliance of global capital raising efforts. Track individual investors’ relationships, activity history, and preferences.

Investor Relationship Management

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

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

Investor Portal –
Fundraising

Create targeted fundraising campaigns and deliver personalized communications to prospective and committed investors. Share secure access to documents and reports.

Back Office

Portfolio Monitoring & Valuations

Portfolio Monitoring &
Valuations

Consolidate and normalize portfolio company data. Benchmark against public and private market equivalents. Visualize portfolio and fund track records.

Partnership Accounting

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

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

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.

Front to Back

Workflow Automation

Workflow Automation

Automate data changes, task assignments, approvals, alerts, reporting, internal policies, and compliance related tasks.

Compliance

Compliance

Track regulations data including Reg D, Blue Sky, FATCA, CRS, AIFMD, Form PF, KYC / AML, GDPR, MAS.

Mobile

Dynamo Mobile

Access your full database from your iPhone or tablet so you can share notes and view reports and activities from the road.

Integrations

Integrations Logos
Integrations Logos
Integrations Logos