Fundraising

Accelerate capital raising with full visibility into your investor pipeline

• Track prospects, commitments, and allocations across funds and deals in real time
• Manage the entire fundraising lifecycle
• Run targeted mailing campaigns and track engagement
• Plan and execute roadshows, meetings, and investor events
• Native Outlook/Gmail integration
• Source and enrich investor data via integrations like Preqin, Dakota, PitchBook, and Bloomberg
• Automate tasks, reminders, and approvals to keep deals moving

Investor Onboarding

Create a seamless onboarding experience for new investors

• Digitize onboarding with secure fundraising portal
• Guided and conditional workflows conditional workflows based on investor type
• Built-in KYC/AML screening with real-time alerts
• AI-powered data collection, extraction and validation layer for approval
• Integrated DocuSign e-signature workflows
• Google Maps integration for property location, visualization, and roadshow planning
• Automatically collect and share documents with two-way communication with investors

Investor Relations

Accelerate smarter decisions and transparent communication with AI-powered data and real-time intelligence

Accelerate decision-making with real-time visibility and AI-powered clarity

• Centralized hub for investor data, contacts, and commitments
• Data structure designed to track parent investors and their underlying accounts
• Full visibility across investor communication, fundraising, and investment activity
• Build detailed investor profiles with preferences and investment history
• DynamoAI to summarize interactions, relationship insights, performance trends and more
• Leverage out-of-the-box reports or create custom reports for fund performance, capital activity, and investor statements

Investor Portal

Connect and collaborate with committed and prospective investors in a secure, integrated data room

• Secure, branded investor portal for two-way communication
• Share property-level updates, performance metrics, and visual
• Automate delivery of quarterly reports, capital statements, and K-1
• Manage a centralized document library and digital data room
• Control access with granular permissions and audit trails
• Deliver scheduled and on-demand reports to investors and internal stakeholders
• Ensure consistency with standardized templates and branding controls

Acquisition Management

Monitor your acquisition pipeline with confidence through automated workflows and configurable reports

• Track entire acquisition pipeline with configurable deal stages and workflows
• Centralized research, property-level data, underwriting files, and communications
• Library of out-of-box pipeline report templates
• Evaluate broker and referral source effectiveness
• Visual dashboards with real-time deal and pipeline insights

Fund Accounting

Simplify complex accounting investor reporting and distribution processes

• Generate capital calls and investor-level reporting
• Waterfall calculations and allocation management
• Maintain an integrated General Ledger (GL) and reconciliation processes
• Sync performance data with Dynamo’s Fund Admin or transaction records in Dynamo Accounting
• Generate US GAAP, ILPA, and Invest Europe-compliant reporting, including statements of net assets, operations, cash flows, changes in partners’ capital, and the schedule of portfolio investments