Endowment & Pension EDITION

Dynamo™ Endowment & Pension Edition is a feature-rich, industry-specific Cloud software platform built to optimize how limited partners guide their investment research, conduct due diligence, manage their portfolio across all asset classes, analyze investment performance, and generate reporting.

Dynamo™ is highly configurable to your firm’s specific terminology and workflow, and seamlessly integrated with the Microsoft Office® product suite for an uninterrupted user experience. Developed and regularly enhanced since 1998, Dynamo’s™ asset management functionality is backed by a full-time dedicated support team to ensure that the software matches your investment organization and performance tracking needs.


Data Integration and Analysis

Your Research

Capitalize on two way syncs with portfolio data providers to identify prospective direct investments.


Select from a multitude of benchmarks to understand your portfolio’s performance.

Exchange Rates

Update currency exchange rates for international investments.

Confirm Your Tasks are Completed

Add task categories and ensure their completion by the assigned person.

Dynamo™ integrates with leading third party data providers to ensure endowments and pensions can easily aggregate investment research, portfolio data, and benchmarks. ContentDynamo™ syncs data from partners through the Dynamo™ API for the automatic retrieval if investment research, portfolio data, benchmarks, and more. Dynamo™ offers a suite of data import tools that empower you to import data from Excel®, or set up scheduled syncs of mapped Excel® files.

DynamoAnalytics™ enables endowments and pensions to capitalize on aggregated portfolio data for comprehensive data analysis and exploration. Alternatively, for manual data analysis, Dynamo™ can export your Dynamo™ formatted data to Excel® in a single click.

Due Diligence

Track Manager Communications

Log emails and attachments through Outlook®, or have Dynamo™ auto sync them for you.

Develop a Formal Due Diligence Process

Create pooled approval systems for fund managers and direct investments.

Streamline Your Due Diligence

Configure Dynamo™ to adopt your due diligence process, and automate with workflows.

Maintain Clarity on Next Steps

Use Dynamo™ to schedule tasks and assign responsibilities.

Asset allocators can improve their investment decisions through configurable workflows that organize and streamline the due diligence process within Dynamo™. The Cloud platform serves as a mass aggregator of key information points required to thoroughly screen potential investments, intelligently track multi-manager portfolios, and provide structure for the qualitative and quantitative assessment of fund managers.


Maintain Access

Whether through a smartphone or tablet, access your notes whenever you need them.

Notify Others of Events

Quickly send out a memo to your team in a single click to notify them of a new item.

Optimize Your Travel

Run location-based reports to capitalize on proximity-friendly meetings.

Run Reports

Access saved Views and Reports from your phone.

The DynaMobile™ application, compatible with all Apple®, Android® and Blackberry® smartphones and tablets, ensures a consistent experience with Dynamo™. DynaMobile™ users are able to update their contacts, manager profiles and fund information, review and add activities, log communications and notes, and access Dynamo™ reports. GPS capabilities even allow you to run proximity-based reports so that every trip can be maximized for efficiency. New or updated information created in DynaMobile™ is made available to other users in real time, just as it is with Dynamo™ to DynaMobile™, to ensure you and your colleagues are on the same page every day, every time.

Performance Tracking

Utilize Searches for Precise Reporting

Search through Dynamo™ by your parameters, and save those parameters for consistency.

Leverage Bundled Reporting

Dynamo’s™ robust report bundle includes comprehensive portfolio summaries, J-Curve, and value of fund investments.

Command Your Investments

Monitor commitments, ownership, cash flows, and balances.

Stay Organized with Intelligent Automation

Stay Organized with Intelligent Automation

Dynamo™ simplifies the complex task of tracking performance data across multiple asset classes and translating your data into meaningful analysis. As an industry-specific solution with rich capabilities for direct investment tracking, Dynamo™ centralizes all of your deal knowledge, including industry updates, pipeline ranking, financials and valuations and offers several methods for preparing your data for analysis.

Portfolio Analysis & Reporting

Organize Your Data for Analysis

Track capital calls, distributions, subscriptions and other investment data in structured formats.

Analyze Your Data in Depth

Leverage the power of DynamoAnalytics™ OLAP reporting, or interact with dynamic reports.

Translate International Performance

Rely on ContentDynamo’s™ exchange rate conversion process to eliminate disparity.

Create Compelling Visual Analysis

Generate reports in a single click, or have us help you build your own.

Dynamo’s™ versatile reporting capabilities enable you to automate data collection from industry-specific sources through Dynamo™ and efficiently track your relevant qualitative and quantitative data points. The platform’s painless data integration process allows simple import and export of data from Microsoft Excel®, as well access to benchmarks from major industry indices through Dynamo Software’s Partnership Program. Dynamo™ maintains your data in a structure for easy analysis through DynamoAnalytics™, dynamic interactive reporting with Tableau®, or more manual granular analysis with pre-formatted Excel® exports.

Portfolio Management

Portfolio Data

Upload your portfolio data or enlist our team to do it for you.

Track All
Asset Classes

Maintain complex ownership structures with total accuracy.

Dynamic Reports

Create, save, and access ad hoc reports, access bundled reports or work with us to configure complex reports.

Knowledge Gaps

Stay on top of portfolio risks through concern flags determined by workflows.

Dynamo™ is unparalleled in its ability to track detailed portfolio data across all asset classes, from top-level investing entities, such as accounts and pools, all the way to underlying assets like deals, real assets and securities. Developed with an open architecture, Dynamo’s™ portfolio management capabilities instill confidence in effectively managing your investments.

Research Management

Store Your Key Research Data

Automatically link any file type or activity note to relevant ideas or categories.

Import Research Automatically

Go hands free while staying organized through automatic uploading and tagging.

Continue Your Work Offline

Maintain productivity even without internet access for future automatic tagging and storage.

Integrate Relevant Third Party Data

Sync third party data through ContentDynamo™ or access external websites through Dynamo™.

Dynamo™ provides institutional investors with intelligent research management capabilities. Built-in communications storage, integrated data collection from internal and external sources, and highly configurable categorization settings ensure your evaluation of an investment’s performance is from an enlightened perspective.

Dynamo recently added significant depth to its middle and back office capabilities with the acquisition of Q-Biz Solutions, LLC, developers of PEView. Read more about how PEView can help you here.

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