DYNAMO™ 
Fund of Funds EDITION
Fund of FundsDynamo™ Fund of Funds Edition is the leading CRM software for funds of funds, including hedge funds, private equity, and real estate investments. Dynamo™ offers industry-specific competitive advantages for successful marketing and fundraising, tracking fund manager due diligence, portfolio management, investor relations and fund reporting. Seamless integration with Outlook® and the Microsoft Office® suite, users benefit from an intuitive experience for quick integration into centralizing and enhancing your operations.
FUND OF FUNDS SOFTWARE SOLUTIONS
Compliance
Track Task Completion
Assign compliance tasks to specific users in Dynamo™ and monitor their status.
Provide Robust Security
Sensitive documentation can be watermarked and password-protected in Dynamo™.
Ensure Future Compliance
Compliance-based fields can be integrated into existing investor profiles for easy tracking.
Monitor Compliance Gaps
Generate reports that indicate the contacts and records missing critical compliance data.
Dynamo™ provides powerful organizational and communications capabilities for fund of funds managers needing to align their compliance processes with evolving regulatory policies. Dedicated features for FATCA, KYC and Form PF are further supplemented by tight Microsoft Office® integration, enabling users to tag and track compliance documents in a centralized platform. Dynamo’s™ configurable reporting templates provide firms with an easily accessible window into their compliance status across the entire investor base.
Data Integration and Analysis
Deliver
Insight Faster
Benchmark your performance against leading indices in Dynamo™.
Upload
Data Instantly
Map all data from Excel® for import into Dynamo™.
Centralize
Third Party Data
Consolidate all public and subscription-based data in a single system.
Expedite Currency Conversions
Calculate foreign currency exchanges.
Dynamo’s™ data integration and data exploration features provide the optimal experience for in-depth performance analysis. The ContentDynamo™ subscription service enables users to seamlessly import data from renowned industry data providers for robust online analytical processing. Tight integration with Microsoft Excel® and insightful ad hoc reporting further optimize your data gathering and exploration processes.
Due Diligence
Expand Your Due Diligence Context
Profile fund managers, their investment strategies, and their underlying funds by customized criteria.
Track Due Diligence Completion
Capitalize on automated Dynamo™ features to standardize due diligence and assign tasks.
Access Reports On Demand
Run critical reports instantly, or scheduled them for automated email delivery.
Establish Best Practices for Data Management
Organize qualitative due diligence, including documents, notes, and correspondence.
Dynamo’s™ Microsoft Office® integration allows you to optimize operational efficiency through established best practices for due diligence. Advanced integrated Outlook® add-ins provide the ability to immediately capture relevant correspondence and documentation, consolidating all relevant due diligence information within a single screen.
Fund Management
Optimize Daily Workflow
Work within familiar tools, while ensuring tasks are executed on time.
Consolidate Fund Profiles
Organize all fund documents within a single screen for an all-encompassing overview.
Tight Excel® Integration
Export any dataset to Excel® with one click for additional in-depth analysis.
On-Demand Access
Stay connected with DynaMobile™, which is available on all smartphones and tablets.
Dynamo™ delivers an intuitive user experience that uniquely combines the exceptional usability features of Web and desktop applications. Fund managers are able to save targeted searches, painlessly import and export data via Dynamo’s™ Microsoft Office integration®, and centralize key data on a single screen.
Fundraising and Marketing
Cultivate Your Investor Outreach
Import external contacts easily and build existing contacts directly through Outlook®
Instantly Identify Top Prospects
Track investor preferences for easy inclusion in targeted marketing campaigns.
Organize Your Deal Pipeline
Understand your fundraising pipeline and next steps for priority opportunities by tracking set tasks.
Develop Compelling Client Communications
Personalize and brand your communications through a powerful mail engine or Investor Marketing Portal.
Dynamo™ Fund of Funds Edition contains rich capabilities for refining marketing programs and automating fundraising processes. The intuitive Dynamo™ user interface ensures comprehensive tracking across all communications, automatic identification of top prospects, and immediate access to all the tools needed to produce insightful marketing communications and meaningful interactions.
Investor Relations
Quickly Generate and Distribute Reporting
Automate report creation and distribution ascribing to investor preferences, saving you time and postage.
Track Investor Transactions
Confirm accurate account balances in Dynamo™ by calculating and tracking subscriptions, redemptions,and transfers.
Minimize Investor Requirements
Provide all live account information stored within Dynamo™ to investors through the Investor Portal for easier access to reporting, and even allow investors to upload timely records such as tax documents.
Promote Your Firm's Brand
Use the Investor Portal as an extension of your website. Embed the content, design the appearance, and even include multimedia content that can be accessed through any computer or mobile device.
Dynamo™ enables fund of funds managers to meet the increasing transparency demands from clients with a CRM solution that centralizes all relevant investor data and streamlines fund performance reporting with an integrated Investor Reporting Portal. The platform’s Outlook® integration, Mail Merge Wizard, event management capabilities, and Investor Portal streamline communication and provide strong insight into investor interaction while reducing your time spent in managing relationships and providing and distributing customized reporting.
Mobility
Maximize Business Travel
Run proximity reports to capitalize on free time with nearby meeting opportunities.
Get Total Connectivity
Add notes quickly and easily, and automatically notify your team of new developments.lp
Maintain Access to Reports
Access Dynamo™-generated reports on your phone to stay appraised of changed within the office.
Optimize Your Schedule
View your saved travel itinerary and directions within Dynamo™ travel reports.
Your Dynamo™ data is accessible through the DynaMobile™ mobile app, available through all touch screen-enabled smartphones and tablets. Developed for professionals working for fund of funds, the DynaMobile™ application provides continuous access to your Dynamo™ saved views and entire contact database while providing the ability to update information on the go.
Performance Tracking
Powerful Reporting Functionality
Provide personalized dashboards according to users’ responsibilities and priorities.
Monitor Fund Performance
Track expected inflows and outflows, as well as ERISA thresholds and other key metrics.
Accurately Determine Calculations
Enable fund managers to view calculated account balances, calculate IRRs, and benchmark performance.
Facilitate Informed Recommendations
Analyze Historical Data for exposure and performance across multiple defined criteria.
Dynamo’s™ design reflects over fifteen years of experience within the alternative assets industry. Information can easily be imported through the Outlook® plug-in, or you can import your data through any number of import wizards to ensure your portfolio data is accurate, accessible, and ready for analysis.
Research Management
Intelligently Organize Research
Categorize and store your qualitative and quantitative research automatically without leaving Outlook®.
Stay Connected from Anywhere
Access documents and report stored outside of Dynamo™, and work offline when without access.
Create a Full Research Experience
Integrate external websites through Dynamo™, or sync third party websites through ContentDynamo™.
Expedite the Research Process
Search research “in text” and by flexible criteria to quickly locate relevant research and reports.
Dynamo™ provides funds of funds managers with intelligent research management capabilities and automation. Fluid integration with Outlook® and Microsoft Office® enables users to quickly capture incoming research and reports, and quickly and accurately store research content for actionable investment strategy evaluations.
