Dynamo™ Hedge Fund Edition, the leading hedge fund CRM and business process automation solution, empowers over 300 fund managers worldwide to raise capital, communicate with investors, and service their investment accounts.  Out of the box, Dynamo™ delivers hedge fund-specific capabilities that offer streamlined execution of your marketing and fundraising, investment research management, data integration and analysis, investor relationship management, and investor servicing and reporting.  Dynamo’s standard features help our hedge fund clients manage their compliance efforts, fund administration/accounting provider integration, and vendor oversight responsibilities.

Backed by an experienced, global team that has streamlined hedge fund and private equity operations since 1998, the Dynamo™ platform offers unparalleled configurability, user access controls, automation tools and data security. Dynamo’s Hedge Fund CRM can help you eliminate hours of tedious work by integrating your existing processes into automated reports, workflows, and user-specific dashboards, allowing you to focus on strengthening relationships with your investors.

Dynamo™ Hedge Fund CRM is preconfigured with settings gleaned from over 20 years of solving the alternative investment industry’s communication challenges. Dynamo Software’s commitment to supporting our clients and enhancing the platform’s features ensures alignment with your evolving needs. Seamlessly integrated with Outlook® and the Microsoft Office® Suite, you can continue to use the tools that you know.  DynaMobile™ users maintain 24/7 access to critical data through smartphones and tablets, including a mobile-friendly version of the Dynamo Investor Reporting Portal.


Capital Raising & Marketing

Find Prospective Investors

Work your network and use third-party data connections to expand your prospecting lists and understand their investment preferences.

Market Your Funds

Target investors based on investment preferences, regulatory restrictions and historical communications.

Convey Your Value

Streamline communications and reporting to prospective and current clients.

Track Your Pipeline

Gain insight into your sales activity and capital raise pipeline with a clear view of expected investor transactions.

Dynamo™ Hedge Fund CRM provides industry-specific fundraising tools that optimize the speed, quality, and transparency of capital raising efforts. The platform’s personalization tools for mass communications and integration with third-party email providers enable users to leverage tailored lists to send compelling, targeted messages to prospective investors. The Dynamo™ Fundraising Portal strengthens outreach by allowing stakeholders instant, global access to PPMs, compliance documents, firm news, performance reporting and other collateral. Documents can also be personalized and secured with watermarks, helping to maintain your privacy.

Investor Relations & Servicing

Consolidate Investor Records

Aggregate all contacts in Dynamo™, and track their relevant information and communications.

Track Balances and Transactions

Track detailed, account-level activity and valuations and instantly push updates to your dedicated Investor Portal.

Automate Investor Reporting

Automatically create and send investor reports, K-1s, manager letters, or other communications.

Create a Complete Investor Profile

Easily see your investors’ ecosystem of relationships and accounts and how their investments are performing.

With nearly two decades of intensive experience collaborating with alternative investment IR teams, Dynamo Investor Relations empowers fund managers to stay connected with their investors and other interested parties while also gaining major operational and compliance benefits.

The addition of the Dynamo™ Investor Portal enables firms to securely post the latest investor balances, transactions, and performance updates into a branded, secure digital environment. Having your own portal promotes investor engagement and reduces administrative tasks by enabling your clients to run their own reports and self-update their profiles and notification preferences; which also automatically updates your investor records in Dynamo Hedge Fund CRM.

Research & Deal Management

Centralize Research Data & Documents

Streamline the capture and categorization of research through Outlook®, Word, Excel, or your mobile devices.

Automate Workflows to Guide Your Process

Automate the management of your research process by creating custom workflows and approval check points.

Control Your Team's Experience

Aggregate and/or segregate your team’s access to information, layouts, fields, and workflows.

Mine Your Wealth of Information

Search records “in text” with flexible criteria to quickly locate documents and use the “Recommendations Grid” to consolidate analyst insights.

Dynamo’s™ research management features are designed to maximize the utility and pace of managers’ and analysts’ investment research. The platform can be configured with personalized workflows that institutionalize the research process and automate data collection, tagging, and organization. Portfolio managers use the Dynamo™ Recommendations Grid for a comprehensive overview of recommendations from analysts in an easily viewable format. Analysts can leverage Dynamo Research Management’s relational features to easily track interactions with key company stakeholders, related firms, and sell-side analysts.

Data Integration and Analysis

Convert Currency

Eliminate manual foreign exchange rate conversions.

Control Your Data Pipeline

Import public and subscription-based data into Dynamo™.

Upload Data

Map Excel® spreadsheets and upload data into Dynamo™ with one click.

Benchmark Performance

Compare your investment performance to leading industry standards on one screen.

Dynamo™ enables hedge fund managers to maximize their performance insight through fluid data integration and analysis features. Data from leading third-party providers, including Bloomberg and Preqin, can be directly imported into the platform, empowering users to view their performance data alongside leading business intelligence. Powerful ad hoc reporting generation provides immediate and comprehensive insight into the performance of your entire portfolio.


Track Compliance Requirements

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

Identify Your Compliance Gaps

Run included reports to identify contacts and records that are missing critical data points.

Ensure Tasks are Completed

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

Stay Ahead of Evolving Needs

Include anticipated compliance-specific fields for completion by IR.

Dynamo’s™ configurability and industry-specific complex relationship tracking makes the Cloud platform ideal for ingraining and maintaining compliance best practices for compliance mandates. Dynamo’s™ compliance tracking modules and data submission forms are designed to accommodate tracking and fulfilling complex regulations, including FATCA, AIFMD, and KYC.


Stay Linked 24/7

Deliver key information to your team with a single click.

Powerful Mapping

Built-in GPS features enable you to plan multi-stop travel routes.

Fluid User Experience

All custom dashboards in Dynamo™ can be viewed in DynaMobile™.

Solve Ad Hoc Challenges

Review investor data from your smartphone or tablet.

Dynamo Software’s DynaMobile™ application is a powerful tool for managing investor relationships outside of the office. Available on Apple®, Android® and Blackberry® operating systems, users can instantly access investor profiles and update these records with relevant communication and notes. These updates are immediately available for other Dynamo™ users, providing your firm critical context on investor activity from any location.

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