Real Estate EDITION

Dynamo™ Real Estate Edition is the premier, end-to-end real estate investment management software solution that enables users to manage assets including private equity, private REITs, co-venturing initiatives, and opportunistic funds within a single system. A SaaS platform that seamlessly integrates with Microsoft Outlook® and the Microsoft Office® suite, Dynamo™ provides intuitive real estate-specific capabilities needed to manage funds, fundraise on both a fund-by-fund and deal-by-deal basis, and optimize acquisition and disposition management processes.

Dynamo™ is built with an open architecture that deploys quickly and is maintenance-free for both single and multi-office environments. Dynamo™ is backed by a full-time dedicated implementation team’s expertise in configuring the platform for any firm’s fund-specific needs. The result is an industry-specific CRM that real estate investment managers find easy to use and painless to adopt.



Track Compliance Progress

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

Identify Compliance Gaps

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

Ensure Execution of Tasks

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

Be Prepared for Change

Include anticipated compliance-specific fields for completion by IR.

Dynamo’s™ configurability and industry-specific complex relationship tracking makes the Cloud platform ideal for maintaining compliance best practices for both current and future mandates. Regular updates afford ongoing additions to compliance functionality to include specific features for FATCA, Form PF, and KYC.

Data Integration and Analysis

Expand Your Investor Universe

Sync prospective investors data with Dynamo™ for strategic fundraising campaigns.

Maximize Your Prospective Deals

Store and create alerts of new investment opportunities from third party providers.

Aggregate & Purpose Portfolio Data

Collect portfolio data, analyze performance, and compare to benchmarks.

Upload & Export Your Key Data

Dynamo™ offers a suite of add-ins, wizards, and sync agents for Excel® data management.

Dynamo™ aggregates both qualitative and quantitative data to enable you to better understand your front, middle, and back-office operations. Beyond Microsoft Outlook® and Excel® plugins that instantly import correspondence, data, and other collateral into centralized profiles, Dynamo™ also provides integrations with premier fund accounting systems that streamline industry-specific reporting, enhance productivity, and optimize portfolio analysis. Dynamo Software’s partnerships with renowned third-party data providers allow users to access premier business intelligence directly within the Dynamo™ platform.

Acquisition Management

Organize & Leverage Your Network

Optimize all relevant information for critical contacts to ensure easy access.

Command Your Property Acquisition Pipeline

Organize all facets of deal tracking from sourcing to acquisition, lending, and disposition.

Maximize External Deal Referrals

Analyze the best sources for premium deals to optimize your deal due diligence.

Simplify Recurring Reporting Processes

Automate internal reporting by scheduling recurring reports for deal pipelines and more.

Dynamo™ Real Estate Edition incorporates acquisition and disposition management best practices informed by extensive partnerships with internationally prominent real estate investment management firms. Dynamo™ intuitively categorizes research and correspondence sourced from your existing network and external parties through intelligent relationship tracking features. Dynamo’s™ relationship tracking capabilities can create comprehensive pipeline reporting, enabling estate investment managers to make optimal decisions on acquisition opportunities.

Fundraising and Marketing

Simplify the Search for Prospects

Identify ideal potential investors based on established preferences and history.

Extensively Search Your Database

Perform ad hoc queries instantly using multiple criteria, including geography and event history.

Stay Top of Mind with Investors

Keep investors updated on your firm’s performance with periodic emails and direct mailings.

Evaluate Your Fundraising Efforts

Manage your fundraising pipeline and centralize committed amounts.

Dynamo™ empowers real estate fund managers to provide fundraising teams with compelling, multi-channel marketing fundraising processes. Fundraisers easily match prospects with lucrative fund opportunities through investor preference tracking, and deliver strategic, focused messaging through targeted mailings. The Dynamo™ Fundraising Portal, which aligns with your firm’s digital branding, enables stakeholders to review PPMs, pitch books, firm news, management information and other marketing materials on a single screen. Fundraising Portal users can also upload subscription and tax documentation directly into Dynamo™, driving more robust communication between the firm and stakeholders.

Investor Relations

Consolidate All Investor Data

Review key contacts and reports in a single dashboard.

Create and Circulate Timely Reporting

Distribute capital calls, quarterly reports and other investor documents instantly and accurately.

Ensure Prompt Task Execution

Prevent critical activities from being missed with follow-up reminders and flags.

Immediate Access to Account Data

Utilize Dynamo’s™ waterfall calculation engine or sync financial records from your accounting system.

Dynamo™ Real Estate Edition enables real estate investment managers to establish transparent, productive relationships with limited partners through powerful digital messaging tools. Dynamo’s™ relationship management capabilities and Mail Merge wizard allow users to create lists of distinct investors based on fund participation, investment preferences, and other qualitative characteristics, and deliver tailored communications to these list.

The Dynamo™ Investor Portal can be ingrained with your firm’s website to provide investors with immediate access to performance data, balances, and transactions, reducing ad hoc requests and enhancing brand equity. The Investor Portal can also expose data fields to investors which allow them to update contact information and notification preferences, as well as upload tax documentation (such as Schedule K-1 forms) and compliance information as needed.


Track Your Ongoing Communications

Send, receive and log emails from within Dynamo™ records.

Key Records

Access profile and contact info, activity histories, and relationships.

GPS Functionality

Plot the address of multiple companies or contacts on a single map.

Report Access

Immediately view full-color performance charts and graphs.

The DynaMobile™ application provides Dynamo™ Real Estate Edition users with a powerful platform to efficiently manage their operations from remote locations or while on travel. Users are able to access all of the report templates and saved search views in their Dynamo™ system, and both receive and deliver updates in real time from their smartphone or tablet. Talk-to-text functionality enables users to dictate important notes and activities directly into Dynamo™, and the click-to-call feature expedites communication with relevant Dynamo™ contacts while on the road.

Partnership Accounting

Leverage Powerful Calculations Faster

Calculate capital calls, run distributions, and allocate expenses.

Optimize Distribution Management

Assign distributions through waterfall calculations per investor preferences including cash, reinvestment and partial reinvestment.

Provide Investors with Transparency

Generate distribution letters and capital calls to send via email, or post to a secure Investor Portal.

Automate Large Sets of Transactions

Perform fund-wide calculations and export to Excel®, or sync with third-party applications

Dynamo’s™ calculation engine complements the CRM capabilities and enables fund managers to streamline the entire partnership accounting process through automation. Calculations and allocations for capital calls, distributions, expenses, income items, and realized and unrealized gains are all managed alongside qualitative data within Dynamo.™ The platform’s partnership accounting features produce capital account balances, generate and distribute capital account statements, and directly export relevant financial data into Excel®.

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.

Lease Management

Offer Ideal Opportunities

Quickly locate available inventory by matching prospects’ criteria to property characteristics.

Centralize Leasing

Capture activities and documents, and link them to pertinent units and tenants for easy review.

Collaborate Efficiently

Opt-in brokers and lawyers to Dynamo™, and enable them to view and update data.

Aggregate Your Data

Capture rent rolls, leases, and other property info, or upload from your back-end system.

Dynamo™ Real Estate Edition condenses the leasing cycle and maximum occupancy rates for real estate investment firms by improving the efficiency of the internal team and centralizing the collaboration with external parties. Dynamo’s™ ability to consolidate all leasing management functions is further enhanced by seamless integration with external data sources, and versatile data management.

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