Hedge Fund Software

Hedge Fund CRM & Investor Relations Software

Hedge fund software from Dynamo™ helps hundreds of alternative investment managers improve investor communications and capital raising, create structured, data-driven research processes, reconcile investor accounting, and create a culture of compliance.


Download the Deerfield Management Company Case Study today


Dynamo is the leading hedge fund CRM and business process automation solution for over 300 fund managers worldwide. Out of the box, Dynamo delivers hedge fund-specific capabilities that offer streamlined execution of critical tasks and manage pre-defined workflows. Standard features help our hedge fund clients raise capital, manage their research processes, follow compliance policies, integrate with fund administrators, and improve investor relationships.

Hedge Fund Capital Raising Software

Enhance your marketing and capital raising with our configurable hedge fund fundraising portal. Tightly integrated with our Hedge Fund CRM and Investor Servicing components, the fundraising portal can be used to showcase funds and communicate data and documents with potential investors. Users can collect data through forms and uploads, e-sign documents, and track prospects’ activity and pipeline.

Hedge Fund Investor Relations Software

Dynamo’s investor portal is an integrated part of our industry-leading investor relationship management system (IRM). Leverage Dynamo’s IRM platform to service investment accounts and produce investor-specific reporting using our configurable account statements and user interface.

We know your work doesn’t stop when you leave your computer, so we’ve created a feature rich mobile app allowing you to take Dynamo on the road.

Backed by an experienced, global team that has streamlined hedge fund and private equity operations since 1998, the Dynamo™ platform offers unparalleled configurability. We offer advanced user access controls and data security options to ensure your data is protected.

Hedge Fund Compliance Software

Hedge fund compliance software from Dynamo helps your hedge fund and fund administrators stay on track with global compliance regulations, including: FATCA, CRS, KYC, AIFMD, Form PF and more!

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Download the Hedge Fund Brochure

Streamline your front-to-back office investment operations

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. To ensure you’re getting the most out of Dynamo, we’ve built in-depth integrations with the Microsoft Office® suite, Microsoft PowerBI®, Mailchimp®, DocuSign®, and many more third-party service providers. Dynamo Software also offers the Data Integration Framework (DIF), an API connector capable of feeding data from popular resources such as Bloomberg® and Preqin®.

Our proprietary workflow automation features allow you to focus on strengthening relationships with your investors while making more informed investment decisions.

It’s time to be Dynamo Driven.

Hedge Fund CRM & Capital Raising

Integrated Investor Portal

Research & Data Management

Hedge Fund Compliance

Automated Workflows

Educational Documents

10 Best Practices for Deal Management Software

White Paper:
Investor Reporting Portal

Marketing & Fund Raising Automation

Case Study:
LaSalle Investment Mgmt

Case Study:
Deerfield Management