Here’s how Dynamo meets your front-to-back office needs:
Locate new investors, raise capital, and streamline investor relations with actionable, personalized mailing blasts and email activity tracking.
- Attach personalized, watermarked documents
- Share firm, fund, and investor-level information like tear sheets and account statements
- Identify and target interested prospects by tracking email engagement metrics (i.e., opens, clicks, unsubscribes)
Fundraising & Pipeline Management
Source and engage new investors and monitor pipeline progress as you market and launch funds.
- Integrate with third-party data providers for up-to-date LP data
- Collect and standardize investor information with secure web forms
- Share and store subscription documents, PPMs, and other marketing collateral
CRM & Relationship Management
Understand key drivers for individual investors, how they are connected to others in your network, and how they have interacted with your firm.
- Detailed profiling and activity management
- Centralize LPs, fund administrators, prime brokers, and other service providers
- Seamless integration with Outlook
- Robust ad hoc reporting
Enrich your firm’s marketing, branding, and investor communications with our secure, integrated investor portal.
- Share firm, fund, and investor-level documents and details with current and prospective investors
- Curate a custom, branded user experience with a tailored look and feel
- Track user interaction with your content to identify engaged prospects
Get centralized, consolidated data at your fingertips with real-time reporting delivering what you need, how you need it.
- Investor onboarding, transaction processing, and compliance tracking
- Import, reconcile, and report on account-level data from fund admins
- Manage liquidity, calculate performance at the fund and investor level, see a rollup of balances and transactions across entities
Easily pull in account balance and transactions from your fund admin in minutes.
Configured for most admins out of the box, with the ability to customize for any admin
Include account attributes such as compliance flags
Smart reconciliation provides insight into the data for new accounts, classes, series and provides warning for potential mistakes