Here’s how Dynamo meets your front-to-back office needs:

Mailing Campaigns

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

Investor Portal

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

IR Tracking

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

Import Wizard

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
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