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.
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Configured for most admins out of the box, with the ability to customize for any admin
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Include account attributes such as compliance flags
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Smart reconciliation provides insight into the data for new accounts, classes, series and provides warning for potential mistakes
