Private Equity CRM & Deal Management
The Dynamo™ platform was born out of a private equity firm’s need to centralize its operations and streamline time consuming tasks. Our private equity CRM is built with deal management, portfolio management, capital raising, investor accounting, and compliance in mind.
For 20 years Dynamo has delivered highly configurable private equity-specific capabilities that automate these business processes and empower data analysis, due diligence and front-to-back office team collaboration.
Advanced Investor Relationship Management
With Dynamo’s Private Equity CRM, firms of any size can accelerate their capital raising with clear commitment pipelines, integrated mass emailing, and event tracking. Dynamo takes investor relationship management to a new level by calculating and distributing call and distribution notices along with any other communications, all while keeping an eye on relevant compliance concerns. This data is all easily accessible through our advanced investor portals.
Deal Management Solutions
Dynamo’s private equity deal management features empower investment teams to source more deals and drive the entire research and due diligence process. Our out of the box deal management entity structures and reports allow for rapid implementation while Dynamo’s highly configurable interface and relationship mapping can handle the most demanding use cases. Combine these features with customized workflow automation rules, and your deal management process transforms into a well-oiled machine.
Powerful Accounting & Reporting Engines
Dynamo is now equipped with a powerful investor accounting and financial reporting system with an integrated general ledger in the form of PEView. With this integrated into Dynamo, even the most complicated waterfall calculations and investor statements can be automated and distributed to Dynamo’s private equity CRM and reporting engine.