Areas we specialize in to keep you focused on what matters:
Deal Management & CRM
Drive deal velocity by holistically monitoring your pipeline and due diligence process.
- Monday Morning Meeting and other real-time reporting
- Robust deal stage management from early sourcing through funded investments (pre-investment to post-investment)
- Outlook integration, including managing Dynamo through Outlook
- Configurable dashboards and data visualization
Investor Relations & Fundraising
Manage the flow of current and prospective investor information without missing a meeting, message, or time-sensitive document with a centralized, relational contact database.
- Fundraising and investment relations tracking
- Capital raising and investor pipeline management
- Relationship management (Outlook integration, calendaring)
- Configurable mass-mailing outreach
- Onboarding and eSignature
Investor Portal
Make Dynamo your branded experience for your most important clients – your LPs!
- An engaging, white-glove experience for LPs with anytime access to firm communications, investment opportunities, and portfolio performance data
- Robust reporting, visualization, and centralized document delivery (e.g. quarterly reports)
- Capital raising by deal or project
Portfolio Monitoring & Valuation
Streamline your portfolio monitoring and reporting with automated collection and analysis of your company-level financial statements and KPIs.
- Value creation bridges, IRR reporting, and calculated performance metrics
- Valuation analysis and performance
- Fund IRR and value bridges to visualize data
- Tear sheets and other funds/asset-level reporting
- ESG and impact metrics
Fund Accounting
Consolidate your fund accounting efforts for quick and easy reporting and distribution processes.
- A GL-based system with broad depth
- Generate capital calls, capital account statements
- Automated waterfall calculations and IRR analysis
- Robust financial reporting
- White-glove fund administration
