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