Areas we specialize in to keep you focused on what matters:

Deal/Acquisition Management

Automate your deal management process for increased transparency across your firm.

  • Automate and track tasks as each deal moves through the pipeline
  • Track complex deal/project structures with multiple investment opportunities
  • Evaluate and measure value of referral sources
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Fundraising & Marketing

Share compelling marketing collateral, onboard new and prospective investors, and automate your capital raising process.

  • Engage and qualify prospective investors
  • Prepare and share personalized mass mailing blasts
  • View data from third-party providers directly in Dynamo
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Investor Reporting & Tracking

Impress investors with portfolio transparency and anytime access to their financial and performance information.

  • Generate and share statements, reports, performance data and other documents in the secure Investor Portal
  • Monitor performance by Investor, asset and fund
  • Impress investors with portfolio transparency, including asset performance and image galleries
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Portfolio & Asset Management

Manage the intricacies and complexities of your portfolio at the fund, portfolio, and asset level for detailed, in-depth insights.

  • Support for complex, multi-tiered investment structures tracking the full history of transactions, values, and performance metrics at all levels
  • Automated data collection via surveys and questionnaires delivered via secure web pages / portals
  • Capture critical, SPV-level data; documents & board minutes, key financial data, and more
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Accounting

Streamline and automate partnership accounting efforts into one single source of truth for a seamless front-to-back office investment management experience.

  • Allocate transactions and waterfall calculations
  • Generate and distribute PCAP statements and other financial documents
  • Fully integrated GL with configurable Chart of Accounts
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Business Process Automation

Streamline repetitive and manual processes with configurable workflows and rules.

  • Fully automate your simple and complex business processes
  • End-user, rule-based workflow builder to amend existing and create new workflows
  • Support for highly complex approval workflows, with multiple approval levels and types
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Optimisation of business and industrial process workflow and automation. Development of sofware for automatization managment. Gears on virtual screen.