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
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
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
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
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
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
