Here’s how Dynamo can help streamline your real estate investment processes

Fundraising

Benefit from a centralized view of your fundraising progress as you store and categorize documents and data throughout your process.

  • Management of fundraising pipeline
  • Third-party data integrations
  • Integrated mobile app
  • Manage investor qualification documents and subscription agreements
  • Mailing campaigns
  • Travel management
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Investor Onboarding

Identify and engage with prospective investors as they move through your pipeline.

  • Onboard new investors through a secure web portal
  • Secure web forms to indicate interest
  • Automatically create and manage new investor opportunities in fundraising pipeline
  • DocuSign Integration
  • Automatically collect and share documents with potential investors
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Acquisition Management

Monitor your acquisition pipeline with confidence through automated workflows and configurable reports.

  • Track referral sources and referral quality
  • Access to centralized research, communication, and documents
  • Data visualization for easy insight into your pipeline
  • Accurately manage and report on your acquisition pipeline
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Investor Portal

Connect and collaborate with committed and prospective investors in a secure, integrated data room.

  • Share Property, Account, and Fund performance data
  • Property image galleries
  • Market new offerings to existing investors
  • Enable investors to update their own information and submit documents
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Investor Reporting

Gain increased transparency and trust with your investors by generating and sharing portfolio performance data and other key financial documents.

  • Store and tag investor communications
  • Create and distribute investor specific mailings (e.g., distributions and PCAP statements)
  • Share fund- and investor-specific performance information on a quarterly and ad-hoc basis
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Fund Accounting

Consolidate your fund accounting efforts for quick and easy reporting and distribution processes.

  • Generate capital calls, capital account statements
  • Automated waterfall calculations and IRR analysis
  • Robust financial reporting
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