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


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

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

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

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

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

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