Areas we specialize in to keep you focused on what matters:
Deal Management & CRM
Centralize opportunities, investment ideas, and relevant notes/activities to nurture relationships and build new ones.
- Monday Morning Meeting + other key reports for pipeline management
- Track-specific VC and growth investment metrics (e.g., pre-money and post-money valuations, bid history, revenue/expense dynamics)
- Robust deal stage management from early sourcing through funded investments
Investor Relations & Fundraising
Optimize communications around current investments and track progress toward raising new funds.
- Fundraising and investment relations tracking
- Capital raising and investor pipeline management
- Relationship management (Outlook integration, centralized contacts, relationship mapping)
- Configurable mass-mailing outreach
- Onboard & eSignature
Portfolio Monitoring & Valuation
Streamline your investment portfolio monitoring and reporting processes with automated collection and analysis of your performance data, including company-level operating metrics.
- Consolidated financial KPIs
- Fund IRR and value bridges to visualize data
- Valuation analysis and performance
- Tear sheets and fund/asset-level reporting
- ESG and impact metrics
- IPEV-compliant valuation templates
Fund Accounting
Dynamo’s cutting-edge platform includes a comprehensive suite of capabilities for VC and growth firms. We also offer fund administrative services.
- A GL-based system with broad depth
- Generate capital calls, capital account statements
- Automated waterfall calculations/IRR analysis
- Robust financial reporting
- Integrated general expense ledger
- Integrate with your fund administrator
