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