We know alternative investments like the back of our hand

At Dynamo, we strive to provide industry-leading, end-to-end solutions for the alternative investments space. We have spent 20+ years working alongside our GP and LP clients to develop features and functionalities that can adapt and scale in lockstep with changing industry standards.

And what’s more: we know how many moving pieces go into smart, successful investment management, so we brought them all into one integrated, configurable platform. All of our modules can work together to build one centralized, automated, and comprehensive platform. Dynamo does the heavy lifting and automates repetitive and manual processes with configurable dashboards, workflows, and reports. This way, your team can focus efforts on the human touch and insights that make your firm succeed.

Our Stack

Check out our Product Stack to see where Dynamo fits into your business process needs:

GPs / Deal TeamsLPs / Allocators

GPs / Deal Teams

Front

CRM & Deal Management

  • Relationship & Contact Management
  • Pipeline Tracking
  • Investment Due Diligence

LPs / Allocators

Research Management (RMS)

  • CRM & Multi-Asset Pipeline Management
  • Manager and Fund Diligence
  • Direct, Co-Invest, Secondaries

Investor Relations & Fundraising

  • Fundraising & IR Tracking
  • Capital Raising & Pipeline Management
  • Marketing & Email Campaigns

Stakeholder Communication

  • Investment Policy Tracking
  • Data Submission Forms
  • Dynamo Data Automation
Back

Portfolio Monitoring & ESG

  • Financial KPIs, Valuation & ESG

Fund & Investment Accounting

  • GL-Based System & Reporting
  • IRR & Fund Waterfalls

Portfolio Management (PMS)

  • Multi-Asset Analytics (Performance, Attribution & Exposure)
  • Cash Flow Forecasting
  • What-If Modeling

Deal teams, fund managers and placement agents benefit from our versatile product offerings. Our advanced CRM’s fundraising, deal management, research management, and investor relations functionalities allow teams to better communicate. Users can even leverage our back-office systems for portfolio management, fund accounting, and secure online reporting features, all within a single, integrated system.

Allocators / LPs benefit from centralized investment research management with automated data and document collection, portfolio tracking and analysis, and visual portfolio reporting. Dynamo also offers its institutional investors an outsourced data collection service, HoldingsInsight, freeing staff to focus on analysis and allocation decisions instead of manual data entry.

Key Differentiators

reporting_icon-lightreporting_icon-dark

Data Visualization & Reporting

Integrate with SSRS, Tableau, and Microsoft PowerBI to create dynamic, interactive data visualizations with drill-through capability!

integration-icon_lightintegration-icon_dark

Third-Party Integration & API (Sparx API)

Dynamo’s data integration framework (DIF) and open API make it easy to integrate with third-party data providers including Preqin, Factset, Pitchbook, Bloomberg, so you can load research directly within your Dynamo interface.

compliance-icon_lightcompliance-icon_Dark

Compliance Software

Stay on top of evolving regulations and leverage compliant reporting, with standards including: FATCA, KYC, ILPA, and others.

value-icon_lightvalue-icon_dark

Single Source of Truth

Enhance transparency and collaboration firmwide with a central repository for research, performance data, activities, insights, and documents.

Request a Demo

Learn more about how Dynamo can streamline your front-to-back office investment management efforts.