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. Dynamo’s long-tenured Client Services and Support team is committed to delivering excellence and ongoing wins as you embrace the platform for your unique business needs.
Our Stack
Check out our Product Stack to see where Dynamo fits into your business process needs:
GPs / Deal TeamsLPs / Allocators
GPs / Deal Teams
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
BUILT FOR THE CLOUD
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
Data Visualization & Reporting
Integrate with SSRS, Tableau, and Microsoft PowerBI to create dynamic, interactive data visualizations with drill-through capability!
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 Software
Stay on top of evolving regulations and leverage compliant reporting, with standards including: FATCA, KYC, ILPA, and others.
Single Source of Truth
Enhance transparency and collaboration firmwide with a central repository for research, performance data, activities, insights, and documents.
Related Resources
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Learn more about how Dynamo can streamline your front-to-back office investment management efforts.
