Achieve your fundraising goals with Dynamo

When a new fund launches, you have a lot of moving pieces to coordinate. Between sharing marketing materials, communicating with prospective investors, and tracking investor commitments and contributions, your team has information coming in on all sides. Dynamo’s fundraising software is here to help you transform incoming data into actionable insights to help you accelerate your capital raising efforts. With Dynamo’s fundraising and marketing functionalities and integrated investor portal, you can centralize and structure these processes for increased transparency and collaboration organization-wide. Target and communicate with ideal investors, collect investor information and signed documents, and onboard new investors as they commit to your fund, all within a secure, cohesive, cloud-based system.

See your fundraising status in real time

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Visualize progress toward your goal and drill into total capital raised by source, opportunity, and other key metrics, so you can focus your efforts on generating results.


Monitor the status of your active pipeline with configurable filters and directly editable fields, so your entire team can see your progress in a central source of truth.

Feature Highlights

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Configurable Workflows

Structure the system to match your internal fundraising processes and automatically trigger tasks.

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Investor Onboarding

Engage prospects, manage information requests, and track contributions as they invest.

DocuSign Integration

Allow for streamlined onboarding with secure collection of electronic signatures via DocuSign

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Data Visualization

Watch your pipeline grow in real time with interactive, drill-through charts.

Activity Tracking

Monitor prospects’ engagement with marketing materials to identify and target interested parties.

Web Forms

Collect data and capture information requests with secure, configurable web forms.

Integrated Investor Portal

Provide a secure touchpoint for prospective and committed investors to engage with your materials.

3rd-Party Data Integration

Integrate with Preqin for contact and investor classification and qualification.

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Planning a road trip? Keep your team in the loop with on-the-road updates to your Dynamo database.

Download our CRM & Fundraising Brochure

Learn what a system needs to help you succeed in your CRM, fundraising, and marketing efforts, and how Dynamo can rise to the challenge.


Hear from our clients


“We’re able to expedite our underlying fundraising activities to ensure that we meet our fundraising goals on time.”

Carthona Capital

Request a Demo

Learn how Dynamo can help you meet your fundraising goals