Empower your investors with Dynamo

As new funds launch and your investor base grows, collecting information, monitoring engagement, and responding to ad hoc reporting requests can place undue strain on your investor relations and finance teams. With Dynamo’s secure investor portal, two-way communication with your prospective and existing investors has never been more accessible. Fund managers can share marketing materials, collect investor information, and post investor- and fund-specific data for investors to peruse at will. Investors can manage their communication preferences, request information, and access historical data and documents on an ad hoc basis.

Dynamo’s WebVision offering also provides a complete content management system (CMS) which can function as an integrated portal or standalone site, capable of hosting videos, webinars, and other key collateral. With Dynamo, you can increase transparency in your investor communications while empowering investors to retrieve information in a secure, seamless, fully branded data room. Property galleries, data visualizations, and custom branding provide an interactive experience for your investors while giving you a sophisticated edge.

Unparalleled Investor Access

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Allow investors to see fund-level financial data including contributions, commitments, and distributions, for an ad hoc understanding of their position whenever they want it.

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Share property galleries with detailed information to entice and attract prospects.

Feature Highlights

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Investor Onboarding

Onboard new investors into your fund with simple data and document collection, with DocuSign integration.

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Investor Reporting

Allow investors to slice and dice performance data and drill through for more detailed insights.

Activity Tracking

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

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Custom Branding

Make your data room an extension of your site with your logo and brand imagery, with 3rd-party design support.

Website Hosting

Host a standalone site with support for videos, audio, and other digital content.

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Fund Marketing & Capital Raising

Share marketing materials, subdocs, KYC and AML documents, and monitor investor engagement and commitments.

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Property Galleries

Give your investors autonomy over what information they receive and how they want to receive it.

Web Forms & FileShare

Securely collect investor information requests, documents, images, and more with configurable web forms and FileShare.

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Security & Compliance

Share content with full access control, and even block screen capture.

Download our Investor Reporting Portal Brochure

Learn how Dynamo's investor portal gives your investors security, transparency, and autonomy.

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“The Dynamo Investor Portal is an excellent platform and investor resource. It’s a big benefit for our investors and a significant part of Basin Street’s innovation efforts.”

Basin Street Capital

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Learn how Dynamo’s investor portal can transform your investor relations and fundraising efforts.