Investor Relationship Management Software

Power your IR management with Dynamo

Your investors are the lifeblood of your business. Between the influx of information around new and prospective investors, tracking commitments toward your fundraising goals, and reporting and communicating with those currently invested, your team needs laser focus on who’s who. Designed specifically for the alternative investments space, Dynamo’s investor relations software is the key to navigating your web of investors and their commitments, questions, and performance data. With intuitive mass mailing, relational tagging, Outlook integration, and our integrated Investor Portal, Dynamo helps you effectively raise new capital while managing your most important asset: your investors.

Strengthen relationships with your investors

Detailed reporting, relationship mapping, and engagement tracking

View all investors’ contributions, distribution, and performance across all funds they are invested through for a clear picture of your total relationship with each investor.

Build and maintain detailed investor profiles with location, investment preferences, and interaction history to identify the best opportunities for each of your investors.

Feature Highlights

Mailing Campaigns

Send secure, personalized mass mailings with watermarking and engagement metrics.

Investor Onboarding

Simplify investor data and subdoc collection with secure web forms and DocuSign integration.

Quarterly Reporting

Automate your quarterly reporting and distributions process even as your firm scales.

Investor Profiles

Identify ideal investors for opportunities based on location, preferences, and relationship details.

Data & Document Storage

Make it easy for both your team and your investors to access and edit their data.

Integrated Investor Portal

Share performance data, investment opportunities, and marketing materials in our secure data room.

3rd-Party Data Integration

Integrate with Preqin, Pitchbook, CapIQ, Bloomberg, and others for company and contact news.

Mobile App

Take your relationships on the road with our integrated mobile app for iOS and Android.

Download our Investor Onboarding Brochure

Learn how Dynamo can help you transform engaged prospects into valued partners in a seamless, integrated, branded experience.

Download Brochure

Testimonials

“I can set up a mailing in under 10 minutes. It might even be five minutes. It’s fast.”

SQN Investors

“Dynamo ensures the right data is sent to the appropriate people during quarterly reporting, and capital calls are verified much more easily.”

Clearbell Capital

“With Dynamo, the whole distribution process goes faster and smoother than it ever did before, and we’re not ruining a forest of trees every time we send one out.”

Basin Street Properties

“The platform is exceptional for both relationship tracking and relationship management.”

Clearbell Capital

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Learn how Dynamo can help your firm enhance investor relations processes

Investor Relations (IR)

Power your IR management with Dynamo

Strengthen relationships with your investors