Fundraising & Marketing

Fundraising & Marketing

Dynamo™ provides industry-specific capital raising software that optimizes the speed, quality, transparency, and compliance of global capital raising efforts. The platform’s personalization tools for mass communications and integration with third-party data providers enable users to leverage tailored lists to send compelling, targeted marketing messages to prospective investors and manage their fundraising pipelines.

Dynamo’s configurable interface and flexible parent/child relationships allow you to fit the system to your existing capital raising processes and internal semantics and relational structures. Dynamo drives detailed profiling and activity management so you understand what is important to each investor, how they are connected to others in your network, and how they have interacted with your firm.

The integrated Dynamo™ Fundraising Portal strengthens outreach by allowing stakeholders instant, global access to PPMs, compliance documents, performance reporting, and other collateral and an RSVP system for event management. Documents can also be personalized and secured with watermarks, and electronically signed and submitted via our integration with DocuSign®, helping to maintain your privacy.

Dynamo’s enhanced CRM system is built to help your team ensure it is following complex international compliance issues such as GDPR and AIFMD.

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

Carthona Capital

Integrated with CRM and Investor Portal for Superior Investor Servicing

Integration with Dynamo CRM and Investor Portal allows you to manage investor and portfolio company relationships, store data and documentation, and track capital raising and marketing efforts in one cohesive system. Centralizing your accounting output and integrating with a secure portal facilitates end-to-end workflow management and ensures your investors get their notices and statements in a fraction of the time.

Relationship Driven

It’s time to be DynamoDrivenTM

Be results driven. Download our Fundraising and Marketing whitepaper.

Educational Documents

10 Best Practices for Deal Management Software

White Paper:
Investor Reporting Portal

Marketing & Fund Raising Automation

Case Study:
LaSalle Investment Mgmt

Case Study:
Deerfield Management