Investor Portal – Fundraising & Marketing
The Dynamo™ Investor Fundraising Portal is the leading online gateway for prospective investors to access information regarding your firm’s investment products and services. Dynamo Software’s two decades of experience in designing software and investor communications solutions drives alternative investment firms towards achieving their fundraising goals.
The Dynamo Investor Fundraising Portal’s fluid integration with the Dynamo CRM and Investor Servicing platform enables you to identify and qualify the best investors based on their investment preferences, deliver compelling communications, and convert interested prospective investors into committed clients.
The Investor Portal’s direct sync with the CRM application empowers your fundraising team to create targeted fundraising campaigns through the platform’s profiling and automated email tools, and to grant specific access to your materials for qualified investors. This powerful integration accelerates the fundraising process by enabling your fundraising team to work within an industry focused CRM to architect capital raising campaigns, distribute emails and Investor Fundraising Portal logins, identify engaged prospects, and track fundraising opportunities within the Dynamo™ CRM and capital raising pipeline screens.
The Investor Fundraising Portal hosts all of your marketing collateral as downloadable, secure documents as well as in-page data and charts, so portal users can view updated firm news, management information, PPMs, and pitch books in an organized, intuitive presentation. The Portal can also be configured to align with your firm’s color scheme, logo, and other branding elements, enhancing your prospects’ and investors’ personal connection with your firm’s brand.