Investor Portal – Fundraising & Marketing

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.

“The capital raising team now has all of its communications and records in a single system.”


Investment Management

Process Driven Capital Raising & Investor On-boarding

Once prospective investors have decided to commit to your fund, they benefit from the Dynamo Investor Fundraising Portal through a streamlined process for managing subscription documents, including e-signature integration. Investors are able to upload completed and signed or (e-signed) subscription documents directly through the Portal, which is then linked to the relevant contact profile in the Dynamo CRM platform.

Beyond simplifying subscription management, Investor Fundraising Portal visitors can expose their contact-level information to maintain and update their personal records and modify their notification preferences through Dynamo’s™ data submission forms.  The Dynamo Investor Portal is the most feature rich investor portal for the private investment industry.

Learn how the Dynamo Portal can also help you provide exceptional web based investor services and reporting.

Want to be

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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