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.
Download the LaSalle Investment Management Case Study
Target Prospective Investors
Maximize your fundraising process with Dynamo’s secure, branded fundraising portal. The 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 to create targeted fundraising campaigns. Once you’ve used Dynamo’s advanced search filters to create a list, you can deliver personalized, compelling communications via the mail merge wizard and guide them to the portal for more in-depth information.
The fundraising portal serves as a secure repository for fundraising and marketing materials, including PPMs, pitch books, firm news, and downloadable data. During your fundraising process, you can distribute unique logins to prospective investors, allowing them to view your material, and you to track their engagement and effectively gauge their interest.
Track Your Fundraising Pipeline
Within the Dynamo Fundraising Portal, your fundraising team can architect tailored fundraising campaigns and monitor progress through the pipeline. Track investor commitments and target prospects who show high levels of engagement. You can also track fundraising opportunities within the Dynamo™ CRM and capital raising pipeline screens.