Investor Relationship Management Software

Investor Relationship Management

Investor relationship management is a critical piece of any investment organization. Our cloud platform enables you to efficiently manage information and contacts with your firm’s most important asset: its investors.  With two decades of intensive experience collaborating with alternative investment IR teams, Dynamo Software is a trusted partner who understands how to use technology to enhance your interactions and relationships with your investors.

Download the Clearbell Capital Case Study

Investor relations software from Dynamo is used by a variety of firms across a number of investment strategies, including: private equity, venture capital, hedge funds, funds of funds, family offices, and fund administrators.  Key benefits include:

  • Complex relationship & interested party mapping
  • Detailed investor transactions & valuations
  • e-Signatures & online document and compliance submissions
  • Automated PPM generator
  • Streamlined mail-merging
  • Scheduled, automated reports
  • Investor self-service and configurable reports via a portal

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

– Clearbell Capital

Download the Investor Reporting Portal Brochure

Create a seamless investor experience with integrated CRM & Investor Portal

Dynamo offers a comprehensive set of tools for superior investor relationship management. Users can calculate and deliver capital calls, manager letters, account statements, compliance affirmations and other critical communications within the CRM user interface. Dynamo’s integrated Investor Portal offers secure, configurable access to all relevant performance reports and investor documentation as secure documents, in-page exhibits, and downloadable data tables. This eases the burden for investors / LPs to aggregate information in their own systems (many of whom use Dynamo themselves). The platform’s relational capabilities also empower users to instantly link emails, data, and documents from external sources or the Microsoft Office® suite into the relevant records.

  • Fund Administrator integration to ease reconciliation
  • Integrated PEView, partnership accounting module for complex waterfall allocations
  • Significant operational and compliance benefits

Relationship Driven

It’s time to be DynamoDrivenTM

Educational Documents

10 Best Practices for Deal Management Software

Automating Data & Document Collection

Marketing & Fund Raising Automation

Case Study:
LaSalle Investment Mgmt

Case Study:
University of Oregon

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