Dynamo Reporting

Investment Reporting Software

Maximize your data insights with Dynamo. 500+ clients around the globe leverage Dynamo’s powerful reporting engine to drive investment and operational reporting across their organizations. While Dynamo™ affords over 100 industry-specific reports out-of-the-box, you can also create unique views through an ad hoc report engine, and dive into granular details through interactive, dynamic reporting.

Dynamo Reporting Case Studies:

Carthona Capital

With Dynamo, you can generate and distribute fund performance reports, investment and deal pipeline reports, and reports to meet other specific needs. Dynamo’s configurable interface allows you to choose to view tables of data or visualizations, with options to drill down further into underlying details. Reports can be easily edited onscreen, and automatically shared to the integrated investor portal or distributed inside other reports or via email to specified lists.

Within the Investor Portal, investors can access fund performance and their own transactional data and run their own reports, reducing the need for the IR team to answer the many ad hoc reporting requests typically coming from institutional investors. Dynamo streamlines your investment reporting process with:

  • Report Scheduling
  • Automated Distribution
  • Dynamo Portal Integration
  • Microsoft Office Suite Integration
  • Power BI & SSRS Integration

For more complex reporting requirements, users can rely on a dedicated client services team to create or modify existing reports or to train your staff to be self-sufficient.

“Information can be sliced and diced in any specific way. It’s surprising how much can be done with Dynamo.”

– Carthona Capital

Enhance Your Reporting with Data Visualization Tools

Integration with reporting tools like Microsoft Power BI and Tableau allows users to create custom ad hoc reports and data visualizations that can be embedded in the Dynamo interface and reports. Toggle data to see performance within a certain sector, deals in the pipeline within a certain region, or any other way your data needs to be manipulated.

To learn how Carthona Capital uses Dynamo to slice and dice data, download the Carthona Capital case study.




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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