Research Management

Research Management Software

Dynamo Software’s research management solution drives hundreds of GPs’ and LPs’ investment research process while also facilitating operational and corporate due diligence efforts.  Dynamo is designed specifically for the complex and often proprietary research approaches by portfolio managers investing across many asset classes.

Funds of funds, endowments, foundations pensions, and other institutional investors use similar features for direct investments and leverage Dynamo’s manager tracking and ODD capabilities for their fund or separately managed account oversight.

Native integration with Outlook® and the Microsoft Office® suite, as well as the Dynamo Exchange rules engine and workflow management features, help expedite due diligence and ongoing monitoring of portfolio managers, direct deals, co-investments, and even vendors by automatically linking and routing imported data and communications to relevant profiles.

RMS for Institutions / Allocators (LPs)

The Dynamo Platform is designed specifically for the multi-faceted research efforts around private and public investments in individual companies, properties or other “deals”.  Dynamo’s flexible user interface and robust data model allow for our clients to adopt our out-of-the-box setup for research teams gleaned from our over 20 years of having such clients; or configure the system to their specific data structures, naming protocols, and workflows.

Our platform drives deep relationship tracking, exceptional document and data management, and team collaboration. Turning your research data and your conclusions into visualized data and even automated actions is a primary goal for Dynamo. Centralizing research in its various forms in Dynamo allows for visibility into your process at any stage. Dynamo’s automated workflow features provide data and activity driven management tools to ensure your entire organization knows and is accountable for their responsibilities.

For 20 years the Dynamo Platform has helped clients structure a variety of deal management efforts for private equity, venture capital, corporate development, and M&A teams worldwide.

RMS for Deal Teams & Fund Managers (GPs)

Dynamo’s research management capabilities drive hundreds of Asset Owners’ research and investment process across virtually any asset class including traditional / publicly traded securities and funds, alternative funds, direct private deals, and hard assets.  Using our configurable CRM and document management capabilities as a foundation, Dynamo is ready out-of-the-box for most institutional investors and can be further configured to address unique entity structures, naming conventions, and user interface preferences.

Dynamo has specific reporting and interfaces for fund manager tracking and due diligence, allowing you to combine operational reviews with investment and quantitative measures.  Management company profiles are linked to the funds and other products they offer to eliminate data and document redundancy and simplify reporting.  Historical fund performance and exposures are captured to give you a 360-degree view and enable robust manager reports and tear sheets.  Combined with existing portfolio data, Dynamo’s what-if reporting shows the potential impacts on overall portfolio exposures.

Global ODD teams leverage Dynamo’s flexible interface and entity structure to construct their processes as they see fit, using their own terminology. Dynamo’s robust relational structure allows you to centralize service provider due diligence with links to the managers and funds that use their services.

Dynamo can ensure your research is Process Driven.

Internal visibility of research and investment pipelines is ensured by the ability to create flags, tasks, and reminder notices for specific users as deal stages are reached. Dynamo delivers comprehensive pipeline reporting on an ad hoc basis or through scheduled report distributions to ensure that authorized people across your firm are in the loop.  With Dynamo, processes themselves become data driven and allow for investment teams to spend their time digging deeper, covering more deals, making investment decisions instead of manual data capture and manipulation, task assignments, or reporting.


It’s time to be DynamoDrivenTM

Be research driven. Download our Core Features of Investment Research Management Software whitepaper.

Educational Documents

10 Best Practices for Deal Management Software

Automating Data & Document Collection

Marketing & Fund Raising Automation

Case Study:
LaSalle Investment Mgmt

Case Study:
Colgate University