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Dynamo

Name: Dynamo
Rating: 4.5 (2 reviews)

By Dynamo Software

1346 Interested

Highlights : About Dynamo

Multi-Asset Class Portfolio Management

Fundraising & Marketing

Portfolio Monitoring & Valuations

Data Collection & Normalization

About Dynamo

Dynamo is a cloud-based solution that helps institutional investors and alternative asset managers maintain investor relationships through compliance document submissions, interested party mapping, account statements and more. It includes risk management, performance metrics, client portal, investments tracking and benchmarking. Designed for various types of funds such as hedge, private equity and venture capital, Dynamo provides detailed investor valuations and stores transaction records in a unified repository for future reference. Investor portal enables teams to generate reports on individual investments, fund performance, transactions, account balances and more and facilitates decision making. Additionally, teams can request access to firms' various legal data such as K-1 consent forms, product profile management (PPM) documents, management information, news and capital account summaries via investor relationship portal.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Deal Management

Source deals and track team-wide pipeline performance with automated workflows. Improve collaboration and streamline deal management efforts.

Research Management

Optimize research and investment processes across multiple asset classes. Decrease data & document redundancy and simplify reporting.

Manager Tracking & Due Diligence

Capture past and current investment performance, exposures, attribution, strategy shifts, investment idea generation, team dynamics, and more.

Multi-Asset Class Portfolio Management

Integrate with data providers like Bloomberg, PitchBook, HFR & more. Consolidate your portfolio analysis. Bundle data from all these integrations into one easy report.

Fundraising & Marketing

Improve speed, quality, and compliance of global capital raising efforts. Track individual investors' relationships, activity history, and preferences.

Investor Relationship Management

Consolidate investor relationships, transactions, and activity notes. Automate document submissions, reporting, and investor self-service via the Investor Portal.

Investor Portal – Investor Relations

Provide your investors with secure access to their individual investment data and fund performance. Reduce ad hoc requests and streamline investment performance reports.

Investor Portal – Fundraising

Create targeted fundraising campaigns and deliver personalized communications to prospective and committed investors. Share secure access to documents and reports.

Portfolio Monitoring & Valuations

Consolidate and normalize portfolio company data. Benchmark against public and private market equivalents. Visualize portfolio and fund track records.

Partnership Accounting

Access over 70 reports out-of-the-box, including IRR analyses, ILPA reports, audit work papers, and budget vs. actual management company reporting.

Data Collection & Normalization

Look deeper into your transactions, valuations, liquidity, and exposures for more informed investment analysis and compliance with allocation and risk policies.

Reporting

Create and share configurable data visualizations with SQL, Power BI, and High Charts. Choose from Dynamo's Report Libraries or customize your own scheduled and ad hoc reports.

Workflow Automation

Automate data changes, task assignments, approvals, alerts, reporting, internal policies, and compliance related tasks.

Compliance

Track regulations data including Reg D, Blue Sky, FATCA, CRS, AIFMD, Form PF, KYC / AML, GDPR, MAS.

Dynamo Mobile

Access your full database from your iPhone or tablet so you can share notes and view reports and activities from the road.

Benifits

Easy to implement

Dynamo Software is more of a configurable solution than a customizable product. The application is built to be easy to implement and doesn’t require the help of professional IT staff to deploy. Its administrative dashboards allow users to tweak the look and feel of this solution. Its configurability shortens the implementation times while the adjustable dashboards offer seamless user experience.

Reliable CRM

In addition, Dynamo Software features a CRM module built to simplify and empower strong relationship management in the private investment industry. The CRM functionality allows users to handle the diverse operational needs of the alternative investment industry with unique workflows and data management strategies. Besides, the module enables businesses to address increasing compliance requirements.

Powerful investment research

Better still, Dynamo Software has a robust investment research functionality. This feature enables managers to automatically collect future investment research and store data logically. This, coupled with workflow automation, helps centralize information and steers organizations to become data-driven through automated task assignments, data changes, reporting, notifications, and authenticated approvals. Workflow automation capabilities enable companies to accurately drive processes to achieve business goals.

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