1,000+ Global Clients |
$5 Trillion AUM
Our Markets
Funds Managers / GPs
Private equity, venture capital, hedge funds, real estate, investment banking, M&A
Asset Owners / LPs
Endowments, foundations, pensions, fund-of-funds, family offices, insurance, wealth management
Solutions
Front Office
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, & 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.
Back Office
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.
Front to Back
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.