Mergers Acquisitions, Investment Banking Corporate Development

Endowments, Foundations, Pensions Insurance

Multi-Asset Class Portfolio Management Software

Data Collection Normalization HoldingsInsight

Mergers Acquisitions, Investment Banking Corporate Development

Endowments, Foundations, Pensions Insurance

Multi-Asset Class Portfolio Management Software

Data Collection Normalization HoldingsInsight

Hedge fund software from Dynamo™ helps hundreds of alternative investment managers improve investor communications and capital raising, create structured, data-driven research processes, reconcile investor accounting, and create a culture of compliance.

Download theDeerfield Management Company Case Studytoday

Dynamo is the leading hedge fund CRM and business process automation solution for over 300 fund managers worldwide. Out of the box, Dynamo delivers hedge fund-specific capabilities that offer streamlined execution of critical tasks and manage pre-defined workflows. Standard features help our hedge fund clients raise capital, manage their research processes, follow compliance policies, integrate with fund administrators, and improve investor relationships.

Enhance your marketing and capital raising with our configurablehedge fund fundraising portal. Tightly integrated with our Hedge Fund CRM and Investor Servicing components, the fundraising portal can be used to showcase funds and communicate data and documents with potential investors. Users can collect data through forms and uploads, e-sign documents, and track prospects activity and pipeline.

Dynamosinvestor portalis an integrated part of our industry-leading investor relationship management system (IRM). Leverage Dynamos IRM platform to service investment accounts and produce investor-specific reporting using our configurable account statements and user interface.

We know your work doesnt stop when you leave your computer, so weve created a feature richmobile appallowing you to take Dynamo on the road.

Backed by an experienced, global team that has streamlined hedge fund and private equity operations since 1998, the Dynamo™ platform offers unparalleled configurability. We offer advanced user access controls and data security options to ensure your data is protected.

Hedge fundcompliance softwarefrom Dynamo helps your hedge fund and fund administrators stay on track with global compliance regulations, including: FATCA, CRS, KYC, AIFMD, Form PF and more!

Dynamos hedge fund CRM can help you eliminate hours of tedious work by integrating your existing processes into automated reports, workflows, and user-specific dashboards. To ensure youre getting the most out of Dynamo, weve built in-depth integrations with the Microsoft Office® suite, Microsoft PowerBI®, Mailchimp®, DocuSign®, and many more third-party service providers. Dynamo Software also offers theData Integration Framework(DIF), an API connector capable of feeding data from popular resources such as Bloomberg® and Preqin®.

Our proprietary workflow automation features allow you to focus on strengthening relationships with your investors while making more informed investment decisions.

Investor Reporting PortalMarketing & Fund Raising AutomationCase Study:

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