1,000+ Global Clients |
$5 Trillion AUM
Funds Managers / GPs
Private equity, venture capital, hedge funds, real estate, investment banking, M&A
Investment banking, M&A, Corporate development
Asset Owners / LPs
Endowments, foundations, pensions, fund-of-funds, family offices, insurance, wealth management
Source deals and track team-wide pipeline performance with automated workflows. Improve collaboration and streamline deal management efforts.
Optimize research and investment processes across multiple asset classes. Decrease data & document redundancy and simplify reporting.
& Due Diligence
Capture past and current investment performance, exposures, attribution, strategy shifts, investment idea generation, team dynamics, and more.
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.
Consolidate investor relationships, transactions, and activity notes. Automate document submissions, reporting, and investor self-service via the Investor Portal.
Investor Portal –
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 –
Create targeted fundraising campaigns and deliver personalized communications to prospective and committed investors. Share secure access to documents and reports.
Portfolio Monitoring &
Consolidate and normalize portfolio company data. Benchmark against public and private market equivalents. Visualize portfolio and fund track records.
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 &
Look deeper into your transactions, valuations, liquidity, and exposures for more informed investment analysis and compliance with allocation and risk policies.
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
Automate data changes, task assignments, approvals, alerts, reporting, internal policies, and compliance related tasks.
Track regulations data including Reg D, Blue Sky, FATCA, CRS, AIFMD, Form PF, KYC / AML, GDPR, MAS.
Access your full database from your iPhone or tablet so you can share notes and view reports and activities from the road.