Dynamo™ Hedge Fund Edition is hedge fund Cloud CRM software solution utilized by over 75 hedge funds worldwide. Out of the box, Dynamo™ delivers hedge fund-specific capabilities that offer streamlined execution of your marketing and fundraising, investment research management, data integration and analysis, investor relations management, and investor reporting.
Backed by a dedicated team that has supported hedge funds since 1998, the Dynamo™ platform offers unparalleled configurability, enabling you to eliminate hours of tedious work and integrate your existing investment operational patterns into user-specific dashboards, automated reports, and workflows.
Dynamo™ is accessible right at deployment with preconfigured settings, and benefits from regular maintenance and releases to ensure the platform meets your evolving needs. Seamlessly integrated with Outlook® and the Microsoft Office® Suite, you and your colleagues can continue to use the tools that you know. DynaMobile™ users maintain 24/7 access to critical data through the smartphones and tablets you’re familiar with, including a mobile-friendly version of the Investor Reporting Portal.
Populate fields based on contact types for completion in preparation of compliance.
Run included reports to identify contacts and records that are missing critical data points.
Assign and track task completion for gathering compliance-mandated answers.
Include anticipated compliance-specific fields for completion by IR.
Dynamo’s™ configurability and industry-specific complex relationship tracking makes the Cloud platform ideal for ingraining and maintaining compliance best practices for compliance mandates. Dynamo’s™ compliance tracking modules and data submission forms are designed to accommodate tracking and fulfilling complex regulations, including FATCA, AIFMD, and KYC.
Eliminate manual foreign exchange rate conversions.
Import public and subscription-based data into Dynamo™.
Map Excel® spreadsheets and upload data into Dynamo™ with one click.
Compare your investment performance to leading industry standards on one screen.
Dynamo™ enables hedge fund managers to maximize their performance insight through fluid data integration and analysis features. Data from leading third-party providers, including Bloomberg and Preqin, can be directly imported into the platform, empowering users to view their performance data alongside leading business intelligence. Powerful ad hoc reporting generation provides immediate and comprehensive insight into the performance of your entire portfolio.
Target ideal investors based on investment preferences and historical communications.
Simplified import tools and third party data syncs allow you to expand your prospecting lists.
Keep in touch through periodic emails and set tasks for yourself or others to execute.
Maintain insight into your fundraising pipeline and centralize your committed amounts.
Dynamo™ Hedge Fund Edition provides industry-specific fundraising tools that optimize the speed, quality, and transparency of fundraising efforts. The platform’s Mail Merge tool and integration with third party email providers enable users to leverage tailored lists to send compelling, targeted messaging to prospective investors. The Dynamo™ Fundraising Portal strengthens outreach by allowing stakeholders to instantly access to PPMs, firm news, performance reporting and other key collateral. Documents can also be personalized with watermarks in Dynamo™, augmenting your firm’s brand equity while incorporating enhanced security.
Aggregate all contacts in Dynamo™, and track all their relevant information and communications.
Instantly push updates to a dedicated Investor Portal.
Create quarterly reports, K-1s, custom reports, or other mailings automatically.
Track the funds your investors have invested in, and how their investments are performing.
Dynamo’s™ industry-specific investor relations features are informed by nearly two decades of intensive experience collaborating with IR teams. The Dynamo™ Investor Portal enables firms to promote transparency by instantly posting the latest balances, transactions, and performance updates into a branded digital environment. The Portal also promotes investor engagement by exposing contact-level information to clients, enabling them to update their investment records and notification preferences, as well as run their own on-demand reports.
Deliver key information to your team with a single click.
Built-in GPS features enable you to plan multi-stop travel routes.
All custom dashboards in Dynamo™ can be viewed in DynaMobile™.
Review investor data from your smartphone or tablet.
Dynamo Software’s DynaMobile™ application is a powerful tool for managing investor relationships outside of the office. Available on Apple®, Android® and Blackberry® operating systems, users can instantly access investor profiles and update these records with relevant communication and notes. These updates are immediately available for other Dynamo™ users, providing your firm critical context on investor activity from any location.
Store and intelligently categorize all types of research through Outlook® or your mobile devices.
Automate data collection for intuitive retrieval.
Utilize a Recommendations Grid to consolidate analyst insights.
Search records “in text” and by flexible criteria to quickly locate relevant research and reports.
Dynamo’s™ hedge-fund specific research management features are designed to maximize the utility and pace of managers’ and analysts’ investment research. The platform can be configured with personalized workflows that institutionalize the data storage process and automate data collection and organization. Portfolio managers benefit from the Dynamo™ Recommendations Grid, which provides a comprehensive overview of recommendations from analysts in an easily viewable format. Analysts can leverage the relational features to easily track interactions with key stakeholders and sell-side analysts.
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