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.



Track Compliance Requirements

Populate fields based on contact types for completion in preparation of compliance.


Identify Your Compliance Gaps

Run included reports to identify contacts and records that are missing critical data points.


Ensure Tasks are Completed

Assign and track task completion for gathering compliance-mandated answers.


Stay Ahead of Evolving Needs

Include anticipated compliance-specific fields for completion by IR.

dynamo compliance screenshot

Dynamo’s™ configurability and industry-specific complex relationship tracking makes the Cloud platform ideal for maintaining compliance best practices for both current and upcoming compliance mandates. Regular updates afford ongoing additions to compliance functionality to include specific features for FATCA, Form PF, and KYC.

Data Integration and Analysis


Convert Currency

Eliminate manual foreign exchange rate conversions.


Control Your Data Pipeline

Import public and subscription-based data into Dynamo™.


Upload Data

Map Excel® spreadsheets and upload data into Dynamo™ with one click.


Benchmark Performance

Compare your investment performance to leading industry standards on one screen.

dynamo data integration and analysis

Dynamo™ enables hedge fund managers to maximize their performance insight through fluid data integration and analysis features. Data from leading third-party providers is directly imported into the platform through the ContentDynamo™ subscription service, enabling precise benchmarking within a single system. Powerful OLAP capabilities and instant ad hoc reporting generation provides fast and powerful insight into the performance of your entire portfolio.

Fundraising and Marketing


Identify the Best Investors

Target ideal investors based on investment preferences and historical communications.


Grow Your Reach

Simplified import tools and third party data syncs allow you to expand your prospecting lists.


Occupy Investors' Minds

Keep in touch through periodic emails and set tasks for yourself or others to execute.


Evaluate Your Success

Maintain insight into your fundraising pipeline and centralize your committed amounts.

hedge fund marketing fundraising software

Dynamo™ Hedge Fund Edition is a hedge fund-specific CRM software platform tightly integrated with Outlook® and the Microsoft Office® Suite that allows you to quickly and automatically log and intelligently store contacts, emails, documents, and data. Accessible through your smartphone, tablet, and computer, Dynamo™ hedge fund marketing features provide you with a competitive edge from any location.

Investor Relations


Consolidate Investor Records

Aggregate all contacts in Dynamo™, and track all their relevant information and communications.


Run Capital Calls and Distributions

Import your calculations to distribute capital calls and distributions at the push of a button.


Generate Investment Reporting

Create quarterly reports, K-1s, custom reports, or other mailings automatically.


Create a Complete Investor Profile

Track the funds your investors have invested in, and how their investments are performing.

hedge fund investor relations software

Enhancing and expediting investor relations through the tools preferred by investor relations professionals has been a top priority for Dynamo Software since our inception. Dynamo™ allows you to intuitively link all communications with current investors through your computer, smartphone, or tablet and help you understand priorities for building and maintaining existing relationships.



Stay Linked 24/7

Deliver key information to your team with a single click.


Powerful Mapping

Built-in GPS features enable you to plan multi-stop travel routes.


Fluid User Experience

All custom dashboards in Dynamo™ can be viewed in DynaMobile™.


Solve Ad Hoc Challenges

Review investor data from your smartphone or tablet.

alternative investment management mobile application

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.

Research Management


Build a Comprehensive Research Database

Store and intelligently categorize all types of research through Outlook® or your mobile devices.


Never Lose Internal Productivity

Store and intelligently categorize all types of research through Outlook® or your mobile devices.


Centralize Your Research Experience

Integrate external websites into Dynamo™, so sync third party data through ContentDynamo™.


Expedite Your Research Access

Search research “in text” and by flexible criteria to quickly locate relevant research and reports.

hedge fund research management software

Dynamo™ Hedge Fund Edition is a hedge fund-specific CRM software platform with specially developed features for enhancing hedge fund investment research management. Fluidly integrated with Outlook® and the Microsoft Office® Suite, Dynamo™ allows you to quickly and intelligently store contacts, emails, documents, and both qualitative and quantitative investment research data. Accessible through your smartphone, tablet, and computer, the Dynamo™ hedge fund investment research management features ensure that your research can be conveniently retrieved on demand.

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