Dynamo™ is the venture capital CRM solution uniquely designed for active VC fund managers. Serving venture capital partners since 1998, the Dynamo™ CRM software’s versatile and comprehensive deal management, fundraising, portfolio management and investor relations features empower venture capital partners to efficiently identify lucrative investment opportunities amidst the flood of prospective deals, and centralize their operations on a single Cloud platform.
Dynamo™ is deployed quickly across single or multiple office environments, and is maintained with ease. The platform directly integrates with all Microsoft Office® programs for an intuitive user experience through highly configurable dashboards to help you attract the best investors, and stay organized while sourcing the best deals.
Populate fields based on contact types for completion of compliance preparation.
Run included reports to determine contacts and records that are missing crucial data points.
Assign and track task completion for gathering compliance-mandated information.
Include anticipated compliance-specific fields for completion by your IR team.
Dynamo™ is an ideal tool for maintaining compliance best practices for all current and upcoming compliance regulations. The Cloud platform’s configurability, complex relationship tracking, and regular updates provide the most current management best practices for FATCA, KYC, and Form PF.
Access both subscription-based and public data feeds in Dynamo™.
Calculate currency exchange rates for international investments.
Map and Upload Excel® data sheets through Dynamo™.
Compare your performance vs. industry standards in a single dashboard.
Dynamo™ offers venture capital investors automated integration with industry-leading third party data providers. Users can take further advantage of this single-system data consolidation by utilizing the platform’s OLAP reporting capabilities, intuitive ad hoc reporting, or instant export to Microsoft Excel®. Dynamo® also facilitates greater insight into portfolio performance through the DynamoAnalytics™ data analysis module, which provides concise analysis of complex data sets.
Grow valuable external deal referrals with configurable broker relations tools.
Capture key records with an intuitive upload process, and easily export external datasets.
Schedule with one click and automate your reporting processes.
Use flags and follow-up reminders to manage internal tasks and responsibilities.
Dynamo™ provides venture capital investors powerful tools for capturing the best deal opportunities in emerging markets. The venture capital CRM provides critical context for your deal pipeline through tight integration with both Outlook® and the Microsoft Office® suite to allow you to quickly capture contacts, e-mails, and documents. The ContentDynamo™ service also integrates leading third party data directly to Dynamo™ to ensure you are growing the strongest companies for consideration across desired verticals.
Target prospects based on their investment preferences, history, and correspondence.
Update investors on your firm’s performance with regular collateral and emails.
Integrate Dynamo™ with leading data sources to improve marketing, and expand your target audience.
Find new strategic insights by evaluating fundraising successes and weaknesses.
Dynamo™ has been trusted by over 100 venture capital and private equity firms to improve the efficiency of their marketing and fundraising efforts. The CRM’s full text search and relational capabilities both simplify and expedite finding the ideal partners for investment opportunities. Venture capital firms can expand their understanding of the venture capital funding universe by importing third party contact data sets in addition to your existing investor database. Versatile event management features also empower users to create strong fundraising materials that align with a firm’s branding. Dynamo’s™ open architecture further assists managers with targeting strong investor opportunities by displaying data and reports in a familiar format.
Import account balances, and consolidate accounting and reporting data in a single system.
Organize your event’s attendance and specific requirements in the Dynamo™ platform.
Quickly generate comprehensive mailings, including quarterly reports and K-1s.
Understand your investors, their investment history, and current performance.
Dynamo’s™ investor relations features have been tirelessly improved as a result of close collaboration with venture capital clients since 1998. The venture capital CRM’s powerful Microsoft Office® add-ins and intuitive reporting creation enable users to easily create key repeatable investor documents. VC firms can further centralize and improve their investor relationship management with the Dynamo™ Investor Portal’s that can be configured to a firm’s branding and investor-facing priorities.
Ensure continuous access to your business-critical data.
Receive alerts and notes uploaded by peers immediately.
Maintain access to live reporting through your mobile device.
GPS integration enables you to change priorities as quickly as your schedule shifts.
Dynamo Software provides a full suite of mobile apps across all popular devices to address the unique reporting and management needs of venture capital funds.. The DynaMobile™ app provides access to all of your critical contact, fundraising, account, and deal information in addition to reports saved within Dynamo™. Location data integration also enables Dynamo™ users to react to scheduling changes to capitalize on all time spent outside the office.
Determine capital calls, run distributions, and assign variable-dependent expenses.
Allocate distributions via waterfall calculations according to investor preferences.
Create and deliver distribution letters and capital calls automatically, or upload them to the Investor Portal.
Quickly and easily export financial data to Excel or external systems.
Dynamo’s™ offers a complete partnership accounting solution for venture capital investment firms. The industry-specific calculation engine drives the entire partnership accounting process, and efficiently determines commitments, statement generation, capital calls, and waterfall calculated distributions based on user-defined parameters.
View a single dashboard that summarizes all of your company portfolio holdings.
Build portfolio reports, and automate generation and distribution to investors.
Consolidate board packages and meeting notes, critical correspondence, and third party security, index, and exchange systems.
Utilize portfolio data to prepare quarterly valuations that comply with FAS 157.
Dynamo™ provides robust portfolio management features specific to venture capital investing. Managers can monitor portfolio transactions, prepare valuations, optimize reporting processes, and centralize all relevant data within a single platform. Dynamo’s™ task management capabilities also help fund managers track important dates such as warrant expirations.
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