Dynamo Software - Investor Portal

The Dynamo™ Investor Portal enables firms to securely post the latest marketing materials, fund communications,  investor balances, transactions, and performance updates into a branded, secure digital environment. 

Having your own, branded portal promotes prospect and investor engagement and reduces administrative tasks by enabling your clients to run their own reports and self-update their profiles and notification preferences; which also automatically updates your investor records in Dynamo  CRM.

Go beyond posting documents and give your investors and prospects a real data room by allowing them to download transaction and valuation histories for any authorized investor accounts.

More About Dynamo Software:

We provide solutions for front-to-back office challenges across the private investment landscape including GPs, LPs and service providers serving the alternative investment industry. Dynamo drives: client relationship  management (CRM) tailored to the capital raising and investor servicing needs of private  fund  managers; deal & acquisition management; research management; and ongoing due diligence; portfolio reporting and analytics; as well as partnership accounting and back office outsourcing for PE, VC, RE, and Family Offices. For 20 years, the Dynamo platform has improved the productivity of fundraising, deal management, research and due diligence, investor servicing, portfolio management, accounting, and compliance teams worldwide. 

Become data-driven by becoming Dynamo driven.

Product and service specifications
• MS SQL Server
Language used
• C#
Operating system
• Other
Pricing structure
• Per seat
User interface
• Web
investor portal, investor servicing, investor relations, capital raising, alternative assets, alternative investments