Feature Highlights

• Content Collection
• Content Categorization
• Data Extraction
• Data Validation
• Data Enrichment
• Data Retrieval & Use

There’s a better way with Dynamo Data Automation

Asset allocators, who are inundated with content from their portfolio funds, don’t have time to sift through a flood of emails and documents. They need the ability to pinpoint relevant content rapidly for better decision making. Gone are the days of the uncategorized data deluge! Dynamo’s cutting-edge technology and white-glove service empower asset allocators to focus on what matters. They ultimately benefit from the speed, consistency, quality, configurability, and transparency of Dynamo’s end-to-end cloud platform.

Before Dynamo Automation…

• Manual content sourcing from emails and portals is labor intensive
• Manual data extraction impedes getting data on time
• Slow process = wasted time and resources
• Data quality issues affect analysis accuracy
• Fewer data points hinder optimal decision making
• Frustrated and less productive ops and finance teams

After Dynamo!

• Highly automated content sourcing saves significant time
• Automated data extraction speeds data availability
• Faster process = increased efficiency
• Accurate and complete data supports better decision making
• More data points extracted enable more thorough analysis
• Highly productive finance and ops teams

What makes our offering unique?

• A single, integrated platform for data processing, research management and portfolio management
• Flexibility to address each client’s data processing scope, speed, and accuracy requirements
• Focused on the needs of asset allocators
• Benefit from the product input of Dynamo’s large and growing LP client base

Collect External Content

The first step in making use of the valuable data stored inside the unstructured content is efficiently aggregating it.

Key outcomes

• Automate the collection of unstructured content
• Speed up content collection
• Improve employee productivity
• Store the content in a fully-functional research management system

Sources

• Portal
• Email
• FTP

Categorize Collected Content

With all content in one place, DynamoAI applies ML and client feedback to accurately categorize it with logical and searchable tags.

Key outcomes

• Automate the categorization of content
• Automate the renaming of the categorized content
• Speed up all processes
• Increase the accuracy of all processes

From raw content to actionable data

• Relations
• Categories/Tags
• Dates
• Custom Fields

Data Extraction

Extracting structured data from raw content unlocks its true value.

Key outcomes

Automate the extraction of data from any manager-provided document Speed up data extraction Increase the accuracy of data extraction

Extracted data types

• Balances
• Transactions
• Commitments
• Underlying holdings

Data Validation

Clean data means accuracy of downstream financial reporting and content use.

Key outcomes

• Validated qualitative and quantitative data
• Reduce the potential for human error via automated error checks

Validation types

Automated by Dynamo:

• Before source content is available (monitor for missing documents)
• Before data is imported to staging
• Before data is pushed to production Client-driven validation layer:
• Client-visible reports
• “Crowdsourced” across multiple clients investing in the same assets Manual data validation by Dynamo

Data Enrichment

When third-party data is needed to make your data even better.

Key outcomes

Improve data quality Increase staff productivity:

• Dynamo will source the data
• Dynamo will blend the data

Validation types

Qualitative:

• Business descriptions
• Addresses
• Security issuers Quantitative:
• Security market prices
• Other financial metrics

Data Retrieval and Use

All qualitative and quantitative data at your fingertips in one system.

Key outcomes

• Manager emails and documents fully categorized and stored inside Dynamo
• Extracted quantitative data inside Dynamo
• No additional integration or delays in access

Validation types

• Access manager emails and documents anytime, anywhere
• Run portfolio reports based on the extracted data
• Reconcile extracted data against data from other sources (admin, custodian)