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Research Management SoftwareDynamo Software

Developed over 20+ years on the market and in partnership with our LP clients, Dynamo provides an industry-leading Research Management solution designed exclusively for the needs of multi-asset class investors. Dynamo offers a one stop shop solution that is highly intuitive, fully configurable, and significantly automated.

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Product details

Research Management Software for LPs

Developed over 20+ years on the market and in partnership with our LP clients, Dynamo provides an industry-leading Research Management solution designed exclusively for the needs of multi-asset class investors. Dynamo offers a one stop shop solution that is highly intuitive, fully configurable, and significantly automated. Learn how Dynamo RMS can help to streamline your: ✓ Investment research and due diligence workflows ✓ Fund manager pipeline tracking and reporting ✓ Automated document collection and extraction

Streamline your investment due diligence process

With Dynamo, investment professionals can keep pre-investment research and post-investment ODD materials under one platform, with no data lost when a prospective investor signs on.

  • Centralize investment data from funds and co-investments to direct deals
  • Increase transparency into investment pipeline
  • Track and nurture communications and relationships
  • Gain deeper insights through configurable dashboards and reports
  • Improve team-wide collaboration

Automate your data flow

Dynamo offers multiple avenues to pull data into the system, so operations managers can keep up-to-date records of all documents, performance data, and company news. Functions like auto-tagging, API integrations, and Dynamo Data Automation components like RPA, email rules, data extraction, and HoldingsInsight are all available to automate your collection and organization. With Dynamo, your team can spend more time leveraging data and less time managing it.

Work smarter while your data works harder

At Dynamo, we are dedicated to providing not just the platform the market needs, but the solution _you _need. We’ll work with you to establish the most efficient workflows, dashboards, and configuration so that your team can make the most of your data. With Dynamo, you get: ✓ The most configurable research management solution on the market ✓ Intuitive and editable dashboards for a detailed look at your data the way you like to see it ✓ Highly automated collection of documents and data extraction ✓ A feature-rich mobile app for anytime, anywhere access ✓ A single, unified platform to house your front-to-back office RMS and PMS efforts

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