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Dynamo Software: A Versatile Investment Management Tool

CFO Tech Outlook

CIO VendorKrassen Draganov, Co-founder & CEO
When Colgate University—one of the U.S.’ esteemed liberal arts institutions—was overwhelmed by the manual tasks of consolidating its investment data, the educational institution found a force in the cloud-based investment tool developed by Dynamo Software—a premier provider of industry-specific, configurable investment management and reporting software for the global alternative assets industry since 1998. Dynamo Software’s tool was highly flexible and easily configurable, having the capability to eliminate spreadsheet-based workflows to provide reliable results faster. Backed by over ten years of experience in financial technology implementation, Dynamo Software’s project managers worked with Colgate University to deploy the versatile Dynamo platform that effectively streamlined and automated the client’s reporting processes along with other investment operations. The platform’s conformance to SOC 2 guidelines, and Dynamo Software’s expertise in ethical hacking, private cloud hosting, and two-factor authentication provided a highly secure environment for the university.

The cloud-based Dynamo platform is an ensemble of modules that can be fully configured to suit several niche workflows. It features a core library that has evolved over the years, featuring modules to cater to clients from myriad domains. The platform simplifies the reporting process for asset investment firms in accordance with the Institutional Limited Partners Association reporting standards to satisfy clients without compromising on internal and regulatory compliance. “For external reporting, we leverage both SQL Server Reporting Service and Tableau as our reporting tools to produce visually appealing presentations,” states Krassen Draganov, co-founder and CEO, Dynamo Software. The platform also delivers real-time data that can be exported to formats like Excel or PDF. Repetitive tasks are stored in the software’s memory system for quicker access.

Once implemented, the Dynamo platform eliminates manual data entry and automates data aggregation from several financial datasets.

“The platform intelligently structures complex relationships between datasets to create over 100 out-of-the-box, industry-specific reports through an ad-hoc reporting engine,” mentions Draganov. Fund managers can deliver reports to investors through the Dynamo Investor Portal, while a dedicated fundraising portal allows companies to reach out to prospective investors through marketing campaigns. The platform allows for the creation of independent investor portfolios wherein the data can be tracked from an integrated analytics module called Dynamo Analytics. Furthermore, the platform easily integrates with third party data providers to enrich in-house information while investment managers receive access to a Dynamo Portal for performance and holding updates. Meanwhile, the mobile version of the platform—the DynaMobile app—provides untethered access while on the road.

The platform intelligently structures complex relationships between datasets to create over 100 out-of-the-box, industry-specific reports through an ad-hoc reporting engine


Best-in-class implementation of the feature-rich Dynamo platform, backed by exceptional support has resulted in the company enjoying a 99 percent satisfaction from over 400 clients. Among them is LaSalle Investment Management—an internationally renowned real estate investment manager— that used a CRM system that was unintuitive, did not offer adequate levels of transparency, and duplicated information across several isolated programs, which hindered data management. Once the client leveraged the core Dynamo platform, the Dynamo Investor Portal, and the DynaMobile app to facilitate fluid investor communications, LaSalle optimized acquisitions, marketing, investor relations, and investor reporting initiatives across its 24 global offices.

Since its inception, Dynamo Software highly values customer feedback and orients its product roadmap accordingly. The company brings all its clients together during the annual user conference called the Dynamo University, which serves as a forum for attendees to discuss the optimization of the platform through educational sessions, one-on-one training, and networking with peers. “Dynamo Software has been a client-driven development company and will always remain so,” concludes Draganov.

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Top 10 Financial Reporting Solution Providers 2017

Dynamo Software

Company
Dynamo Software

Management
Krassen Draganov, Co-founder & CEO

Description
Provides configurable, cloud-based relationship management, investment management, and reporting solutions for the alternative assets industry

Dynamo Software News

Dynamo Introduces Next-Gen Investor Portal to Revolutionize Investor Communications

Dynamo Investor Portal v3.0 Provides ALTS Investment Teams with Unparalleled Digital Experience for Building Optimal Engagement and a Professional Presence with Clients

BOSTON- Dynamo Software, a FinTech uniquely serving the alternative investment workflow needs of both General Partners (GPs) and Limited Partners (LPs), today announced new advancements in digital investor communication solutions. Dynamo Investor Portal v3.0., a next-gen upgrade of its flagship investor communications module, redefines the standards of investor engagement and document management with new features built to deliver an unparalleled digital experience.

In Dynamo’s 2024 global survey of GPs, investor relations was in the top two areas of technology focus for respondents this year, closely following deal management and CRM.

See Dynamo’s new Investor Portal in action by watching a brief introductory video.

A New Benchmark in Digital Investor Engagement

Dynamo Investor Portal v3.0 boasts a completely reimagined document management system, designed from the ground up to offer the ultimate user experience. Enhanced filters, effortless document downloads, and sophisticated categorization ensure that crucial investment documents are organized and accessible like never before. The portal introduces a Tax Center integration for simplified tax documentation, advanced protection to secure sensitive documents, and a focus on PDFs to provide a seamless format for all document needs. Additionally, Dynamo’s secure Investor Portal provides a digital fundraising experience to accelerate capital raising.

“We are setting a new precedent for investor communications with the introduction of Dynamo Investor Portal v3.0," said Steve Tobio, VP of Product for Dynamo. "Our commitment to digital experience and professional client engagement is at the heart of this upgrade. We're not just launching a re-imagined version of our Investor Portal; we're revolutionizing how investors interact with their portfolios.”

Elevating Real Estate Investment Opportunities

Dynamo Investor Portal v3.0 introduces enhanced features specifically designed for real estate investors. A fully-responsive design ensures a smooth and intuitive user experience across all devices, while the Google Maps integration offers easy access to location insights. The flexible, intuitive portal can be tailored to fit unique investment strategies, offering unmatched specialization in real estate investment opportunities.

"Our goal is to pioneer a new era in investor communications and digital engagement with the launch of our new Investor Portal,” said Dynamo Software CEO Hank Boughner. “This transformative upgrade reflects our unwavering dedication to setting industry gold standard in investor communications – for a number of verticals including hedge funds, private equity, venture capital, and real estate. By focusing on digital experience and client engagement, we are reshaping the landscape of investor communications, driving unprecedented value for both GPs and LPs alike. With enhanced features, including a fully-responsive design, we are empowering investors to seize opportunities and navigate the dynamic realm of alternative investments with precision and ease.”

Availability & Pricing

Dynamo Investor Portal v.30 is available now. Existing Dynamo clients should contact their Account Manager to review use case(s) and software licensing costs. New firms interested in learning more can reach out to Dynamo’s team by requesting a demo.