High-powered FinTech Built

to Unleash Your Insights

20+ Years Serving LPs and GPs in the Alternative Investments Ecosystem

Client Services
Our Story
& Support It’s no mistake that our name connotes a high-level of energy. DYNAMO!
That Matter To be Dynamo is to be the best at what we do, building the path for maximum
returns for our clients. We have a dynamic team committed to delivering product
Learn more about
excellence and ongoing client success. Every facet of our business is in high-
how our world-class
growth because our clients need us not only on top of our game, but building for
Client Services
organization works the future investment demands facing our global economy.
to ensure We’re proud of our 20+ year heritage, with a combination of U.S. and European
implementation
roots. We take business ethics seriously, along with the trust, confidence, and
success for our clients
support we have earned working with fund managers, institutional investors,
across the globe.
and service providers since 1998. Our collaborative approach with our clients has
enabled us to solve key challenges in the alternative investment ecosystem.
Learn More
Today, we are proud to offer a complete investment management platform
that is configurable, cloud-based, automated, and versatile. Our advanced CRM,
deal management, fundraising, and investor relations functionalities allow GP
firms to improve communication and collaboration. Users can even leverage our
back-office systems for portfolio monitoring, fund accounting, and secure online

20+
reporting features, all within a single, integrated system.
YEARS OF LPs can leverage our centralized investment research management and portfolio
EXPERIENCE management modules, Dynamo Data Automation services, portfolio tracking and
Learn more about our team analysis, and visual portfolio reporting to make educated investment decisions.
With Dynamo, there is a better way to take control of your investment and
BACKED BY portfolio insights. We’re ready to show you how.

1,000+
G LO BA L C L I E N T S
From The Frontline| Client Testimonials

Watch Watch

$10T+
Read our Case Studies
AUM

The Cynosure Group Capital Fund Management

© 2022 Dynamo Software, Inc. All Rights Reserved. Confidential and Proprietary. 1
There’s a Better Way
A Cloud-based,
End-to-End Investment
Private Venture Hedge Endowments Funds
Management Platform Equity Capital Funds & Foundations
Pensions
of Funds

Tailored for You

Corporate Investment Real Family Asset
Insurance
At Dynamo, we understand how Development Banking Estate Office Managers

many moving pieces go into

smart, successful investment
management. So, we decided to Deal Management & CRM Research Management (RMS)
bring them all into one integrated, FRONT
• Relationship & Contact Management • CRM & Multi-Asset Pipeline Management

configurable platform. All of our • Pipeline Tracking • Manager and Fund Diligence
• Investment Due Diligence • Direct, Co-Invest, Secondaries
modules can work together on
one technology stack to build
I NV ESTOR PORTA L
one centralized, automated, Investor Relations & Fundraising Stakeholder Communications
and comprehensive platform. • Fundraising & IR Tracking • Investment Policy Tracking

Dynamo does the heavy lifting and • Capital Raising & Pipeline Management • Web Forms
• Marketing & Email Campaigns • Dynamo Data Automation
automates repetitive and manual
processes with configurable
Portfolio Monitoring & ESG
dashboards, workflows, and BACK
• Financial KPIs, Valuation & ESG
Portfolio Management (PMS)
• Multi-Asset Analytics (Performance, Attribution & Exposure)
reports. This way, your team can Fund & Investment Accounting
• Cash Flow Forecasting
focus efforts on the human touch • GL-Based System & Reporting • What-If Modeling
• IRR & Fund Waterfalls
and insights that make your firm
succeed. Dynamo’s long-tenured BUILT FOR THE CLOUD
Dynamo Data
Client Services and Support Mobile Automation (DDA)
team is committed to delivering Service Flexible
excellence and ongoing wins as Providers Integrations

you embrace the platform for your

unique business needs.

“ Your Dynamo Story

“
A SPECIALIZED, NUANCED INDUSTRY Starts Now!
We are a cloud solution built for the long term to meet Learn more about our approach
and how we help power a new level
sophisticated outcomes for our clients…
of success. Let us show you our
Dynamo is doing something sophisticated approach, combined
unique and as we continue to with the industry’s deepest
evolve and grow, even after expertise. We understand what’s
decades of commitment to important to you and your team.
Watch
the Alternative Investments Let’s get started today!
industry, there’s more exciting Additionally, sign up today for our
movement on the horizon! monthly Alternative Investments
Learn more from Hank Newsletter and visit our Resource
Boughner, Dynamo’s CEO. Center for the latest news, events,
and complimentary reports.

About Dynamo Software, Inc.

Dynamo Software’s mission is to be the leading global, end-to-end cloud software platform for the alternatives ecosystem, serving the information • Founded in 1998
sharing and analytical data needs of our constituents. Since 1998, the company has been providing industry-tailored, highly-configurable investment
• 1,000+ global clients
management, reporting, and data management cloud software solutions to the global alternative investment industry. Dynamo’s cloud-based
solutions serve the private investment landscape including: private equity and venture capital funds, real estate investment firms, infrastructure, • $10T client AUM
hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. The Dynamo™ platform has
improved the productivity across the alternatives ecosystem, including CRM, fundraising, deal management, research management, investor servicing,
portfolio management, and compliance teams worldwide. Dynamo has a global footprint with operations across North America, EMEA, APAC, and
UAE. For more information, please visit www.DynamoSoftware.com.

US: +1.866.4.DYNAMO | UK: +44(0)20 3743 8849 | SG: +65 6681 6736 | sales@dynamosoftware.com

© 2022 Dynamo Software, Inc. All Rights Reserved. Confidential and Proprietary. 2