Dynamo Software for Hedge Funds
AI-native CRM, fundraising, and investor relations in one platform.
50% less time on reporting · Reduce manual work by 20%
Give your hedge fund team 10 hours a week
The AI-native platform that unifies CRM, fundraising, and investor relations — so your team stops updating records, chasing spreadsheets, and rebuilding the same investor update.
Trusted by the Numbers
Experience the scale and stability of an industry leader.
Clients Worldwide
Assets on Platform
Experience & Innovation
Global Reach
From Unified Data to Intelligent Outcomes
DynamoAI turns unified data into intelligent action. By analyzing investor engagement, relationship activity, and operational data across the platform, DynamoAI surfaces actionable insights, automates routine workflows, and empowers teams to make faster, more informed decisions. From predictive analytics and relationship intelligence to workflow automation and real-time reporting, DynamoAI helps transform data into measurable business outcomes.
Here’s How Dynamo Meets Your Front-To-Back Office Needs:
CRM & Relationship Management
Fundraising & Pipeline Management
Investor Portal
IR Tracking
Mailing Campaigns
Import Wizard
Mailing Campaigns
Locate new investors, raise capital, and streamline investor relations with actionable, personalized mailing blasts and email activity tracking.
Attach personalized, watermarked documents
Share firm, fund, and investor-level information like tear sheets and account statements
Identify and target interested prospects by tracking email engagement metrics (i.e., opens, clicks, unsubscribes)
Fundraising & Pipeline Management
Source and engage new investors and monitor pipeline progress as you market and launch funds.
Integrate with third-party data providers for up-to-date LP data
Collect and standardize investor information with secure web forms
Share and store subscription documents, PPMs, and other marketing collateral
CRM & Relationship Management
Understand key drivers for individual investors, how they are connected to others in your network, and how they have interacted with your firm.
Detailed profiling and activity management
Centralize LPs, fund administrators, prime brokers, and other service providers
Seamless integration with Outlook
Robust ad hoc reporting
Investor Portal
Enrich your firm’s marketing, branding, and investor communications with our secure, integrated investor portal.
Share firm, fund, and investor-level documents and details with current and prospective investors
Curate a custom, branded user experience with a tailored look and feel
Track user interaction with your content to identify engaged prospects
IR Tracking
Get centralized, consolidated data at your fingertips with real-time reporting delivering what you need, how you need it.
Investor onboarding, transaction processing, and compliance tracking
Import, reconcile, and report on account-level data from fund admins
Manage liquidity, calculate performance at the fund and investor level, see a rollup of balances and transactions across entities
Import Wizard
Easily pull in account balance and transactions from your fund admin in minutes.
Configured for most admins out-of-the-box, with the ability to customize for any admin
Include account attributes such as compliance flags
Smart reconciliation provides insight into the data for new accounts, classes, series and provides warning for potential mistakes
Dynamo v3.0: Smarter Insights, Seamless Workflows, Maximum Impact
Discover the future of alternative investment management with Dynamo v3.0! This cutting-edge platform is designed to simplify operations, enhance efficiency, and drive portfolio performance. Here’s what makes Dynamo v3.0 a game-changer:
Integrated End-to-End Capabilities | Manage fundraising, deal flow, research, and portfolio management all in one place.
AI-Powered Insights | Surface sharper insights with Smart Search, AI-assisted workflows, and dynamic dashboards.
Streamlined Operations | Reduce manual handling by 20% and cut reporting time by 50%.
Advanced Search & Organization | Instantly locate key information with enhanced keyword search, smart auto-tagging, and API-powered data fusion.
Smarter Decision-Making | Automate data integration, enrich insights, and accelerate workflows across the investment cycle.
Transform how you manage alternative investments—book your demo today and experience Dynamo v3.0!
Dynamo is Trusted by General Partners Around the Globe
Hear From Clients
“Dynamo has a modern approach with an advanced mobile app. It is now easier to build and track our client pipeline and keep all members of our global team up-to-date on investor activities. The ease of use helped increase user adoption.”
APS Asset Management
“Dynamo has made it much easier to compile information and put the notes together. It’s extremely helpful to have it all in one place and pull up the full record of everything.”
SQN Investors
Top Rated By Industry Pros
Every day, Dynamo’s global team strives to be the best of the best, which results in a transformative platform recognized worldwide.
Top-Rated by Industry Pros
Dynamo Named #1 Investor Relationship Management Software by G2 Community!
Transform Your Hedge Fund Operations Today
Work smarter, not harder with Dynamo. Save time, boost efficiency, and reduce manual work by up to 50% with our powerful, cloud-based platform.
Book a demo on your schedule—15, 30, or 60 minutes—and discover how Dynamo streamlines investor lifecycle management, enhances data workflows, and empowers your team to focus on what matters most.