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Dynamo Product Overview PDF

This document provides an overview of Dynamo and its software offerings for alternative investment firms. Dynamo has over 500 clients, including 350 private equity clients. It offers leading modules for CRM, deal management, investor relations, research, performance reporting, and portfolio monitoring. Dynamo also provides software for limited partners and has tools for data integration, Outlook integration, contact and relationship management, deal management, due diligence tracking, and an investor/fundraising portal.

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Amos Ang
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148 views

Dynamo Product Overview PDF

This document provides an overview of Dynamo and its software offerings for alternative investment firms. Dynamo has over 500 clients, including 350 private equity clients. It offers leading modules for CRM, deal management, investor relations, research, performance reporting, and portfolio monitoring. Dynamo also provides software for limited partners and has tools for data integration, Outlook integration, contact and relationship management, deal management, due diligence tracking, and an investor/fundraising portal.

Uploaded by

Amos Ang
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Preqin Introduction:

APAC Product Overview

Adam Gabrielsen – Sales Director, APAC


Henry Wadsworth – Sales Director - Portfolio Monitoring, APAC

DynamoDriven
Dynamo Overview

The Premier Software Provider for the Alternative Investment Industry


▪ 500+ Clients
▪ 350+ Private Equity Clients

Proven Track Record with Core Focus: Investment management software


▪ Global presence: Boston, Sofia, London, Singapore
▪ 200+ Employees

Founded in 1998
▪ Growth investment from Francisco Partners in Oct 2017
▪ Recent acquisitions: HoldingsInsight, PEView, PreqinSolutions, Digiteer
Dynamo Platform for GP’s

• Leading modules in: Marketing /


Fundraising
• CRM
• Deal management
• Investor relations and fundraising Investor Deal
Reporting Management
• Research management
• Performance management
• Portfolio management CRM
• Financial metrics and tracking
• Partnership Accounting / Waterfalls
Portfolio
Investor
Monitoring
Relations (Preqin Solutions)

Document
Management
Asia Pacific Presence – GP’s
Dynamo Platform for LP’s
Global LP’s
Data Integration

PEView

Transactions & Balances


Public Holdings
Transactions & Balances
Advanced Reporting
Exposure Data

Company & Contact Data Import/Export Studio


(Flat File) Applications and Storage
Data Integration
Open API
Engine (API)

7
Outlook Integration

▪ Outlook Add-In:
▪ Ability to quickly add/store emails in
Dynamo as you send and receive
them in your inbox.
▪ Ability to create new records directly
from Outlook
▪ Preview contact information (relations,
last activities, profile notes, etc)
directly from within Outlook
Outlook Integrated Mail Merge

Select from the


predefined mailing and
select “Next”
Follow the steps to
complete the mailing
Contact & Relationship Management

▪ A single repository for all contacts &


documents
▪ Track relationships, communication history &
opportunities with:
▪ Existing & Prospective Companies
▪ Active / Prospect Investors
▪ Intermediaries
▪ Automate correspondence
▪ Sync with Outlook
▪ Organise and manage events
Deal Management

11
Due Diligence Tracking

12
Investor / Fundraising Portal

CONFIDENTIAL 13

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