End-to-end platform for investor relationship management, including CRM, investor portal, fundraising tools, deal management, portfolio monitoring, fund accounting, and reporting capabilities. Customizable workflows and dashboards tailored for alternative investments.
Specialized CRM platforms tailored for asset management that track client interactions, preferences, investment history, and service requirements to optimize the client experience and relationship management.
More Investor Relationship Management (IRM) Systems
More Client Relationship Management ...
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Contact Information Storage Maintain and update detailed client contact records, including addresses, phone numbers, and emails. |
Marketing materials indicate Dynamo maintains comprehensive contact records for investor/client management. | |
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Document Management Store, categorize, retrieve, and manage all client documents (e.g., KYC, agreements, correspondence). |
Dynamo advertises document management for KYC, agreements, and correspondence in CRM and investor portal modules. | |
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Client Segmentation Segment clients by customizable attributes (e.g., AUM, geography, product type, risk tolerance). |
Product allows segmentation and reporting by AUM, region, product type, and related attributes. | |
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Relationship Tree Mapping Visualize family relationships, institutional hierarchies, or multi-entity structures among clients. |
Dynamo includes relationship tree mapping for institutional/family office clients, showing multi-entity relationships. | |
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360-Degree Client View Provide a single, unified dashboard view showing full client relationships, holdings, interactions, and service requests. |
Dynamo provides a 360-degree client view dashboard for holistically managing relationships, holdings, and tasks. | |
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Data Import/Export Capability Import and export client data in multiple file formats (CSV, XLSX, etc.). |
Support for data import/export in formats like CSV/XLSX as part of onboarding and reporting modules. | |
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Bulk Data Update Batch update client records efficiently. |
System supports batch/bulk data updates for client records during migration and ongoing editing. | |
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Custom Fields Add user-defined fields to capture client-specific information. |
Users may define custom fields for investor information as per Dynamo’s configuration documentation. | |
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Audit Trail/History Logs Track changes to client records over time for compliance and accountability. |
Dynamo tracks all record changes for compliance purposes—visible in client record history and logs. | |
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Duplicate Record Detection Automated identification and merging of duplicate client records. |
Dynamo has duplicate record detection and merging to maintain data quality, per product sheets. | |
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Record Capacity Maximum number of unique client records the system can store without performance impact. |
No information available | |
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Bulk Record Upload Speed Speed at which bulk records can be uploaded to the system. |
No information available |
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Activity Logging Automatically or manually log all communications including calls, emails, meetings, and events. |
Activity logging of communications is included for CRM and fundraising processes. | |
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Email Integration Connect with email platforms (e.g., Outlook, Gmail) for two-way sync of client emails. |
Email integration (including Outlook and Gmail) is advertised as native, with two-way sync. | |
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Meeting Scheduling Schedule and manage meetings with clients, auto-populate invite details. |
Meeting scheduling features are present with auto-invite population. | |
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Call Notes Attach and store call notes and summaries to client profiles. |
Call notes and links to communications are available in client/interactions profiles. | |
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Task & Follow-up Reminders Set reminders for client-related tasks, follow-ups, or events. |
System supports setting reminders for tasks and follow-ups for investor services and fundraising. | |
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Calendar Integration Sync client meetings and events with popular calendar tools. |
Calendar integrations (Exchange, Outlook, Google) are natively supported. | |
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Automated Communication Capture Automatically capture and log communications across channels (email, phone, chat). |
Automated communication logging across channels (email, phone, meeting) included in CRMs. | |
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Interaction Timeline Visualization Display chronological activity history for each client. |
Interaction and communication timelines for each investor are visualized in dashboards. | |
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Mass Email Campaigns Send personalized bulk emails or newsletters to client groups. |
Mass email capability available for investor communications and campaign management. | |
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Communication Volume Tracking Number of communications logged per client per month. |
No information available | |
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Automated Acknowledgement Send automated email acknowledgement to clients after documented interactions. |
No information available |
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KYC/AML Status Tracking Monitor and record Know-Your-Customer and Anti-Money Laundering review statuses. |
KYC/AML status and documentation can be tracked in client profiles per regulatory features. | |
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Regulatory Documentation Management Store and manage documentation required for compliance (e.g., risk disclosures, consents). |
Regulatory document management is part of compliance and KYC/AML modules. | |
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Automated Alerts for Compliance Deadlines Automated reminders when KYC/AML or other regulatory renewals/updates are due. |
Automated alerts for compliance/KYC renewals are included as workflow automations. | |
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Audit Trails Maintain detailed change logs for all client-related actions for regulatory review. |
All changes and actions are logged for auditing and compliance review. | |
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Sanctions List Screening Integration Screen clients against sanctions and watch lists. |
Dynamo partners with screening providers (e.g., World-Check) for sanctions/PEP screening. | |
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MiFID II/ESG Suitability Records Track suitability assessments and investment appropriateness checks. |
MiFID/ESG suitability tracking is supported for relevant geographies and fund types. | |
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Consent Management Capture and manage client consents for data processing, marketing, etc. |
Consent management for investor communications and privacy available as standard. | |
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Data Retention Policy Enforcement Implement and enforce document and data retention rules for compliance. |
System can enforce and customize data/document retention policies per compliance needs. | |
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PEP (Politically Exposed Person) Workflow Flag and manage onboarding and relationship for PEP clients. |
PEP workflow handling is built-in or available via partners for onboarding. | |
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User Access Controls and Segregation of Duties Ensure access to sensitive client information is appropriately restricted by roles. |
Granular user access controls offered; roles/permissions fully configurable. | |
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Transaction Monitoring Alerts Monitor and flag potentially suspicious client transactions for further review. |
Transaction monitoring, alerting, and audit triggers available for compliance review. |
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Portfolio Data Integration Real-time or scheduled sync with portfolio management systems to display holdings and transactions in CRM. |
Portfolio monitoring and integration with accounting and portfolio systems are core CRM elements. | |
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Multi-Account Handling Manage multiple accounts per client (e.g., personal, trust, joint, institutional). |
Supports multiple accounts per investor (e.g., fund, mandate, joint, trust). | |
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Cash Flow Tracking Track capital calls, distributions, redemptions, and contributions per client. |
Cash flow tracking provided for capital calls, distributions, redemptions in investor accounts. | |
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Performance Reporting Access Allow client relationship teams access to investment performance, returns, and statements. |
Investor relations teams have access to performance and reporting as part of their CRM dashboards. | |
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Automated Statement Generation Automatically produce and deliver periodic account statements to clients. |
Automatic periodic statement generation and delivery is a marketed feature. | |
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Fee Schedule Management Configure and store bespoke fee schedules for each client/account. |
Each client/account may have its own custom fee schedule configured in the system. | |
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Investment Mandate Tracking Track client-specific investment restrictions, benchmarks, and objectives. |
Investment mandate/benchmark tracking are built into portfolio management capabilities. | |
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Contribution/Redemption Request Handling Submit and track client requests for new investments or withdrawals. |
Investor requests (contribution/redemption) are handled and tracked via the portal/CRM. | |
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Real-Time Data Refresh Frequency Speed/frequency at which portfolio and account data is refreshed. |
No information available | |
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Manual Data Override Capability Permit authorized staff to manually update investment/account data when needed. |
Manual overrides are possible for authorized users as documented in system admin guides. |
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Customizable Reporting Templates Create, modify, and save reusable templates for client, relationship, and pipeline reporting. |
Users can create and save custom report templates for relationships, pipeline, and performance. | |
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Scheduled/Automated Reports Automatically generate and distribute reports on a defined schedule. |
Automated and scheduled reporting delivery is a core reporting feature (PDF/Excel/email/portal). | |
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Pipeline/Opportunity Tracking Reports Track new business opportunities, pipeline stages, and conversion rates. |
Pipeline/opportunity tracking and reporting are part of the fundraising/IRM modules. | |
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Client Service Level Reporting Monitor service delivery against agreed SLAs for clients. |
Reports can monitor and report on client service levels. | |
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Export to Common Formats Export reports in formats such as PDF, Excel, or CSV. |
Reports and data export can be produced in PDF, Excel, CSV from user interface. | |
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Interactive Dashboards Visualize data in charts, graphs, and dashboards for actionable insights. |
Interactive dashboards with visualization (graphs/charts) are core to Dynamo’s IRM platform. | |
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Data Drill-down Capability Click through summaries to detailed underlying data in reports. |
Drill-down from high-level numbers to underlying data supported in dashboards and reports. | |
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Ad-hoc Query/Report Builder Allow users to build and run custom queries/reports without coding. |
Custom report/query building is available to users, no coding required. | |
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Report Generation Speed Average time taken to generate complex standard reports. |
No information available | |
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Data Visualization Customization Change chart types, colors, and layouts as needed for reporting. |
Users may customize visualizations (chart types, layout, color) in dashboards. |
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Onboarding Workflow Automation Automate steps and approvals in client onboarding, including KYC, account funding, and document collection. |
Onboarding workflows (KYC, document collection, approvals) are automated and customizable. | |
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Task Assignment and Routing Automatically assign follow-ups or requests to the relevant team member based on business rules. |
Task routing and assignment rules are configurable within workflow engines. | |
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Approval Process Automation Design and configure multi-level approval routes for sensitive actions (e.g., large redemptions). |
Approval processes for sensitive actions (e.g., redemptions) are supported with multi-level approvers. | |
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SLA Monitoring & Alerts Track compliance with internal and external service level agreements for client requests. |
SLA monitoring/alerts for client service and compliance tracked through workflow automation. | |
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Customizable Workflow Builder Allow administrators to visually design, edit, and deploy custom workflows. |
Workflow builder is available to visually design and deploy processes. | |
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Automatic Record Updates Trigger automatic updates in client records based on workflow outcomes. |
Workflow outcomes can trigger automatic record updates. | |
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Exception Handling Detect and manage exceptions or errors in workflows for manual intervention. |
Exception handling for errors or manual review is in the workflow engine. | |
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Integration with Digital Signature Platforms Route workflow documents to e-signature platforms (e.g., DocuSign, Adobe Sign). |
Dynamo integrates with electronic signature platforms like DocuSign. | |
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Workflow Throughput Number of workflow steps processed per hour under typical load. |
No information available | |
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Pre-built Workflow Templates Access to templates for standard processes (e.g., onboarding, due diligence). |
Pre-built workflow templates for onboarding, due diligence, fundraising, etc., are available. |
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Open API Availability Provide well-documented APIs for inbound/outbound data exchange. |
Comprehensive open API documentation for inbound and outbound data integrations. | |
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Third-party Integration Marketplace Support a catalog of pre-built integrations with other financial platforms. |
Marketplace/library of third-party integrations listed for document management, AML/KYC, market data, etc. | |
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Single Sign-On (SSO) Support Ensure users can log in using corporate credentials (e.g., SAML, OAuth). |
Supports SSO protocols (SAML, OAuth) for secure corporate authentication. | |
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Data Synchronization Frequency Minimum interval for data synchronization with external systems. |
No information available | |
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Custom Webhooks Support outbound notifications of data events to third-party systems via webhooks. |
System triggers webhooks on data changes for third-party integration. | |
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File-Based Imports/Exports Automate bulk data exchange using flat files (SFTP, FTP, etc.). |
File-based imports/exports automated via SFTP/FTP for data interoperability. | |
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Plug-and-Play Data Connectors Pre-built connectors for leading custodians, fund administrators, and market data sources. |
Plug-and-play integrations with major custodians, fund admin, and market data sources. | |
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Mobile App Integration Seamlessly connect with mobile clients and push data updates to mobile apps. |
Mobile app integration and push notifications available for investor and IR teams. | |
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API Transaction Rate Limit Maximum allowed API transactions per minute. |
No information available | |
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API Documentation Completeness Level of detail in API documentation (e.g., endpoints, error handling, sample code). |
API documentation is complete and publicly available on request. |
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Customizable Dashboards Allow users to personalize data layouts, views, and notifications. |
Users can customize dashboards, layouts, and notifications within the UI. | |
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Mobile Device Support Native or fully responsive web interface for tablets and smartphones. |
Native mobile and responsive web interfaces are available. | |
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Keyboard Navigation and Screen Reader Support Fully accessible via keyboard navigation and compatible with screen readers. |
Keyboard navigation and screen reader compatibility are part of UX/accessibility standards. | |
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Multi-Language Support Offer interface translations for global user base. |
Multi-language support for international clients, as indicated on product overview. | |
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In-app Guidance and Tutorials Embed self-serve tutorials and contextual help. |
In-app product tours, help, and tutorial modules are available to new users. | |
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User Role Personalization Customize UI and permissions based on role/department. |
UI personalization and permissions are tailored by user/department role. | |
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Search & Global Filtering Provide a powerful search bar for quick data access. |
Global search and flexible filtering is available throughout the platform. | |
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Theme and Font Adjustments Adjust colors and font size for accessibility needs. |
Font and color customization for accessibility is provided. | |
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Average Page Load Time Average time to fully load a user dashboard. |
No information available | |
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Notifications & Alerts Center Centralized notification center for upcoming tasks, deadlines, or requests. |
Central notification center for tasks, alerts, and workflow reminders is part of CRM UI. |
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Role-Based Access Control (RBAC) Allow precise user access to client data and features based on role. |
Platform supports granular role-based access control for data and feature access. | |
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Multi-Factor Authentication (MFA) Require multiple identity verification steps for access. |
Support for multi-factor authentication is included to enhance security. | |
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End-to-End Encryption Encrypt data in transit and at rest. |
End-to-end encryption in transit and at rest highlighted in product security standards. | |
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Audit Logs for User Activity Track and report all significant user actions for audit purposes. |
Audit logs for user actions are captured for regulatory and security reviews. | |
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Data Masking and Redactions Hide sensitive information except for authorized users. |
System supports masking and redaction of sensitive data for selected users. | |
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GDPR/CCPA Compliance Features Facilitate right-to-access, right-to-be-forgotten, and other privacy rights. |
GDPR/CCPA compliance tools and client privacy tools are included; supports data subject requests. | |
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Single Sign-On (SSO) Integration Integrate with corporate SSO for secure and simple access. |
Single Sign-On (SSO) is available for enterprise deployments. | |
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Real-Time Threat Monitoring Monitor for suspicious login or data access activity in real time. |
Real-time threat/incident monitoring is provided via security dashboards and log integration. | |
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User Session Timeout Automatic logout after a period of inactivity. |
Session timeouts are standard configurable security settings. | |
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Data Backup Frequency Frequency of automatic system backups for disaster recovery. |
No information available |
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Concurrent User Support Maximum number of users who can access the system simultaneously without performance degradation. |
No information available | |
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Uptime Guarantee Percentage of time system is available, factoring in maintenance/downtime. |
No information available | |
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Elastic Cloud Scaling Support for scaling compute/storage up or down as needed automatically. |
Elastic cloud infrastructure (AWS, Azure) enables dynamic scaling for performance. | |
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Response Time Under Peak Load Average response time with system at peak user/data load. |
No information available | |
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Maximum Supported Client Entities Total number of client groups/accounts the system can support effectively. |
No information available | |
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Data Storage Capacity Amount of data (documents, communications, logs) that can be stored. |
No information available | |
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Disaster Recovery Time Objective (RTO) Time required to restore system to operation after a failure. |
No information available | |
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Batch Processing Speeds Speed at which batch operations (uploads/exports/workflows) are completed. |
No information available | |
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Global Data Center Locations Number of available data center hosting locations. |
No information available | |
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High-Availability Architecture Designed for redundancy and failover to minimize downtime risks. |
Marketing lists high availability and disaster recovery built into system architecture. |
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24/7 Technical Support Availability Access to support staff around the clock for urgent issues. |
24/7 technical support available for enterprise clients according to service documentation. | |
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Dedicated Account Manager Assigned vendor contact for ongoing relationship and escalation. |
Dedicated client success/account managers provided per vendor website. | |
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Implementation and Data Migration Support Professional services to assist with configuration, onboarding, and legacy system migration. |
Implementation and data migration assistance available as part of onboarding services. | |
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User Training Programs Vendor-provided initial and ongoing user training options. |
Training options (virtual, on-site, recorded videos) available for new and ongoing users. | |
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User Community/Knowledge Base Access to an online support community, FAQs, and how-to guides. |
User knowledge base and online support portal accessible for clients. | |
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Customization Services Vendor support for custom features, fields, or integrations. |
Customization for client fields/integrations/workflows available as contracted services. | |
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Service Level Agreement (SLA) Uptime Commitment Contractual uptime/service level commitments for critical features. |
Uptime/service level commitments available in enterprise agreements. | |
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Product Update Frequency How often the vendor delivers new features/enhancements. |
No information available | |
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Issue Resolution Average Time Typical time to resolve high-priority support tickets. |
No information available | |
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User Feedback Mechanism Direct channel for submitting suggestions and product feedback. |
Users can submit product feedback and suggestions via platform or support portal. |
Customer relationship management software specifically designed for tracking interactions with limited partners throughout the fundraising process.
More Fundraising CRM Systems
More Investor Relations ...
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Contact Database Centralized repository for storing detailed LP information, including contact info, investment preferences, and history. |
Dynamo describes itself as a CRM for managing all investor relationships, indicating a centralized LP contact database. | |
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Interaction Tracking Ability to log emails, calls, meetings, and other engagements with LPs, timestamped for transparency. |
Dynamo CRM modules allow logging of all emails, calls, meetings and history for full transparency. | |
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Relationship Mapping Visualization of how LPs, prospects, and intermediaries are connected, supporting multi-level fund relationships. |
Dynamo offers multi-level relationship tracking. Its CRM visualizes relationships between investors, prospects and intermediaries. | |
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Custom Fields Customizable fields to tailor contact records to firm-specific information needs. |
Dynamo supports customizable fields and layouts across contact records per marketing and support documentation. | |
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Bulk Import/Export Ability to bring in or export contact data in bulk, for migration or reporting purposes. |
Bulk data import/export supported for both onboarding and reporting, as detailed by Dynamo’s onboarding documentation. | |
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Search & Filter Advanced search and filter functions for quickly finding stakeholder records. |
Advanced search/filter is a headline feature in all Dynamo contact and deal modules. | |
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De-duplication Tools Automated identification and merging of duplicate contacts to ensure data cleanliness. |
Dynamo includes deduplication and data hygiene utilities as part of data management suite. | |
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Company Association Linking contacts to institutions/firms, enabling organization-centric relationship tracking. |
Company/Organization relationships are core to Dynamo’s CRM structure (contact-to-institution linking). | |
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Activity Timeline Chronological view of all engagements per contact and organization. |
Contact and deal activity timeline views are a standard part of Dynamo’s UI. | |
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Record Ownership Assignment Assign contacts/accounts to specific team members for accountability. |
Contact/account record assignment to users/team members is a standard CRM function in Dynamo. | |
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Historical Data Logging Maintaining an auditable record of changes to contact data over time. |
Dynamo maintains change/audit logs for contact data and deal records for historical tracking. | |
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Data Enrichment Automatically enhance contact records with third-party data (e.g., LinkedIn, Pitchbook integration). |
Dynamo CRM offers API/data enrichment, with LinkedIn, capital market sources, FactSet, and other integrations. | |
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Permission Controls User-based access to sensitive contact data and relationship details. |
Permission controls by user/team for contact records and other sensitive data are built in. |
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Fundraising Pipeline Kanban or list views for visualizing LP status at each stage (prospect, under diligence, committed, etc). |
Fundraising pipeline views (Kanban and lists) are prominent in Dynamo’s fundraising CRM. | |
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Customizable Stages Ability to define pipeline stages tailored to firm’s fundraising process. |
Users can define and edit custom pipeline stages per internal fundraising workflow. | |
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Deal/Opportunity Creation Open and manage fundraising opportunities linked to specific funds and LPs. |
Dynamo supports creation and linking of deals/opportunities to both funds and LPs. | |
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Commitment Tracking Track soft and hard capital commitments from LPs. |
Commitment tracking (soft/hard) is supported in both the fundraising and portfolio modules. | |
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Multiple Fund Support Manage parallel fundraising cycles across different funds. |
Multiple fund/entity support is a central feature for Dynamo’s investor relations solution. | |
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Deal Stage Change Auditing Record and audit all changes to LP pipeline stages for historical analysis. |
Deal stage change audit logs and histories are captured for internal compliance and process review. | |
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Lost/Closed Opportunity Reasons Ability to record reasons for lost or closed fundraising opportunities. |
Loss and closure reasons are captured per opportunity and deal in Dynamo’s pipeline module. | |
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Forecasting Tools Estimate likely closes and fundraising progress based on pipeline. |
Fundraising forecast and pipeline analytics tools are available (see fundraising pipeline page/features). | |
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Weighted Pipeline Valuation Assign probabilities to pipeline stages for weighted fundraising forecasts. |
Weighted pipeline by stage/probability is supported to produce realistic fundraising projections. | |
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Activity Reminders & Alerts Notifications for follow-ups, deadlines, and key milestones. |
Dynamo offers notification/reminder/alerting tools for deals, tasks, and calendar events. | |
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Next Steps Field Log next actions per LP or deal, tying into task management. |
Next-step and follow-up fields are available to tie actions, tasks, and reminders to LP records. | |
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Comprehensive Notes Store detailed meeting, call, and diligence notes linked to pipeline deals. |
Detailed notes can be recorded for meetings, diligence, and pipeline activities. | |
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Deal Scoring Quantitative scoring capabilities to prioritize LP prospects. |
Dynamo supports scoring and grading LPs and opportunities based on firm-determined criteria. |
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Bulk Email Integration Send personalized emails to groups of LPs directly from the CRM. |
Bulk/personalized email features are available via integrations and CRM modules. | |
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Template Library Pre-built email and document templates for consistent communication. |
Document and email template libraries are available for recurring communications. | |
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Mail Merge Capabilities Automate the personalization of bulk investor emails and letters. |
Mail merge and automated personalization are supported by email module/integrations. | |
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Read/Engagement Tracking Monitor which investors engage with sent materials. |
Engagement tracking (opens/clicks) is a listed feature in the Investor Communications module. | |
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Event Management Track invitations, registrations, and attendance for LP meetings and webinars. |
Dynamo supports event management (RSVP, registrations, tracking) for investor meetings. | |
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Document Distribution Share PPMs, DDQs, quarterly reports, etc., securely with LPs. |
Secure document distribution and mass reporting features for LPs included. | |
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File Versioning Track versions of documents distributed to investors. |
File/document versioning for investor reporting, as noted in Dynamo’s support materials. | |
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Batch Document Upload Upload multiple reporting documents for dispersal to different LPs efficiently. |
Batch multi-document uploads for distribution to LPs are available. | |
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Automated Reminders Schedule and send reminders for meetings, deadlines, or outstanding investor documents. |
Automated reminders and emails for outstanding items and tasks are supported. | |
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Secure Investor Portal Password-protected area for LPs to download reports and communications. |
Investor portal is a core part of Dynamo solution (branded, secure, document access, etc). | |
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Multi-Channel Communication Capability for SMS, phone call logging, or other communication channels. |
Supports multi-channel communication, including email, phone logs, and SMS integration. | |
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Consent Management Track legal/communications consent and preferences for each investor. |
Consent management tools for investor communications are available. |
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Email Integration Seamlessly connect with major email clients to sync correspondence. |
Dynamo supports deep email integration (Outlook, Gmail, etc). | |
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Calendar Sync Integration with Outlook, Google Calendar, etc. for meeting and event tracking. |
Calendar sync/integration (Outlook, Google) is supported for meeting and task management. | |
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API Access Open API for custom integrations with proprietary or third-party systems. |
API access for custom integrations is advertised in Dynamo’s developer documentation. | |
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Data Import Tools Import data from spreadsheets or legacy CRMs. |
Data import tools for spreadsheets and legacy CRMs included during onboarding. | |
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Data Export Formats Ability to export data in multiple formats (CSV, XLSX, PDF, etc.). |
Multiple export formats (CSV, XLSX, PDF) are supported in the reporting and contact modules. | |
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Third-party Data Sources Direct integration with cap table management, fundraising, or industry databases. |
Integrates with third party data sources such as PitchBook, Preqin, Factset, etc. | |
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Single Sign-On (SSO) Integrate with organizational SSO solutions for user authentication. |
Single sign-on (SSO) integrations available per security and IT documentation. | |
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Document Management System Integration Connect seamlessly to Docusign, Dropbox, Box, Google Drive, etc. |
File/document management integrations (Dropbox, Box, Google Drive) are supported. | |
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Bi-directional Data Syncing Two-way syncing with other business-critical apps (e.g., ERP, marketing automation). |
Supports two-way sync with key external systems (ERP, marketing tools, etc) via API/standard integrations. | |
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Workflow Automation Integrations Trigger actions in workflow automation tools (Zapier, Tray.io, etc.) based on CRM events. |
Workflow automation integration (Zapier and similar) can trigger actions on CRM events. | |
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Custom Webhooks Support for sending notifications to other applications when CRM events occur. |
Custom webhooks are available for outbound event notification. | |
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Real-time Data Updates Immediate syncing and updates across all integrations. |
Real-time data update/syncing supported across integrations and mobile/web concurrently. |
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Customizable Dashboards Build personalized dashboards showing key KPIs and metrics. |
Customizable dashboards can be tailored for each user by role/need. | |
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Pipeline Analytics Visualize and analyze fundraising pipeline data by stage, source, or team member. |
Pipeline analytics views (by stage, team member, source) are supported as standard. | |
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Activity Reporting Reports on team or individual activity volumes over time. |
Activity reporting for user/team engagement available via dashboards and reports. | |
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Outcome Attribution Determine which activities or touchpoints led to successful commitments. |
Outcome attribution reporting to link activities to investments/commitments available. | |
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Historical Fundraising Analysis View trends across past and active fundraises. |
Historical fundraising data available for trend and comparative analysis. | |
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Investor Segmentation Reports Break down LPs by type, commitment size, region, etc. |
Investor segmentation reporting is built-in (LP type, commitment size, etc). | |
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Lost/Closed Reason Analytics Analyze lost/closed deals by reason for process improvement. |
Closed/lost opportunity analytics by stage or reason included. | |
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Downloadable Reports Export visual and tabular data for presentations or compliance. |
Downloadable/printable/exportable reports are standard. | |
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Data Visualization Support for bar, line, pie charts, and other common visualizations. |
Data visualization in multiple chart formats is advertised on Dynamo reporting pages. | |
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Scheduled Email Reports Automate regular reporting delivery to key stakeholders via email. |
Automatic scheduled delivery of reports to stakeholders is a featured workflow. | |
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Custom Report Builder Drag-and-drop or query-based tool for creating custom reports. |
Custom report builder (including drag-and-drop) is included among advanced reporting options. | |
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Time to Stage/Close Analytics Average or median time LPs spend at each pipeline stage. |
No information available |
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Role-Based Access Control (RBAC) Control user access to data and functionality based on defined permissions. |
Role-based access controls are fundamental to Dynamo's permission systems. | |
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Data Encryption Encryption of data at rest and in transit. |
Data encryption both at rest and in transit is called out in security documentation. | |
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Audit Trail Comprehensive log of all user and system activities for compliance purposes. |
Detailed audit trails for user activity and system events are maintained. | |
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GDPR/CCPA Support Tools to help demonstrate compliance with global privacy laws. |
Dynamo provides GDPR and CCPA compliance tools/procedures. | |
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Multi-factor Authentication (MFA) Support for MFA to provide secure system access. |
Multi-factor authentication is offered as an additional security layer. | |
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Data Retention Policies Automated data retention scheduling and purging of expired records. |
Data retention policies and automated data lifecycle management are available. | |
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Regular Security Updates Consistent patching and security improvements by the vendor. |
Frequent, regular security updates and patches are part of Dynamo's maintenance pledge. | |
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Data Residency Options Ability to specify where data is hosted geographically for compliance. |
Custom options for data residency/jurisdiction when hosting in cloud. | |
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End-User Privacy Controls Investor-facing privacy and data preferences settings. |
Investor-facing privacy control management for data and communications supported. | |
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Breach Notification Workflow Automated processes for handling and communicating data breaches. |
Automated breach response workflows exist as part of Dynamo's compliance framework. | |
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Secure Document Storage Industry-compliant storage for investor reports and sensitive files. |
Secure document storage for sensitive LP/investor information is a core offering. | |
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Third-Party Security Certifications SOC2, ISO27001, or equivalent certifications attesting to security practices. |
Dynamo maintains major security certifications (SOC2, ISO27001, etc). |
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Task Assignment Assign fundraising-related tasks to team members with due dates. |
Task assignment, reminders, and tracking built into activity management. | |
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Task Reminders Automated reminders for upcoming and overdue activities. |
Task and calendar reminders are standard practice in Dynamo. | |
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Recurring Tasks Support for scheduling repetitive tasks (e.g., monthly check-ins). |
Recurring task scheduling and reminders are supported. | |
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Shared Calendars View and manage shared team calendars for meetings and follow-ups. |
Shared calendars/team calendars for managing activities and meetings. | |
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Meeting Scheduling Integrated meeting scheduling, with calendar invites sent directly from CRM. |
Meeting scheduling and calendar invite integration with 3rd party tools. | |
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Comments & Mentions Collaborate through comment threads and @mentions within records. |
Internal comments and @mentions in tasks and records to support collaboration. | |
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Progress Tracking View progress bars or dashboards showing task/completion statuses. |
Progress and completion dashboards for activities and deals. | |
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Task Prioritization Flag or rank tasks for importance or urgency. |
Can flag or rank tasks by urgency or importance. | |
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Mobile Task Management Full-featured task management on mobile apps. |
Mobile app with full task management features. | |
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Activity Logging API Log activities programmatically from external sources. |
APIs for activity logging from third party/external systems. | |
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Time Tracking Track and report on time spent per task or activity. |
No information available | |
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Integration with Project Mgmt Tools Connect with Asana, Trello, Jira, or similar tools. |
Integration connectors to project management tools (Asana, Jira, etc) available. |
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Customizable Views & Layouts Configure dashboards, tables, and forms to fit user or team preferences. |
Configurable views and layouts throughout system for dashboards, tables, forms. | |
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Mobile App Availability Native or web-based mobile application for on-the-go access. |
Native and web mobile apps for iOS and Android. | |
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Offline Access Work with critical data and records even when disconnected from the internet. |
Offline access mode is available for core data. | |
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Multi-language Support Localized UI for global teams or LPs. |
Supports multiple language UI/localization for global client base. | |
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High Performance/Load Speed Sub-second response times for data retrieval and screen navigation. |
No information available | |
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UI Accessibility (WCAG) Conforms to web accessibility standards for users with disabilities. |
WCAG and other accessibility standards are referenced in Dynamo’s design documentation. | |
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Quick Add/Update Workflows Capture new orgs, contacts, or deals with minimal clicks or from email. |
Quick capture option for records and from email integration supported. | |
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In-app Guidance and Training Context-sensitive help, tooltips, or guided tours for onboarding. |
In-app help, training walkthroughs and contextual tips. | |
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Dark Mode User-selectable dark/light display settings. |
Dark mode/UIs for accessibility and eye comfort offered. | |
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Favorites & Shortcuts Pin or bookmark most-used records for easy return. |
Favorites/bookmarks for records are available. | |
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Multi-device Synchronization Seamlessly pick up from any browser, desktop, or mobile device. |
Multi-device sync allows access from web, mobile, desktop concurrently. |
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Guided Onboarding Structured onboarding sessions with a product specialist. |
Guided onboarding provided by implementation specialists per onboarding documentation. | |
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Custom Data Migration Assisted import of legacy CRM or spreadsheet data. |
Custom data migration services for onboarding from legacy systems. | |
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Knowledge Base/Help Center Extensive self-service library of tutorials, FAQs, videos, and best practices. |
Comprehensive knowledge base/help center referenced on vendor site. | |
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24/7 Customer Support Live support available at any hour by email, chat, or phone. |
24/7/365 customer support available via chat, email, phone. | |
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Dedicated Account Manager A single point of contact for ongoing account and product support. |
Dedicated account managers are available to major clients. | |
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Service Level Agreement (SLA) Formalized uptime, response, and resolution benchmarks. |
Service Level Agreements (SLAs) for uptime and support provided. | |
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Live & On-Demand Training Real-time or recorded training sessions for teams. |
Live and on-demand training (video/deep-dive) is part of the onboarding/support package. | |
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Product Update Notifications Automated alerts about new features or changes. |
Automatic notifications of product updates and feature changes sent to admin contacts. | |
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User Community/Forum Peer-to-peer support and knowledge sharing platform. |
Active user forum and community maintained for knowledge sharing. | |
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Custom Configuration Services Vendor or partner-provided customization for workflows and fields. |
Custom configuration support from vendor for workflows and layouts. |
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Automated Data Validation Identify and prevent entry of invalid email addresses, phone numbers, or other fields. |
Automated data validation tools for email, phone, etc. | |
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Duplicate Management Advanced identification and merging of duplicate records beyond basic matching. |
Advanced duplicate management tools for data hygiene available. | |
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Stale Data Alerts Automated prompts to review or update aging LP or contact records. |
Stale data alerts configured for periodic review of outdated records. | |
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Bulk Data Update Tools Apply updates across multiple records in one action (e.g., mass reassignments). |
Bulk data update tools (mass reassignment/edit) are available. | |
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Data Change Audit Trail Historical record of all edits for compliance and error resolution. |
Data change audit trail for compliance/error resolution maintained. | |
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Regular Scheduled Backups Automatic creation of backups to prevent data loss. |
Automatic regular backups as standard hosting practice. | |
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Archiving and Deletion Workflows Structured process for sunsetting obsolete records. |
Archiving and deletion for sunsetting obsolete records included. | |
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Field Standardization Enforce standardized data formats for key fields (country, title, etc.). |
Field standardization (country, title, status) enforced via field types/options. | |
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Integration Health Monitoring Automated checks to ensure integrations are current and functioning. |
Integration health monitoring by system with real-time alerts. | |
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Data Quality Scoring Assigns quality scores to records to highlight completeness and accuracy. |
Data quality scoring to rate completeness and quality of core records. | |
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Permission-based Data Editing Restrict edit access by team, department, or role. |
Edit access/security can be restricted at team, role, or department level. |
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Custom Objects & Workflows Add new record types or automate complex processes. |
Custom objects/workflows for advanced process customization are supported. | |
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Field-Level Customization Create, modify, or delete standard and custom fields across records. |
Field-level customization for all record types standard in admin module. | |
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Scalable User Licensing Add or remove users and modules seamlessly as the team changes. |
Scalable, modular user licensing for companies of all sizes. | |
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Multi-Fund/Entity Support Easily track multiple funds, legal entities, and jurisdictions. |
Multi-fund and legal entity support is foundational to Dynamo’s platform. | |
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Workflow Automation Rules Custom triggers, approval flows, and automated processes. |
Workflow automation (custom triggers, notifications, approvals) provided. | |
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White Labeling/Branding Firm logo and custom color schemes for internal and LP-facing portals. |
White labeling/branding of client and LP-facing portals available. | |
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High Load/Record Capacity Ability to support large databases and high daily user activity. |
No information available | |
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Modular Add-ons Activate additional functionality (e.g., advanced analytics, portal upgrades) as needed. |
Modular add-ons allow functionality to be enhanced when needed. | |
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Permission Customization Granular control over what each user can see and do. |
Granular permission customization for all user roles and modules. | |
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Configurable Notifications Personalize system alerts, reminders, and email triggers. |
Full notification and alert system configurable by user/team. | |
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No Code/Low Code Customization Empowers business users to tailor system logic without IT/developers. |
Low code/no code workflow customization supported in most modules. |
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