Learn More

Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 71 Ratings

Total
ease
features
design
support

Description

AWS Auto Scaling continuously observes your applications and automatically modifies capacity to ensure consistent and reliable performance while minimizing costs. This service simplifies the process of configuring application scaling for various resources across multiple services in just a few minutes. It features an intuitive and robust user interface that enables the creation of scaling plans for a range of resources, including Amazon EC2 instances, Spot Fleets, Amazon ECS tasks, Amazon DynamoDB tables and indexes, as well as Amazon Aurora Replicas. By providing actionable recommendations, AWS Auto Scaling helps you enhance performance, reduce expenses, or strike a balance between the two. If you are utilizing Amazon EC2 Auto Scaling for dynamic scaling of your EC2 instances, you can now seamlessly integrate it with AWS Auto Scaling to extend your scaling capabilities to additional AWS services. This ensures that your applications are consistently equipped with the appropriate resources precisely when they are needed, leading to improved overall efficiency. Ultimately, AWS Auto Scaling empowers businesses to optimize their resource management in a highly efficient manner.

Description

Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs. For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting. For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making. Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights. Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AWS Secrets Manager Yes 
Amazon Aurora Yes 
Amazon EC2 Yes 
Amazon Fresh Yes 
Azure SQL Database No 
CB D365 SharePoint Permission Replicator No 
Citcon No 
EC2 Spot Yes 
FactSet No 
Front Office Solutions No 
Jeeva eClinical Cloud Yes 
MSCI Real Estate Enterprise Analytics No 
Microsoft Outlook No 
Observe Yes 
PitchBook No 
Plaid No 
ProFundCom No 
RadiantOne Yes 
SS&C Intralinks VIA Elite No 
Tracxn No 

Integrations

AWS Secrets Manager No 
Amazon Aurora No 
Amazon EC2 No 
Amazon Fresh No 
Azure SQL Database Yes 
CB D365 SharePoint Permission Replicator Yes 
Citcon Yes 
EC2 Spot No 
FactSet Yes 
Front Office Solutions Yes 
Jeeva eClinical Cloud No 
MSCI Real Estate Enterprise Analytics Yes 
Microsoft Outlook Yes 
Observe No 
PitchBook Yes 
Plaid Yes 
ProFundCom Yes 
RadiantOne No 
SS&C Intralinks VIA Elite Yes 
Tracxn Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

Contact Dynamo directly for pricing
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Amazon

Founded

1994

Country

United States

Website

aws.amazon.com/autoscaling/

Vendor Details

Company Name

Dynamo Software

Founded

1998

Country

United States

Website

www.dynamosoftware.com

Product Features

Server Management

CPU Monitoring No 
Credential Management No 
Database Servers No 
Email Monitoring No 
Event Logs No 
History Tracking No 
Patch Management No 
Scheduling No 
User Activity Monitoring No 
Virtual Machine Monitoring No 

Server Virtualization

Audit Management No 
Health Monitoring No 
Live Machine Migration No 
Multi-OS Virtual Machines No 
Patching / Backup No 
Performance Log No 
Performance Optimization No 
Rapid Provisioning No 
Security Management No 
Type 1 / Type 2 Hypervisor No 

Product Features

Data Extraction

Dynamo Software presents a powerful solution for data extraction specifically designed for alternative investment firms. The Data Automation platform efficiently manages the collection, tagging, and extraction of both structured and unstructured data from various sources, including emails, online portals, and fund documents. With the help of DynamoAI, tasks such as document classification, tagging, summarization, normalizing data, and precise financial extraction are automated, resulting in clean, verified data that is ready for analysis. The latest version, Dynamo v3.0, features a centralized Document Hub that enhances the processes of document intake and data management while ensuring transparency regarding the source of information. All collected data is securely housed within Dynamo, minimizing reliance on external tools or manual input. Additionally, HoldingsInsight converts raw holdings data into meaningful insights. Supported by a skilled analyst team, it provides enriched, consolidated information with the ability to drill down and offer detailed look-through reporting across diverse asset portfolios.

Disparate Data Collection Yes 
Document Extraction Yes 
Email Address Extraction Yes 
IP Address Extraction Yes 
Image Extraction Yes 
Phone Number Extraction Yes 
Pricing Extraction Yes 
Web Data Extraction Yes 

Deal Sourcing

Dynamo Deal Sourcing presents a sophisticated platform for alternative investment firms, serving as a comprehensive hub designed to enhance and expedite the entire deal sourcing process. By integrating intelligent automation and insights powered by DynamoAI, Dynamo simplifies the tasks of research, tracking relationships, and managing opportunities. Users benefit from a wealth of integrated data sourced from platforms like PitchBook, Preqin, SourceScrub, and others, facilitating the swift identification of premium targets. Customizable dashboards, indicators of momentum, and relationship scoring systems allow for effective prioritization of outreach and evaluation of deal readiness. Additionally, DynamoAI enhances efficiency with features such as document summarization, smart tagging, relationship analysis, and interactive Q&A across the firm's data. The Dynamo Blueprint offers expertly crafted, ready-to-use hubs, reports, and layouts that support teams in establishing uniform sourcing workflows. With its user-friendly interface, mobile accessibility, and automated reporting capabilities, Dynamo empowers teams to transform more prospects into successful deals.

ESG Reporting

Dynamo Software delivers a robust ESG reporting platform designed to assist alternative investment firms in establishing, assessing, and enhancing their responsible investing initiatives. The ESG & Impact module facilitates data gathering, KPI monitoring, and reporting for various funds and portfolio entities. Users can utilize customizable surveys, policy evaluation checklists, and a centralized repository of documents to enhance their ESG processes. The platform is compatible with frameworks such as SFDR, GRESB, IRIS+, and SASB, featuring a dynamic question bank and cross-mapping functionalities. DynamoAI enhances document management through processing, tagging, summarization, and data extraction, while Dynamo Blueprint offers pre-designed hubs, reports, and layouts to expedite the execution of ESG programs. With interactive dashboards and automated reporting, users gain access to real-time insights, while Excel and API integrations facilitate smooth data transfer and ensure audit-ready transparency.

Financial Analytics

Dynamo Software offers a comprehensive financial analytics platform tailored for alternative investment companies, enabling them to gain profound insights into their portfolios, funds, and assets. This platform integrates intelligent automation with DynamoAI-powered financial data extraction and time-series analysis to enhance reporting and performance assessment. Users can effectively model cash flows, benchmark investment returns, analyze risk exposures, and leverage conversational Q&A features to extract valuable insights from their organizational data. The revamped interface of Dynamo v3.0, along with pre-built hubs, reports, and customizable layouts from Dynamo Blueprint, simplifies the visualization of metrics, forecasting, and standardizing analysis. Additionally, the Excel-based reporting tools grant users both flexibility and speed. With features such as integrated fund accounting, portfolio oversight, and HoldingsInsight for transparency on underlying holdings, Dynamo equips teams to make informed and prompt decisions within a secure and unified platform.

Financial CRM

Dynamo Software presents an advanced financial CRM solution tailored specifically for alternative investment firms. This platform consolidates various functions including relationship management, investor communications, fundraising processes, and deal oversight within a single secure setting. With the introduction of Dynamo v3.0, users benefit from an intuitive interface and AI-driven tools that improve note-taking, automate tagging and activity summaries, uncover relationship insights, and enable access to firm information through conversational Q&A. The Dynamo Blueprint features expertly designed, ready-to-use hubs, reports, and layouts that facilitate the adoption of established CRM practices with minimal configuration. Dynamo monitors engagement across contacts, firms, and investor networks, empowering teams to forge stronger relationships and expedite deal closures. The inclusion of integrated dashboards, mobile accessibility, and seamless Outlook and Microsoft Office integrations, along with secure document sharing, enhances collaboration and supports data-driven decision-making.

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Financial Reporting

Dynamo Software is a cloud-oriented financial reporting solution tailored for private investment firms such as private equity, venture capital, and hedge funds. By utilizing DynamoAI and automation, the platform simplifies data collection, speeds up report creation, and improves accuracy in both portfolio and investor reporting. Key features include smart financial data extraction, predictive analytics, interactive Q&A capabilities, and customizable dashboards that adjust to changing reporting requirements. With Dynamo Blueprint, users gain access to expertly crafted, pre-assembled hubs, reports, and layouts that facilitate quicker implementation and standardize reporting processes. The platform seamlessly integrates with the entire suite of Dynamo modules, creating a cohesive data ecosystem. Through automated workflows and adaptable templates, users can minimize manual tasks, enhance compliance, and provide timely, clear insights to stakeholders.

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements No 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Financial Risk Management

Dynamo Software offers an advanced financial risk management platform tailored for private investment firms. This innovative solution integrates DynamoAI-driven analytics and automation, enabling users to evaluate exposure across various portfolios, managers, funds, and holdings seamlessly. Featuring interactive, real-time dashboards along with comprehensive look-through capabilities, Dynamo facilitates in-depth analysis by region, sector, asset class, currency, and type of security. The platform includes integrated cash flow forecasting tools that assist firms in projecting future liquidity demands and capital requirements using both actual and hypothetical scenarios. Its stress testing functionalities allow for the simulation of market disruptions, providing insights into portfolio resilience. Additionally, Dynamo Blueprint offers a collection of pre-designed hubs, reports, and layouts aligned with best practices in alternative investments. By consolidating data and streamlining reporting processes, Dynamo enables investment teams to minimize manual tasks and enhance decision-making efficiency.

Compliance Management Yes 
Credit Risk Management Yes 
For Hedge Funds Yes 
Liquidity Analysis Yes 
Loan Portfolio Management Yes 
Market Risk Management Yes 
Operational Risk Management Yes 
Portfolio Management Yes 
Portfolio Modeling Yes 
Risk Analytics Benchmarks Yes 
Stress Tests Yes 
Value At Risk Calculation Yes 

Financial Services

Dynamo Software offers a comprehensive financial services platform specifically tailored for the alternative investment sector. Catering to both General Partners and Limited Partners, Dynamo integrates various functions including deal management, investor relations, fund accounting, portfolio oversight, monitoring, research, and ESG considerations within a single, secure platform. The latest release, Dynamo v3.0, features an advanced intelligent interface powered by DynamoAI, which enhances capabilities such as document processing, tagging, summarization, financial extraction, relationship insights, and automation of workflows. Additionally, Dynamo Blueprint provides expertly crafted, pre-configured hubs, reports, and layouts designed to streamline onboarding and implement best practices quickly. Users can effectively manage relationships, oversee fundraising efforts, track portfolio KPIs, and produce audit-ready documentation. Seamless integrations with Preqin, PitchBook, CapIQ, and fund administrators establish a centralized hub to facilitate quicker investment decision-making.

Analytics Yes 
Branch Optimization No 
Channel Management No 
Compliance Management Yes 
Customer Engagement No 
Performance Management Yes 
Risk Management Yes 

Fund Accounting

Dynamo Software offers a comprehensive cloud-based accounting solution tailored specifically for private investment firms. Its robust platform is designed to enhance back-office efficiency by automating intricate processes such as partnership allocations, capital calls, distributions, and notifications to investors. The system accommodates multi-currency accounting and provides ready-to-use financial statements, internal rate of return (IRR) analyses, and audit documentation. Users benefit from Excel-based reporting tools that enable them to customize and update reports directly from the general ledger, thereby enhancing data accuracy and minimizing manual workload. The addition of Dynamo Blueprint introduces expertly crafted, pre-configured hubs, reports, and layouts that facilitate quicker onboarding and promote standardized accounting practices. With integrated waterfall calculations, AI-driven data workflows, and advanced dashboarding capabilities, Dynamo gives firms a clear view of fund and portfolio performance. Seamlessly connecting with front- and middle-office systems, Dynamo empowers firms to efficiently meet demanding deadlines and scale their operations.

Accounts Payable Yes 
Accounts Receivable Yes 
Activity Tracking Yes 
Asset Management Yes 
Bank Reconciliation Yes 
Budgeting & Forecasting Yes 
Compliance Management Yes 
Donor Management No 
General Ledger Yes 
Partnership Accounting Yes 
Purchasing & Receiving Yes 

Hedge Fund

Dynamo Software offers a comprehensive investment management platform powered by AI, specifically designed for hedge funds. The latest iteration, Dynamo v3.0, consolidates essential functions such as CRM, fundraising, investor relations, secure investor portals, reporting, and fund administration into one cloud-based solution. With the integrated DynamoAI, firms can enhance efficiency by automating workflows, simplifying research and due diligence processes, expediting capital raising efforts, and deriving actionable insights for portfolio tracking, reporting, and engaging with investors. Hedge funds can efficiently manage investor data and communications, oversee fundraising pipelines, monitor investor activities, and achieve precise reconciliation of account-level information with improved transparency. The platform features intuitive dashboards, real-time analytics, automated communication tools, compliance monitoring capabilities, and seamless integrations with major providers like Bloomberg, Preqin, and Dakota, enabling firms to minimize manual tasks, enhance decision-making, and scale their operations while providing a tailored experience for investors.

Compliance Management Yes 
Contact Management Yes 
Investor Accounting Yes 
Investor Reporting Yes 
P&L Calculation Yes 
Partnership Accounting Yes 
Performance Analysis Yes 
Portfolio Analysis Yes 
Portfolio Management Yes 

Investment Management

Dynamo Software offers a comprehensive investment management platform driven by AI that seamlessly integrates both pre- and post-investment processes within a unified interface. The latest iteration, Dynamo v3.0, enhances user experience by providing a sophisticated approach to deal management, customer relationship management (CRM), portfolio oversight, investor relations, fund accounting, and regulatory compliance, thereby enabling firms to operate with improved efficiency and transparency. The platform's built-in DynamoAI streamlines tasks such as data collection, classification, and workflow management, while also offering insights into relationships, summarizing documents and meetings, and providing contextual information across various deals, investors, and portfolios. Dynamo Blueprint facilitates quicker onboarding with expertly crafted hubs, dashboards, reports, and layouts specifically designed for alternative investment processes. Backed by robust enterprise-level security features, including audit trails, role-based access, an open API, and compatibility with top data providers and productivity applications, Dynamo empowers investment teams to work effectively.

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Investor Relations

Dynamo Software presents a specialized investor relations platform tailored for alternative investment firms, merging CRM, fundraising, reporting, and portal functionality within a secure framework. This solution facilitates effortless tracking of relationships, investor profiling, and communication between General Partners (GPs) and Limited Partners (LPs). Users can streamline performance reporting, evaluate metrics like IRR and TVPI, and effortlessly handle investor notifications. The innovative DynamoAI feature enhances various tasks including note-taking, tagging, summarizing activities, gaining relationship insights, processing documents, and accessing firm data through conversational interfaces. Additionally, Dynamo Blueprint offers ready-made hubs, reports, and layouts designed around typical investor relations processes. The integrated investor portal grants dynamic access to investment information, dashboards, and secure document sharing. With adaptable onboarding, sophisticated search capabilities, and customizable workspaces, Dynamo empowers firms to provide a transparent and data-driven experience for their investors.

Automated Reporting Yes 
Compliance Management Yes 
Custom Emails / Newsletters Yes 
Data Centralization Yes 
Deal & Acquisition Management Yes 
Document Creation Yes 
Document Management Yes 
Electronic Signature Yes 
IR Website Builder No 
Investor CRM Yes 
Investor Transactions / Valuations Yes 

M&A

Private Equity

Dynamo Software is specifically designed to cater to the comprehensive requirements of private equity firms, offering a seamlessly integrated platform that covers deal management, investor relations, fundraising, portfolio oversight, fund accounting, and reporting. This platform features a user-friendly, cutting-edge interface combined with smart automation to enhance workflows and speed up decision-making processes. DynamoAI improves functionalities such as tagging, summarization, conversational queries, relationship insights, and data extraction from various documents and financial records. Additionally, features like relationship scoring and pipeline tracking provide immediate insights into deal progression and investor interactions. Dynamo Blueprint includes expertly crafted, ready-to-use hubs, reports, and layouts that align with the workflows specific to private equity. With customizable dashboards and connections to Outlook, Excel, and other external data sources, Dynamo equips general partners to expand their operations while offering a personalized experience for their investors.

Real Estate Investment Management

Dynamo Software offers a cutting-edge, AI-driven platform tailored for managing real estate investments, designed to help General Partners enhance their operational efficiency throughout the entire deal process. The system facilitates everything from tracking potential deals and automating tasks to managing investor communications and overseeing portfolios, all within a customizable framework. This platform allows for the simultaneous management of multiple deals, whether for single assets or broader portfolios, featuring real-time analytics, mobile accessibility, and seamless integration with Outlook, Excel, and other external data providers. With DynamoAI, users benefit from features such as document summarization, intelligent tagging, insights into relationships, and the extraction of financial information. Additionally, Dynamo Blueprint offers expertly crafted, ready-to-use hubs, reports, and layouts tailored to the specific needs of real estate investment workflows. General Partners can streamline their reporting processes, handle referrals, collaborate effectively among teams, scale their operations, and confidently make decisions based on accurate data.

Research Management

Dynamo Research Management software is tailored to help alternative investment firms consolidate their research efforts, uncover valuable insights, and achieve strategic goals. With a user-friendly interface, the platform streamlines usability and facilitates quick onboarding for new users. Features powered by DynamoAI, such as document processing, summarization, conversational Q&A, and intelligent tagging, convert unstructured content into practical insights, linking research to managers, funds, companies, contacts, and opportunities. The Dynamo Blueprint offers expertly crafted, ready-to-use hubs, reports, and layouts that align with established research workflows right from the start. Its dynamic dashboards and pre-configured reports provide instant visibility into activities, discoveries, and team priorities. Automation minimizes manual tasks and enhances data accuracy, while seamless integrations with Outlook, Gmail, and top data providers create a cohesive research ecosystem.

Venture Capital Management

Dynamo Software presents a comprehensive venture capital management solution tailored specifically for alternative investment firms. This platform facilitates seamless operations across front, middle, and back-office functions by consolidating deal sourcing, investor relations, fundraising, portfolio oversight, fund accounting, research, and ESG monitoring. The latest version, Dynamo v3.0, features an advanced interface and DynamoAI capabilities that streamline processes such as content gathering, document classification, summarization, financial data extraction, and relationship analysis. Additionally, Dynamo Blueprint offers expertly crafted, ready-to-use hubs, reports, and customizable layouts that align with the workflows typical in venture capital. Users have enhanced control over their data and can conduct ad hoc analyses while overseeing valuations, key performance indicators, and performance metrics throughout their portfolios. With integrated data streams from sources like PitchBook, Preqin, and CapIQ, along with a secure portal for investors, Dynamo ensures a cohesive experience for general partners and limited partners alike.

Virtual Data Room

Dynamo Software provides a robust and customizable virtual data room solution through its all-in-one Investor Portal, specifically tailored for alternative investment firms. This platform facilitates seamless document sharing, investor onboarding, and real-time interactions within a single, secure environment. Users can efficiently handle communications and document exchanges, such as capital calls, distributions, financial statements, and tax-related documents, all in a safe manner. The latest version, Dynamo v3.0, features improved document management tools, a specialized Tax Center, and customizable dashboards that enhance the way investors access and engage with information. With various branding options, firms can ensure a cohesive experience for their investors. The portal is equipped with audit trails, KYC/AML procedures, electronic consent functionalities, and integration with DocuSign for secure document signing. Additionally, with mobile accessibility and smooth integrations with other platforms, Dynamo streamlines investor processes while upholding top security and user-friendly access.

Anonymity Management Yes 
Audit Trail Yes 
Collaboration Yes 
Data Protection Yes 
Data Storage Management Yes 
Document Tagging Yes 
Due Diligence Management Yes 
Procurement Management No 
Project Management No 
Role-Based Permissions Yes 
Secure Preview Yes 

Alternatives

Alibaba Auto Scaling Reviews

Alibaba Auto Scaling

Alibaba Cloud

Alternatives

Pinnakl CRM Reviews

Pinnakl CRM

Pinnakl
Enterpristore Reviews

Enterpristore

Logistica Solutions