Average Ratings 0 Ratings
Average Ratings 62 Ratings
Description
                    We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital.
Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place.
Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements
                
            
        
            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
            
            
        
        
    
                API Access
            
                Has API
            
            
        
        
    
                Integrations
            
                
    Azure SQL Database
            
            
        
        
    
        
        
            
                
    Bing
            
            
        
        
    
        
        
            
                
    Bloomberg
            
            
        
        
    
        
        
            
                
    CB D365 SharePoint Permission Replicator
            
            
        
        
    
        
        
            
                
    Citcon
            
            
        
        
    
        
        
            
                
    Dakota Marketplace
            
            
        
        
    
        
        
            
                
    Docusign
            
            
        
        
    
        
        
            
                
    Dropbox
            
            
        
        
    
        
        
            
                
    FactSet
            
            
        
        
    
        
        
            
                
    Front Office Solutions
            
            
        
        
    
                
                    
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
                
            Integrations
            
                
    Azure SQL Database
            
            
        
        
    
        
        
            
                
    Bing
            
            
        
        
    
        
        
            
                
    Bloomberg
            
            
        
        
    
        
        
            
                
    CB D365 SharePoint Permission Replicator
            
            
        
        
    
        
        
            
                
    Citcon
            
            
        
        
    
        
        
            
                
    Dakota Marketplace
            
            
        
        
    
        
        
            
                
    Docusign
            
            
        
        
    
        
        
            
                
    Dropbox
            
            
        
        
    
        
        
            
                
    FactSet
            
            
        
        
    
        
        
            
                
    Front Office Solutions
            
            
        
        
    
                
                    
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
                
            Pricing Details
        $599 per month
        
    
    
    
        
        
            
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                Free Version
            
            
        
        
    
            Pricing Details
        No price information available.
        
        
    
    
    
        
        
            
                Free Trial
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Deployment
            
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                Deployment
            
                Web-Based
            
            
        
        
    
        
        
            
                On-Premises
            
            
        
        
    
        
        
            
                iPhone App
            
            
        
        
    
        
        
            
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                Customer Support
            
                Business Hours
            
            
        
        
    
        
        
            
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                Customer Support
            
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                Live Rep (24/7)
            
            
        
        
    
        
        
            
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                Types of Training
            
                Training Docs
            
            
        
        
    
        
        
            
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                In Person
            
            
        
        
    
                Types of Training
            
                Training Docs
            
            
        
        
    
        
        
            
                Webinars
            
            
        
        
    
        
        
            
                Live Training (Online)
            
            
        
        
    
        
        
            
                In Person
            
            
        
        
    
                Vendor Details
Company Name
Agora
Founded
2018
Country
United States & Israel
Website
agorareal.com
Vendor Details
Company Name
Dynamo Software
Founded
1998
Country
United States
Website
www.dynamosoftware.com
Product Features
Investment Management
                                        Accounting Management
                                        
                                    
                                    
                                    
                                        Benchmarking
                                        
                                    
                                    
                                    
                                        Bonds / Stocks
                                        
                                    
                                    
                                    
                                        Client Management
                                        
                                    
                                    
                                    
                                        Commodities
                                        
                                    
                                    
                                    
                                        Compliance Reporting
                                        
                                    
                                    
                                    
                                        Data Import / Export
                                        
                                    
                                    
                                    
                                        For Investment Advisors
                                        
                                    
                                    
                                    
                                        For Investors & Traders
                                        
                                    
                                    
                                    
                                        Fund Management
                                        
                                    
                                    
                                    
                                        Modeling & Simulation
                                        
                                    
                                    
                                    
                                        Payroll & Commissions
                                        
                                    
                                    
                                    
                                        Performance Metrics
                                        
                                    
                                    
                                    
                                        Portfolio Management
                                        
                                    
                                    
                                    
                                        Risk Management
                                        
                                    
                            
                        Real Estate CRM
                                        Campaign Management
                                        
                                    
                                    
                                    
                                        Client / Property Matching
                                        
                                    
                                    
                                    
                                        Contact Management
                                        
                                    
                                    
                                    
                                        Dashboard
                                        
                                    
                                    
                                    
                                        Email Marketing
                                        
                                    
                                    
                                    
                                        Interaction Tracking
                                        
                                    
                                    
                                    
                                        Lead Management
                                        
                                    
                                    
                                    
                                        Property Alerts
                                        
                                    
                                    
                                    
                                        Referral Tracking
                                        
                                    
                                    
                                    
                                        Segmentation
                                        
                                    
                            
                        Virtual Data Room
                                        Anonymity Management
                                        
                                    
                                    
                                    
                                        Audit Trail
                                        
                                    
                                    
                                    
                                        Collaboration
                                        
                                    
                                    
                                    
                                        Data Protection
                                        
                                    
                                    
                                    
                                        Data Storage Management
                                        
                                    
                                    
                                    
                                        Document Tagging
                                        
                                    
                                    
                                    
                                        Due Diligence Management
                                        
                                    
                                    
                                    
                                        Procurement Management
                                        
                                    
                                    
                                    
                                        Project Management
                                        
                                    
                                    
                                    
                                        Role-Based Permissions
                                        
                                    
                                    
                                    
                                        Secure Preview
                                        
                                    
                            
                        Product Features
Financial CRM
                                        Account Alerts
                                        
                                    
                                    
                                    
                                        Asset Management
                                        
                                    
                                    
                                    
                                        Expense Tracking
                                        
                                    
                                    
                                    
                                        Household Tracking
                                        
                                    
                                    
                                    
                                        Influence Tracking
                                        
                                    
                                    
                                    
                                        Lead Management
                                        
                                    
                                    
                                    
                                        Marketing Management
                                        
                                    
                                    
                                    
                                        Relationship Tracking
                                        
                                    
                                    
                                    
                                        Team Assignments
                                        
                                    
                                    
                                    
                                        Territory Management
                                        
                                    
                            
                        Financial Reporting
                                        "What If" Scenarios
                                        
                                    
                                    
                                    
                                        Audit Trail
                                        
                                    
                                    
                                    
                                        Balance Sheet
                                        
                                    
                                    
                                    
                                        Cash Management
                                        
                                    
                                    
                                    
                                        Consolidation / Roll-Up
                                        
                                    
                                    
                                    
                                        Forecasting
                                        
                                    
                                    
                                    
                                        General Ledger
                                        
                                    
                                    
                                    
                                        Income Statements
                                        
                                    
                                    
                                    
                                        Multi-Company
                                        
                                    
                                    
                                    
                                        Multi-Department / Project 
                                        
                                    
                                    
                                    
                                        Profit / Loss Statement
                                        
                                    
                            
                        Financial Risk Management
                                        Compliance Management
                                        
                                    
                                    
                                    
                                        Credit Risk Management
                                        
                                    
                                    
                                    
                                        For Hedge Funds
                                        
                                    
                                    
                                    
                                        Liquidity Analysis
                                        
                                    
                                    
                                    
                                        Loan Portfolio Management
                                        
                                    
                                    
                                    
                                        Market Risk Management
                                        
                                    
                                    
                                    
                                        Operational Risk Management
                                        
                                    
                                    
                                    
                                        Portfolio Management  
                                        
                                    
                                    
                                    
                                        Portfolio Modeling
                                        
                                    
                                    
                                    
                                        Risk Analytics Benchmarks
                                        
                                    
                                    
                                    
                                        Stress Tests
                                        
                                    
                                    
                                    
                                        Value At Risk Calculation
                                        
                                    
                            
                        Financial Services
                                        Analytics
                                        
                                    
                                    
                                    
                                        Branch Optimization
                                        
                                    
                                    
                                    
                                        Channel Management
                                        
                                    
                                    
                                    
                                        Compliance Management
                                        
                                    
                                    
                                    
                                        Customer Engagement
                                        
                                    
                                    
                                    
                                        Performance Management
                                        
                                    
                                    
                                    
                                        Risk Management
                                        
                                    
                            
                        Fund Accounting
                                        Accounts Payable 
                                        
                                    
                                    
                                    
                                        Accounts Receivable
                                        
                                    
                                    
                                    
                                        Activity Tracking
                                        
                                    
                                    
                                    
                                        Asset Management
                                        
                                    
                                    
                                    
                                        Bank Reconciliation
                                        
                                    
                                    
                                    
                                        Budgeting & Forecasting
                                        
                                    
                                    
                                    
                                        Compliance Management
                                        
                                    
                                    
                                    
                                        Donor Management
                                        
                                    
                                    
                                    
                                        General Ledger
                                        
                                    
                                    
                                    
                                        Partnership Accounting
                                        
                                    
                                    
                                    
                                        Purchasing & Receiving
                                        
                                    
                            
                        Hedge Fund
                                        Compliance Management
                                        
                                    
                                    
                                    
                                        Contact Management
                                        
                                    
                                    
                                    
                                        Investor Accounting
                                        
                                    
                                    
                                    
                                        Investor Reporting
                                        
                                    
                                    
                                    
                                        P&L Calculation
                                        
                                    
                                    
                                    
                                        Partnership Accounting
                                        
                                    
                                    
                                    
                                        Performance Analysis
                                        
                                    
                                    
                                    
                                        Portfolio Analysis
                                        
                                    
                                    
                                    
                                        Portfolio Management
                                        
                                    
                            
                        Investment Management
                                        Accounting Management
                                        
                                    
                                    
                                    
                                        Benchmarking
                                        
                                    
                                    
                                    
                                        Bonds / Stocks
                                        
                                    
                                    
                                    
                                        Client Management
                                        
                                    
                                    
                                    
                                        Commodities
                                        
                                    
                                    
                                    
                                        Compliance Reporting
                                        
                                    
                                    
                                    
                                        Data Import / Export
                                        
                                    
                                    
                                    
                                        For Investment Advisors
                                        
                                    
                                    
                                    
                                        For Investors & Traders
                                        
                                    
                                    
                                    
                                        Fund Management
                                        
                                    
                                    
                                    
                                        Modeling & Simulation
                                        
                                    
                                    
                                    
                                        Payroll & Commissions
                                        
                                    
                                    
                                    
                                        Performance Metrics
                                        
                                    
                                    
                                    
                                        Portfolio Management
                                        
                                    
                                    
                                    
                                        Risk Management
                                        
                                    
                            
                        Investor Relations
                                        Automated Reporting
                                        
                                    
                                    
                                    
                                        Compliance Management
                                        
                                    
                                    
                                    
                                        Custom Emails / Newsletters
                                        
                                    
                                    
                                    
                                        Data Centralization
                                        
                                    
                                    
                                    
                                        Deal & Acquisition Management
                                        
                                    
                                    
                                    
                                        Document Creation
                                        
                                    
                                    
                                    
                                        Document Management
                                        
                                    
                                    
                                    
                                        Electronic Signature
                                        
                                    
                                    
                                    
                                        IR Website Builder
                                        
                                    
                                    
                                    
                                        Investor CRM
                                        
                                    
                                    
                                    
                                        Investor Transactions / Valuations
                                        
                                    
                            
                        Virtual Data Room
                                        Anonymity Management
                                        
                                    
                                    
                                    
                                        Audit Trail
                                        
                                    
                                    
                                    
                                        Collaboration
                                        
                                    
                                    
                                    
                                        Data Protection
                                        
                                    
                                    
                                    
                                        Data Storage Management
                                        
                                    
                                    
                                    
                                        Document Tagging
                                        
                                    
                                    
                                    
                                        Due Diligence Management
                                        
                                    
                                    
                                    
                                        Procurement Management
                                        
                                    
                                    
                                    
                                        Project Management
                                        
                                    
                                    
                                    
                                        Role-Based Permissions
                                        
                                    
                                    
                                    
                                        Secure Preview