1. It is easy. It’s in Outlook! Easy to learn, easy to use. View everything the way you are used to – in Microsoft Outlook and Excel. Easy to get data out – views and reports. 2. It’s built for the industry. It is not a generic CRM or one for “the financial Industry”. FundDynamo™ is build for your firm, for your colleagues, and yes, for you. It’s the private equity CRM. 3. It’s configurable. Add and rearrange fields to place them exactly where you want. Select from multiple built-in reports and dashboards to track funds’ performance. Export to Excel for more slicing and dicing. 4. It helps you do your work better. Profile fund managers and organize the fund manager pipeline from prospect to investment or turndown. Track key contacts and their roles. 5. It assists your due diligence. View all data - profiles, documents, activity logs, and reports – in one place. Track underlying funds and individual investments by multiple criteria. 6. It gives you a 360° view. Put all data and knowledge in one system to save time, money, and hassle. Import performance data from third-party systems and Excel. 7. It works for you anywhere, anytime. Use FundDynamo™ on online or offline mode. You can access the data through your PDA. 8. It’s from a proven company. With over 8 years of experience serving the private equity industry, Netage backs each FundDynamo feature with the trust of our clients – over 100 companies just like yours. |