Funds of funds
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Funds of funds
Until recently, profiling managers and tracking performance across funds could only be done on confusing Excel spreadsheets or expensive back-end software. Now, investors (institutional LPs, funds of funds, family offices, etc.) have a powerful alternative to meet their due diligence needs.
Which system is right for me?
| Business Need | Industry | Product Line |
|---|---|---|
| Investor management: Tracking of investment preferences; automating e-mail, fax, and paper mail merges for capital calls, distributions, and other letters; linking investors to funds and documents. | Hedge fund | FundDynamo |
| Private equity | FundDynamo DealDynamo Enterprise | |
| Fund manager profiling: Due diligence on fund managers; tracking of underlying funds (vintage, type, etc.), and portfolio investments. | Hedge fund | FundDynamo |
| Private equity | FundDynamo DealDynamo Enterprise | |
| Investor (LP) reporting: Secure online reporting to clients; automating investor document generation from any back-end portfolio management system or Excel; enhancing the firm’s brand identity; investor helpdesk; managing permissions. | Hedge fund | InvestorDynamo Online Reporting HF Edition |
| Private equity | InvestorDynamo Online Reporting PE Edition | |
| Compliance management and reporting: Automated tracking and filing of all investor correspondence (documents, emails, marketing campaigns, etc.). | Hedge fund | FundDynamo |
| Private equity | FundDynamo DealDynamo Enterprise | |
| Fundraising: Managing prospects; running campaigns; organizing events; tracking documents, activities (conversations, correspondence, follow-ups, etc.), fund closings and commitments. | Hedge fund | FundDynamo |
| Private equity | FundDynamo DealDynamo Enterprise | |
| Third parties management: Marketing to third parties, reporting rollup investment data on institutions, tracking fee agreements, linking third parties to contacts, deals, and investors. | Hedge fund | FundDynamo |
| Private equity | DealDynamo Enterprise | |
| Deal tracking: Managing the pipeline; linking deals to contacts and documents; tracking activity history; recording financial information (valuations, fund investment, etc.) | Hedge fund | n/a |
| Private equity | FundDynamo DealDynamo Enterprise |