1. It’s easy. It’s in Outlook! Easy to learn, easy to use. Easy to get data in: emails, phone calls, names and phone numbers. Easy to get data out – views and reports. Everyone in the finance department can use it.

2. It’s built for the industry. It is not a generic
CRM for the masses or one for the “financial Industry”.
That means that it is built for your firm, for your
colleagues, and yes, for you.

3. It’s configurable. Want a new field? – You can
add it by yourself. Want a systemized data? – You can choose from multiple built-in reports and dashboards or
add your new ones. Slice and dice data. Filter, sort and
view the information the way you need it.

4. It helps you do your job better, faster. Automate the generation and tracking of personalized correspondence – marketing campaigns, capital calls and distributions and other mailings. Send them by
email, paper, or fax.

5. It brings your investors closer. Use the powerful Mail Merge Wizard to generate automated, personalized mailings to targeted investors and prospects. Keep them always informed and pleased with your work.

6. It makes your fundraising process more efficient. Manage fundraising by tracking high, low,
and committed amounts, fund closings, documents, and
key contacts.

7. It keeps all data in one place. Centralize the storage of all client data. Save time – no more duplicates and digging through multiple Excel sheets or Outlook folders.

8. It works for you anywhere, anytime. Work
with it online or on the road. Access the data through your
PDA.

9. It’s from a proven company. With over 8 years
of experience serving the private equity industry, Netage backs each DealDynamo™ feature with the trust of our
clients – over 100 companies just like yours.