Dynamo™ is a Web-based relationship management platform that is uniquely suited to the prime brokerage capital introduction process.  Designed for the alterative assets industry, Dynamo can seamlessly track investors, managers, and funds, allowing your cap intro team to more easily identify and establish connections.  Powerful reporting capabilities provide management with insight into team activities, investment trends, and success metrics.  And because the CRM application is highly configurable, Dynamo can be tailored precisely to your existing workflow and terminology. 

It’s no wonder that leading prime brokerage firms rely on Dynamo to power their capital introduction process.

Event Management Software for Prime Brokers

Capital introduction events are essential to providing prime brokerage clients with exposure to potential investors.  Dynamo can streamline planning and execution of these events, while enhancing your ability to measure and report on their success.

Dynamo allows you to manage events, and use roles to track RSVPs, attendees, no-shows, etc.

Dynamo for Event Management
Netage's cap intro CRM software can help you:

  • Identify appropriate investors to invite by searching across investment preferences
  • Generate personalized invitations and distribute via e-mail or mail
  • Centralize event materials (e.g. documents, correspondence, etc.)
  • Track RSVPs, cancellations, and attendees to facilitate planning and post-event analysis
  • Measure and report on event outcomes, whether to management or to clients