In the wake of the global financial crisis, investors and limited partners (LPs) are calling for greater transparency and more frequent reporting from alternative asset managers.  Firms without an adequate investor reporting system have found themselves in a difficult position: either meet these demands and watch operating costs skyrocket, or refuse to accommodate and risk damaging their reputation or worse, losing investors.

With Dynamo™ Online Reporting, you can provide the increased transparency your investors or LPs require, while saving time and money in the process.  The online reporting system allows investors to access detailed fund and account information – from documents to dynamic financial data – via a branded LP portal.  Robust security capabilities restrict access to proprietary information.  Best of all, seamless integration with the Dynamo™ CRM application streamlines investor reporting and fundraising processes, while eliminating the complexity of maintaining separate systems.

Secure Investor Portal for Online LP Reporting

Many alternative investment firms spend thousands of dollars mailing quarterly statements and other documents to investors or LPs.  On top of this expense, precious staff time is sunk into printing, collating, and stuffing envelopes—instead of important projects.  However you slice it, it’s generally a big waste of time and money.

With Dynamo™ Online Reporting, you can streamline investor reporting by posting fund and account information directly to a secure LP portal.  Our Web-based reporting system includes several time-saving features, including a Mail Merge Wizard for creating statements, letters, and other personalized documents; and a Smart Attachments tool for bulk uploading PDFs.  Moreover, seamless CRM integration allows you to manage everything from one system.

In addition to documents, investors can access live financial data (e.g. balances and transactions) via the portal and export to Excel with one click.

Online Investor Reporting

  • Streamline investor reporting by publishing documents directly to a secure LP portal
  • Reduce overhead by minimizing mailings and labor-intensive envelope-stuffing parties
  • Increase transparency by uploading dynamic financial data (e.g. balances and transactions)
  • Save time with tools to batch upload investor-specific documents (e.g. K-1s)
  • Reduce inbound requests by building a repository of historical information
  • Safeguard info with watermarked, copy/print disabled and password-protected PDFs

Additional Resources:

Brochure: Dynamo Online Reporting
Case Study: Rockpoint Group

Client Testimonial:

“...Our investor reporting process has been streamlined tremendously.  On top of the time savings, we are saving thousands of dollars annually in printing and postage costs.  Within a year, Dynamo™ Online Reporting paid for itself.”

Darrel Greer, IT Director
Rockpoint Group, LLC