Dynamo™ Online Reporting is an online LP reporting system for alternative investment firms.  With the push of a button, you can post fund and account information to a secure, branded portal that investors can conveniently access around-the-clock.

Whether your business need is investor reporting or fundraising, Dynamo™ Online Reporting can help you save time and reduce overhead by streamlining tedious, administrative processes.  By replacing costly mailings with a secure investor portal, you can save thousands of dollars each quarter.  And your staff will be freed up to focus on value-added activities—not printing, collating, and stuffing envelopes.

Secure Web Portals for Investor Reporting

The secure investor portal organizes documents by type (e.g. capital calls) and allows users to filter by period, investor, and fund.
Dynamo™ Online Reporting is an online investor reporting solution that enables you to:
  • Provide LPs with 24/7 access to reports and information via your a secure, branded portal
  • Increase productivity by automating report generation and distribution
  • Upload batches of documents (e.g. K-1s), and dynamically post files to the right accounts
  • Build an online repository of historical information, and respond to ad hoc requests by directing investors to the portal
  • Keep records up-to-date by allowing investors to submit changes of contact information
  • Safeguard proprietary information by password-protecting and watermarking downloaded PDFs

 

Additional Resources:

Dynamo Online Reporting Brochure
Rockpoint Group Case Study

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