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 Fundraising and Marketing

With many experts predicting a difficult year for capital-raising in the alternative assets industry, manual paper-based processes—such as the use of binders and mailings—are no longer sufficient.  In order to meet fund targets, firms will need to leverage the ubiquity of the Web for more effective communication and information-sharing with prospective investors.

In addition to streamlining investor reporting, Dynamo™ Online Reporting can be used to more efficiently market and raise funds.  The Web-based system allows you to upload marketing materials to a secure portal and provide instant access to qualified investors.  Robust security capabilities help protect confidential information, while usage reports provide visibility into interest levels and when/how to follow up.  Moreover, CRM integration allows you to seamlessly manage your fundraising activities and pipeline. 

The investor portal homepage is completely configurable and can display fund notices, recent documents posted, and other useful information.
Marketing/Fundraising
  • Enhance fundraising by providing investors with instant access to PPMs, pitch books, and marketing materials
  • Facilitate due diligence by providing logins to advisors, accountants, and other parties
  • Increase visibility into interest levels by tracking logins and document downloads
  • Extend your corporate identity by branding the LP portal with your logo and color scheme
  • Build credibility with sections about your firm, personnel, and track record
  • Manage your fundraising pipeline with the integrated Dynamo™ CRM application

 

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