Dynamo™ Fund of Funds Edition is the leading CRM software for funds of funds (hedge, private equity, real estate, etc.).  Out of the box, Dynamo delivers industry-specific capabilities for fund due diligence, performance tracking, marketing, and investor relationship management.  And the software is backed by excellent client service and deep industry knowledge. 

Delivered over the Web via Software-as-a-Service (SaaS), Dynamo is deployed quickly and maintained easily, regardless of whether your IT is in-house or outsourced.  Moreover, this fund of funds CRM software seamlessly integrates with Outlook, and is highly configurable to your workflow.  The result – a solution you will find intuitive and easy to use.

Fund Due Diligence Software for Funds of Funds

Dynamo™ Fund of Funds Edition is vertical CRM software with rich fund due diligence and pipeline management capabilities.  Tightly integrated with Outlook®, Dynamo™ allows you to quickly capture correspondence and documents, and centralize quantitative and qualitative due diligence information.  And with mobile access via BlackBerry® and PDAs, this fund of funds CRM software provides a seamless experience regardless of whether you’re in the office, at home, or on the road.

A fund pipeline showing prospective investments grouped by status. Your pipeline report can be scheduled for automatic e-mail delivery prior to your weekly meeting.
Dynamo™ for Investment Professionals
Netage’s fund of funds CRM software can help you:
  • Expand your universe of fund managers with tools to import databases/performance feeds
  • Profile fund managers; track their underlying funds and investments by multiple criteria
  • Create personal views showing relevant info (e.g. next steps in evaluating a fund)
  • Centralize due diligence documents (e.g. questionnaires) and relevant correspondence
  • Proactively manage the fund manager pipeline from lead to investment or turndown
  • Prevent activities from slipping through the cracks with flags and follow-up reminders
  • Generate reports (e.g. fund manager profile, pipeline, etc.) with the push of a button
If you came looking for FundDynamo™, Netage’s fund manager screening and investor relationship management software for funds of funds, you are in the right place.  FundDynamo™ is now Dynamo™ Fund of Funds Edition.

Additional Resources:

Brochure: Dynamo Fund of Funds Edition
Brochure: Dynamo Online Reporting
Brochure: Dynamo for Cap Intro
Case Study: Selinus Capital

Data Integration:

Learn how Dynamo™ can integrate with external data sources.

Client Testimonial:

“In the end, it was an easy decision to select Dynamo™ from Netage Solutions.  No other vendor servicing the hedge fund market offered the same industry knowledge, focus, and product functionality.”

Principal, Investor Relations,
Hedge Fund of Funds