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.

Investor Relationship Management Software for Fund of Funds

Dynamo™ Fund of Funds Edition is vertical CRM software with rich capabilities for managing investor relations and reporting.  Tightly integrated with Outlook®, Dynamo™ allows you to work in a familiar interface, and quickly capture and send correspondence.  And with mobile access via BlackBerry® and PDAs, this hedge fund of funds CRM software provides a seamless experience regardless of whether you’re in the office, at home, or on the road.

The Dynamo Mail Merge Wizard showing how mailing roles enable users to instantly generate distribution lists for mailings and other investor communications.

Dynamo™ for Investor Relations Professionals
Netage’s fund of funds CRM software can help you:

  • Centralize investor data, including key contacts, roles, and correspondence history
  • Track investor transactions, including subscriptions, redemptions, and transfers
  • Generate automated statements, performance estimates, and investor letters
  • Focus on high-value activities; avoid long hours when correspondence is due
  • Identify marquis clients and consultants with tools to tier investors and rollup accounts
  • Prevent activities from falling through the cracks with flags and follow-up reminders
  • Run reports (e.g. investor profile, redemption schedule, 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