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.

Marketing Software for Funds of Funds

Dynamo™ Fund of Funds Edition is vertical CRM software with rich capabilities for marketing and capital-raising.  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 CRM software provides a seamless experience regardless of whether you’re in the office, at home, or on the road.

A sales pipeline showing opportunities grouped by status. You can monitor expected inflows with fields to track high and low amounts, close probability, and close date.
Dynamo™ for Sales & Marketing Professionals
Netage’s fund of funds CRM software can help you:
  • Expand your universe of investors with tools to integrate virtually any data source
  • Identify the best prospects for new funds based on investment preferences/history 
  • Perform ad hoc queries instantly (e.g. a list of investors to visit in New York)
  • Keep investors updated on fund performance with periodic e-mails and mailings 
  • Identify/leverage existing connections in order to reach new investors
  • Manage your sales pipeline; track indications of interest and subscriptions
  • Prevent activities from falling through the cracks with flags and follow-up reminders
Bolster capital raising efforts by posting marketing materials and historical fund performance data to a branded portal that qualified investors can securely access around-the-clock.  Learn more about Dynamo™ Online Reporting.
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