Dynamo™ Hedge Fund Edition is the leading hedge fund CRM software.  Out of the box, Dynamo™ delivers industry-specific capabilities for managing marketing, investor relations, and reporting.  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 hedge fund 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.

Hedge Fund Marketing Software

Dynamo™ Hedge Fund Edition is vertical CRM software with rich capabilities for hedge fund marketing.  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/low amount, close probability, and close date.

Dynamo™ for Sales & Marketing Professionals
Netage’s hedge fund CRM software can help you:

  • Expand your universe of investors with tools to import external databases
  • Identify the best prospects for new products 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 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
With Dynamo™ Online Reporting, you can bolster capital raising efforts by posting marketing materials and historical fund performance data to a secure, branded portal that qualified investors can access around-the-clock.
If you came looking for InvestorDynamo™, Netage’s hedge fund CRM and investor relationship management software, you are in the right place.  InvestorDynamo™ is now Dynamo™ Hedge Fund Edition.