Deal tracking and investor relations management software for real estate funds

PropertyDynamo™ is the only Outlook-based solution for fundraising, deal and investor relationship management that was designed specifically for real estate funds and runs on a scalable, relational database. The solution provides rich, industry-specific functionality, yet can easily be configured to a firm’s workflow. And because it resides in the familiar Microsoft Outlook® interface, it’s intuitive and easy to use from the start. Clients have found that PropertyDynamo™ enables them to turn a mass of data – investors, contacts, deals and funds – into valuable connections.

Ideal Users
Real estate funds (private equity, opportunistic, REITs, etc.) frustrated with the inability of Outlook and Excel to manage the growing volume and complexity of their deals and business relationships. Investor relations teams that need to automate the production and mailing of professional correspondence (capital calls, distributions, account balances). The software is also an ideal fit for users of custom databases or generic CRM applications, who are dissatisfied with the lack of industry-specific functionality and/or user adoption.

Advantages

• Centralize all information, correspondence and documents in a single repository and relate them to the appropriate investors, contacts, deals/properties and funds
• Manage the property pipeline from sourcing to acquisition, lending, and disposition
• Identify and leverage the most profitable deal sources, track in-depth deal due diligence, and centralize knowledge about real estate deals
• Track investor contacts, roles, and communication preferences to ensure the right person gets the right correspondence via their preferred channel
• Manage buyers, sellers, brokers, tenants, lawyers, and other third parties
• Eliminate fire drills by automating investor relations processes, such as generating and distributing capital calls, distributions, and other personalized mailings
• Keep deal, fundraising, and IR activities from falling through the cracks with reminders, tasks, and follow-up flags
• Add-on InvestorDynamo™ Online Reporting module for posting investor correspondence and reports to a secure website

Feature Highlights

• Outlook interface that is intuitive and easy to use
• Industry-specific features for managing the property pipeline and other real estate fund-related activities
• Investor relations mail merge wizard to save time and reduce human error when generating investor correspondence and reports
• Synchronization agents to access data via PDAs; remote and offline options for further accessibility
• Data import tools for easily leveraging legacy data and external data sources (e.g. investment management back-office accounting systems)
• Dozens of built-in reports and dashboards; support for both Crystal Reports and Microsoft SQL Server Reporting Services
• Built from the ground up on the latest .NET architecture, and runs on Microsoft SQL Server® for optimal scalability and performance
• Property Dynamo is seamlessly integrated with the InvestorDynamo™ Online Reporting module for investor reporting via a secure, web portal.