Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators.
By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success.
Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
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Sharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform.
With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations.
The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms.
This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources.
Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
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OpenVC
OpenVC is a cutting-edge platform tailored to enhance the fundraising journey for startups, facilitating connections between founders and appropriate investors while allowing for the seamless management of fundraising tasks all in one place. By eliminating the need for tedious spreadsheets, haphazard investor lists, and multiple uncoordinated tools, OpenVC consolidates crucial fundraising operations into a streamlined and user-friendly process.
One of its standout features is the Fundraising CRM, which is specifically designed to accommodate the needs of startups by enabling users to manage their complete fundraising process from a single platform. This includes tracking conversations with potential investors, efficiently handling follow-ups, and ensuring team alignment from initial outreach through to the successful closure of funding rounds.
Another significant asset is the Investor Database, which offers access to an extensive collection of over 15,000 verified startup investors that is consistently updated. Users can filter this database based on various criteria such as funding stages, industry specialties, and geographic locations, making it simpler to identify the best-fit investors for their projects and to start building a targeted outreach strategy.
Additionally, the Pitch Deck Tracking feature allows users to upload their pitch decks and share them through unique links while also tracking investor interactions. This capability enables users to see who has viewed their deck, the duration of their engagement, and manage related activities directly within the fundraising CRM. This organized approach not only enhances fundraising strategy but also helps in nurturing relationships with potential investors by offering valuable insights into their interests and levels of engagement, ultimately paving the way for more effective fundraising campaigns.
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Stripe Atlas
Stripe Atlas is an effective, secure, and easy-to-navigate platform for launching a business. It streamlines the experience by removing cumbersome paperwork, lessening legal obstacles, and cutting various costs, enabling entrepreneurs to start their ventures from anywhere in the world. Become part of a vast network of founders from more than 140 countries who have successfully established their companies through Stripe Atlas, reaping the advantages of a premier legal infrastructure designed for growth. Businesses leveraging Stripe Atlas have collectively attracted over $2 billion in investment funding. By using your Stripe account, you unlock a variety of powerful and flexible tools specifically designed for online commerce. The platform’s meticulously designed APIs and outstanding features empower you to create an exceptional experience for your customers. Since every dollar is crucial in the early stages of your enterprise, capitalize on special discounts from our partners, which include Amazon Web Services and various legal and accounting service providers. We will guide you through the vital steps and handle the more intricate details. Just spend about 10 minutes sharing some basic information, and we will set up the legal structure needed for your new business, allowing you to concentrate on what really matters: scaling your company. Furthermore, Stripe Atlas provides opportunities to connect with a community of fellow entrepreneurs, fostering collaboration and the exchange of valuable insights. This network can be an invaluable resource as you navigate the challenges of building a new business.
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