Dynamo Software
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.
Learn more
B2i
B2i Technologies presents a comprehensive and adaptable range of tools aimed at facilitating the management of your corporate website, investor relations site, and email communications. Our Investor Relations Software solutions are designed to integrate effortlessly with existing systems through a straightforward automation process that requires little input from your team. These solutions not only guarantee adherence to regulatory standards but also save valuable time when it comes to reporting and sharing critical financial data and press releases with your investors. The Investor Relations Solution by B2i provides reliable and customizable data for corporate websites, incorporating features such as press releases, stock information, charting tools, and SEC filings while ensuring compliance with SOX standards. Our software offers real-time updates that reflect data on your website without requiring any additional actions on your part. Once you complete your filings and press releases, they are automatically uploaded and formatted for your website, ensuring that your audience can easily access information. This efficient mechanism allows you to concentrate on your primary business functions while fostering transparent communication with your stakeholders, ultimately enhancing your corporate image and investor trust. With B2i Technologies, you can transform your investor relations management into a seamless and efficient process.
Learn more
WealthBlock
Enhance your investment processing while remaining compliant by utilizing an all-in-one platform designed specifically for private capital raising and tailored for users. In under half an hour, you can customize your platform, establish an offering, and design an optimal user experience that caters to both investor and organizational requirements. With data-driven targeting, you can significantly reduce prospecting time, automate personalized engagement marketing, and conduct investor compliance checks with just one click. Is your legacy data cluttered and outdated? Our skilled engineers will streamline and transfer your legacy data to your new platform during the onboarding process, facilitating quicker deal closures. Furthermore, you can take advantage of our API and webhook features to integrate all necessary services that pave the way for your success, ensuring a smoother operational flow and better connectivity. This comprehensive approach not only saves time but also enhances overall efficiency and effectiveness in your investment strategies.
Learn more
AngelList
AngelList offers a comprehensive array of tools aimed at helping startups, investors, and fund managers foster innovation. With AngelList, you can efficiently manage your company's cap table, fundraising efforts, employee offer letters, and other vital tasks all from a single, user-friendly platform. Focus on growing your business while leaving the administrative responsibilities to AngelList. The platform simplifies the fundraising experience through AngelList Raise, which takes care of accreditation, signatures, banking, and other essential functions for SAFE and equity rounds. Raise capital more efficiently with just one entry on your cap table, enhancing the overall process's effectiveness. Founders can utilize Roll Up Vehiclesâ„¢, which provide a single link for investors to commit and transfer funds online, while AngelList manages all subsequent processes. You can also explore Rolling Funds for tailored investment opportunities, allowing you to subscribe quarterly and work with prominent VCs, while adjusting your investment amounts in line with your financial goals. Access a multitude of high-quality deals and funds managed by leading industry experts and investors with just one investment. Additionally, consider the AngelList Access Fund to diversify your portfolio and seize unique investment opportunities. Each feature is meticulously crafted to streamline the investment landscape, ensuring that you can more easily reach your financial aspirations, while the platform continuously evolves to meet the changing needs of its users.
Learn more