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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VESTBERRY
VESTBERRY offers a sophisticated portfolio management and reporting platform tailored for the needs of venture capital and private equity firms. This innovative software enhances the efficiency of VC operations, streamlines reporting, and facilitates communication with limited partners, all while delivering advanced analytics that support informed investment choices.
With notable clients such as Atomico, which ranks as the second largest venture capital firm in Europe and has invested in successful companies like Wolt, Skype, and Stripe, we are well-positioned to set the benchmark for portfolio management in the industry. Our commitment to automation and insightful analytics is paving the way for a transformative shift in how investment decisions are made.
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Fundra
Fundra is a robust venture fund management solution designed to automate FundOps™, centralize portfolio information, and deliver actionable insights to fund managers aiming to grow efficiently. It serves as the single source of truth for portfolio companies, funds, limited partners (LPs), and founder updates, providing seamless and transparent data management. The platform offers comprehensive portfolio monitoring, delivering real-time updates on company metrics, news, and financials. Fund management tools track deployment rates, key performance indicators, and portfolio construction with a complete historical ledger for full data confidence. Founder updates are automatically categorized and summarized to reduce manual workload and improve team accessibility. AI-powered LP reporting allows users to generate accurate, insightful reports in minutes, transforming reporting into a strategic advantage. Fundra’s advanced analytics capabilities enable nuanced, on-demand analysis without the need for complex spreadsheets. Its smart document storage links documents directly to data points and supports AI-powered searches to quickly locate critical information. The platform includes features like fundraising planners and team collaboration tools to keep all stakeholders aligned. With a customizable data model, desktop app, and robust API and export functionality, Fundra empowers venture funds to operate with agility and precision.
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