Dynamo is an AI-powered alternative investment management platform serving 1,000+ clients managing $10T+ in AUM, covering front-to-back-office needs.
AI-powered cloud-native alternative investment management platform serving 1,000+ clients managing $10T+ in AUM, covering front-to-back-office needs including CRM, deal flow, investor relations, portfolio monitoring, and ESG reporting.
Key Features
Full-stack alternative investment platform (CRM, deal flow, investor portal, portfolio monitoring, fund accounting, ESG)
DynamoAI for auto-tagging, summarization, and data extraction
LP management and investor relations portal
Portfolio monitoring and valuation tools
Research management and compliance reporting
AI Capabilities
DynamoAI provides auto-tagging, document summarization, financial data extraction from unstructured documents, conversational Q&A over portfolio data, relationship scoring, and call transcript analysis.
Integrations
Custodians, Bloomberg, eFront, Yardi, Salesforce, DocuSign, SS&C Advent, Microsoft Office, open API
What sets it apart
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One of the most comprehensive front-to-back-office alternative investment platforms — CRM through fund accounting in one system
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Trusted by 1,000+ clients managing $10T+ in AUM — unmatched scale and domain depth in alternatives
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DynamoAI embeds AI across every financial workflow rather than offering it as an add-on
Key Facts
- Category
- M&A Platform
- Founded
- 1998
- Pricing
- Subscription
- Deal Stage
- Strategy, Transaction, Integration
- Target Market
- GPs, LPs, Fund of Funds, Endowments, Family Offices, Service Providers
