
Dynamo Software is the leading end-to-end, AI-powered platform for alternative investment management, centralizing and automating front-to-back-office operations for both General Partners and Limited Partners. Trusted by 1,000+ global clients managing more than $10T in AUM, Dynamo replaces point-tool ssprawl with one secure platform. Dynamo v3.0 delivers an intelligent, intelligent interface built for investment professionals, with Blueprint pre-configured hubs, layouts, and reports that accelerate onboarding and adoption.
For General Partners, Dynamo unifies CRM, deal sourcing, fundraising, investor relations, portfolio monitoring, and cloud-native fund accounting on a single data foundation. Engagement scoring surfaces high-intent LPs to shorten fundraising cycles, while digital onboarding with e-signature, KYC orchestration, and ongoing AML monitoring accelerates closes and strengthens compliance from first contact. A white-label Investor Portal automates capital calls, distributions, and tax document delivery, and 70+ audit-ready reports aligned to US GAAP, ILPA, and Invest Europe keep financials and investor communications consistent.
For Limited Partners, Dynamo consolidates research, diligence, and multi-asset portfolio management into a single source of truth. Analyst evaluations, IDD and ODD notes, and manager pipelines live in one searchable environment. Performance analysis at the investment, asset class, or total portfolio level supports confident allocation decisions. HoldingsInsight enriches holdings data to reveal look-through exposure by sector, region, currency, and country of risk, and cash flow modeling and what-if scenarios turn reactive reporting into proactive oversight.
DynamoAI is natively embedded across both experiences. It does not sit on top of your investment data, it operates from within it. Purpose-built agents categorize and tag records, convert PPMs, pitch decks, and capital call notices into structured data, surface relationship intelligence, flag performance anomalies early, and draft screening memos, IC memos, and quarterly reports for review. Teams ask questions in plain language and get answers backed by source records. Firms can also bring their own AI through Dynamo MCP connectors, reaching Dynamo data directly with the same permissions and the same audit trail.
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Adobe Acrobat Studio is a leading enterprise document platform built to scale for global teams — delivering AI-powered document intelligence, trusted PDF tools, and on-brand content creation in one secure solution.
Core capabilities include PDF creation, editing, conversion, annotation, redaction, e-signatures, and fillable forms. AI Assistant enables conversational document intelligence across PDFs, Word docs, spreadsheets, and more — surfacing summaries, key insights, and source-linked citations for verified, audit-ready answers. PDF Spaces organizes files, collaboration, and context into centralized knowledge hubs. The Generate Presentation feature transforms any document into a polished, branded deck using AI and Adobe Express templates.
Enterprise-grade encryption, admin controls, and compliance workflows support secure document sharing and high-volume document processing at scale — across Legal, Finance, HR, Sales, and more. Available on desktop, web, and mobile.
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Prezent
Prezent Vivo is an AI-native communications partner built exclusively for Life Sciences. It combines Astrid, a purpose-built AI agent, with human experts including Presentation Engineers, MedComm Engineers, and Medical Writers to deliver fast, scientifically precise, and brand-compliant communications across the product lifecycle.
Teams can choose from three engagement models: a Self-Serve AI Platform for presentations, posters, and documents in minutes; Overnight Presentations for polished decks by the next morning; and Fixed-Price Projects for expert-led work on high-stakes deliverables such as congress posters, MSL decks, and advisory board materials.
Unlike general-purpose AI, Astrid understands Life Sciences context, regulatory language, and brand requirements. Unlike traditional agencies, Vivo combines expert judgment with AI speed and cost efficiency. Prezent Vivo has supported 5M+ deliverables over five years, with customers achieving 60–80% time savings.
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