
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.
Learn more
Every day your team loses hours bouncing between disconnected apps. The problem isn't your people. It's that your software was never built to work together. Bundling tools doesn't fix it.
You need convergence.
ClickUp is one platform where projects, docs, chat, goals, and AI share the same foundation so nothing gets lost.
AI Agents handle busywork around the clock. Context is always intact. Your whole operation finally runs like it should.
Tasks, 15+ views, automations, real-time docs, built-in chat, time tracking, whiteboards, goals with automatic rollups, and 1,000+ integrations.
All connected. All in one place.
Enterprise-ready: SOC 2 Type II, SSO/SAML, advanced permissions.
Trusted by teams from startups to the Fortune 500.
Stop patching a broken system. Get back the hours your team was never supposed to lose.
Free Forever plan available. No credit card required.
Learn more
InteractPitch
InteractPitch is an AI-driven platform that transforms traditional static pitch decks (PDF, PPTX, PPT) into interactive, mobile-first experiences where investors can explore the content at their own pace and engage via chat or voice with an AI avatar trained on your specific deck and custom notes. Instead of just sending a passive deck, founders create a personalized avatar by uploading a photo and voice sample, set narrative context, and share a link so investors can ask slide-aware questions that are answered with relevant, grounded responses, helping viewers better understand the story, metrics, and details without needing synchronous meetings. As investors interact, the software tracks real-time engagement analytics, including who viewed the deck, time spent per slide, intent signals, and specific investor questions, giving founders data-driven insights into what resonates and what confuses before the first live pitch.
Learn more