Dynamo Software
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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Clara
The tools you need to manage and grow your business. Start today or seamlessly transfer in from your existing cap table provider. Be guided by industry experts throughout the digital process. Say goodbye to big legal bills and enjoy our transparent pricing. Digitally form companies in key jurisdictions, including ADGM, DIFC, Cayman, Delaware, Singapore, and Saudi Arabia. Start today or seamlessly transfer in from your existing cap table provider. Use our free DocuSign integration to collect signatures and keep everything safe and automatically categorized in our smart data room. Generate legal documents in seconds and share them with others to review, comment, and amend. Create your own customized templates. Our documents are meticulously crafted by seasoned lawyers with decades of experience. Digital formations in jurisdictions preferred by investors. Automate your ESOP and cap table management.
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Optio
The premier equity compensation solution for European and multinational companies. Your business is unique, and so are your equity management needs. Our software adapts to your evolving requirements, providing a flexible framework that grows alongside your organization, ensuring long-term relevance and value. Master equity compensation with our world-class platform. Ensure compliance, save time, and inspire your team for optimal performance. Navigate grants, exercises, and purchases with our intuitive admin portal. It's designed to cut through the complexity, automating key tasks and offering a single source of truth for documents, signatures, and data. Provide your employees with clear, understandable insights into their equity. This transparency not only boosts morale but also aligns employee interests with your company's success, fostering a culture of ownership and engagement.
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Capboard
Capboard is an equity management solution helping companies keep their cap table up to date, have all documents in one place, simulate funding rounds and exits, and much more. With our suite of tools and services:
- Companies have a one source of truth for their cap table, simulations and investor updates. Equity plans are managed on autopilot, saving HR and Finance time.
- Investors have their portfolio updated automatically, and all compliance documents and reporting in one place.
- Employees have full visibility on their equity grants and can simulate exit scenarios, increasing their retention.
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