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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Introw is a next-generation PRM platform designed to help B2B companies launch partner portals directly on top of their existing CRM systems, including HubSpot and Salesforce. It is built for speed, ease of use, and automation, enabling organizations to streamline partner engagement without lengthy implementation processes.
Introw provides key capabilities such as:
✔ CRM-integrated lead & deal sharing flows with AI-driven channel conflict resolution
✔ Content enablement and tracking
✔ AI-powered support agent for partner assistance
✔ AI-enabled learning management system (LMS)
✔ Off-portal engagement via smart nudges through email and Slack
Introw focuses on meeting partners where they already work, ensuring high adoption and efficient collaboration. The platform is designed to simplify partner management while maintaining a seamless connection to core CRM data.
Other integrations: Slack, Crossbeam, PowerBI.
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Gizmo AI
Gizmo is an AI-powered study app that automatically converts your learning materials, YouTube videos, PDFs, PowerPoint slides, notes, Quizlet decks, and even handwritten notes into interactive flashcards and quizzes. It combines spaced repetition and active recall techniques to help you retain information long-term. You can import content, scan notes, organize decks, and engage with gamified quizzes (multiple choice, fill-in-the-blank, written questions) to make learning feel fun. Gizmo supports collaborative study with shared decks, peer quizzing, leaderboards, and pre-made public decks. The app also offers a learning experience tailored to user behavior, adapts quiz timing based on memory models, and maintains a simple, intuitive interface that works across devices. Advanced users get access to technical feedback, while new learners benefit from structured guidance.
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