
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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Featuring an AI-powered CRM, stunning IDX websites, and fan favorite tools like our Dynamic CMA and automated social media marketing (Social Studio), Lofty (formerly Chime) is an all-in-one platform known for its ease of use. Designed from the ground up for real estate professionals to drive more leads to close, our intuitive system ensures no matter how many years your agents have been in the business or their level of technical skill, they can easily step in and start using Lofty to generate results.
Want an AI assistant that engages with leads 24/7 and learns as it interacts? We’ve got that. Want a geo-farming solution that helps you identify those hard-to-find seller leads in a specific neighborhood? We’ve got that too (it’s built-in). Want award-winning technology that understands how teams work and how to help you stand out from the competition? We’ve got all that and more.
Want to close MORE deals FASTER? It's time for Lofty!
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MRI Portfolio Management
Optimize portfolio performance with effective solutions for managing real estate assets. Full lifecycle asset management to stay ahead of the competition and build investor confidence. Manage your real estate investments and create a more informed portfolio strategy with MRI Portfolio Management. A full lifecycle asset management solution for real estate investment managers, fund advisors, and institutional investors, MRI Portfolio Management consolidates disparate investment data and documents to support comprehensive risk management and efficient reporting to stakeholders. Take control over your real estate property assets to further your strategic decision-making ability and maximize your portfolio performance. Manage risk and exposure across your entire portfolio, or drill down by investment or any attribute. Gain a comprehensive view of your entire portfolio with key metrics and variances, such as NOI, DCR, cash flow, tenant exposure, valuations, and more.
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