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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The SBS Quality Management Software Suite (QMS Suite) is a group of 5 software modules that work together for efficient Quality compliance. The QMS Suite can be deployed on your local server or accessed from our cloud server.
Each module is designed for ease-of-use to reduce training overhead and improve overall compliance. Password controlled access and privileges ensure you may control access to critical features for each user.
The SBS QMS Suite of modules:
SBS Quality Database
- CAPA / 8D with root cause analysis
- Nonconformance management
- Risk analysis (FMEA, SWOT, etc.)
- Audit management
- Environmental Health and Safety (EHS) module
SBS Ground Control
- Employee training management (LMS)
- Document control
- Change Control
SBS Asset Tracking Database
- Calibrated equipment
- Preventive maintenance
SBS Inspection Database
- Data collection / SPC
- Control Plans
SBS Vendor Management
- Approved vendor list / AVL
- Supplier qualification plans
Great product for efficient and affordable QMS Compliance
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ProfileGorilla
ProfileGorilla unleashes vendor management innovation with award-winning, market-proven solutions that enable companies to simplify how they on-board and manage their Vendors, improve operational excellence, significantly lower risk, and increase profitability. With ProfileGorilla, and its Service Provider ecosystem, companies can revolutionize the way they recruit Vendors, maintain credentials on them, and differentiate themselves from their competitors.
ProfileGorilla is the Insurance Industry’s leading expert at both credentialing best practices, as well as State-by-State compliance requirements. We support our clients across all North America.
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