Dynamo Software
4.3 out of 5 stars
(3 Ratings)
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 about Dynamo Software
InfoEd Global
Turnkey research management solutions are designed to help you obtain funding, deliver results, and manage everything in between, faster and better eRA Research Software. Worldwide, more leading research institutions, universities, and corporations have chosen the InfoEd Research Software Solution to realize cost savings, improve data integrity, manage administrative processes, and accelerate compliance for electronic research administration versus any other research compliance software or eRA software. Our core belief is that industry experience and knowledge are the foundation of superior software development in the research administration software field, which has resulted in an unparalleled suite of research support technological applications, professional services software and industry educational programs by InfoEd Global designed specifically transcend today’s modern research institution.
Learn more about InfoEd Global
Zotero
Zotero is the only software that automatically senses research on the web. Need an article from JSTOR or a preprint from arXiv.org? A news story from the New York Times or a book from a library? Zotero has you covered, everywhere. Zotero helps you organize your research any way you want. You can sort items into collections and tag them with keywords. Or create saved searches that automatically fill with relevant materials as you work. Zotero can optionally synchronize your data across devices, keeping your notes, files, and bibliographic records seamlessly up to date. If you decide to sync, you can also always access your research from any web browser. Zotero lets you co-write a paper with a colleague, distribute course materials to students, or build a collaborative bibliography. You can share a Zotero library with as many people you like, at no cost.
Learn more about Zotero
Mosio
Mosio enables research teams to improve subject adherence, communications, and data collection on mobile’s most popular channel: text messaging.
Our software makes research teams more efficient in how they communicate with study participants through messaging automation and interactive elements delivered to participant mobile phones.
WHO WE HELP:
+ Clinical Trial Sponsors (Pharma and Biotech)
+ Cancer Centers and Clinical Research Organizations
+ NIH-Funded Studies
+ Public Health Agencies
+ Clinical Trial Managers, Clinical Operations Managers/Directors, Clinical Project Managers, Principal Investigators, Clinical Research (Study) Coordinators, and any research staff who communicate regularly with study participants.
BENEFITS:
+ Interactive dosing reminders and medication adherence alerts.
+ Automate data collection.
+ Increase engagement and adherence.
+ Fix your no-show problem with SMS appointment reminders.
+ Improve retention with automated check-ins.
Learn more about Mosio