
Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs.
For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting.
For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making.
Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights.
Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.
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Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform.
The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting.
Start growing your revenue with Shape's flexible suite of services today.
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AlphaGen Platform
Marketing and sales software are crucial for success in today's competitive landscape. Enhance your communication and cross-selling strategies by leveraging our innovative crowdsourcing technology. Conduct simultaneous A/B testing for your marketing campaigns while simultaneously gathering efficiency insights from your HR team. All of these capabilities are made possible with AlphaGen. The platform utilizes various contact methods to effectively connect with your target market. Unless your campaign has restricted access, we strongly advise employing multiple channels at once for maximum impact. Use links to invite both employees and customers to participate in surveys or share their suggestions. Encourage customers to promote your public pages to boost engagement levels further. Invite both current and potential clients to respond to personalized emails that originate from your brand. AlphaGen seamlessly manages all aspects of this process. It is particularly effective for public outreach initiatives. From restaurant tabletops to bus stops, QR codes serve as a means to engage audiences. Additionally, our social media links are designed to be shareable and work well with many popular applications. Your campaign will be featured in messages or feeds, complete with a description and a preview image to attract more attention. With these features, AlphaGen ensures that your outreach efforts are both efficient and impactful.
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SalesBuilder CRM
SalesBuilder CRM, a cloud-based 4-in-1 CRM software for homebuilders, will fulfill all your marketing and sales needs. You can capture and nurture prospects, manage recorded sales, track option selections, and generate contracts. SalesBuilder CRM has marketing features that allow you to connect with prospects and record activity. These include email follow-up, phone log, and letters for mailing. Record prospect information and assign actions. Register at sales offices manually, import website leads, or import 3rd-party leads from Zillow. Realtors, BDX, and others. SalesBuilder CRM includes all the necessary tools to sell, starting from the beginning: creating scenarios, managing sales details, adding options, and generating contracts using optional DocuSign integration. Our CRM software for homebuilders allows you to capture leads, record important information, and promote prospects to potential homebuyers. Users can create their own registration cards so that all information is captured.
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