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.
Learn more
CredentialStream® incorporates patented technology that provides everything necessary for requesting, gathering, and validating information about a provider, all to establish a reliable Source of Truth for downstream processes. With a modern platform that is continuously updated, along with best-practice content libraries and industry-leading data sets, CredentialStream stands out as the most comprehensive provider lifecycle management solution available.
Learn more
Tradespace
Tradespace offers an innovative search and customized deal-flow system designed to streamline the process of discovering pertinent, high-quality technology. As businesses increasingly turn to start-ups, research labs, and academic institutions for groundbreaking technologies, effective tech scouting has emerged as a key competitive advantage. Despite this shift, many organizations still rely on outdated methods that have remained unchanged for the past two decades. Our IP Platform enhances conventional tech scouting techniques through the use of data-driven insights. By leveraging millions of patents, we can pinpoint emerging technologies and identify promising companies ahead of your competitors. Furthermore, we assess how well a given patent aligns with your current portfolio, allowing you to focus your efforts on evaluating high-impact technologies and devising successful commercialization strategies. This modernized approach not only saves time but also significantly improves the likelihood of successful technology adoption.
Learn more
YIP (Your Infringement Partner)
YIP (Your Infringement Partner) is an innovative platform that utilizes AI to facilitate patent infringement analysis, effectively optimizing the entire research process related to infringement. It automatically deciphers patent claims and specifications to gain insights into the relevant technology and operational methods, subsequently aiding users in the discovery of potentially infringing products and competitors through advanced automated searches. Users have the flexibility to focus on specific jurisdictions while defining particular claims, industries, and products, as well as customizing their research parameters and aligning claim scopes with identified products. Additionally, YIP assists in the collection of evidence and produces organized, evidence-supported claim charts based on user-defined claims and inputs. By minimizing the need for manual efforts in patent analysis, product identification, evidence evaluation, and claim mapping, YIP significantly shortens research timelines from weeks to mere hours. This transformation enhances the overall consistency and accuracy of findings while expanding the breadth of discovery, ultimately supporting more effective decision-making processes for licensing, enforcement, and intellectual property strategy, which is crucial in today’s competitive landscape.
Learn more
