
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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Epicor Financials provides businesses with control and automation of all finance-related activities. Add-on modules from industry leaders that automate and digitize your accounting and finance processes will extend your team's abilities. Business intelligence and financial planning tools can simplify reporting and decision-making. Modernize your system and stay current while remaining secure in the cloud.
-Drive financial planning and operational planning across all departments
Connect to multiple data sources and reduce silos
Focus on automating workflows for efficiency
-Increase collaboration between Finance and Accounting
Expand your business globally
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Anaplan
Anaplan is a next-generation planning and decision-making platform that uses AI to unify strategic, financial, and operational processes across an organization. By breaking down departmental silos, it enables businesses to collaborate in real time, share insights, and make agile adjustments to their plans. The platform offers industry-specific solutions for finance, supply chain, sales, HR, and more, helping organizations adapt to market changes with speed and precision. Its AI suite — including predictive, generative, and agentic AI — supports complex planning scenarios, identifies opportunities, and accelerates decision cycles. With enterprise-grade data orchestration, robust modeling capabilities, and advanced security, Anaplan is built to scale with growing business needs. Recognized as a leader by Gartner and IDC, the platform has earned the trust of over 2,500 global brands. Customers benefit from the ability to model diverse scenarios, forecast outcomes, and optimize performance across the board. The result is a connected, intelligent planning ecosystem that drives measurable business value.
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Pluvo
Pluvo is a decision intelligence and financial planning platform that leverages AI to assist finance and strategy teams in modeling various scenarios, predicting performance, and accelerating data-informed decision-making. By unifying operational and financial data, it enables users to create forecasts, budgets, and adaptable models with straightforward prompts, eliminating the need for complex spreadsheets. The platform prioritizes transparency, ensuring that assumptions, formulas, and reasoning are clearly defined and can be traced back to the original data, allowing teams to confidently validate and explain their outcomes. Furthermore, Pluvo seamlessly integrates with accounting and ERP systems to automatically update real financial data, presenting it in customizable dashboards while continuously monitoring progress against initial forecasts. Additionally, its driver-based modeling capabilities empower businesses to explore different scenarios, assess strategic alternatives, and quickly comprehend the financial implications of operational adjustments. This comprehensive approach not only enhances decision-making but also fosters a deeper understanding of the financial landscape within an organization.
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