Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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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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FundCount
FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.
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Obsidian
Obsidian serves as a robust knowledge management tool that operates using a directory of plain text Markdown files stored locally. Much like the way our minds shift from one concept to another, your second brain should mimic this non-linear pattern. In Obsidian, the process of creating and navigating "connections" between notes is seamless and intuitive. Cultivate your notes with care, and at the end of your day, take a moment to appreciate the intricate web of knowledge you've created. Personalization in note-taking is key, and if you've experimented with various applications but always felt something was amiss, Obsidian offers a refreshing alternative. Designed to be highly customizable, it features 22 essential plugins and 149 additional community-created plugins, allowing you to tailor your toolkit and get started in just a few minutes. Furthermore, when Obsidian reaches version 1.0, you'll have the option to integrate third-party plugins or even create your own, opening up endless possibilities. In today's landscape, where cloud services are vulnerable to sudden changes or shutdowns, relying on proprietary formats and facing potential data lock-in is the last thing you need. With Obsidian, your information remains securely within a local folder, giving you peace of mind and complete control over your data. This ensures that your knowledge remains accessible and safe, no matter what the future holds.
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