
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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Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless.
Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent.
Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale.
No code required. No micromanagement. Just proof that work gets done right, every time.
Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage.
From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.
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Smartsettle
Smartsettle comprises a comprehensive collection of sophisticated online tools aimed at enhancing collaborative negotiations in various contexts, ranging from straightforward financial settlements to intricate multi-party agreements. Utilizing patented algorithms, it effectively models preferences, reveals hidden value, and steers parties toward outcomes that are beneficial for all involved. Particularly tailored for uncomplicated negotiations that focus on a single numerical issue, Smartsettle excels in situations like debt resolution or e-commerce conflicts. The platform features Visual Blind Bidding, which enables participants to submit confidential offers while simultaneously viewing the proposals of others, thus reducing the cumbersome "dance" typically associated with negotiations and facilitating swifter resolutions. Additionally, the system incentivizes cooperative behavior, driving parties to reach agreements more efficiently. Accessible through a web browser, Smartsettle provides both synchronous and asynchronous negotiation capabilities, making it an ideal solution for individuals, mediators, and organizations. Overall, its user-friendly design and innovative features foster an environment conducive to effective conflict resolution.
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FalconX
FalconX leverages advanced data science to offer unparalleled point-in-time execution within the cryptocurrency sector. Their comprehensive institutional trading platform features round-the-clock human assistance and provides secure and adaptable settlement options. With a straightforward yet robust trading interface, there are no hidden charges or slippage involved. It has gained the trust of numerous top-tier institutional crypto traders globally. Clients can engage with a single counterparty for straightforward, immediate execution at guaranteed rates. The platform grants access to substantial liquidity via the industry’s foremost pricing engine. Additionally, it ensures a quick, secure, and adaptable post-trade settlement process at any hour. Users can integrate, trade, and settle with full white-glove support whenever and wherever they require. This creates a secure, stable, and efficient settlement workflow. FalconX also meets the post-trade, weekend, and flexible settlement needs that institutional traders anticipate, solidifying its position as a leader in the market. Ultimately, FalconX is dedicated to enhancing the trading experience with innovative solutions tailored to meet the evolving demands of institutional clients.
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