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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Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
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Paragon Commerce
Everything you need to start, manage, and grow a business using the power of people-driven Commerce. Paragon is a SaaS commerce platform that works with distributors, direct sellers, and ambassadors. Paragon can be configured to meet your needs with its robust ecommerce features and best-in-class seller tools. It also offers a flexible commission engine, compelling incentives, and many other features. No software to buy, no tech team needed.
Technology is a must-have for your business. Paragon's launch-ready kit allows you to be up and running in days. It includes all the features you need.
Easy-to-use admin tools allow you to manage your customers, sellers, business, and provide you with the data and insights you need to grow. Paragon can also be customized to your specifications. Paragon is built to scale according to your needs using technology that allows for customization.
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MuniciPAL
Paragon’s MuniciPAL is an all-encompassing financial management tool that enhances the efficiency of local government operations. Featuring a modular and integrated design, this system utilizes a unified relational database and operates at the account posting level. This setup eliminates the need for redundant data entry and significantly boosts accuracy. Consequently, organizations experience improved workflows, enhanced decision-making, and higher productivity levels. Recognized as one of the most adaptable, reliable, and customizable software solutions available, Paragon’s MuniciPAL stands out from other systems that have merely been altered to suit local government needs; instead, it was purposefully crafted for this sector by industry specialists. Our robust accounting and tax billing modules support a wide range of local government computing requirements. Furthermore, MuniciPAL is meticulously engineered to adhere to Governmental Accounting, Auditing, and Financial Reporting (GAAFR) standards while being regularly updated to ensure ongoing compliance with both state and local regulations. This commitment to quality and adaptability makes MuniciPAL an invaluable asset for any local government entity.
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