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Fund manager monitoring and investor relationship management software.

Product Description
FundDynamo™ is a fund manager monitoring and investor relationship management application for funds of funds, fund administrators, prime brokers, family offices, advisors, gatekeepers, and other institutional investors. It organizes all fund manager contact and due diligence information in a central repository, profiles fund managers, tracks performance, and underlying investments. The application also helps investor relations teams manage correspondence with clients and prospects. Tight integration with Outlook®, an intuitive interface, industry-specific features, and deep analytical capabilities have made it the tool of choice for leading alternative investments institutions.

Typical Clients
Hedge fund of funds managers, fund administrators, prime brokers, family offices, advisors, gatekeepers, and other institutional investors that want to leverage their internal knowledge to profile and monitor fund managers, make better investment decisions, and manage client communications.

Key Value Points

• Manage the fund manager pipeline from lead to investment or turndown
• Profile fund managers and track underlying funds by multiple criteria
• Automate and track client communications
• Promote best practices for SEC compliance
• Manage information about third parties (consultants, investment banks, etc.)
• Centralize data storage, eliminate duplication, and preserve internal knowledge
• Access anywhere: remote, offline, and wireless (BlackBerry, Palm, etc.)
  

Feature Highlights

• Intuitive Outlook interface that is easy to learn and use  
• Industry-specific features for data tracking
• Investor relations mail merge wizard to save time and reduce human error
• Synchronization agents to make data available to PDAs
• Flexible reporting format (HTML, PDF, Excel)
• Compliance features consistent with SEC guidelines