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InvestorDynamo for the compliance team

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InvestorDynamo for the compliance team

1. It’s easy. It’s in Outlook! Easy to get data in – emails, names and phones. Easy to get data out – views
statistics and reports. From Analyst to Chief Compliance Officer – anyone can and will use it.

2. It’s built for the industry. InvestorDynamo™ is the hedge fund compliance CRM. That means it’s built for your firm, for your colleagues, your investors and prospects.

3. It helps monitor the firm better. See everyone's pipeline and activities. Track potential
investors vs. committed partners for each fund, and
all corresponding amounts and activity. With InvestorDynamo™, data about your firm is at your fingertips.

4. It helps you do your work better. Set
reminders for major compliance obligations, link emails, and create activities. Find key contacts, documents, and financial information with a few clicks. InvestorDynamo™ saves you time so you can focus on value-added
activities – like building a prudent business that serves your investors' best interests.

5. It’s flexible. Want a new field or a new form? You can add it. Filter, sort and view a range of reports – monthly and quarterly to adherence to compliance procedures. Export to Excel for more slicing and dicing.

6. It keeps all data in one place. Save time – no more duplication and looking around. Centralize the storage of all fund data – documents and financials. Build a written compliance infrastructure.

7. It’s accessible – anyplace, anytime. Sync contacts on your PDA. Work online and offline.

8. It’s from a proven company. With over 8 years of experience serving the alternative investments industry, Netage is a reliable technology vendor.

9. Others are already using it. Netage Solutions brings you the collective knowledge of many hedge funds and fund of funds.

   
   It's all in Outlook


   
   It's built for the
   industry