Dynamo Software

Founded in 2011, Smonik Systems LLC is a financial software and consulting firm that specializes in providing innovative solutions to financial service and investment management industries, including corporations, fund administrators, investment managers, and asset owners.. They work with firms that are looking to reduce operating costs and improve efficiencies within their back office operations. By coupling their deep financial industry experience with their state-of-the-art technology platform they are able to help clients transform the way they gather, manage, distribute and communicate information both internally and externally. Smonik’s product development organization is dedicated to ensuring the Smonik platform remains the most functional, technically advanced, highly configurable and broadly scalable system available for institutional investors. This includes ongoing product enhancements, new product components, compatibility upgrades and much more. Smonik’s professional services organization is dedicated to the delivery of truly transformative business solutions based on Smonik’s platform. Smonik delivers complete solutions including discovery, design, configuration, conversion, integration, testing, training, ongoing support and related project management and professional services. Their company mission is to help Investment firms and Fund Administrators improve the efficiency and effectiveness of their operations while increasing service levels and broadening service offerings to help level the playing field. They do this through the implementation of truly transformative system solutions. As Smonik continues to grow into a leader in the investment operations software space their core fundamentals will remain the same:

Imagineer Technology Group, established in 1998 and based in New York City, is a software company dedicated to delivering tailored software solutions for asset managers and allocators. The company specializes in client relationship management (CRM), investor relations, web reporting, and hedge fund research and due diligence. By focusing exclusively on the needs of asset management professionals, Imagineer Technology Group helps firms streamline their operational processes, enabling them to concentrate on their investment strategies. Their software applications are designed to meet the increasing demands for compliance and transparency in the industry. With a commitment to customization, the company works closely with clients to adapt its core solutions to their specific requirements. This client-centered approach, combined with the deep industry expertise of their team, ensures a high level of technical proficiency and exceptional customer service.

Preqin Solutions Ltd specializes in developing cloud-based software tailored for private equity firms, focusing on portfolio company monitoring, valuations, and limited partner reporting. The platform facilitates the creation of reports and PDFs through Excel integration, ensuring compatibility with various financial models such as waterfalls and cap tables. It features modules for monitoring, valuation, and fund analysis, allowing users to report on track records, perform IRR breakdowns, conduct sensitivity analyses, plan for future returns, and benchmark performance. Founded in 2005 and based in London, Preqin Solutions operates as a subsidiary of Dynamo Software, Inc. The company was previously known as Baxon Solutions Limited until its name change in 2017. Preqin Solutions is part of Preqin Limited, a prominent provider of information and analysis for the alternative assets industry, serving over 47,000 professionals across more than 90 countries.

Q-Biz Solutions, LLC specializes in providing back-office reporting and automation solutions for private equity firms. Founded in 2007 and based in Boston, Massachusetts, the company focuses on enhancing fund management, investor relations, and portfolio monitoring through its proprietary PEView software. This system enables clients to access comprehensive firm information via an intuitive interface, effectively manage complex fund structures, and generate detailed reports. In addition to software solutions, Q-Biz Solutions offers a range of services including implementation, training, data migration, support, and outsourcing, tailored to meet the specific needs of each client. The company has served notable clients such as ABS Capital Partners and Charles River Ventures. Q-Biz Solutions operates as a subsidiary of Dynamo Software, Inc. as of March 2018.

HoldingsInsight is a portfolio investments data capture and reporting service founded in 2016 and based in Boston, Massachusetts. The company specializes in gathering and validating manager-reported data to provide clients with comprehensive insights into their investments. By offering enhanced transparency into portfolio holdings, HoldingsInsight enables limited partners to improve risk management and make informed investment decisions. As a subsidiary of Dynamo Software, Inc. since November 2017, HoldingsInsight leverages a proprietary data validation process to ensure clients receive accurate and timely information tailored to their specific needs.