Dynamo Software

Dynamo Software is a cloud-based software provider for the alternative asset management industry, delivering configurable front-, middle-, and back-office solutions for private equity, venture capital, real estate firms, hedge funds, funds of funds, family offices, and institutional investors. Its Dynamo platform offers CRM, investment management, portfolio management, fundraising, investor relations, deal tracking, and reporting, enabling clients to consolidate operations onto a single system. The suite supports data exchange and communications across partnerships, with robust portfolio tracking, visual reporting, and integration with third-party data providers. The company serves more than 350 clients who collectively manage over $1 trillion in assets. Headquartered in Massachusetts, with a product development office in Sofia, Bulgaria, and a sales and service presence in London.

Henry Boughner

CEO and Board Member

5 past transactions

Smonik Systems

Acquisition in 2022
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

Acquisition in 2020
Imagineer Technology Group is a New York City based software company that provides intuitive, customizable software solutions for asset managers and allocators. Its applications cover client relationship management, web reporting and website design, and hedge fund research and due diligence, enabling managers to streamline everyday activities and focus on investing. The solutions address increasing compliance and transparency requirements through a client-centered approach, with deep industry knowledge and a commitment to tailoring the core platform to each client's needs, delivering robust functionality and reliable customer service.

Preqin Solutions

Acquisition in 2019
Preqin Solutions Ltd is a provider of cloud-based software solutions tailored for private equity firms, focusing on portfolio monitoring, valuations, and limited partner reporting. Established in 2005 and based in London, the company offers an integrated platform that simplifies the creation of reports and facilitates the analysis of portfolio performance through modules designed for monitoring, valuation, and fund analysis. Its software automates the collection and evaluation of critical portfolio data, including financial metrics, key performance indicators, and investment valuations, thereby enhancing the efficiency of reporting and analysis. Preqin Solutions operates as a subsidiary of Dynamo Software, Inc., and is linked to Preqin Limited, a prominent source of information in the alternative assets sector, which supports over 47,000 professionals globally in various investment-related activities.

Q-Biz Solutions

Acquisition in 2018
Q-Biz Solutions, LLC is a Boston-based company that specializes in providing back-office reporting and automation solutions for private equity firms. Founded in 2007, the company focuses on enhancing fund management, investor relations, deal team support, auditor inquiries, and portfolio monitoring through its proprietary software, PEView. This platform allows clients to access comprehensive firm information via an intuitive interface, supporting complex fund structures and economic arrangements while delivering robust reporting capabilities. 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 and budgets of its clients. The company serves a diverse clientele, including notable private equity firms. As of 2018, Q-Biz Solutions operates as a subsidiary of Dynamo Software, Inc.

HoldingsInsight

Acquisition in 2017
HoldingsInsight, established in 2016 and headquartered in Boston, Massachusetts, specializes in capturing and reporting portfolio investments data. The company periodically collects manager-reported data, validates it through a proprietary process, and delivers the information to clients, primarily limited partners. This service enhances transparency into portfolios, facilitating better risk management and superior investment decisions for asset allocators. As of November 2017, HoldingsInsight operates as a subsidiary of Dynamo Software, Inc.
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