There’s a better way with Dynamo Data Automation
Asset allocators, who are inundated with content from their portfolio funds, don’t have time to sift through a flood of emails and documents. They need the ability to pinpoint relevant content rapidly for better decision making.
Gone are the days of the uncategorized data deluge! Dynamo’s cutting-edge technology and white-glove service empower asset allocators to focus on what matters. They ultimately benefit from the speed, consistency, quality, configurability, and transparency of Dynamo’s end-to-end cloud platform.
Before Dynamo Automation…
- Manual content sourcing from emails and portals is labor intensive
- Manual data extraction impedes getting data on time
- Slow process = wasted time and resources
- Data quality issues affect analysis accuracy
- Fewer data points hinder optimal decision making
- Frustrated and less productive ops and finance teams
After Dynamo!
- Highly automated content sourcing saves significant time
- Automated data extraction speeds data availability
- Faster process = increased efficiency
- Accurate and complete data supports better decision making
- More data points extracted enable more thorough analysis
- Highly productive finance and ops teams
What makes our offering unique?
- A single, integrated platform for data processing, research management and portfolio management
- Flexibility to address each client’s data processing scope, speed, and accuracy requirements
- Focused on the needs of asset allocators
- Benefit from the product input of Dynamo’s large and growing LP client base
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Learn how Dynamo can help you automate your data acquisition process
Collect External Content
The first step in making use of the valuable data stored inside the unstructured content is efficiently aggregating it.
Key outcomes
Automate the collection of unstructured content
Speed up content collection
Improve employee productivity
Store the content in a fully-functional research management system
Sources
Portal
FTP
Categorize Collected Content
With all content in one place, DynamoAI applies ML and client feedback to accurately categorize it with logical and searchable tags.
Key outcomes
Automate the categorization of content
Automate the renaming of the categorized content
Speed up all processes
Increase the accuracy of all processes
From raw content to actionable data
Relations
Categories/Tags
Dates
Custom Fields
Data Extraction
Extracting structured data from raw content unlocks its true value.
Key outcomes
Automate the extraction of data from any manager-provided document
Speed up data extraction
Increase the accuracy of data extraction
Extracted data types
Balances
Transactions
Commitments
Underlying holdings
Data Validation
Clean data means accuracy of downstream financial reporting and content use.
Key outcomes
Validated qualitative and quantitative data
Reduce the potential for human error via automated error checks
Validation types
Automated by Dynamo:
- Before source content is available (monitor for missing documents)
- Before data is imported to staging
- Before data is pushed to production
Client-driven validation layer:
- Client-visible reports
- “Crowdsourced” across multiple clients investing in the same assets
Manual data validation by Dynamo
Data Enrichment
When third-party data is needed to make your data even better.
Key outcomes
Improve data quality
Increase staff productivity:
- Dynamo will source the data
- Dynamo will blend the data
Validation types
Qualitative:
- Business descriptions
- Addresses
- Security issuers
Quantitative:
- Security market prices
- Other financial metrics
Data Retrieval and Use
All qualitative and quantitative data at your fingertips in one system.
Key outcomes
Manager emails and documents fully categorized and stored inside Dynamo
Extracted quantitative data inside Dynamo
No additional integration or delays in access
Validation types
Access manager emails and documents anytime, anywhere
Run portfolio reports based on the extracted data
Reconcile extracted data against data from other sources (admin, custodian)
Streamline Portfolio Monitoring with AI Automation & Actionable Insights
ATTN: General Partners | Transform Data Chaos into Clarity
Explore how Dynamo’s DDA + Portfolio Monitoring and Valuation (PMV) transforms portfolio monitoring and performance analysis for GPs. From AI-driven data automation to actionable insights, this brochure highlights the tools you need to streamline operations, enhance transparency, and scale smarter.
Unleash the True Value of Your Data Today!
Dynamo Data Automation
Are you drowning in a sea of documents and data, struggling to keep up with the overwhelming task of manual data entry? Say goodbye to the frustration, time loss, and risk of errors that come with outdated processes. Dynamo Data Automation is your gateway to revolutionizing how your team handles data. In just 2 minutes, discover how this groundbreaking solution combines AI power and Templated Methods to transform your data operations.