Teams at Dynamo Software

Provide outsourced fund accounting and reporting for private equity and venture clients: reconcile cash activity, assist quarterly closings, prepare investor reports, manage capital calls/distributions and investor portals, support audits and tax/K-1 processes, and handle ad hoc client research and analysis.

Provide outsourced private equity fund accounting and reporting: process transactions, reconcile accounts, draft quarterly financials and footnotes, support audits and investor requests, maintain investor portals and documentation, and mentor junior staff.

Lead configuration and data migrations for Dynamo Accounting implementations: analyze fund LPAs, migrate historical data, configure templates, support go-lives, manage client inquiries, recommend product enhancements, and provide private-equity accounting expertise.