Dynamo Software: Driving Efficiencies in Investment Document Processing with AI

Dynamo Software has been building software for the alternative investment industry since 1998. Its cloud platform serves more than 1,000 clients, including fund managers, institutional investors, and service providers, handling fundraising, deal management, portfolio monitoring, and investor relations.

01 The Challenge

A classification solution was putting manual work back into an automated workflow

Alternative assets under management have grown past $20 trillion globally, with projections nearing $30 trillion by 2035. That growth means more funds, more investors, and more documents flowing through platforms like Dynamo’s every month. Capital calls, distributions, capital account statements, tax documents. Each one needs to be classified correctly and routed to the right investment before a fund manager can act on it.

Dynamo’s platform received thousands of these documents monthly. Some arrived directly through the platform; others came via email and had to be uploaded manually by managers. Once in the system, an existing ML tool was supposed to classify them automatically. But, processed and classified, too many documents still needed manual review and reclassification, creating a bottleneck in the most business-critical workflow Dynamo’s clients depend on: the path from document to investment decision.

For Dynamo’s clients, classification speed has a direct financial consequence. The faster documents are classified and transferred to the appropriate investments, the faster fund managers can make portfolio decisions. Delayed classification means delayed capital deployment, which compounds into lower returns over time. Dynamo set a clear threshold: a new model had to classify at least 85% of documents accurately to justify further investment in AI.

02 The Approach

Hit 85% accuracy first. Earn the right to expand.

Provectus, an AI-first systems integrator and solutions provider, brought specific experience building document classification and extraction models for enterprise platforms. The engagement had a single gate: build a model that clears 85% accuracy on real Dynamo documents. If the model proves itself, the engagement grows. If not, it ends. Speed mattered; Dynamo wanted results, not a prolonged research phase.

Provectus set up experimentation infrastructure alongside Dynamo’s existing development and management environments. The team ran exploratory data analysis on Dynamo’s document datasets, built testing and extraction datasets, and trained a baseline classification model. The first target was PDF documents across four labels: capital calls, distributions, capital account statements, and tax documents.

03 The Build

Classification model, training pipeline, and extensible architecture

The core of the build was a training pipeline for the document classification model, running on managed cloud services for model building and inference. Data security and privacy followed cloud best practices, required when handling investment documents.

The initial model handles PDFs across four classification labels. For each document, the model:

• Reads the content
• Assigns a classification label
• Routes it for downstream processing

The architecture was built to be extendable: new document types and labels can be added without rebuilding the pipeline, so Dynamo can expand coverage as new use cases come up.

04 The Results

From a classification bottleneck to 95% accuracy in six weeks

Provectus delivered a production-ready model in under six weeks from project kickoff. On Dynamo’s test dataset, the model classified 95% of documents correctly, clearing the 85% target by 10 points.

95%

Classification accuracy

6 weeks from kickoff to production

In production, the model classifies over 90% of incoming investment documents automatically. A capital call arrives via email, gets uploaded, and lands in the right investment record without a human touching it. Fund managers get portfolio data faster. The impact across Dynamo’s operations:

• Manual reclassification work dropped; the data team handles exceptions, not the default flow
• Operational cost per document fell as automation replaced manual classification
• Portfolio decision timelines shortened for fund managers waiting on classified documents
• The model’s accuracy gave Dynamo’s leadership confidence that AI could work at production quality on their data

05 What’s Next

A proof point that opened the door to broader AI adoption

The six-week classification project was Dynamo’s first production AI deployment, and it changed the internal conversation about what AI could do across the platform. Provectus works closely with Dynamo on AI strategy, identifying additional use cases where AI document intelligence can extend to how fund managers, investors, and service providers use the platform day to day.