Dynamo

Dynamo

Investment management software

5/5 (1 review)

Dynamo Overview

Dynamo is an investment management software for private equity, hedge funds, funds of funds, and institutional investors, which supports industry-specific capabilities for managing fundraising, investor relations, and fund reporting, as well as manager due diligence, performance tracking, and more. Dynamo supports Microsoft Outlook and Office integration.

Dynamo supports a range of markets, including private equity, venture capital, real estate, and family offices, along with a number of solutions for deal management, fundraising and marketing, research management, investor relationship management, and more. Online portals give investors quick and secure access to their investment and fund performance data.

Other Dynamo features include portfolio monitoring, data collection and normalization, and compliance management. Dynamo tracks Reg D, Blue Sky, AIFMD, Form PF, GDPR compliance regulation data, and more. Dynamo has built connections with apps like Box, DropBox, and Preqin. Dynamo offers mobile access, giving users the flexibility to access and manage their data anytime, anywhere, via any smartphone or tablet device.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Europe, United Kingdom, United States

Supported Languages

English

Dynamo Reviews

Overall rating
5/5
100% positive reviews
1
Excellent
0
Very good
0
Average
0
Poor
0
Terrible
Christie P.

I used Dynamo at a previous employer and liked it so much I implemented it at GMF.

Used Daily for 2+ years
Reviewed on 2018/03/17
Review Source: Capterra

Pros

I have used a few CRMs throughout my career and Dynamo is the most user friendly and easily customizable of the lot. Being able to create fields and views without having to submit service tickets is immensely valuable in a rapidly growing business. I have been able to build our Dynamo tenant to most accurately reflect our unique business model instead of shoehorning into a preset box.

Cons

Our business model employs a significant number of transfers within and across entities. This has been my biggest pain point as the transfer process continues to change. I would love to have a process by which we could transfer from Investor Account A in Fund X to Investor Account B in Fund Y in a single step.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Dynamo Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Contact Dynamo for pricing information.

Dynamo Features

  • API
  • Accounting Management
  • Compliance Management
  • Data Import/Export
  • Financial Analysis
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

  • Accounting Integration
  • Activity Dashboard
  • Automatic Notifications
  • Billing & Invoicing
  • Customizable Reporting
  • Electronic Payments
  • Expense Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Real Time Data
  • Receiving

Additional information for Dynamo

Key features of Dynamo

  • Accounting Management
  • Alternative Asset Control
  • CRM Integration
  • Client Management
  • Compliance Management
  • Contact Management
  • Document Management
  • Fixed Asset Management
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Multi-Family Offices
  • For Real Estate
  • For Venture Capital
  • Fund Management
  • Investor Accounting
  • Investor Reporting
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Workflow Management

Dynamo FAQs

Below are some frequently asked questions for Dynamo.

Q. What type of pricing plans does Dynamo offer?

Dynamo offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

Contact Dynamo for pricing information.

Q. What are the main features of Dynamo?

Dynamo offers the following features:

  • Accounting Management
  • Alternative Asset Control
  • CRM Integration
  • Client Management
  • Compliance Management
  • Contact Management
  • Document Management
  • Fixed Asset Management
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Multi-Family Offices
  • For Real Estate
  • For Venture Capital
  • Fund Management
  • Investor Accounting
  • Investor Reporting
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Workflow Management

Q. Who are the typical users of Dynamo?

Dynamo has the following typical customers:

Mid Size Business

Q. What languages does Dynamo support?

Dynamo supports the following languages:

English

Q. What type of pricing plans does Dynamo offer?

Dynamo has the following pricing plans:

Subscription

Q. Does Dynamo support mobile devices?

We do not have any information about what devices Dynamo supports

Q. What other apps does Dynamo integrate with?

Dynamo integrates with the following applications:

Box, DocuSign, Dropbox, Microsoft Outlook, Office 365, Revit

Q. What level of support does Dynamo offer?

Dynamo offers the following support options:

Online Support, Phone Support