Dynamo

Investment management software

4,5 /5 (8 reviews) Write a Review!

Dynamo Overview

What is Dynamo?

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.

Dynamo Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Dynamo for pricing information.


Dynamo Features

Devices
Business size
S M L
Markets
United States, United Kingdom
Supported Languages
English

Media

Dynamo: Reporting
Dynamo: Multi-Panel Views
Dynamo: Interactive Forms
Dynamo: Graphical Representations
Dynamo screenshot: Dynamo: Reporting Dynamo screenshot: Dynamo: Multi-Panel Views Dynamo screenshot: Dynamo: Interactive Forms Dynamo screenshot: Dynamo: Graphical Representations

Dynamo Reviews

Dynamo Reviews

Overall rating
4,5
/
5
Excellent
5

Very good
2

Average
1

Poor
0

Terrible
0

Value for Money
4,4
Features
4,4
Ease of Use
4,6
Customer Support
4,8
88% recommended this app
Lydia Y.

Dynamo - it's more than just a CRM!

Our overall Dynamo experience has collaborative. We staged our implementation in phases starting with CRM first. We continue to deploy more & more features, explore modules and are constantly considering better ways to do our day to day tasks. Dynamo support has been good whether tackling our questions about best practices, helping to guide us on new features, provide training or answering our what if or how to questions. We have experienced good dialogue and partnership in addressing our concerns.


Beth G.

Best LP Platform and Data Service Offering

We really enjoy working with the Dynamo team. The team is very forward thinking and service oriented. We have collaborated with Dynamo a lot to build new features and functionality with the system. The team always communicates deadlines and assists in any way possible with implementation.


Thomas M.

Dynamo/Preqin Review

Customer support has been great. There is room to improve on ease of customization by the user, as well as, data upload alternatives to Excel. Customization on next iteration looks interesting .


Christie P.

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


Jennifer S.

Product review

Our experience with Dynamo has been exceptional. [SENSITIVE CONTENT HIDDEN] did a great job onboarding us and building some finds or reports on his own. The continued support has also been exceptional. It is nice to know that if we need help there is a team at Dynamo to continue with the help and support we need.


Lydia Y.
Industry: Investment Management
Company size: 201-500 Employees

Dynamo - it's more than just a CRM!

Used Daily for 2+ years
Reviewed on 2020/04/30
Review Source: Capterra

Our overall Dynamo experience has collaborative. We staged our implementation in phases starting with CRM first. We continue to deploy more & more features, explore modules and are constantly considering better ways to do our day to day tasks. Dynamo support has been good whether tackling our questions about best practices, helping to guide us on new features, provide training or answering our what if or how to questions. We have experienced good dialogue and partnership in addressing our concerns.

Pros

We implemented Dynamo after years of our growing team being unable to 'find our stuff' on a network drive full of hundreds of folders that were poorly organized, named or maintained. Our team decided to start looking for a system to organize our data. That search started as a CRM system search and then evolved as we completed searches and demos to explore also portfolio management and reporting. Our reporting had solely been excel based and with significant history to store, we were tasking excel to serve essentially as a database. With each system/vendor we reviewed, the more capabilities we started to consider. Dynamo was appealing as it served to answer a number of challenges we were facing and because it was integrated, we weren't trying to fit a bunch of different systems/software together to make everything work nicely together.

Cons

Initially the reporting was less robust. This has changed dramatically and the reporting and dashboards are robust and dynamic. The shift from Tableau reporting to Power BI has really improved the quality of reporting.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Beth G.
Industry: Investment Management
Company size: 11-50 Employees

Best LP Platform and Data Service Offering

Used Daily for 2+ years
Reviewed on 2020/05/06
Review Source: Capterra

We really enjoy working with the Dynamo team. The team is very forward thinking and service oriented. We have collaborated with Dynamo a lot to build new features and functionality with the system. The team always communicates deadlines and assists in any way possible with implementation.

Pros

Dynamo Software is a one stop solution for LPs. It has a great CRM platform as well as a fantastic portfolio management solution. You don't need to worry about connecting two systems together.

Cons

Dynamo did not have a connector to administrators such as State Street. However, we worked with Dynamo to build a file transfer and now cash transactions and reconciliations with our administrator are automated.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Thomas M.
Industry: Investment Management
Company size: 11-50 Employees

Dynamo/Preqin Review

Used Weekly for 1+ year
Reviewed on 2020/03/30
Review Source: Capterra

Customer support has been great. There is room to improve on ease of customization by the user, as well as, data upload alternatives to Excel. Customization on next iteration looks interesting .

Pros

Centralized database. Designed to be the single source of truth on financials.

Cons

Difficulty in making changes to the excel upload template (customer support needed). Limited UI flexibility. Excel input to database.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

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

Jennifer S.
Industry: Financial Services
Company size: 51-200 Employees

Product review

Used Daily for 1+ year
Reviewed on 2020/05/06
Review Source: Capterra

Our experience with Dynamo has been exceptional. [SENSITIVE CONTENT HIDDEN] did a great job onboarding us and building some finds or reports on his own. The continued support has also been exceptional. It is nice to know that if we need help there is a team at Dynamo to continue with the help and support we need.

Pros

There are several easy ways to get data in. Manual entry is easy and not time consuming. I love the many different ways data can be loaded into the database.

Cons

We are a firm that has clients with a lot of Transfers of Interest. This and the commitment/ownership are my biggest issues with the software. I would also say while it is my least favorite it is still way easier than our old system.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
8,7/10
Based on 8 user ratings
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Dynamo Pricing

Dynamo Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Dynamo for pricing information.

Contact Dynamo for pricing information.

Value for Money
4,4/5
Based on 8 user ratings
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Dynamo Features

Dynamo Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,4/5
Based on 8 user ratings
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Categories

Additional information for Dynamo

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

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 Business, Microsoft 365, Microsoft Outlook, Revit

Q. What level of support does Dynamo offer?

Dynamo offers the following support options:

Phone Support, Online Support