About 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.

Devices

Business size

S M L

Markets

United States, United Kingdom

Supported Languages

English

Images

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

Features

Total features of Dynamo: 29

  • API
  • Accounting Management
  • Activity Tracking
  • CRM Integration
  • Calendar Management
  • Client Management
  • Collaboration Tools
  • Compliance Management
  • Contact Management
  • Data Import/Export
  • Data Visualization
  • Document Management
  • Electronic Signature Capture
  • Financial Analysis
  • Fixed Asset Management
  • Mail Merge
  • Microsoft Outlook Integration
  • Monitoring
  • Offline Access
  • Pipeline Management
  • Portfolio Management
  • Progress Tracking
  • Reporting & Statistics
  • Scheduled Reporting
  • Self Service Portal
  • Tagging
  • Template Management
  • Third Party Integration
  • Workflow Management

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Allvue

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Reviews

Overall rating

4,6 /5
(11)
Value for Money
4,5/5
Features
4,5/5
Ease of Use
4,7/5
Customer Support
4,8/5

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Showing 5 reviews of 11
Lydia Y.
Overall rating
  • Industry: Investment Management
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Dynamo - it's more than just a CRM!

Reviewed on 2020/04/30

Our overall Dynamo experience has collaborative. We staged our implementation in phases starting...

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.

Beth G.
Overall rating
  • Industry: Investment Management
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best LP Platform and Data Service Offering

Reviewed on 2020/05/06

We really enjoy working with the Dynamo team. The team is very forward thinking and service...

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.

John L.
Overall rating
  • Industry: Financial Services
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Dynamo review

Reviewed on 2021/02/09

Dynamo serves our purposes well

Dynamo serves our purposes well

Pros

Relational database
Document management

The product is fairly easy to use and intuitive

Dynamo integrates with Microsoft products fairly well

Cons

The interface could be more visually appealing

Administration is not always intuitive

Thomas M.
Overall rating
  • Industry: Investment Management
  • Company size: 11-50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Dynamo/Preqin Review

Reviewed on 2020/03/30

Customer support has been great. There is room to improve on ease of customization by the user, as...

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.

Linda V.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Dynamo Feedback

Reviewed on 2021/02/09

We have been using Dynamo for the second time, second organization for over 10 years. I feel all...

We have been using Dynamo for the second time, second organization for over 10 years. I feel all employees at Dynamo are very versed in the platform, knowledgeable and are at your reach at any time.

Pros

Dynamo is an easy platform to learn and implement to others. I like that there are always positive changes to the system which makes the system more user friendly. Gives it a more cleaner and fresher look.

Cons

Integration was absolutely painless. The support system Dynamo offers is amazing, very helpful, fast in responding back and resolving all issues.

Showing 5 reviews of 11 Read all reviews

Dynamo FAQs

Below are some frequently asked questions for Dynamo.

Dynamo offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Available

Contact Dynamo for pricing information.

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

Dynamo has the following typical customers:

Mid Size Business

Dynamo supports the following languages:

English

We do not have any information about what devices Dynamo supports

Dynamo integrates with the following applications:

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

Dynamo offers the following support options:

Phone Support, Online Support

Related categories

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