Deal OS

Deal OS

Devaland
Dynamo Software

Dynamo Software

4.3 out of 5 stars
+
+

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About

Deal OS is web-based M&A due diligence software for search funds, independent sponsors, small private equity firms and M&A advisors evaluating small and mid-sized businesses. Users can upload a confidential information memorandum (CIM) or data-room documents and receive an AI-generated, source-linked diligence brief with financial highlights, risks, open questions and missing information. The platform also supports deal screening and pipeline tracking, document review, financial analysis, diligence workflows and investment-committee materials. Findings cite the source pages so teams can verify claims; missing evidence is surfaced as questions rather than presented as fact. Deal OS is designed to assist buyer-side analysis, not replace a quality-of-earnings opinion, legal advice or professional judgment. Deal data is hosted in the European Union.

About

Dynamo Software is the leading end-to-end, AI-powered platform for alternative investment management, centralizing and automating front-to-back-office operations for both General Partners and Limited Partners. Trusted by 1,000+ global clients managing more than $10T in AUM, Dynamo replaces point-tool ssprawl with one secure platform. Dynamo v3.0 delivers an intelligent, intelligent interface built for investment professionals, with Blueprint pre-configured hubs, layouts, and reports that accelerate onboarding and adoption. For General Partners, Dynamo unifies CRM, deal sourcing, fundraising, investor relations, portfolio monitoring, and cloud-native fund accounting on a single data foundation. Engagement scoring surfaces high-intent LPs to shorten fundraising cycles, while digital onboarding with e-signature, KYC orchestration, and ongoing AML monitoring accelerates closes and strengthens compliance from first contact. A white-label Investor Portal automates capital calls, distributions, and tax document delivery, and 70+ audit-ready reports aligned to US GAAP, ILPA, and Invest Europe keep financials and investor communications consistent. For Limited Partners, Dynamo consolidates research, diligence, and multi-asset portfolio management into a single source of truth. Analyst evaluations, IDD and ODD notes, and manager pipelines live in one searchable environment. Performance analysis at the investment, asset class, or total portfolio level supports confident allocation decisions. HoldingsInsight enriches holdings data to reveal look-through exposure by sector, region, currency, and country of risk, and cash flow modeling and what-if scenarios turn reactive reporting into proactive oversight. DynamoAI is natively embedded across both experiences. It does not sit on top of your investment data, it operates from within it. Purpose-built agents categorize and tag records, convert PPMs, pitch decks, and capital call notices into structured data, surface relationship intelligence, flag performance anomalies early, and draft screening memos, IC memos, and quarterly reports for review. Teams ask questions in plain language and get answers backed by source records. Firms can also bring their own AI through Dynamo MCP connectors, reaching Dynamo data directly with the same permissions and the same audit trail.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Search funds, independent sponsors, small private equity firms, and M&A advisors.

Audience

Alternative Asset Management Firms seeking to automate workflows and integrate systems

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$99 one-time
The first CIM is free (one per person and company, with 14 days to use it). Each additional CIM costs $99; the fee is credited toward the first subscription month if you subscribe. Monthly plans start at $249 and include three CIMs. Prices are in USD, before applicable VAT. Monthly subscriptions are billed in advance and include a 30-day money-back guarantee.
Free Version Supported
Free Trial Supported

Pricing

Contact Dynamo directly for pricing
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.3 / 5
ease 4.0 / 5
features 4.3 / 5
design 3.7 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • We use Dynamo as our CRM system on the marketing side. We're very happy with what it offers us - houses investor and prospect contact details, activities, account details and more. We're in it all day, everyday and really rely on it. We experience very few issues and when we do they're typically resolved quite quickly.
  • Dynamo is built in a way that we can trouble shoot on our own, build out our own fields, data, views, workspaces, notification subscriptions, and automatic notification emails without constant development hours or specialists from Dynamo, which is amazing for our team. All this is completed while being our main CRM and investor portal, that is great for our investor base.
  • That almost everything is possible, however, this is also the downfall because is makes it difficult. The support is really good but I couldn't work without them

Cons

  • I would like to see easier and more dynamic ways to create/ run reports.
  • Because the software is so customizable, for those who do not know what they want it to do, it often takes others with more creative ability or willingness to try to make it work. For those with basis understanding of their data structures and processes, this tool is perfect, however if you want to be told what to do, it can be overwhelmingly customizable.
  • The look and feel are not the most easy to understand for new people

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Devaland
Founded: 2024
Romania
getdealos.tech

Company Information

Dynamo Software
Founded: 1998
United States
www.dynamosoftware.com

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Categories

Due Diligence Supported
M&A Supported

Categories

Data Extraction Features

Disparate Data Collection Supported
Document Extraction Supported
Email Address Extraction Supported
Image Extraction Supported
IP Address Extraction Supported
Phone Number Extraction Supported
Pricing Extraction Supported
Web Data Extraction Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Not Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Financial Risk Management Features

Compliance Management Supported
Credit Risk Management Supported
For Hedge Funds Supported
Liquidity Analysis Supported
Loan Portfolio Management Supported
Market Risk Management Supported
Operational Risk Management Supported
Portfolio Management Supported
Portfolio Modeling Supported
Risk Analytics Benchmarks Supported
Stress Tests Supported
Value At Risk Calculation Supported

Financial Services Features

Analytics Supported
Branch Optimization Not Supported
Channel Management Not Supported
Compliance Management Supported
Customer Engagement Not Supported
Performance Management Supported
Risk Management Supported

Fund Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Activity Tracking Supported
Asset Management Supported
Bank Reconciliation Supported
Budgeting & Forecasting Supported
Compliance Management Supported
Donor Management Not Supported
General Ledger Supported
Partnership Accounting Supported
Purchasing & Receiving Supported

Hedge Fund Features

Compliance Management Supported
Contact Management Supported
Investor Accounting Supported
Investor Reporting Supported
P&L Calculation Supported
Partnership Accounting Supported
Performance Analysis Supported
Portfolio Analysis Supported
Portfolio Management Supported

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported

Investor Relations Features

Automated Reporting Supported
Compliance Management Supported
Custom Emails / Newsletters Supported
Data Centralization Supported
Deal & Acquisition Management Supported
Document Creation Supported
Document Management Supported
Electronic Signature Supported
Investor CRM Supported
Investor Transactions / Valuations Supported
IR Website Builder Not Supported

Virtual Data Room Features

Anonymity Management Supported
Audit Trail Supported
Collaboration Supported
Data Protection Supported
Data Storage Management Supported
Document Tagging Supported
Due Diligence Management Supported
Procurement Management Not Supported
Project Management Not Supported
Role-Based Permissions Supported
Secure Preview Supported

Integrations

Bing Not Supported
Bloomberg Not Supported
Box Not Supported
CB D365 SharePoint Permission Replicator Not Supported
Citcon Not Supported
Crunchbase Not Supported
Dakota Marketplace Not Supported
Docusign Not Supported
Dropbox Not Supported
Highcharts Not Supported
Microsoft 365 Not Supported
Open:FactSet Marketplace Not Supported
Passthrough Not Supported
PitchBook Not Supported
Plaid Not Supported
Power BI Embedded Not Supported
ProFundCom Not Supported
SS&C Intralinks VIA Elite Not Supported
Snowflake Not Supported
Tracxn Not Supported

Integrations

Bing Supported
Bloomberg Supported
Box Supported
CB D365 SharePoint Permission Replicator Supported
Citcon Supported
Crunchbase Supported
Dakota Marketplace Supported
Docusign Supported
Dropbox Supported
Highcharts Supported
Microsoft 365 Supported
Open:FactSet Marketplace Supported
Passthrough Supported
PitchBook Supported
Plaid Supported
Power BI Embedded Supported
ProFundCom Supported
SS&C Intralinks VIA Elite Supported
Snowflake Supported
Tracxn Supported
Claim Deal OS and update features and information
Claim Deal OS and update features and information
Claim Dynamo Software and update features and information
Claim Dynamo Software and update features and information