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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Alternative asset managers in multiple verticals, including private equity and venture capital funds, real estate investment firms, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators

Audience

Investors and venture capital

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$79 per month
Free Version
Free Trial

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 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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Visible
Founded: 2014
United States
visible.vc/

Alternatives

Alternatives

Pinnakl CRM

Pinnakl CRM

Pinnakl
Backstop

Backstop

Backstop Solutions Group
eFront

eFront

eFront, a part of BlackRock
eFront

eFront

eFront, a part of BlackRock

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Hedge Fund Features

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

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations Features

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
Investor CRM
Investor Transactions / Valuations
IR Website Builder

Business Performance Management Features

Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Integrations

Box
ChartMogul
DocuSign
Dropbox
Google Analytics
Google Sheets
HubSpot CRM
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
QuickBooks Online
Rambox
Revit MEP
Salesforce
Slack
SourceScrub
Stripe
Xero
Zapier
purpose.jobs

Integrations

Box
ChartMogul
DocuSign
Dropbox
Google Analytics
Google Sheets
HubSpot CRM
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
QuickBooks Online
Rambox
Revit MEP
Salesforce
Slack
SourceScrub
Stripe
Xero
Zapier
purpose.jobs
Claim Dynamo Software and update features and information
Claim Dynamo Software and update features and information
Claim Visible and update features and information
Claim Visible and update features and information