Audience

Alternative Asset Management Firms seeking to automate workflows and integrate systems

About Dynamo Software

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.

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Articles

Radical Transparency Expected to Define the New GP-LP Relationship

Pricing

Pricing Details:
Contact Dynamo directly for pricing

Integrations

API:
Yes, Dynamo Software offers API access
See Integrations

Ratings/Reviews - 3 User Reviews

Overall 4.3 / 5
ease 4.0 / 5
features 4.3 / 5
design 3.7 / 5
support 4.7 / 5
More Reviews for Dynamo Software Write a Review

Company Information

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

Articles

Radical Transparency Expected to Define the New GP-LP Relationship

Videos and Screen Captures

Play Video Deal Pipeline Dashboard Relationship Dashboard RMS Fund Dashboard RMS - Managers Dashboard Portfolio Fund Dashboard Fund Cashflow
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Product Details

Platforms Supported
Cloud
iPhone
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Dynamo Software Frequently Asked Questions

Q: What kinds of users and organization types does Dynamo Software work with?
Dynamo Software works with these users and organization types: Mid Size Business, Small Business, Enterprise, Government, and Startup.
Q: What languages does Dynamo Software support in their product?
Dynamo Software supports these languages: English.
Q: What kind of support options does Dynamo Software offer?
Dynamo Software offers support via phone support, 24/7 live support, and online.
Q: What other applications or services does Dynamo Software integrate with?
Dynamo Software integrates with: Power BI Embedded, Azure SQL Database, Bing, Bloomberg, Box, CB D365 SharePoint Permission Replicator, Citcon, Crunchbase, Dakota Marketplace, Docusign, Dropbox, FactSet, Highcharts, Microsoft Outlook, MSCI Real Estate Enterprise Analytics, Microsoft 365, Open:FactSet Marketplace, Front Office Solutions, Passthrough, PitchBook, Plaid, Preqin, ProFundCom, Snowflake, and SS&C Intralinks VIA Elite and more.
Q: Does Dynamo Software have an API?
Yes, Dynamo Software has an API.
Q: Does Dynamo Software have a mobile app?
Yes, Dynamo Software has a mobile app for iPhone and Android.
Q: What type of training does Dynamo Software provide?
Dynamo Software provides training in the form of documentation, live online, webinars, in person, and videos.
Q: What pricing for support is available for Dynamo Software?
Dynamo Software offers support included with purchase and additional fee / premium available.
Q: What pricing for training is available for Dynamo Software?
Dynamo Software offers training included with purchase and additional fee / premium available.

Dynamo Software Product Features

Data Extraction

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

Financial CRM

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

Financial Reporting

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

Financial Risk Management

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

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

Fund Accounting

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

Hedge Fund

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

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

Investor Relations

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

M&A

Virtual Data Room

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

Dynamo Software Additional Categories

Dynamo Software Verified User Reviews

Write a Review
  • A Dynamo Software User
    Investor Relations Associate
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 26 - 99
    Design 4 out of 5 stars
    Ease 4 out of 5 stars
    Features 4 out of 5 stars
    Pricing 4 out of 5 stars
    Support 4 out of 5 stars
    Probability You Would Recommend? 8 out of 10

    "Dynamo Software review"

    4 out of 5 stars Posted 2025-12-15

    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.

    Cons: I would like to see easier and more dynamic ways to create/ run reports.

    Overall: Overall we're very happy with Dynamo as our CRM system. I would highly recommend it to any GP. It's been very good to us!

    Read More...
  • Todd C.
    Client Experience Associate
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 26 - 99
    Design 5 out of 5 stars
    Ease 4 out of 5 stars
    Features 5 out of 5 stars
    Pricing 4 out of 5 stars
    Support 5 out of 5 stars
    Probability You Would Recommend? 10 out of 10

    "Dynamo Software - Review after 4 years as a user"

    5 out of 5 stars Posted 2025-12-11

    Pros: 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.

    Cons: 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.

    Overall: Overall Dynamo is a fantastic software that I would recommend to everyone, particularly those who want to build and create custom views and workspaces without incurring additional costs. Great product!

    Read More...
  • Amanda D.
    Finance Manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: Administrator, Deployment
    Company Size: 26 - 99
    Design 2 out of 5 stars
    Ease 4 out of 5 stars
    Features 4 out of 5 stars
    Pricing 3 out of 5 stars
    Support 5 out of 5 stars
    Probability You Would Recommend? 8 out of 10

    "Good, especially because of the support"

    4 out of 5 stars Posted 2025-11-13

    Pros: 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: The look and feel are not the most easy to understand for new people

    Overall: Good! I am happy that our data is always stored in one place and in a similar way over the portfolio companies.

    Read More...
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