Dynamo Software 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Dynamo Software

4.6

(34)

Pricing

Starting at $1.00 per year

About Dynamo Software

Dynamo Software is a cloud-based, AI-powered platform supporting the full alternative investment management lifecycle. Trusted by over 1,000 global clients including private equity firms, venture capital funds, real estate investors, hedge funds, and institutional allocators. Dynamo helps centralize data, automate workflows, & make smarter decisions across front, middle, and back-office operations.

Whether you're a General Partner (GP) sourcing deals, a Limited Partner (LP) analyzing exposures, or a finance team managing fund accounting, Dynamo offers solutions tailored to your firm’s unique structure, strategy, and scale.

Dynamo Data Automation (DDA)
Ideal for: GPs, LPs, Operations Teams.

Uses AI and configurable workflows to streamline data collection, management and reporting. Automate extraction of key metrics from financial statements, board packs, & pitch decks—reducing manual effort and errors, enabling standardized, auditable outputs.

CRM & Deal Management
Ideal for: Deal teams, Investor Relations Professionals, Business Development Leads.

Dynamo’s CRM centralizes relationship data and integrates with email and calendar tools to streamline communication. Deal Manageme...

nt tools help track acquisition pipelines, manage due diligence, and automate relationship mapping with AI-powered tagging & data extraction-improving visibility across the investment lifecycle. Investor Relations & Fundraising Ideal for: IR teams, Fundraisers, Asset Managers. Dynamo simplifies investor communications & fundraising with a secure Investor Portal, integrated data rooms, and automated document distribution. Electronic consent workflows support tax documents like K-1s, while fundraising pipelines and reporting tools help teams stay organized & transparent. Dynamo Accounting Ideal for: CFOs, Controllers, Fund Administrators, Asset Managers. Includes a fully integrated general ledger, capital call and distribution tracking, waterfall modeling, & compliance-ready reporting. Supports GAAP, ILPA, and Invest Europe standards, with seamless Excel integration for flexible reporting. Portfolio Monitoring & Valuation Ideal for: Portfolio Managers, Analysts, Operations Teams. Enables real-time tracking of portfolio company performance. Automates data collection from board packs, financial statements, and pitch decks. Supports valuation modeling, KPI tracking, and custom reporting. Company portals allow direct data submission. Research Management Ideal for: Investment Analysts, Research Teams, Asset Allocators. Centralizes qualitative and quantitative insights across managers, funds, and strategies. Teams collaborate on due diligence, tag and summarize documents using AI, and manage approval workflows in a secure, searchable environment. Portfolio Management Ideal for: Multi-asset Managers, Asset Allocators, CIOs, Risk Teams. Supports NAV tracking, IRR calculation, exposure analysis, and scenario modeling across multi-asset, multi-currency portfolios. Dashboards provide visibility into cash positions, risk metrics, and fund-level performance. HoldingsInsight Ideal for: LPs, Allocators, CIOs, CFOs, Risk Analysts. Provides a normalized view of underlying holdings across funds, managers, and asset classes. Enables exposure analysis, concentration risk identification, and dynamic reporting—enhancing transparency for diversified portfolios. Advanced Analytics & Dashboards Includes pre-configured dashboards and customizable analytics tools to visualize performance, risk, and operational metrics, supporting internal decision-making and investor reporting. Security Built on SOC 2 Type II certified infrastructure with secure data centers across N.America, EMEA, APAC, & UAE. Annual audits & enterprise-grade protocols ensure data protection and compliance. Mobile Access Responsive mobile app allows secure access to data and reports from anywhere. Support Offers personalized onboarding, training, client success team, in-product help videos.

Dynamo Software Screenshots

Dynamo Software Pricing and Plans

Starting price: $1.00 per year

Free Trial

Free Version

Basic

$1.00

per year

No plan information available

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Dynamo Software Features

Popular features found in Real Estate CRM
Campaign Management
Client/Property Matching
Contact Database
Document Management
Email Marketing
Lead Capture
Lead Nurturing
Referral Tracking
Reporting/Analytics
Segmentation
Workflow Management
More features of Dynamo Software
Access Controls/Permissions
Accounting
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Appointment Management
Audit Trail
Automated Execution
Bank Reconciliation
Benchmarking
Billing & Invoicing
Bonds/Stocks
Budgeting/Forecasting
Calendar Management
Calendar Sync
Cash Management
Chart of Accounts
Client Management
Client Portal
Collaboration Tools
Compliance Management
Compliance Tracking
Contact Management
CRM
Customer Database
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Data Synchronization
Drag & Drop
Electronic Payments
Email Management
Email Templates
Email Tracking
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
Forecasting
For Financial Institutions
For Hedge Funds
For Investment Advisors
For Investors & Traders
For Real Estate
Fund Management
General Ledger
Historical Reporting
Income & Balance Sheet
Interaction Tracking
Investment Management
Investment Research
Investments Tracking
Investor Communication
Investor Management
Investor Portal
Investor Reporting
Lead Distribution
Lead Generation
Lead Management
Lead Qualification
Marketing Automation
Mobile Access
Modeling & Simulation
Monitoring
Multi-Currency
Omnichannel Communications
Partnership Accounting
Performance Analysis
Performance Metrics
Pipeline Management
Portfolio Accounting
Portfolio Analysis
Portfolio Management
Portfolio Rebalancing
Profit/Loss Statement
Property Database
Real-Time Data
Real-Time Reporting
Relationship Tracking
Reminders
Reporting & Statistics
Revenue Recognition
Risk Analysis
Risk Assessment
Risk Management
Sales Reports
Search/Filter
Task Management
Task Scheduling
Tax Management
Team Assignments
Template Management
Territory Management
Third-Party Integrations
Visual Analytics

Dynamo Software Integrations

Microsoft Outlook

Box

Dropbox Business

Docusign

Microsoft 365

Microsoft SQL Server

See all 19 integrations

Dynamo Software User Reviews

Overall Rating

4.6

Ratings Breakdown

68%

26%

Secondary Ratings

Ease of Use

4.4

Value for money

4.6

Customer support

4.7

Functionality

4.5

Vikash K.

Verified reviewer

Architecture & Planning

501-1000 employees

Used weekly for more than 2 years

Review source

Reviewed December 2022

Is Dynamo a good investment management software

Overall its a good solution for institutional investors and asset managers.

Ratings Breakdown

Ease of use

Functionality

Pros:

New featurescustomer supportEase of UseValue for money

Cons:

Difficult to learn initially as the user interface can be a little tricky to get along with.Artificial intelligence sometimes gets in the way as it automatically relate entities.

Lydia Y.

Verified reviewer

Investment Management

201-500 employees

Used daily for more than 2 years

Reviewed April 2020

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Allannah S.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed March 2020

Great features

Managing investors - both existing and prospective.

Ratings Breakdown

Ease of use

Previously 5

Value for money

Customer support

Functionality

Pros:

Clienteer is easy to navigate and has great capabilities. It has been very useful in managing investors.

Cons:

Being based in the Cayman Islands and South Africa, the speed is slow despite internet speed being fast.

Kristan L.

Verified reviewer

Architecture & Planning

1001-5000 employees

Used weekly for more than 2 years

Review source

Reviewed April 2023

Dynamo is a powerful tool

Overall, Dynamo is a powerful tool that can be used for a variety of purposes.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This tool can be used for a variety of things. It provides a variety of features that can help you store, track and organise your data. It allows for features that help for collaboration with others.

Cons:

Dynamo can be expensive, difficult to use and not as well known as other databases.

Beth G.

Verified reviewer

Investment Management

11-50 employees

Used daily for more than 2 years

Reviewed May 2020

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Dynamo Software

Dynamo had a great all around platform including CRM, document management, portfolio management, analytics. Dynamo was very willing to work collaboratively with clients to make their software even better.

Jennifer S.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 2 years

Reviewed May 2020

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Dynamo Software

I was not a part of the product decision making.

Reasons for switching to Dynamo Software

The system was old and outdated and we were not getting any support. Report run times were exceeding five minutes.

Linda V.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2021

Dynamo Feedback

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Christie P.

Used daily for more than 2 years

Reviewed March 2018

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Scott C.

Financial Services

11-50 employees

Used daily for more than 2 years

Reviewed October 2018

Web Vision review

Seven Bridges has used the WebVision platoform for 5+ years and has always had a positive experience. Customer rep. is our main point of contact has always been extremely helpful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Provides Seven Bridges client easy access to documents we share with them, plus the dynamic aspects of our website allows them to see their asset allocation summary and details. Additionally the Admin functions and MFA are very useful as an adminstrator of the platform.

Cons:

As discussed with Erol Dusi it would be beneficial if the portal allowed our internal Web Services to be called from the Web Vision portal and rendered through JavaScript/HTML5 in some generic manner. Also easier use on mobile devices would be extremely helpful.

Dominique A.

Used daily for more than 2 years

Reviewed June 2018

Clienteer is a great CRM solution for a young and growing business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The small company feel makes everything feel customized, from the software to the client service. It's nice to be included in the dialogue with regards to future software updates.

Cons:

Wish it could be slightly more straightforward to use. But that comes with use, and of course they have so many features so that comes with time and usage.

Vendor Response

Dominique, it has been a pleasure working with you all these years. We love our small company feel and the ability to build strong relationships with our clients. We know Clienteer's rich functionality can sometimes be overwhelming but hopefully all the training we offer including Webinars, Group sessions, One-on-one sessions and our Training Camp helps you take full advantage of the software.

Replied July 2018

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