About Dynamo

Dynamo is a cloud-based solution that helps institutional investors and alternative asset managers maintain investor relationships through compliance document submissions, interested party mapping, account statements and more. Key features include risk management, performance metrics, client portal, investments tracking and benchmarking.

Designed for various types of funds such as hedge, private equity and venture capital, Dynamo provides detailed investor valuations and stores transaction records in a unified repository for future reference. Investor portal enables teams to generate reports on individual investments, fund performance, transactions, account balances and more and facilitates decision making. Additionally, teams can request access to firms...


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Supported Operating System(s):

Web browser (OS agnostic)

8 Reviews of Dynamo

Average User Ratings

Overall

4.50 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(5)

5

4 stars

(2)

2

3 stars

(1)

1

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 8 of 8 results

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April 2020

Lydia from The Board of Pensions of the Presbyterian Church USA

Company Size: 201-500 employees

Industry: Investment Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

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.

May 2020

Beth from University of Pennsylvania

Company Size: 11-50 employees

Industry: Investment Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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

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.

March 2020

Thomas from Corridor Capital

Company Size: 11-50 employees

Industry: Investment Management

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

March 2020

Dynamo/Preqin Review

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.

Reasons for Choosing Dynamo

N/A

March 2018

Christie from GMF Capital

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2018

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

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.

May 2020

Jennifer from Gresham Partners

Company Size: 51-200 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

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.

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

I was not a part of the product decision making.

March 2020

Mac from USC

Company Size: 11-50 employees

Industry: Investment Management

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2020

Review

Pros

The team was already using Dynamo when I came on. I find it easy to use. I can easily organize all fund and manager information into one place so I can easily find it.

Cons

It's small, but when I search for things, it always takes a few seconds to load the drop-down menu to select what I'm looking for. The AI add-in is frustrating because it will auto-relate entities that are not related to the activity I'm saving. For example, if the notes in the body of an activity mention something generic like a Bloomberg Barclays Index, it will auto-relate every contact in the system from both Bloomberg and Barclays even though the notes are not about either Bloomberg or Barclays.

May 2020

Dane from William Penn Foundation

Company Size: 11-50 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

3.0

Functionality

4.0

May 2020

Dynamo Review 5/14/20

Pros

Ease of use; ability to customize; dedicated client specialist

Cons

Compatibility of add-ins has been an issue in the past

May 2020

Joshua from Audax Group

Company Size: 201-500 employees

Industry: Banking

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2020

I Wouldn't Leave Home Without It

Overall, they are a fantastic company to work with. The support team, although based in Bulgaria, for the most part responds as though they were in the USA. We have been long time customers and grown along with Dynamo. The experience has been great.

Pros

Its cloud based architecture, coupled with intuitive design makes this a fantastic product for our needs.

Cons

It would be great if the product introduced a 'recycle bin' so any entities accidentally deleted could be easily restored.