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

Joseph M.

Verified reviewer

Civil Engineering

501-1000 employees

Used weekly for more than 2 years

Review source

Reviewed May 2023

Agrxis Review on Dynamo

For me, using Dynamo to manage my finances and business operations has been a game-changer. The platform provides a full range of functions, including document management, contact management, investor reporting, client portal, real estate administration, lead management, investment tracking, and accounting, that are tailored to my particular needs. My process has been substantially improved and the need for additional systems has been removed thanks to the smooth connectivity between these components. I like the platform's user-friendly interface and simple navigation since they make it simple for me to get about and find the information I need. I was able to adapt Dynamo to my particular workflows and requirements because to the customization possibilities. I can now make data-driven decisions and learn a lot about my investments and business operations thanks to the powerful reporting and analytics features. Overall, Dynamo has exceeded my expectations and has given me the tools and functionality I need to successfully manage my investments.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I'm excited to discuss my favorite aspects of Dynamo Software. Its broad and integrated nature is, in my opinion, its most notable aspect. I can access a variety of capabilities with Dynamo, including accounting, document management, contact management, investor reporting, client portal, real estate management, lead management, and real estate administration, all on a one platform. My efficiency has increased dramatically as a result of this centralized strategy, which does away with the necessity for many ad hoc systems or manual procedures. Everything being in one location makes it easy for me to switch between modules, have access to important data, and complete tasks. The user experience is further improved by the user-friendly design and simple navigation. Additionally, Dynamo's flexibility to modify and adapt the platform to my particular specifications has been priceless in enabling me to modify it to fit my particular processes and demands.

Cons:

Thus far, my experience with Dynamo has been very positive and I have not encountered any issues or concerns.

Ben I.

Verified reviewer

Investment Management

11-50 employees

Used daily for less than 6 months

Review source

Reviewed October 2025

Ease of Use and Implementation for Better Investment Tracking

Easy to implement in our organization, ancillary features like Outlook add-in are working as expected and the ease of referring back to prior notes/meetings is a huge benefit vs our old Sharedrive and email use. Dynamo will be a huge addition to our investment workflow and allow for quicker decision-making in managing our portfolio.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Dynamo allows our office to more easily track our large list of manager relationships, memorialize key interactions, improve searchability and document storage vs OneDrive/Outlook, and allows for easy distribution of meeting notes. The system is very user friendly and easy to navigate.

Cons:

The platform is largely easy to user, but I do wish there was more colors or other differentiation in the UI.

Reasons for choosing Dynamo Software

Cost, user functionality, flexibility over licensing and implementation

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.

Mehran K.

Verified reviewer

Construction

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed July 2024

Dynamo - Still a Good Tool to Pick

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Automatisation, Time saved doing redundant tasks

Cons:

Learning period/curve, time needed to create a script

Abhijeet K.

Verified reviewer

Construction

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed April 2022

Business smart with Dynamo

My overall experience is good with this software we are doing a lot of business through this software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The basis and nessaary features about the software is good.

Cons:

Pricing may be high in compare to other.

Verified

Reviewer

Investment Management

11-50 employees

Used daily for more than 2 years

Reviewed June 2018

I would be a big fan if it would just work faster.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Love all the tagging that is possible and the integration with Outlook. Love the signature parsing functionality.

Cons:

Often very slow, which is frustrating in a fast-paced industry. Long lags. Seems like something that could be fixed by the company.

Vendor Response

We love to hear about clients benefitting from our seamless outlook integration and ability to create contacts with ease! We are sorry you have been experiencing speed issues, this is not usually a case reported by our clients. There are a number of things that can cause speed issues. The best way to solve this is to reach out to your Client Service Representative to explore this issue further.

Replied July 2018

Verified

Reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Reviewed June 2018

A major upgrade for us so hard to find much fault.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Fairly user-friendly. More functionality that I will ever need but nice to know it's there! Customer support and follow-up is amazing.

Cons:

Could be a little more intuitive to find particular things. Or a way to get quick answers. Most importantly, I wish it could go back and capture historically through Outlook emails like competitors can!

Vendor Response

Thanks for the awesome review! We strive to ensure our Client Service team is available to readily help with any questions. Our team is always working to improve our training camp materials and add easily accessible assistance within Clienteer. We can in fact capture historical emails from Outlook using our historical automated e-mail filing process. Please reach out to your Client Service Representative for more details on this.

Replied July 2018

Verified

Reviewer

Hospitality

11-50 employees

Used weekly for more than 2 years

Reviewed June 2018

I've used Clienteer for several years, and am always pleased at the customization thats available.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's always evolving based on client feedback, which is great! We set our version up to match our exact needs and it's been very helpful.

Cons:

How clicking something opens a new tab each time, resulting in LOTS of open tabs! Maybe a choice of opening a new tab or replacing the current one would be helpful.

Vendor Response

We definitely understand with an ever-changing world how important the ability to customize on the fly can be! We love getting suggestions from our clients as it helps us to build industry best practices into our software. We recognize the challenges of having too many tabs open which is why if you right click on an existing tab you can close all open tabs but the one you are currently on. If you reach out to the Client Service team, we would be happy to show you how it works!

Replied July 2018

Verified

Reviewer

Financial Services

1001-5000 employees

Used daily for less than 12 months

Review source

Reviewed April 2019

Must-Have Software for Hedge Funds

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Customer Service team is very responsive to any requests or questions we've had when using. Love the ability to have our LP and investor information all centralized in one location across the firm. In a fast-paced industry, we can often lose track of critical information that is the difference in an investment--Clienteer solves that issue for us.

Cons:

As with most software, takes a short while to get used to. Also occasionally have speed issues, but would think that this occurs more so on our company's end.

Verified

Reviewer

Defense & Space

10000+ employees

Used weekly for more than 2 years

Review source

Reviewed October 2018

Great Financial Tracking Software for Investor Relations

Ratings Breakdown

Ease of use

Functionality

Pros:

I use Clienteer because this establishes my relationship with my clients. The software has a great platform designed for people like me and others who work in hedge funds & banking institutions who need help in dealing with investor relations and other related finance administration. This software lets me view my client’s portfolios and track our developments.

Cons:

This has happened to me a couple of times that the software lags and I’ve had to restart my computer each time. It worked fine after that and didn’t encounter this problem anymore.

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