DealCloud vs. Dynamo Software

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
DealCloud
Score 9.2 out of 10
N/A
DealCloud’s platform centralizes communication data and helps firms transform average day-to-day activities into actionable relationship intelligence. DealCloud is an Intapp company (acquired August 2018).N/A
Dynamo Software
Score 8.5 out of 10
N/A
Dynamo Software is a purpose-built investment management platform that can support the entire private market investment lifecycle. It offers modules for CRM, deal management, investor relations, investor portal, portfolio monitoring, fund accounting, research management, portfolio management, and ESG reporting.N/A
Pricing
DealCloudDynamo Software
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
DealCloudDynamo Software
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
DealCloudDynamo Software
Best Alternatives
DealCloudDynamo Software
Small Businesses
Affinity CRM
Affinity CRM
Score 9.4 out of 10
Affinity CRM
Affinity CRM
Score 9.4 out of 10
Medium-sized Companies

No answers on this topic

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Enterprises

No answers on this topic

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All AlternativesView all alternativesView all alternatives
User Ratings
DealCloudDynamo Software
Likelihood to Recommend
-
(0 ratings)
8.2
(2 ratings)
Usability
-
(0 ratings)
7.7
(2 ratings)
User Testimonials
DealCloudDynamo Software
Likelihood to Recommend
Intapp
No answers on this topic
Dynamo Software
1. A client looking for integration of CRM, accounting and the investor portal. 2. Clients looking for a well developed investor portal to simply provide documents on one end to providing charts, graphs and investor level information on the other. 3. It is not well suited for smaller cost conscious clients
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Pros
Intapp
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Dynamo Software
  • Keeps improving the software
  • Client management and support
  • It is very customizable
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Cons
Intapp
No answers on this topic
Dynamo Software
  • Some functionality is clunky: Mailing Campaigns, Passthrough Integration, Dynamo Accounting Complex Transactions. At times it seems functionality is rolled out too soon.
  • Onboarding of new clients for us seems a bit haphazard. We just added a new tenant with CRM, Dynamo Accounting and the Investor Portal and we weren't exactly sure what the state of the new tenant should be based on what was copied over from a prior tenant or how much Dynamo Software time or support we would have to customize the new tenant.
  • At times it seems Dynamo Software's terminology with relationships either isn't intuitive or is repetitive creating additional time/confusion when modifying workspaces, portal set-up, etc.
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Usability
Intapp
No answers on this topic
Dynamo Software
The system’s configurable nature makes it a dynamic solution for addressing business-specific needs. Additionally, the intuitive design of the data queries allow us to find what we need and self-source most items. Finally, the ability to manage the majority of configuration needs in-house enables us to resolve user requests in a timely manner. Dynamo also listens to customer feedback and consistently deliver helpful upgrades.
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Alternatives Considered
Intapp
No answers on this topic
Dynamo Software
Dynamo Software makes the most sense from a cost perspective for available offerings to our clients. The integration between the CRM, Accounting module and investor portal. We also appreciate the ability to customize the investor portal to the client's request all within the same license.
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Return on Investment
Intapp
No answers on this topic
Dynamo Software
  • It allows us to offer a more sophisticated accounting application and investor portal in our suite of technology.
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ScreenShots

Dynamo Software Screenshots

Screenshot of Dynamo Accounting, which helps manage and automate complex fund administration and reporting workflows, delivering Excel-powered financial packages and audit-ready outputs for alternative investment firms.Screenshot of Dynamo Research Management, a platform that centralizes and automates investment research and due diligence workflows for multi-asset class investors.Screenshot of Dynamo’s Investor Relations platform, which streamlines fundraising and marketing by centralizing investor data, automating outreach, with integrated CRM, analytics, and a secure investor portal.Screenshot of Dynamo Investor Portal, which is a secure, configurable platform that streamlines investor communications, performance reporting, and document management to deliver GP and LP engagement.Screenshot of Dynamo Deal Management, used to streamline GP deal sourcing, pipeline tracking, and due diligence with intuitive workflows, unified data, and intelligent automation.