Dynamo Investor Portal vs. WealthBlock

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Dynamo Investor Portal
Score 8.0 out of 10
N/A
Dynamo’s investor relations software enables users to navigate a web of investors and their commitments, questions, and performance data. The solution features mass mailing, relational tagging, Outlook integration, and its integrated Investor Portal, Dynamo helps users effectively raise new capital while managing investors. Dynamo’s WebVision offering also provides a complimentary content management system (CMS) which can function as an integrated portal or standalone site, capable of hosting…N/A
WealthBlock
Score 10.0 out of 10
Small Businesses (1-50 employees)
WealthBlock is a fintech firm that offers a white label private capital raising platform. By integrating key funding tools (CRM, data room, investor verification, sub-doc e-signature, fund admin etc.), the solution aims to streamline processes and increases productivity. The vendor states WealthBlock currently supports 50+ venture capital, private equity, private placement, investment banking and broker dealer firms who leverage the…N/A
Pricing
Dynamo Investor PortalWealthBlock
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Dynamo Investor PortalWealthBlock
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup fee$900 per installation
Additional DetailsWealthBlock's subscription fees vary based on the number of deals presented. The "A La Carte" white label platform is priced per deal + subscription fee. The "Unlimited" white label platform is a flat fee covers an unlimited number of deals.
More Pricing Information
Community Pulse
Dynamo Investor PortalWealthBlock
Top Pros
Top Cons
Best Alternatives
Dynamo Investor PortalWealthBlock
Small Businesses
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Medium-sized Companies
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Enterprises
S&P Capital IQ
S&P Capital IQ
Score 7.8 out of 10
S&P Capital IQ
S&P Capital IQ
Score 7.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Dynamo Investor PortalWealthBlock
Likelihood to Recommend
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Dynamo Investor PortalWealthBlock
Likelihood to Recommend
Dynamo Software
No answers on this topic
WealthBlock
Great for VC, PE, and RE firms. I-banks and brokers should use it, as well, to scale. Cost might be too high for startups or sporadic fundraisers who don't need an ongoing tool.
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Pros
Dynamo Software
No answers on this topic
WealthBlock
  • Superior UI/UX. Our LPs and staff love it. Very intuitive.
  • Well thought out and integrated features and designs. Truly a one-stop solution.
  • Great customer service. Very responsive.
  • Fast deployment of new features and enhancement.
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Cons
Dynamo Software
No answers on this topic
WealthBlock
  • Compared to other LP portals, it is not cheap.
  • As it's a new firm, time is needed to prove its performance consistency.
  • Rapid release of new features and enhancement requires more training.
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Alternatives Considered
Dynamo Software
No answers on this topic
WealthBlock
WealthBlock comes with its native CRM, dataroom, investor onboarding, etc. Compared to other individual tools, WealthBlock provides a seamless one-stop solution for all parties involved in the process.
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Return on Investment
Dynamo Software
No answers on this topic
WealthBlock
  • Saved at least $50,000+ a year by replacing other disjointed tools
  • Dramatically improved our team productivity with a lot less human errors
  • With increased efficiency, our team is expected to take on a lot more investors
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ScreenShots

WealthBlock Screenshots

Screenshot of Platform home pageScreenshot of Platform dashboardScreenshot of Offering exampleScreenshot of Platform settingsScreenshot of CRMScreenshot of CRM account overview