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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Dynamo Software

    Score9 out of 10
    N/ADynamo 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

    Evernote

    Score8.5 out of 10
    N/AEvernote is a suite of software and services designed for notetaking and archiving. A "note" can be a piece of formatted text, a full webpage or webpage excerpt, a photograph, a voice memo, or a handwritten "ink" note. Notes can also have file attachments. Notes can be sorted into folders, then tagged, annotated, edited, given comments, searched and exported as part of a notebook. Evernote supports a number of operating system platforms (including OS X, iOS, Chrome OS, Android, Microsoft…

    $14.99

    per month

    Pricing
    Dynamo SoftwareEvernote
    Editions & Modules
    No answers on this topic
    Starter
    $14.99
    per month
    Advanced
    $24.99
    per month
    Enterprise
    Contact Sales
    Offerings
    Pricing Offerings
    Dynamo SoftwareEvernote
    Free Trial
    NoNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Discount available for annual pricing.
    More Pricing Information
    Community Pulse
    Dynamo SoftwareEvernote
    Considered Both Products
    Dynamo Software
    No answer on this topic
    Evernote
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    14 Answers
    90%
    Would buy again
    38 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    13 Answers
    95%
    Delivers good value for the price
    36 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    14 Answers
    90%
    Happy with the feature set
    38 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    9 Answers
    97%
    Lived up to sales and marketing promises
    29 Answers
    Implementation went as expected
    83%
    Implementation went as expected
    10 Answers
    100%
    Implementation went as expected
    33 Answers
    Best Alternatives
    Dynamo SoftwareEvernote
    Small Businesses
    No answers on this topic
    Google Keep
    Score9.2 out of 10
    Medium-sized Companies
    No answers on this topic
    Google Keep
    Score9.2 out of 10
    Enterprises
    No answers on this topic
    Google Keep
    Score9.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Dynamo SoftwareEvernote
    Likelihood to Recommend
    8.2
    (14 ratings)
    4.1
    (106 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    8.3
    (35 ratings)
    Usability
    7.4
    (14 ratings)
    7.6
    (13 ratings)
    Availability
    -
    (0 ratings)
    8.9
    (2 ratings)
    Performance
    -
    (0 ratings)
    8.9
    (2 ratings)
    Support Rating
    -
    (0 ratings)
    8.9
    (27 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.8
    (8 ratings)
    User Testimonials
    Dynamo SoftwareEvernote
    Likelihood to Recommend
    Dynamo Software
    I think to organise and view information Dynamo has shown it's capability. However, it's still not a workflow or project management tool. It's a great hub for inhaling and presenting information of magnitude, and it does so well. But there are limitations to how Dynamo can be used to allow interpersonal and teamed type collabs to happen. We know it's not an Asana and not built for that, so it's not a negative feedback, just not the appropriate platform if full fledged proj management and logistics, comms need to be housed somewhere along with the data, It's not within Dynamo for now.
    Incentivized
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    Evernote
    Evernote is an excellent tool for keeping track of client relationships and taking notes. The indexing is excellent, with text in images and text. However, a Wiki might be better for large-scale collaboration. It is a perfect use case for it, and it is hard to beat. To-do lists that need to be tracked or have due dates assigned do not work well in Evernote. It's almost like a library that anyone can add to, edit, tag, and reference. Evernote has a limited checklist function in terms of tasks meant to be kept in one place rather than reviewed and organized over time.
    Incentivized
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    Pros
    Dynamo Software
    • Tracking relationships in the CRM and the Web Add-in tool to add new information straight from emails.
    • The flexibility to build out whatever view you would like to see certain data in and the ability to then export information to Excel.
    • The Mail Merge Tool allows us to communicate to over 100 different subsets of our limited partners in different SPVs.
    Read full review
    Evernote
    • Ability to share meeting notes with others (like that it works well with Rocketbook).
    • The To-Do list helps with organization and project deadlines.
    • Able to sync to multiple devices so you can use it in the office or in the field.
    Incentivized
    Read full review
    Cons
    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.
    Read full review
    Evernote
    • The free application's feature will meet most users needs, but the Premium plan is expensive.
    • Though Evernote lets you create and manage notes effortlessly, its basic plan supports sync between two devices and does not support offline mode.
    • Can't export data easily to other applications.
    Incentivized
    Read full review
    Likelihood to Renew
    Dynamo Software
    No answers on this topic
    Evernote
    I can't really imagine how much they'd have to charge me to make me quit Evernote. I can't really think of any technology that has changed my life as much without going back to email in the 90s, or the introduction of the iPhone. I know I sound ridiculous, but it would be really tough for me to live without it. If I were forced to choose between my smart phone (and keep in mind that I get lost in my driveway) and my Evernote, I'd probably choose my Evernote.
    Read full review
    Usability
    Dynamo Software
    I find it easy to use and very intuitive once you get into the weeds. We also prepared an entire policies and procedures for utilizing it efficiently and not making many human errors. This guide has helped our employees understand how to use it. In addition, the help guides on the Dynamo website are really useful
    Incentivized
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    Evernote
    • Basic visual organization - ability to create a notebook and store user notes inside of it.
    • Basic easy navigation - You can quickly move in and out of files and notes.
    • User intuitive addition - whatever you need to add to your document, it's relatively easy to understand and use.
    • We find overall that we still want some functionality in creating better task lists, boards, and other things that we find in Notion - which is the tool that we use as a team notebook/storage space.
    Incentivized
    Read full review
    Reliability and Availability
    Dynamo Software
    No answers on this topic
    Evernote
    Generally issues are by connectivity and not Evernote availability but I have had issues in the past with cross-client consistency of data which Evernote Support has ID'd as bugs that are still unresolved as far as I know
    Read full review
    Performance
    Dynamo Software
    No answers on this topic
    Evernote
    Fast and clean interface. Just upgraded to Evernote 5
    Read full review
    Support Rating
    Dynamo Software
    No answers on this topic
    Evernote
    I bet you won’t even need to call their support. Their product has never failed me. Simply put. But if you were to email them to gather some details or help, I bet they won’t disappoint you. Don’t worry about the support, it’s the last thing you should worry about this product.
    Incentivized
    Read full review
    Implementation Rating
    Dynamo Software
    No answers on this topic
    Evernote
    Make sure you think about your tags. If you end up with multiple similar tags then things aren't grouped together as you might prefer. For instance if you have a tag called Disney and Walt Disney, this will split up your articles. Evernote makes it simple to correct, but I suggest you make sure your users look closely at the existing tags before creating new ones.
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    Alternatives Considered
    Dynamo Software
    Main arguments were: pricing as well as the usability. Setting up Dynamo is not difficult. Especially if you don't know what you really want. Dynamo offers out of the box views. Adjusting these is simple. Other competitiors like eFront are very customisable but need to be set up from scratch. Dynamo offered some type of canvas.
    Incentivized
    Read full review
    Evernote
    The most similar program I have used is OneNote by Microsoft, and other note taking programs exist like Notepad and Microsoft Word but those programs do not offer syncing like Evernote does. There are newer programs in the space like Dropbox Paper and Google Docs which would be on a list of ones to consider.
    Incentivized
    Read full review
    Return on Investment
    Dynamo Software
    • creating work flows for new clients
    • can cause issues with to many items in the pipeline
    • Allows us to view funding quickly and efficiently
    Read full review
    Evernote
    • Evernote has allowed our school's over 3000 students and staff members to work more efficiently instead of spending time on making physical notes, clicking pictures, and uploading them to the cloud in order to share them
    • The investment in Evernote Premium has also allowed for heavier files to be attached in each note such as student work that allows teachers to be certain that students have followed deadlines and finished assigned tasks
    • Evernote has allowed our school to smoothly transition in and out of online learning as the local COVID-19 protocols change and student work requires one platform to be based on throughout
    Incentivized
    Read full review
    ScreenShots

    Dynamo Software Screenshots

    Screenshot of Dynamo Accounting, which is a General Ledger (GL) based platform to manage and automate complex fund administration, and reporting workflows, delivering Excel-powered financial packages, audit-ready outputs, and streamlined financial operations from a single platform.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 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.Screenshot of Dynamo Investor Relations, which streamlines fundraising, investor communications, reporting, and relationship tracking in a single system.Screenshot of Dynamo Portfolio Management with embedded DynamoAI delivers intelligent portfolio monitoring, analytics, and workflow automation, empowering investment teams to make faster, data-driven decisions across their portfolios.