Dynamo Software vs. WealthBlock

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

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.

• Keeps improving the software
• Client management and support
• It is very customizable

• 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.

• 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.

• 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.

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.

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.

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.

• It allows us to offer a more sophisticated accounting application and investor portal in our suite of technology.

• 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